Logo

ADVISOR 401K RETIREMENT PLAN 401k Plan overview

Plan NameADVISOR 401K RETIREMENT PLAN
Plan identification number 006

ADVISOR 401K RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CALYXT has sponsored the creation of one or more 401k plans.

Company Name:CALYXT
Employer identification number (EIN):410417830

Additional information about CALYXT

Jurisdiction of Incorporation: Georgia Department of States Corporations Division
Incorporation Date:
Company Identification Number: 571468

More information about CALYXT

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ADVISOR 401K RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0062022-01-01
0062021-01-01
0062020-01-01
0062020-01-01
0062019-01-01
0062018-01-01CINDY K CORCORAN
0062017-01-01CINDY K CORCORAN
0062016-01-01MARCUS RENTSCHLER MARCUS RENTSCHLER2017-07-27
0062015-01-01MATTHEW BAULER
0062014-01-01MATTHEW BAULER
0062013-01-01MATTHEW BAULER
0062012-01-01MATTHEW BAULER
0062011-01-01MICHELLE ALME
0062009-01-01MICHELLE ALME

Plan Statistics for ADVISOR 401K RETIREMENT PLAN

401k plan membership statisitcs for ADVISOR 401K RETIREMENT PLAN

Measure Date Value
2022: ADVISOR 401K RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,241
Total number of active participants reported on line 7a of the Form 55002022-01-01909
Number of retired or separated participants receiving benefits2022-01-014
Number of other retired or separated participants entitled to future benefits2022-01-01263
Total of all active and inactive participants2022-01-011,176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-011,177
Number of participants with account balances2022-01-01946
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: ADVISOR 401K RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,194
Total number of active participants reported on line 7a of the Form 55002021-01-01979
Number of retired or separated participants receiving benefits2021-01-013
Number of other retired or separated participants entitled to future benefits2021-01-01247
Total of all active and inactive participants2021-01-011,229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-011,230
Number of participants with account balances2021-01-01965
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: ADVISOR 401K RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,169
Total number of active participants reported on line 7a of the Form 55002020-01-01944
Number of retired or separated participants receiving benefits2020-01-013
Number of other retired or separated participants entitled to future benefits2020-01-01254
Total of all active and inactive participants2020-01-011,201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-011,202
Number of participants with account balances2020-01-01911
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: ADVISOR 401K RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,161
Total number of active participants reported on line 7a of the Form 55002019-01-01908
Number of retired or separated participants receiving benefits2019-01-013
Number of other retired or separated participants entitled to future benefits2019-01-01258
Total of all active and inactive participants2019-01-011,169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-011,170
Number of participants with account balances2019-01-01904
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: ADVISOR 401K RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,170
Total number of active participants reported on line 7a of the Form 55002018-01-01908
Number of retired or separated participants receiving benefits2018-01-014
Number of other retired or separated participants entitled to future benefits2018-01-01247
Total of all active and inactive participants2018-01-011,159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-011,160
Number of participants with account balances2018-01-01876
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: ADVISOR 401K RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,175
Total number of active participants reported on line 7a of the Form 55002017-01-01931
Number of retired or separated participants receiving benefits2017-01-014
Number of other retired or separated participants entitled to future benefits2017-01-01251
Total of all active and inactive participants2017-01-011,186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-011,187
Number of participants with account balances2017-01-01899
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: ADVISOR 401K RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,072
Total number of active participants reported on line 7a of the Form 55002016-01-01974
Number of retired or separated participants receiving benefits2016-01-013
Number of other retired or separated participants entitled to future benefits2016-01-01191
Total of all active and inactive participants2016-01-011,168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-011,169
Number of participants with account balances2016-01-01865
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: ADVISOR 401K RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,030
Total number of active participants reported on line 7a of the Form 55002015-01-01886
Number of retired or separated participants receiving benefits2015-01-013
Number of other retired or separated participants entitled to future benefits2015-01-01185
Total of all active and inactive participants2015-01-011,074
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-011,076
Number of participants with account balances2015-01-01827
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012
2014: ADVISOR 401K RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,025
Total number of active participants reported on line 7a of the Form 55002014-01-01847
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-01188
Total of all active and inactive participants2014-01-011,037
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-011,038
Number of participants with account balances2014-01-01795
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: ADVISOR 401K RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,045
Total number of active participants reported on line 7a of the Form 55002013-01-01821
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-01193
Total of all active and inactive participants2013-01-011,016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-011,017
Number of participants with account balances2013-01-01754
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-014
2012: ADVISOR 401K RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,090
Total number of active participants reported on line 7a of the Form 55002012-01-01830
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-01209
Total of all active and inactive participants2012-01-011,041
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-011,042
Number of participants with account balances2012-01-01764
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0119
2011: ADVISOR 401K RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,155
Total number of active participants reported on line 7a of the Form 55002011-01-01860
Number of retired or separated participants receiving benefits2011-01-012
Number of other retired or separated participants entitled to future benefits2011-01-01217
Total of all active and inactive participants2011-01-011,079
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011,079
Number of participants with account balances2011-01-01782
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0123
2009: ADVISOR 401K RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,311
Total number of active participants reported on line 7a of the Form 55002009-01-011,071
Number of retired or separated participants receiving benefits2009-01-012
Number of other retired or separated participants entitled to future benefits2009-01-01195
Total of all active and inactive participants2009-01-011,268
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-015
Total participants2009-01-011,273
Number of participants with account balances2009-01-01780
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01101

Financial Data on ADVISOR 401K RETIREMENT PLAN

Measure Date Value
2022 : ADVISOR 401K RETIREMENT 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$0
Total income from all sources (including contributions)2022-12-31$-22,619,518
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$7,804,027
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$7,767,038
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$6,684,646
Value of total assets at end of year2022-12-31$128,996,874
Value of total assets at beginning of year2022-12-31$159,420,419
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$36,989
Total interest from all sources2022-12-31$287,933
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$5,057,391
Participant contributions at end of year2022-12-31$1,525,147
Participant contributions at beginning of year2022-12-31$1,739,704
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$233,370
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-30,423,545
Value of net assets at end of year (total assets less liabilities)2022-12-31$128,996,874
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$159,420,419
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in pooled separate accounts at end of year2022-12-31$119,324,134
Value of interest in pooled separate accounts at beginning of year2022-12-31$148,568,336
Interest on participant loans2022-12-31$83,871
Interest earned on other investments2022-12-31$204,062
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$8,147,593
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$9,112,379
Net investment gain/loss from pooled separate accounts2022-12-31$-29,592,097
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$1,393,885
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$7,767,038
Contract administrator fees2022-12-31$36,989
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 name2022-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2022-12-31410746749
2021 : ADVISOR 401K RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$27,179,001
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$8,077,597
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$8,035,336
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$6,048,574
Value of total assets at end of year2021-12-31$159,420,419
Value of total assets at beginning of year2021-12-31$140,319,015
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$42,261
Total interest from all sources2021-12-31$336,875
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$4,496,276
Participant contributions at end of year2021-12-31$1,739,704
Participant contributions at beginning of year2021-12-31$2,035,913
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$287,960
Other income not declared elsewhere2021-12-31$47,250
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$19,101,404
Value of net assets at end of year (total assets less liabilities)2021-12-31$159,420,419
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$140,319,015
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in pooled separate accounts at end of year2021-12-31$148,568,336
Value of interest in pooled separate accounts at beginning of year2021-12-31$129,283,759
Interest on participant loans2021-12-31$108,775
Interest earned on other investments2021-12-31$228,100
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$9,112,379
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$8,999,343
Net investment gain/loss from pooled separate accounts2021-12-31$20,746,302
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$1,264,338
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$8,035,336
Contract administrator fees2021-12-31$42,261
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 name2021-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2021-12-31410746749
2020 : ADVISOR 401K RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$24,315,304
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$13,203,868
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$13,166,935
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$5,362,622
Value of total assets at end of year2020-12-31$140,319,015
Value of total assets at beginning of year2020-12-31$129,207,579
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$36,933
Total interest from all sources2020-12-31$353,534
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$3,867,749
Participant contributions at end of year2020-12-31$2,035,913
Participant contributions at beginning of year2020-12-31$2,208,037
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$291,913
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$11,111,436
Value of net assets at end of year (total assets less liabilities)2020-12-31$140,319,015
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$129,207,579
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$129,283,759
Value of interest in pooled separate accounts at beginning of year2020-12-31$120,075,243
Interest on participant loans2020-12-31$111,926
Interest earned on other investments2020-12-31$241,608
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$8,999,343
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$6,924,299
Net investment gain/loss from pooled separate accounts2020-12-31$18,599,148
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$1,202,960
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$13,166,935
Contract administrator fees2020-12-31$36,933
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2020-12-31410746749
2019 : ADVISOR 401K RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$30,594,149
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$6,338,381
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$6,275,909
Expenses. Certain deemed distributions of participant loans2019-12-31$20,098
Value of total corrective distributions2019-12-31$680
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$6,330,385
Value of total assets at end of year2019-12-31$129,207,579
Value of total assets at beginning of year2019-12-31$104,951,811
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$41,694
Total interest from all sources2019-12-31$347,501
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$4,197,402
Participant contributions at end of year2019-12-31$2,208,037
Participant contributions at beginning of year2019-12-31$2,217,609
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$717,206
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$24,255,768
Value of net assets at end of year (total assets less liabilities)2019-12-31$129,207,579
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$104,951,811
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 pooled separate accounts at end of year2019-12-31$120,075,243
Value of interest in pooled separate accounts at beginning of year2019-12-31$95,680,230
Interest on participant loans2019-12-31$125,972
Interest earned on other investments2019-12-31$221,529
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$6,924,299
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$7,053,972
Net investment gain/loss from pooled separate accounts2019-12-31$23,916,263
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$1,415,777
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$6,275,909
Contract administrator fees2019-12-31$41,694
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)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2019-12-31410746749
2018 : ADVISOR 401K RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-659,233
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$13,140,776
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$13,096,039
Expenses. Certain deemed distributions of participant loans2018-12-31$2,466
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$5,702,759
Value of total assets at end of year2018-12-31$104,951,811
Value of total assets at beginning of year2018-12-31$118,751,820
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$42,271
Total interest from all sources2018-12-31$353,400
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
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$4,199,997
Participant contributions at end of year2018-12-31$2,217,609
Participant contributions at beginning of year2018-12-31$2,374,375
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$109,692
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-13,800,009
Value of net assets at end of year (total assets less liabilities)2018-12-31$104,951,811
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$118,751,820
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$95,680,230
Value of interest in pooled separate accounts at beginning of year2018-12-31$109,589,823
Interest on participant loans2018-12-31$125,072
Interest earned on other investments2018-12-31$228,328
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$7,053,972
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$6,787,622
Net investment gain/loss from pooled separate accounts2018-12-31$-6,715,392
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$1,393,070
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$13,096,039
Contract administrator fees2018-12-31$42,271
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)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2018-12-31410746749
2017 : ADVISOR 401K RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$23,586,608
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$6,259,350
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$6,168,544
Expenses. Certain deemed distributions of participant loans2017-12-31$52,303
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$6,025,646
Value of total assets at end of year2017-12-31$118,751,820
Value of total assets at beginning of year2017-12-31$101,424,562
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$38,503
Total interest from all sources2017-12-31$364,393
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
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$4,390,940
Participant contributions at end of year2017-12-31$2,374,375
Participant contributions at beginning of year2017-12-31$2,642,120
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$155,699
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$17,327,258
Value of net assets at end of year (total assets less liabilities)2017-12-31$118,751,820
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$101,424,562
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$109,589,823
Value of interest in pooled separate accounts at beginning of year2017-12-31$92,051,966
Interest on participant loans2017-12-31$130,216
Interest earned on other investments2017-12-31$234,177
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$6,787,622
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$6,730,476
Net investment gain/loss from pooled separate accounts2017-12-31$17,196,569
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,479,007
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$6,168,544
Contract administrator fees2017-12-31$38,503
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 name2017-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2017-12-31410746749
2016 : ADVISOR 401K RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$15,288,800
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$3,926,570
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,814,995
Expenses. Certain deemed distributions of participant loans2016-12-31$78,702
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$6,008,321
Value of total assets at end of year2016-12-31$101,424,562
Value of total assets at beginning of year2016-12-31$90,062,332
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$32,873
Total interest from all sources2016-12-31$350,678
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$4,279,659
Participant contributions at end of year2016-12-31$2,642,120
Participant contributions at beginning of year2016-12-31$2,413,023
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$220,946
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$11,362,230
Value of net assets at end of year (total assets less liabilities)2016-12-31$101,424,562
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$90,062,332
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$92,051,966
Value of interest in pooled separate accounts at beginning of year2016-12-31$81,906,432
Interest on participant loans2016-12-31$129,763
Interest earned on other investments2016-12-31$220,915
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$6,730,476
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$5,742,877
Net investment gain/loss from pooled separate accounts2016-12-31$8,929,801
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$1,507,716
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,814,995
Contract administrator fees2016-12-31$32,873
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 name2016-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2016-12-31410746749
2015 : ADVISOR 401K RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$3,440,978
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,451,694
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,415,483
Expenses. Certain deemed distributions of participant loans2015-12-31$3,755
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$5,727,339
Value of total assets at end of year2015-12-31$90,062,332
Value of total assets at beginning of year2015-12-31$89,073,048
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$32,456
Total interest from all sources2015-12-31$313,690
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$4,101,764
Participant contributions at end of year2015-12-31$2,413,023
Participant contributions at beginning of year2015-12-31$2,180,094
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$127,415
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$989,284
Value of net assets at end of year (total assets less liabilities)2015-12-31$90,062,332
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$89,073,048
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 pooled separate accounts at end of year2015-12-31$81,906,432
Value of interest in pooled separate accounts at beginning of year2015-12-31$81,546,120
Interest on participant loans2015-12-31$112,795
Interest earned on other investments2015-12-31$200,895
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$5,742,877
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$5,346,834
Net investment gain/loss from pooled separate accounts2015-12-31$-2,600,051
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,498,160
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,415,483
Contract administrator fees2015-12-31$32,456
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 name2015-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2015-12-31410746749
2014 : ADVISOR 401K RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$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$10,199,212
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$3,341,366
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,310,624
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$5,484,859
Value of total assets at end of year2014-12-31$89,073,048
Value of total assets at beginning of year2014-12-31$82,215,202
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$30,742
Total interest from all sources2014-12-31$311,943
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$3,908,273
Participant contributions at end of year2014-12-31$2,180,094
Participant contributions at beginning of year2014-12-31$2,081,665
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$122,150
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$6,857,846
Value of net assets at end of year (total assets less liabilities)2014-12-31$89,073,048
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$82,215,202
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 pooled separate accounts at end of year2014-12-31$81,546,120
Value of interest in pooled separate accounts at beginning of year2014-12-31$74,691,518
Interest on participant loans2014-12-31$114,005
Interest earned on other investments2014-12-31$197,938
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$5,346,834
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$5,442,019
Net investment gain/loss from pooled separate accounts2014-12-31$4,402,410
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,454,436
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,310,624
Contract administrator fees2014-12-31$30,742
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 name2014-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2014-12-31410746749
2013 : ADVISOR 401K RETIREMENT 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$20,037,488
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$6,360,854
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$6,312,810
Expenses. Certain deemed distributions of participant loans2013-12-31$8,051
Value of total corrective distributions2013-12-31$6,384
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,922,396
Value of total assets at end of year2013-12-31$82,215,202
Value of total assets at beginning of year2013-12-31$68,538,568
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$33,609
Total interest from all sources2013-12-31$315,977
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$3,526,898
Participant contributions at end of year2013-12-31$2,081,665
Participant contributions at beginning of year2013-12-31$2,160,456
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$2,762
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$13,676,634
Value of net assets at end of year (total assets less liabilities)2013-12-31$82,215,202
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$68,538,568
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 pooled separate accounts at end of year2013-12-31$74,691,518
Value of interest in pooled separate accounts at beginning of year2013-12-31$60,866,190
Interest on participant loans2013-12-31$112,095
Interest earned on other investments2013-12-31$203,882
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$5,442,019
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$5,511,922
Net investment gain/loss from pooled separate accounts2013-12-31$14,799,115
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,392,736
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$6,312,810
Contract administrator fees2013-12-31$33,609
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
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 name2013-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2013-12-31410746749
2012 : ADVISOR 401K RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$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$13,389,308
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$6,744,036
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$6,669,755
Expenses. Certain deemed distributions of participant loans2012-12-31$37,358
Value of total corrective distributions2012-12-31$387
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$4,832,805
Value of total assets at end of year2012-12-31$68,538,568
Value of total assets at beginning of year2012-12-31$61,893,296
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$36,536
Total interest from all sources2012-12-31$342,459
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$3,319,003
Participant contributions at end of year2012-12-31$2,160,456
Participant contributions at beginning of year2012-12-31$2,197,634
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$33,266
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$6,645,272
Value of net assets at end of year (total assets less liabilities)2012-12-31$68,538,568
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$61,893,296
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$60,866,190
Value of interest in pooled separate accounts at beginning of year2012-12-31$54,275,274
Interest on participant loans2012-12-31$116,087
Interest earned on other investments2012-12-31$226,372
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$5,511,922
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$5,420,388
Net investment gain/loss from pooled separate accounts2012-12-31$8,214,044
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,480,536
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$6,669,755
Contract administrator fees2012-12-31$36,536
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
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)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2012-12-31410746749
2011 : ADVISOR 401K RETIREMENT 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$2,141,302
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$3,520,386
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$3,485,801
Value of total corrective distributions2011-12-31$279
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$4,381,389
Value of total assets at end of year2011-12-31$61,893,296
Value of total assets at beginning of year2011-12-31$63,272,380
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$34,306
Total interest from all sources2011-12-31$345,251
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
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$3,109,502
Participant contributions at end of year2011-12-31$2,197,634
Participant contributions at beginning of year2011-12-31$2,037,784
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$181,301
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-1,379,084
Value of net assets at end of year (total assets less liabilities)2011-12-31$61,893,296
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$63,272,380
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$54,275,274
Value of interest in pooled separate accounts at beginning of year2011-12-31$55,837,992
Interest on participant loans2011-12-31$113,152
Interest earned on other investments2011-12-31$232,099
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$5,420,388
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$5,396,604
Net investment gain/loss from pooled separate accounts2011-12-31$-2,585,338
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$1,090,586
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$3,485,801
Contract administrator fees2011-12-31$34,306
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2011-12-31410746749
2010 : ADVISOR 401K RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$10,886,234
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$5,150,418
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$5,047,425
Expenses. Certain deemed distributions of participant loans2010-12-31$65,641
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,061,612
Value of total assets at end of year2010-12-31$63,272,380
Value of total assets at beginning of year2010-12-31$57,536,564
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$37,352
Total interest from all sources2010-12-31$374,798
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$2,227,661
Participant contributions at end of year2010-12-31$2,037,784
Participant contributions at beginning of year2010-12-31$2,159,660
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$276,709
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$5,735,816
Value of net assets at end of year (total assets less liabilities)2010-12-31$63,272,380
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$57,536,564
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$55,837,992
Value of interest in pooled separate accounts at beginning of year2010-12-31$50,616,895
Interest on participant loans2010-12-31$130,358
Interest earned on other investments2010-12-31$244,440
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$5,396,604
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$4,760,009
Net investment gain/loss from pooled separate accounts2010-12-31$7,449,824
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$557,242
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$5,047,425
Contract administrator fees2010-12-31$37,352
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31LARSON ALLEN LLP
Accountancy firm EIN2010-12-31410746749
2009 : ADVISOR 401K RETIREMENT 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 ADVISOR 401K RETIREMENT PLAN

2022: ADVISOR 401K RETIREMENT 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: ADVISOR 401K RETIREMENT 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: ADVISOR 401K RETIREMENT 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: ADVISOR 401K RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ADVISOR 401K RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ADVISOR 401K RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ADVISOR 401K RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ADVISOR 401K RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ADVISOR 401K RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ADVISOR 401K RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ADVISOR 401K RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ADVISOR 401K RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: ADVISOR 401K RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number012007-100
Policy instance 1
Insurance contract or identification number012007-100
Number of Individuals Covered1177
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number012007-100
Policy instance 1
Insurance contract or identification number012007-100
Number of Individuals Covered1230
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number012007-100
Policy instance 1
Insurance contract or identification number012007-100
Number of Individuals Covered1202
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number012007-100
Policy instance 1
Insurance contract or identification number012007-100
Number of Individuals Covered1170
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
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number012007-100
Policy instance 1
Insurance contract or identification number012007-100
Number of Individuals Covered1160
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
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number012007-100
Policy instance 1
Insurance contract or identification number012007-100
Number of Individuals Covered1187
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
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number12007
Policy instance 1
Insurance contract or identification number12007
Number of Individuals Covered1076
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
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number12007
Policy instance 1
Insurance contract or identification number12007
Number of Individuals Covered1038
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number12007
Policy instance 1
Insurance contract or identification number12007
Number of Individuals Covered1017
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number12007
Policy instance 1
Insurance contract or identification number12007
Number of Individuals Covered1042
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
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
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number12007
Policy instance 1
Insurance contract or identification number12007
Number of Individuals Covered1079
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
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
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number12007
Policy instance 1
Insurance contract or identification number12007
Number of Individuals Covered1133
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
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

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1