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CRYSTAL VALLEY 401(K) PLAN 401k Plan overview

Plan NameCRYSTAL VALLEY 401(K) PLAN
Plan identification number 001

CRYSTAL VALLEY 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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.

401k Sponsoring company profile

CRYSTAL VALLEY COOPERATIVE has sponsored the creation of one or more 401k plans.

Company Name:CRYSTAL VALLEY COOPERATIVE
Employer identification number (EIN):410208969
NAIC Classification:115110

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CRYSTAL VALLEY 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01ROGER KIENHOLZ ROGER KIENHOLZ2018-10-05
0012016-01-01ROGER KIENHOLZ
0012015-01-01ROGER KIENHOLZ
0012014-01-01ROGER KIENHOLZ
0012013-01-01ROGER KIENHOLZ
0012012-01-01ROGER KIENHOLZ
0012011-01-01ROGER KIENHOLZ
0012010-01-01ROGER KIENHOLZ
0012009-01-01ROGER KIENHOLZ

Plan Statistics for CRYSTAL VALLEY 401(K) PLAN

401k plan membership statisitcs for CRYSTAL VALLEY 401(K) PLAN

Measure Date Value
2022: CRYSTAL VALLEY 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01401
Total number of active participants reported on line 7a of the Form 55002022-01-01279
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0179
Total of all active and inactive participants2022-01-01358
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-014
Total participants2022-01-01362
Number of participants with account balances2022-01-01304
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: CRYSTAL VALLEY 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01416
Total number of active participants reported on line 7a of the Form 55002021-01-01286
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01111
Total of all active and inactive participants2021-01-01397
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-014
Total participants2021-01-01401
Number of participants with account balances2021-01-01347
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: CRYSTAL VALLEY 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01344
Total number of active participants reported on line 7a of the Form 55002020-01-01319
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0197
Total of all active and inactive participants2020-01-01416
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01416
Number of participants with account balances2020-01-01333
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: CRYSTAL VALLEY 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01410
Total number of active participants reported on line 7a of the Form 55002019-01-01253
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0186
Total of all active and inactive participants2019-01-01340
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-014
Total participants2019-01-01344
Number of participants with account balances2019-01-01314
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: CRYSTAL VALLEY 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01324
Total number of active participants reported on line 7a of the Form 55002018-01-01338
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-01338
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0172
Total participants2018-01-01410
Number of participants with account balances2018-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01302
2017: CRYSTAL VALLEY 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01262
Total number of active participants reported on line 7a of the Form 55002017-01-01262
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0157
Total of all active and inactive participants2017-01-01319
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-01321
Number of participants with account balances2017-01-01273
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: CRYSTAL VALLEY 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01242
Total number of active participants reported on line 7a of the Form 55002016-01-01212
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0146
Total of all active and inactive participants2016-01-01258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01259
Number of participants with account balances2016-01-01213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: CRYSTAL VALLEY 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01239
Total number of active participants reported on line 7a of the Form 55002015-01-01195
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0146
Total of all active and inactive participants2015-01-01241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01242
Number of participants with account balances2015-01-01196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: CRYSTAL VALLEY 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01230
Total number of active participants reported on line 7a of the Form 55002014-01-01189
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0149
Total of all active and inactive participants2014-01-01238
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01239
Number of participants with account balances2014-01-01189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: CRYSTAL VALLEY 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01219
Total number of active participants reported on line 7a of the Form 55002013-01-01165
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0150
Total of all active and inactive participants2013-01-01215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01216
Number of participants with account balances2013-01-01183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: CRYSTAL VALLEY 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01228
Total number of active participants reported on line 7a of the Form 55002012-01-01174
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0140
Total of all active and inactive participants2012-01-01215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01216
Number of participants with account balances2012-01-01160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-015
2011: CRYSTAL VALLEY 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01217
Total number of active participants reported on line 7a of the Form 55002011-01-01164
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-0156
Total of all active and inactive participants2011-01-01221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01222
Number of participants with account balances2011-01-01170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0112
2010: CRYSTAL VALLEY 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01206
Total number of active participants reported on line 7a of the Form 55002010-01-01171
Number of retired or separated participants receiving benefits2010-01-011
Number of other retired or separated participants entitled to future benefits2010-01-0142
Total of all active and inactive participants2010-01-01214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-01215
Number of participants with account balances2010-01-01165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: CRYSTAL VALLEY 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01199
Total number of active participants reported on line 7a of the Form 55002009-01-01174
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0131
Total of all active and inactive participants2009-01-01205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01206
Number of participants with account balances2009-01-01159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on CRYSTAL VALLEY 401(K) PLAN

Measure Date Value
2022 : CRYSTAL VALLEY 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-2,535,680
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$3,770,638
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,712,791
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,029,303
Value of total assets at end of year2022-12-31$19,993,619
Value of total assets at beginning of year2022-12-31$26,299,937
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$57,847
Total interest from all sources2022-12-31$9,604
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$394,634
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$394,634
Administrative expenses professional fees incurred2022-12-31$4,218
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,033,848
Participant contributions at end of year2022-12-31$196,832
Participant contributions at beginning of year2022-12-31$198,455
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$272,680
Other income not declared elsewhere2022-12-31$14,413
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-6,306,318
Value of net assets at end of year (total assets less liabilities)2022-12-31$19,993,619
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$26,299,937
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$22,871
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$18,816,899
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$25,088,506
Interest on participant loans2022-12-31$9,604
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$979,888
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,012,976
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-4,983,634
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$722,775
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,712,791
Contract administrator fees2022-12-31$30,758
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 name2022-12-31GARDINER + COMPANY, P.C.
Accountancy firm EIN2022-12-31421186197
2021 : CRYSTAL VALLEY 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$442
Total income from all sources (including contributions)2021-12-31$5,851,776
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$4,600,422
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,506,063
Expenses. Certain deemed distributions of participant loans2021-12-31$28,956
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,817,814
Value of total assets at end of year2021-12-31$26,299,937
Value of total assets at beginning of year2021-12-31$25,049,025
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$65,403
Total interest from all sources2021-12-31$40,262
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$401,195
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$401,195
Administrative expenses professional fees incurred2021-12-31$5,150
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 period2021-12-31Yes
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$983,404
Participant contributions at end of year2021-12-31$198,455
Participant contributions at beginning of year2021-12-31$235,828
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,149,148
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$442
Other income not declared elsewhere2021-12-31$6,594
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,251,354
Value of net assets at end of year (total assets less liabilities)2021-12-31$26,299,937
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$25,048,583
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$24,409
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$25,088,506
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$24,144,308
Interest on participant loans2021-12-31$11,307
Interest earned on other investments2021-12-31$28,955
Value of interest in common/collective trusts at end of year2021-12-31$0
Value of interest in common/collective trusts at beginning of year2021-12-31$47,699
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$821
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$821
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,012,976
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$97,425
Asset value of US Government securities at end of year2021-12-31$0
Asset value of US Government securities at beginning of year2021-12-31$239,860
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,685,566
Net investment gain or loss from common/collective trusts2021-12-31$-99,655
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$685,262
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,506,063
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$106,033
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$177,051
Contract administrator fees2021-12-31$35,844
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31GARDINER + COMPANY, P.C.
Accountancy firm EIN2021-12-31421186197
2020 : CRYSTAL VALLEY 401(K) 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$442
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$3,055
Total income from all sources (including contributions)2020-12-31$5,504,179
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$3,138,983
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,086,522
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,608,386
Value of total assets at end of year2020-12-31$25,049,025
Value of total assets at beginning of year2020-12-31$22,686,442
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$52,461
Total interest from all sources2020-12-31$14,274
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$361,106
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$361,106
Administrative expenses professional fees incurred2020-12-31$39,851
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 period2020-12-31Yes
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$893,131
Participant contributions at end of year2020-12-31$235,828
Participant contributions at beginning of year2020-12-31$247,051
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$72,108
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$442
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$3,055
Other income not declared elsewhere2020-12-31$12,101
Administrative expenses (other) incurred2020-12-31$4,693
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$335
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$2,365,196
Value of net assets at end of year (total assets less liabilities)2020-12-31$25,048,583
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$22,683,387
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$971
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$24,144,308
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$18,935,971
Interest on participant loans2020-12-31$14,274
Value of interest in common/collective trusts at end of year2020-12-31$47,699
Value of interest in common/collective trusts at beginning of year2020-12-31$165,041
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$821
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$97,425
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$0
Asset value of US Government securities at end of year2020-12-31$239,860
Asset value of US Government securities at beginning of year2020-12-31$1,270,482
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,507,633
Net investment gain or loss from common/collective trusts2020-12-31$679
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$643,147
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,086,522
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$106,033
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$739,426
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$177,051
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$1,328,136
Contract administrator fees2020-12-31$6,946
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
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 name2020-12-31GARDINER + COMPANY, P.C.
Accountancy firm EIN2020-12-31421186197
2019 : CRYSTAL VALLEY 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$3,055
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$2,874
Total income from all sources (including contributions)2019-12-31$5,366,446
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,570,053
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,512,623
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,659,707
Value of total assets at end of year2019-12-31$22,686,442
Value of total assets at beginning of year2019-12-31$18,889,868
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$57,430
Total interest from all sources2019-12-31$14,129
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$641,488
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$51,093
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$866,233
Participant contributions at end of year2019-12-31$247,051
Participant contributions at beginning of year2019-12-31$220,864
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$175,440
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$3,055
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$2,874
Other income not declared elsewhere2019-12-31$161,721
Administrative expenses (other) incurred2019-12-31$6,337
Total non interest bearing cash at end of year2019-12-31$335
Total non interest bearing cash at beginning of year2019-12-31$57,349
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$3,796,393
Value of net assets at end of year (total assets less liabilities)2019-12-31$22,683,387
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$18,886,994
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$18,935,971
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$15,328,299
Interest on participant loans2019-12-31$14,129
Value of interest in common/collective trusts at end of year2019-12-31$165,041
Value of interest in common/collective trusts at beginning of year2019-12-31$512,060
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$7,119
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$7,119
Asset value of US Government securities at end of year2019-12-31$1,270,482
Asset value of US Government securities at beginning of year2019-12-31$1,065,049
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,886,966
Net investment gain or loss from common/collective trusts2019-12-31$2,435
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$618,034
Income. Dividends from preferred stock2019-12-31$641,488
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,512,623
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$739,426
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$624,161
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$1,328,136
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$1,074,967
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31GARDINER + COMPANY, P.C.
Accountancy firm EIN2019-12-31421186197
2018 : CRYSTAL VALLEY 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$70,566
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$2,874
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$2,692
Total income from all sources (including contributions)2018-12-31$1,007,180
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,651,449
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,596,646
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,784,230
Value of total assets at end of year2018-12-31$18,889,868
Value of total assets at beginning of year2018-12-31$19,463,389
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$54,803
Total interest from all sources2018-12-31$11,919
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$674,282
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$674,282
Administrative expenses professional fees incurred2018-12-31$48,512
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$818,955
Participant contributions at end of year2018-12-31$220,864
Participant contributions at beginning of year2018-12-31$217,513
Participant contributions at beginning of year2018-12-31$27,294
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$371,735
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$2,874
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$2,692
Other income not declared elsewhere2018-12-31$80,279
Administrative expenses (other) incurred2018-12-31$6,291
Total non interest bearing cash at end of year2018-12-31$57,349
Total non interest bearing cash at beginning of year2018-12-31$367
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-644,269
Value of net assets at end of year (total assets less liabilities)2018-12-31$18,886,994
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$19,460,697
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$15,328,299
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$15,988,457
Interest on participant loans2018-12-31$11,919
Value of interest in common/collective trusts at end of year2018-12-31$512,060
Value of interest in common/collective trusts at beginning of year2018-12-31$511,518
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$7,119
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$39,519
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$39,519
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$643,305
Asset value of US Government securities at end of year2018-12-31$1,065,049
Asset value of US Government securities at beginning of year2018-12-31$799,738
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,562,869
Net investment gain or loss from common/collective trusts2018-12-31$19,339
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$593,540
Employer contributions (assets) at beginning of year2018-12-31$19,447
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,596,646
Asset. Corporate debt instrument preferred debt at end of year2018-12-31$624,161
Asset. Corporate debt instrument preferred debt at beginning of year2018-12-31$457,323
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$1,074,967
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$758,908
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 name2018-12-31GARDINER + COMPANY, P.C.
Accountancy firm EIN2018-12-31421186197
2017 : CRYSTAL VALLEY 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$2,261,070
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$2,692
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$2,615
Total income from all sources (including contributions)2017-12-31$3,895,966
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,980,406
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,925,169
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,322,420
Value of total assets at end of year2017-12-31$19,463,389
Value of total assets at beginning of year2017-12-31$15,286,682
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$55,237
Total interest from all sources2017-12-31$11,042
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$513,614
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$513,614
Administrative expenses professional fees incurred2017-12-31$48,837
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$755,144
Participant contributions at end of year2017-12-31$217,513
Participant contributions at beginning of year2017-12-31$168,599
Participant contributions at end of year2017-12-31$27,294
Participant contributions at beginning of year2017-12-31$21,468
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$56,845
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$2,692
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$2,615
Other income not declared elsewhere2017-12-31$38,632
Administrative expenses (other) incurred2017-12-31$6,400
Total non interest bearing cash at end of year2017-12-31$367
Total non interest bearing cash at beginning of year2017-12-31$34
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,915,560
Value of net assets at end of year (total assets less liabilities)2017-12-31$19,460,697
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$15,284,067
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$15,988,457
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$12,013,815
Interest on participant loans2017-12-31$11,042
Value of interest in common/collective trusts at end of year2017-12-31$511,518
Value of interest in common/collective trusts at beginning of year2017-12-31$623,683
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$39,519
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$1,095
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$1,095
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$643,305
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$594,743
Asset value of US Government securities at end of year2017-12-31$799,738
Asset value of US Government securities at beginning of year2017-12-31$738,809
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,990,800
Net investment gain or loss from common/collective trusts2017-12-31$19,458
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$510,431
Employer contributions (assets) at end of year2017-12-31$19,447
Employer contributions (assets) at beginning of year2017-12-31$15,220
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,925,169
Asset. Corporate debt instrument preferred debt at end of year2017-12-31$457,323
Asset. Corporate debt instrument preferred debt at beginning of year2017-12-31$423,972
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$758,908
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$685,244
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)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31GARDINER THOMSEN
Accountancy firm EIN2017-12-31421186197
2016 : CRYSTAL VALLEY 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$2,615
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$2,448
Total income from all sources (including contributions)2016-12-31$2,051,705
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$447,820
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$408,950
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,128,970
Value of total assets at end of year2016-12-31$15,286,682
Value of total assets at beginning of year2016-12-31$13,682,630
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$38,870
Total interest from all sources2016-12-31$8,363
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$398,485
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$398,485
Administrative expenses professional fees incurred2016-12-31$33,231
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-interest2016-12-31Yes
Amount of non-exempt transactions with any party-in-interest2016-12-31$49
Contributions received from participants2016-12-31$603,130
Participant contributions at end of year2016-12-31$168,599
Participant contributions at beginning of year2016-12-31$172,138
Participant contributions at end of year2016-12-31$21,468
Participant contributions at beginning of year2016-12-31$19,695
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$109,014
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$2,615
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$2,448
Other income not declared elsewhere2016-12-31$35,780
Administrative expenses (other) incurred2016-12-31$5,639
Total non interest bearing cash at end of year2016-12-31$34
Total non interest bearing cash at beginning of year2016-12-31$34
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,603,885
Value of net assets at end of year (total assets less liabilities)2016-12-31$15,284,067
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$13,680,182
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$12,013,815
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$10,687,599
Interest on participant loans2016-12-31$8,363
Value of interest in common/collective trusts at end of year2016-12-31$623,683
Value of interest in common/collective trusts at beginning of year2016-12-31$656,119
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$1,095
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$359
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$359
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$594,743
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$479,323
Asset value of US Government securities at end of year2016-12-31$738,809
Asset value of US Government securities at beginning of year2016-12-31$720,235
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$462,777
Net investment gain or loss from common/collective trusts2016-12-31$17,330
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$416,826
Employer contributions (assets) at end of year2016-12-31$15,220
Employer contributions (assets) at beginning of year2016-12-31$11,187
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$408,950
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$423,972
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$296,223
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$685,244
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$639,718
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)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31GARDINER THOMSEN
Accountancy firm EIN2016-12-31421186197
2015 : CRYSTAL VALLEY 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$2,448
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,074,788
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$600,265
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$565,001
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$946,896
Value of total assets at end of year2015-12-31$13,682,630
Value of total assets at beginning of year2015-12-31$13,205,659
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$35,264
Total interest from all sources2015-12-31$8,133
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$490,572
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$490,572
Administrative expenses professional fees incurred2015-12-31$32,513
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$559,947
Participant contributions at end of year2015-12-31$172,138
Participant contributions at beginning of year2015-12-31$182,007
Participant contributions at end of year2015-12-31$19,695
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$915,860
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$11,355
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$2,448
Other income not declared elsewhere2015-12-31$30,601
Administrative expenses (other) incurred2015-12-31$2,751
Total non interest bearing cash at end of year2015-12-31$34
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$474,523
Value of net assets at end of year (total assets less liabilities)2015-12-31$13,680,182
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$13,205,659
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$10,687,599
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$11,835,954
Interest on participant loans2015-12-31$8,133
Value of interest in common/collective trusts at end of year2015-12-31$656,119
Value of interest in common/collective trusts at beginning of year2015-12-31$271,838
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$359
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$479,323
Asset value of US Government securities at end of year2015-12-31$720,235
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-404,310
Net investment gain or loss from common/collective trusts2015-12-31$2,896
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$375,594
Employer contributions (assets) at end of year2015-12-31$11,187
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$565,001
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$296,223
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$639,718
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)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31GARDINER THOMSEN
Accountancy firm EIN2015-12-31421186197
2014 : CRYSTAL VALLEY 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$146,939
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,537,219
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$624,271
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$592,829
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$851,503
Value of total assets at end of year2014-12-31$13,205,659
Value of total assets at beginning of year2014-12-31$12,145,772
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$31,442
Total interest from all sources2014-12-31$8,871
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$454,285
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$454,285
Administrative expenses professional fees incurred2014-12-31$31,442
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$500,429
Participant contributions at end of year2014-12-31$182,007
Participant contributions at beginning of year2014-12-31$208,656
Assets. Other investments not covered elsewhere at end of year2014-12-31$915,860
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$557,454
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$6,028
Other income not declared elsewhere2014-12-31$22,722
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$912,948
Value of net assets at end of year (total assets less liabilities)2014-12-31$13,205,659
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$12,145,772
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$11,835,954
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$11,007,248
Interest on participant loans2014-12-31$8,871
Value of interest in master investment trust accounts at beginning of year2014-12-31$0
Value of interest in common/collective trusts at end of year2014-12-31$271,838
Value of interest in common/collective trusts at beginning of year2014-12-31$372,414
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$196,133
Net investment gain or loss from common/collective trusts2014-12-31$3,705
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$345,046
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$592,829
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)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31GARDINER THOMSEN
Accountancy firm EIN2014-12-31421186197
2013 : CRYSTAL VALLEY 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$2,818,318
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$743,474
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$713,076
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$920,027
Value of total assets at end of year2013-12-31$12,145,772
Value of total assets at beginning of year2013-12-31$10,070,928
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$30,398
Total interest from all sources2013-12-31$10,587
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$319,963
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$319,963
Administrative expenses professional fees incurred2013-12-31$30,398
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$463,541
Participant contributions at end of year2013-12-31$208,656
Participant contributions at beginning of year2013-12-31$216,726
Assets. Other investments not covered elsewhere at end of year2013-12-31$557,454
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$124,994
Other income not declared elsewhere2013-12-31$39,152
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$2,074,844
Value of net assets at end of year (total assets less liabilities)2013-12-31$12,145,772
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$10,070,928
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$11,007,248
Interest on participant loans2013-12-31$10,587
Value of interest in master investment trust accounts at end of year2013-12-31$0
Value of interest in master investment trust accounts at beginning of year2013-12-31$9,854,202
Value of interest in common/collective trusts at end of year2013-12-31$372,414
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,517,460
Net investment gain or loss from common/collective trusts2013-12-31$11,129
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$331,492
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$713,076
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)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31GARDINER THOMSEN
Accountancy firm EIN2013-12-31421186197
2012 : CRYSTAL VALLEY 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets from this plan2012-12-31$69,167
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,891,560
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$517,953
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$487,407
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$689,126
Value of total assets at end of year2012-12-31$10,070,928
Value of total assets at beginning of year2012-12-31$8,766,488
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$30,546
Total interest from all sources2012-12-31$9,513
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$30,546
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$403,211
Participant contributions at end of year2012-12-31$216,726
Participant contributions at beginning of year2012-12-31$174,625
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$1,373,607
Value of net assets at end of year (total assets less liabilities)2012-12-31$10,070,928
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$8,766,488
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
Interest on participant loans2012-12-31$9,513
Value of interest in master investment trust accounts at end of year2012-12-31$9,854,202
Value of interest in master investment trust accounts at beginning of year2012-12-31$8,591,863
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$285,915
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$487,407
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 name2012-12-31GARDINER THOMSEN
Accountancy firm EIN2012-12-31421186197
2011 : CRYSTAL VALLEY 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$644,597
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$344,658
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$314,364
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$675,141
Value of total assets at end of year2011-12-31$8,766,488
Value of total assets at beginning of year2011-12-31$8,466,549
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$30,294
Total interest from all sources2011-12-31$8,187
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$211,571
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$211,571
Administrative expenses professional fees incurred2011-12-31$30,294
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$365,132
Participant contributions at end of year2011-12-31$174,625
Participant contributions at beginning of year2011-12-31$174,780
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$63,807
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$299,939
Value of net assets at end of year (total assets less liabilities)2011-12-31$8,766,488
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$8,466,549
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
Interest on participant loans2011-12-31$8,187
Value of interest in master investment trust accounts at end of year2011-12-31$8,591,863
Value of interest in master investment trust accounts at beginning of year2011-12-31$8,291,769
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$246,202
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$314,364
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 name2011-12-31GARDINER THOMSEN
Accountancy firm EIN2011-12-31421186197
2010 : CRYSTAL VALLEY 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$52,972
Total transfer of assets from this plan2010-12-31$103,346
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,704,109
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$243,770
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$215,840
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$697,557
Value of total assets at end of year2010-12-31$8,466,549
Value of total assets at beginning of year2010-12-31$7,056,584
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$27,930
Total interest from all sources2010-12-31$10,473
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$220,771
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$220,771
Administrative expenses professional fees incurred2010-12-31$27,930
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$385,915
Participant contributions at end of year2010-12-31$174,780
Participant contributions at beginning of year2010-12-31$192,888
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$30,479
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$1,460,339
Value of net assets at end of year (total assets less liabilities)2010-12-31$8,466,549
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$7,056,584
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
Interest on participant loans2010-12-31$10,473
Value of interest in master investment trust accounts at end of year2010-12-31$8,291,769
Value of interest in master investment trust accounts at beginning of year2010-12-31$6,863,696
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$281,163
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$215,840
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 name2010-12-31GARDINER THOMSEN
Accountancy firm EIN2010-12-31421186197
2009 : CRYSTAL VALLEY 401(K) 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 CRYSTAL VALLEY 401(K) PLAN

2022: CRYSTAL VALLEY 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CRYSTAL VALLEY 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CRYSTAL VALLEY 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CRYSTAL VALLEY 401(K) 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: CRYSTAL VALLEY 401(K) 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: CRYSTAL VALLEY 401(K) 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: CRYSTAL VALLEY 401(K) 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: CRYSTAL VALLEY 401(K) 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: CRYSTAL VALLEY 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CRYSTAL VALLEY 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CRYSTAL VALLEY 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CRYSTAL VALLEY 401(K) 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: CRYSTAL VALLEY 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: CRYSTAL VALLEY 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract numberCR1702
Policy instance 1
Insurance contract or identification numberCR1702
Number of Individuals Covered161
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?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
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract numberCR1702
Policy instance 5
Insurance contract or identification numberCR1702
Number of Individuals Covered227
Insurance policy start date2021-10-13
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?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
MONUMENTAL LIFE (National Association of Insurance Commissioners NAIC id number: 66281 )
Policy contract numberMDA01360TR
Policy instance 4
Insurance contract or identification numberMDA01360TR
Number of Individuals Covered0
Insurance policy start date2021-01-01
Insurance policy end date2021-08-27
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
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number062491
Policy instance 3
Insurance contract or identification number062491
Number of Individuals Covered0
Insurance policy start date2021-01-01
Insurance policy end date2021-08-27
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
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberG-027795
Policy instance 2
Insurance contract or identification numberG-027795
Number of Individuals Covered0
Insurance policy start date2021-01-01
Insurance policy end date2021-08-27
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
AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60488 )
Policy contract number1666920
Policy instance 1
Insurance contract or identification number1666920
Number of Individuals Covered0
Insurance policy start date2021-01-01
Insurance policy end date2021-08-27
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
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberG-027795
Policy instance 2
Insurance contract or identification numberG-027795
Number of Individuals Covered416
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
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number062491
Policy instance 3
Insurance contract or identification number062491
Number of Individuals Covered416
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
MONUMENTAL LIFE (National Association of Insurance Commissioners NAIC id number: 66281 )
Policy contract numberMDA01360TR
Policy instance 4
Insurance contract or identification numberMDA01360TR
Number of Individuals Covered416
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?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
AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60488 )
Policy contract number1666920
Policy instance 1
Insurance contract or identification number1666920
Number of Individuals Covered416
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
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract numberCR1702
Policy instance 5
Insurance contract or identification numberCR1702
Number of Individuals Covered119
Insurance policy start date2020-10-13
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?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
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberG-027795
Policy instance 3
Insurance contract or identification numberG-027795
Number of Individuals Covered344
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number062491
Policy instance 4
Insurance contract or identification number062491
Number of Individuals Covered344
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MONUMENTAL LIFE (National Association of Insurance Commissioners NAIC id number: 66281 )
Policy contract numberMDA01360TR
Policy instance 5
Insurance contract or identification numberMDA01360TR
Number of Individuals Covered344
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60488 )
Policy contract number1666920
Policy instance 1
Insurance contract or identification number1666920
Number of Individuals Covered344
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number35938
Policy instance 2
Insurance contract or identification number35938
Number of Individuals Covered344
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number062491
Policy instance 5
Insurance contract or identification number062491
Number of Individuals Covered410
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 $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
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberG-027795
Policy instance 4
Insurance contract or identification numberG-027795
Number of Individuals Covered410
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 $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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number32937
Policy instance 3
Insurance contract or identification number32937
Number of Individuals Covered410
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 $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?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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number35938
Policy instance 2
Insurance contract or identification number35938
Number of Individuals Covered410
Insurance policy start date2018-07-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60488 )
Policy contract number1666920
Policy instance 1
Insurance contract or identification number1666920
Number of Individuals Covered410
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 $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
AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60488 )
Policy contract number1666920
Policy instance 1
Insurance contract or identification number1666920
Number of Individuals Covered321
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number32937
Policy instance 2
Insurance contract or identification number32937
Number of Individuals Covered321
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberG-027795
Policy instance 3
Insurance contract or identification numberG-027795
Number of Individuals Covered321
Insurance policy start date2017-06-21
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number062491
Policy instance 4
Insurance contract or identification number062491
Number of Individuals Covered321
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number062491
Policy instance 3
Insurance contract or identification number062491
Number of Individuals Covered242
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number32937
Policy instance 2
Insurance contract or identification number32937
Number of Individuals Covered242
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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
AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60488 )
Policy contract number1666920
Policy instance 1
Insurance contract or identification number1666920
Number of Individuals Covered242
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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

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