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KRIMPELBEIN MANAGEMENT, S.C. RETIREMENT PLAN 401k Plan overview

Plan NameKRIMPELBEIN MANAGEMENT, S.C. RETIREMENT PLAN
Plan identification number 001

KRIMPELBEIN MANAGEMENT, S.C. RETIREMENT 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.
  • 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

KRIMPELBEIN OAK CREEK RELIEF & WELLNESS has sponsored the creation of one or more 401k plans.

Company Name:KRIMPELBEIN OAK CREEK RELIEF & WELLNESS
Employer identification number (EIN):391973757
NAIC Classification:621310
NAIC Description:Offices of Chiropractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KRIMPELBEIN MANAGEMENT, S.C. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01KENNETH KRIMPELBEIN2024-07-21
0012022-01-01KENNETH KRIMPELBEIN2023-07-27
0012021-01-01KENNETH KRIMPELBEIN2022-04-05
0012020-01-01KENNETH KRIMPELBEIN2021-07-15
0012019-01-01
0012018-01-01KENNETH KRIMPELBEIN
0012017-01-01KENNETH KRIMPELBEIN
0012016-01-01KENNETH KIMPELBEIN
0012015-01-01KENNETH KIMPELBEIN
0012014-01-01KENNETH KIMPELBEIN
0012013-01-01KENNETH KIMPELBEIN
0012012-01-01KENNETH KIMPELBEIN
0012011-01-01KENNETH KIMPELBEIN
0012010-01-01DR. KEN KRIMPELBIEN2011-06-06

Plan Statistics for KRIMPELBEIN MANAGEMENT, S.C. RETIREMENT PLAN

401k plan membership statisitcs for KRIMPELBEIN MANAGEMENT, S.C. RETIREMENT PLAN

Measure Date Value
2019: KRIMPELBEIN MANAGEMENT, S.C. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0138
Total number of active participants reported on line 7a of the Form 55002019-01-0138
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-013
Total of all active and inactive participants2019-01-0141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0141
Number of participants with account balances2019-01-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: KRIMPELBEIN MANAGEMENT, S.C. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0136
Total number of active participants reported on line 7a of the Form 55002018-01-0136
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-012
Total of all active and inactive participants2018-01-0138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0138
Number of participants with account balances2018-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: KRIMPELBEIN MANAGEMENT, S.C. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0142
Total number of active participants reported on line 7a of the Form 55002017-01-0142
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-0142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0142
Number of participants with account balances2017-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: KRIMPELBEIN MANAGEMENT, S.C. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0139
Total number of active participants reported on line 7a of the Form 55002016-01-0140
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-012
Total of all active and inactive participants2016-01-0142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0142
Number of participants with account balances2016-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: KRIMPELBEIN MANAGEMENT, S.C. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0136
Total number of active participants reported on line 7a of the Form 55002015-01-0139
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-0139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0139
Number of participants with account balances2015-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: KRIMPELBEIN MANAGEMENT, S.C. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0142
Total number of active participants reported on line 7a of the Form 55002014-01-0134
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-012
Total of all active and inactive participants2014-01-0136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0136
Number of participants with account balances2014-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: KRIMPELBEIN MANAGEMENT, S.C. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0132
Total number of active participants reported on line 7a of the Form 55002013-01-0138
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-014
Total of all active and inactive participants2013-01-0142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0142
Number of participants with account balances2013-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: KRIMPELBEIN MANAGEMENT, S.C. RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0155
Total number of active participants reported on line 7a of the Form 55002012-01-0131
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-0132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0132
Number of participants with account balances2012-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: KRIMPELBEIN MANAGEMENT, S.C. RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0137
Total number of active participants reported on line 7a of the Form 55002011-01-0146
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-019
Total of all active and inactive participants2011-01-0155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0155
Number of participants with account balances2011-01-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

Financial Data on KRIMPELBEIN MANAGEMENT, S.C. RETIREMENT PLAN

Measure Date Value
2019 : KRIMPELBEIN MANAGEMENT, S.C. RETIREMENT PLAN 2019 401k financial data
Total income from all sources2019-12-31$114,128
Expenses. Total of all expenses incurred2019-12-31$2,504
Total plan assets at end of year2019-12-31$487,182
Total plan assets at beginning of year2019-12-31$375,558
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$16,763
Other income received2019-12-31$82,476
Net income (gross income less expenses)2019-12-31$111,624
Net plan assets at end of year (total assets less liabilities)2019-12-31$487,182
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$375,558
Total contributions received or receivable from employer(s)2019-12-31$14,889
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$2,504
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : KRIMPELBEIN MANAGEMENT, S.C. RETIREMENT PLAN 2018 401k financial data
Total income from all sources2018-12-31$-8,123
Expenses. Total of all expenses incurred2018-12-31$4,101
Benefits paid (including direct rollovers)2018-12-31$288
Total plan assets at end of year2018-12-31$375,558
Total plan assets at beginning of year2018-12-31$387,782
Value of fidelity bond covering the plan2018-12-31$500,000
Total contributions received or receivable from participants2018-12-31$8,408
Other income received2018-12-31$-23,994
Net income (gross income less expenses)2018-12-31$-12,224
Net plan assets at end of year (total assets less liabilities)2018-12-31$375,558
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$387,782
Total contributions received or receivable from employer(s)2018-12-31$7,463
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$3,813
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : KRIMPELBEIN MANAGEMENT, S.C. RETIREMENT PLAN 2017 401k financial data
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$83,651
Expenses. Total of all expenses incurred2017-12-31$43,981
Benefits paid (including direct rollovers)2017-12-31$39,950
Total plan assets at end of year2017-12-31$387,782
Total plan assets at beginning of year2017-12-31$348,112
Value of fidelity bond covering the plan2017-12-31$500,000
Total contributions received or receivable from participants2017-12-31$9,271
Other income received2017-12-31$66,907
Net income (gross income less expenses)2017-12-31$39,670
Net plan assets at end of year (total assets less liabilities)2017-12-31$387,782
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$348,112
Assets. Value of participant loans2017-12-31$49,048
Total contributions received or receivable from employer(s)2017-12-31$7,473
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$4,031
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : KRIMPELBEIN MANAGEMENT, S.C. RETIREMENT PLAN 2016 401k financial data
Total plan liabilities at end of year2016-12-31$0
Total income from all sources2016-12-31$44,229
Expenses. Total of all expenses incurred2016-12-31$3,259
Benefits paid (including direct rollovers)2016-12-31$0
Total plan assets at end of year2016-12-31$348,112
Total plan assets at beginning of year2016-12-31$307,142
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$8,144
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$29,172
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$40,970
Net plan assets at end of year (total assets less liabilities)2016-12-31$348,112
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$307,142
Assets. Value of participant loans2016-12-31$281
Total contributions received or receivable from employer(s)2016-12-31$6,913
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$3,259
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : KRIMPELBEIN MANAGEMENT, S.C. RETIREMENT PLAN 2015 401k financial data
Total income from all sources2015-12-31$11,889
Expenses. Total of all expenses incurred2015-12-31$11,063
Benefits paid (including direct rollovers)2015-12-31$7,823
Total plan assets at end of year2015-12-31$307,142
Total plan assets at beginning of year2015-12-31$306,316
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$6,659
Other income received2015-12-31$493
Net income (gross income less expenses)2015-12-31$826
Net plan assets at end of year (total assets less liabilities)2015-12-31$307,142
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$306,316
Assets. Value of participant loans2015-12-31$812
Total contributions received or receivable from employer(s)2015-12-31$4,737
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$3,240
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : KRIMPELBEIN MANAGEMENT, S.C. RETIREMENT PLAN 2014 401k financial data
Total income from all sources2014-12-31$39,122
Expenses. Total of all expenses incurred2014-12-31$34,726
Benefits paid (including direct rollovers)2014-12-31$31,458
Total plan assets at end of year2014-12-31$306,316
Total plan assets at beginning of year2014-12-31$301,920
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$8,240
Other income received2014-12-31$25,341
Net income (gross income less expenses)2014-12-31$4,396
Net plan assets at end of year (total assets less liabilities)2014-12-31$306,316
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$301,920
Assets. Value of participant loans2014-12-31$2,518
Total contributions received or receivable from employer(s)2014-12-31$5,541
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$3,268
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : KRIMPELBEIN MANAGEMENT, S.C. RETIREMENT PLAN 2013 401k financial data
Total income from all sources2013-12-31$97,083
Expenses. Total of all expenses incurred2013-12-31$115,442
Benefits paid (including direct rollovers)2013-12-31$111,442
Total plan assets at end of year2013-12-31$301,920
Total plan assets at beginning of year2013-12-31$320,279
Value of fidelity bond covering the plan2013-12-31$33,000
Total contributions received or receivable from participants2013-12-31$11,527
Other income received2013-12-31$77,126
Net income (gross income less expenses)2013-12-31$-18,359
Net plan assets at end of year (total assets less liabilities)2013-12-31$301,920
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$320,279
Assets. Value of participant loans2013-12-31$4,188
Total contributions received or receivable from employer(s)2013-12-31$8,430
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$4,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : KRIMPELBEIN MANAGEMENT, S.C. RETIREMENT PLAN 2012 401k financial data
Total income from all sources2012-12-31$85,882
Expenses. Total of all expenses incurred2012-12-31$48,785
Benefits paid (including direct rollovers)2012-12-31$42,072
Total plan assets at end of year2012-12-31$320,279
Total plan assets at beginning of year2012-12-31$283,182
Value of fidelity bond covering the plan2012-12-31$35,000
Total contributions received or receivable from participants2012-12-31$22,232
Other income received2012-12-31$53,351
Net income (gross income less expenses)2012-12-31$37,097
Net plan assets at end of year (total assets less liabilities)2012-12-31$320,279
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$283,182
Total contributions received or receivable from employer(s)2012-12-31$10,299
Value of certain deemed distributions of participant loans2012-12-31$2,754
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$3,959
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : KRIMPELBEIN MANAGEMENT, S.C. RETIREMENT PLAN 2011 401k financial data
Total income from all sources2011-12-31$30,889
Expenses. Total of all expenses incurred2011-12-31$33,872
Benefits paid (including direct rollovers)2011-12-31$30,466
Total plan assets at end of year2011-12-31$283,182
Total plan assets at beginning of year2011-12-31$286,165
Value of fidelity bond covering the plan2011-12-31$30,000
Total contributions received or receivable from participants2011-12-31$24,744
Other income received2011-12-31$-5,908
Net income (gross income less expenses)2011-12-31$-2,983
Net plan assets at end of year (total assets less liabilities)2011-12-31$283,182
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$286,165
Assets. Value of participant loans2011-12-31$2,716
Total contributions received or receivable from employer(s)2011-12-31$12,053
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$3,406
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0

Form 5500 Responses for KRIMPELBEIN MANAGEMENT, S.C. RETIREMENT PLAN

2019: KRIMPELBEIN MANAGEMENT, S.C. RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: KRIMPELBEIN MANAGEMENT, S.C. RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: KRIMPELBEIN MANAGEMENT, S.C. RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: KRIMPELBEIN MANAGEMENT, S.C. RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: KRIMPELBEIN MANAGEMENT, S.C. RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: KRIMPELBEIN MANAGEMENT, S.C. RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: KRIMPELBEIN MANAGEMENT, S.C. RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: KRIMPELBEIN MANAGEMENT, S.C. RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: KRIMPELBEIN MANAGEMENT, S.C. RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number26572
Policy instance 1
Insurance contract or identification number26572
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-06-03
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $85
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees85
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker organization code?5
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number506381-01
Policy instance 2
Insurance contract or identification number506381-01
Number of Individuals Covered14
Insurance policy start date2019-06-01
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
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number26572
Policy instance 1
Insurance contract or identification number26572
Number of Individuals Covered8
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $198
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees198
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number26572
Policy instance 1
Insurance contract or identification number26572
Number of Individuals Covered6
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $1,098
Total amount of fees paid to insurance companyUSD $499
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,098
Insurance broker organization code?7
Amount paid for insurance broker fees499
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker namePPG RETIREMENT PLAN SERVICES
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number26572
Policy instance 1
Insurance contract or identification number26572
Number of Individuals Covered20
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $1,470
Total amount of fees paid to insurance companyUSD $144
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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