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SCHERER BROS LUMBER CO 401K PS PLAN 401k Plan overview

Plan NameSCHERER BROS LUMBER CO 401K PS PLAN
Plan identification number 001

SCHERER BROS LUMBER CO 401K PS PLAN Benefits

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

401k Sponsoring company profile

SCHERER BROS. LUMBER CO. has sponsored the creation of one or more 401k plans.

Company Name:SCHERER BROS. LUMBER CO.
Employer identification number (EIN):410678286
NAIC Classification:444190
NAIC Description:Other Building Material Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SCHERER BROS LUMBER CO 401K PS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-04-01JOHN ZITUR2024-01-11
0012021-04-01
0012020-04-01
0012019-04-01
0012018-04-01
0012017-04-01PETER L. SCHERER
0012016-04-01PETER L. SCHERER PETER L. SCHERER2018-01-12
0012015-04-01PETER L. SCHERER
0012015-04-012017-01-09
0012015-04-01PETER L. SCHERER
0012015-04-01 PETER L. SCHERER2017-01-09
0012015-04-01
0012014-04-01PETE SCHERER
0012013-04-01PETE SCHERER
0012012-04-01PETE SCHERER
0012011-04-01PETE SCHERER
0012010-04-01PETE SCHERER
0012009-04-01PETER L. SCHERER PETER L. SCHERER2011-01-14

Plan Statistics for SCHERER BROS LUMBER CO 401K PS PLAN

401k plan membership statisitcs for SCHERER BROS LUMBER CO 401K PS PLAN

Measure Date Value
2022: SCHERER BROS LUMBER CO 401K PS PLAN 2022 401k membership
Total participants, beginning-of-year2022-04-01220
Total number of active participants reported on line 7a of the Form 55002022-04-01162
Number of retired or separated participants receiving benefits2022-04-010
Number of other retired or separated participants entitled to future benefits2022-04-0166
Total of all active and inactive participants2022-04-01228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-04-010
Total participants2022-04-01228
Number of participants with account balances2022-04-01222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-04-010
2021: SCHERER BROS LUMBER CO 401K PS PLAN 2021 401k membership
Total participants, beginning-of-year2021-04-01223
Total number of active participants reported on line 7a of the Form 55002021-04-01159
Number of retired or separated participants receiving benefits2021-04-010
Number of other retired or separated participants entitled to future benefits2021-04-0155
Total of all active and inactive participants2021-04-01214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-04-010
Total participants2021-04-01214
Number of participants with account balances2021-04-01207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-04-010
2020: SCHERER BROS LUMBER CO 401K PS PLAN 2020 401k membership
Total participants, beginning-of-year2020-04-01223
Total number of active participants reported on line 7a of the Form 55002020-04-01160
Number of retired or separated participants receiving benefits2020-04-010
Number of other retired or separated participants entitled to future benefits2020-04-0162
Total of all active and inactive participants2020-04-01222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-04-010
Total participants2020-04-01222
Number of participants with account balances2020-04-01214
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-04-010
2019: SCHERER BROS LUMBER CO 401K PS PLAN 2019 401k membership
Total participants, beginning-of-year2019-04-01222
Total number of active participants reported on line 7a of the Form 55002019-04-01153
Number of retired or separated participants receiving benefits2019-04-010
Number of other retired or separated participants entitled to future benefits2019-04-0169
Total of all active and inactive participants2019-04-01222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-04-010
Total participants2019-04-01222
Number of participants with account balances2019-04-01213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-04-010
2018: SCHERER BROS LUMBER CO 401K PS PLAN 2018 401k membership
Total participants, beginning-of-year2018-04-01214
Total number of active participants reported on line 7a of the Form 55002018-04-01156
Number of retired or separated participants receiving benefits2018-04-010
Number of other retired or separated participants entitled to future benefits2018-04-0164
Total of all active and inactive participants2018-04-01220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-04-010
Total participants2018-04-01220
Number of participants with account balances2018-04-01211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-04-010
2017: SCHERER BROS LUMBER CO 401K PS PLAN 2017 401k membership
Total participants, beginning-of-year2017-04-01204
Total number of active participants reported on line 7a of the Form 55002017-04-01148
Number of retired or separated participants receiving benefits2017-04-010
Number of other retired or separated participants entitled to future benefits2017-04-0159
Total of all active and inactive participants2017-04-01207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-04-010
Total participants2017-04-01207
Number of participants with account balances2017-04-01199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-04-010
2016: SCHERER BROS LUMBER CO 401K PS PLAN 2016 401k membership
Total participants, beginning-of-year2016-04-01205
Total number of active participants reported on line 7a of the Form 55002016-04-01152
Number of retired or separated participants receiving benefits2016-04-010
Number of other retired or separated participants entitled to future benefits2016-04-0150
Total of all active and inactive participants2016-04-01202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-04-010
Total participants2016-04-01202
Number of participants with account balances2016-04-01193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-04-010
2015: SCHERER BROS LUMBER CO 401K PS PLAN 2015 401k membership
Total participants, beginning-of-year2015-04-01200
Total number of active participants reported on line 7a of the Form 55002015-04-01143
Number of retired or separated participants receiving benefits2015-04-010
Number of other retired or separated participants entitled to future benefits2015-04-0157
Total of all active and inactive participants2015-04-01200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-04-010
Total participants2015-04-01200
Number of participants with account balances2015-04-01190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-04-010
2014: SCHERER BROS LUMBER CO 401K PS PLAN 2014 401k membership
Total participants, beginning-of-year2014-04-01211
Total number of active participants reported on line 7a of the Form 55002014-04-01139
Number of retired or separated participants receiving benefits2014-04-010
Number of other retired or separated participants entitled to future benefits2014-04-0158
Total of all active and inactive participants2014-04-01197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-04-010
Total participants2014-04-01197
Number of participants with account balances2014-04-01188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-04-010
2013: SCHERER BROS LUMBER CO 401K PS PLAN 2013 401k membership
Total participants, beginning-of-year2013-04-01199
Total number of active participants reported on line 7a of the Form 55002013-04-01137
Number of retired or separated participants receiving benefits2013-04-010
Number of other retired or separated participants entitled to future benefits2013-04-0168
Total of all active and inactive participants2013-04-01205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-04-010
Total participants2013-04-01205
Number of participants with account balances2013-04-01193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-04-012
2012: SCHERER BROS LUMBER CO 401K PS PLAN 2012 401k membership
Total participants, beginning-of-year2012-04-01204
Total number of active participants reported on line 7a of the Form 55002012-04-01127
Number of retired or separated participants receiving benefits2012-04-010
Number of other retired or separated participants entitled to future benefits2012-04-0167
Total of all active and inactive participants2012-04-01194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-04-010
Total participants2012-04-01194
Number of participants with account balances2012-04-01187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-04-011
2011: SCHERER BROS LUMBER CO 401K PS PLAN 2011 401k membership
Total participants, beginning-of-year2011-04-01213
Total number of active participants reported on line 7a of the Form 55002011-04-01126
Number of retired or separated participants receiving benefits2011-04-010
Number of other retired or separated participants entitled to future benefits2011-04-0175
Total of all active and inactive participants2011-04-01201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-04-011
Total participants2011-04-01202
Number of participants with account balances2011-04-01185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-04-010
2010: SCHERER BROS LUMBER CO 401K PS PLAN 2010 401k membership
Total participants, beginning-of-year2010-04-01233
Total number of active participants reported on line 7a of the Form 55002010-04-01125
Number of retired or separated participants receiving benefits2010-04-010
Number of other retired or separated participants entitled to future benefits2010-04-0185
Total of all active and inactive participants2010-04-01210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-04-011
Total participants2010-04-01211
Number of participants with account balances2010-04-01200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-04-012
2009: SCHERER BROS LUMBER CO 401K PS PLAN 2009 401k membership
Total participants, beginning-of-year2009-04-01264
Total number of active participants reported on line 7a of the Form 55002009-04-01137
Number of retired or separated participants receiving benefits2009-04-010
Number of other retired or separated participants entitled to future benefits2009-04-0192
Total of all active and inactive participants2009-04-01229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-04-011
Total participants2009-04-01230
Number of participants with account balances2009-04-01215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-04-018

Financial Data on SCHERER BROS LUMBER CO 401K PS PLAN

Measure Date Value
2023 : SCHERER BROS LUMBER CO 401K PS PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-03-31$0
Total income from all sources (including contributions)2023-03-31$-1,164,354
Total loss/gain on sale of assets2023-03-31$0
Total of all expenses incurred2023-03-31$2,247,469
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-03-31$2,244,052
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-03-31$2,039,808
Value of total assets at end of year2023-03-31$39,129,575
Value of total assets at beginning of year2023-03-31$42,541,398
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-03-31$3,417
Total interest from all sources2023-03-31$131,136
Total dividends received (eg from common stock, registered investment company shares)2023-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-03-31No
Was this plan covered by a fidelity bond2023-03-31Yes
Value of fidelity bond cover2023-03-31$3,500,000
If this is an individual account plan, was there a blackout period2023-03-31No
Were there any nonexempt tranactions with any party-in-interest2023-03-31No
Contributions received from participants2023-03-31$1,443,094
Participant contributions at end of year2023-03-31$205,888
Participant contributions at beginning of year2023-03-31$201,205
Income. Received or receivable in cash from other sources (including rollovers)2023-03-31$5,745
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-03-31No
Value of net income/loss2023-03-31$-3,411,823
Value of net assets at end of year (total assets less liabilities)2023-03-31$39,129,575
Value of net assets at beginning of year (total assets less liabilities)2023-03-31$42,541,398
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-03-31No
Were any leases to which the plan was party in default or uncollectible2023-03-31No
Value of interest in pooled separate accounts at end of year2023-03-31$32,385,990
Value of interest in pooled separate accounts at beginning of year2023-03-31$35,753,576
Interest on participant loans2023-03-31$11,079
Interest earned on other investments2023-03-31$120,057
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-03-31$6,537,697
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-03-31$6,586,617
Net investment gain/loss from pooled separate accounts2023-03-31$-3,335,298
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-03-31No
Was there a failure to transmit to the plan any participant contributions2023-03-31No
Has the plan failed to provide any benefit when due under the plan2023-03-31No
Contributions received in cash from employer2023-03-31$590,969
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-03-31$2,244,052
Contract administrator fees2023-03-31$3,417
Did the plan have assets held for investment2023-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-03-31No
Opinion of an independent qualified public accountant for this plan2023-03-31Unqualified
Accountancy firm name2023-03-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2023-03-31410746749
2022 : SCHERER BROS LUMBER CO 401K PS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-03-31$0
Total income from all sources (including contributions)2022-03-31$3,685,464
Total loss/gain on sale of assets2022-03-31$0
Total of all expenses incurred2022-03-31$3,301,698
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-03-31$3,299,226
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-03-31$2,045,571
Value of total assets at end of year2022-03-31$42,541,398
Value of total assets at beginning of year2022-03-31$42,157,632
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-03-31$2,472
Total interest from all sources2022-03-31$128,818
Total dividends received (eg from common stock, registered investment company shares)2022-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-03-31No
Was this plan covered by a fidelity bond2022-03-31Yes
Value of fidelity bond cover2022-03-31$3,500,000
If this is an individual account plan, was there a blackout period2022-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2022-03-31$0
Were there any nonexempt tranactions with any party-in-interest2022-03-31No
Contributions received from participants2022-03-31$1,408,329
Participant contributions at end of year2022-03-31$201,205
Participant contributions at beginning of year2022-03-31$97,908
Income. Received or receivable in cash from other sources (including rollovers)2022-03-31$128,074
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-03-31No
Value of net income/loss2022-03-31$383,766
Value of net assets at end of year (total assets less liabilities)2022-03-31$42,541,398
Value of net assets at beginning of year (total assets less liabilities)2022-03-31$42,157,632
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-03-31No
Were any leases to which the plan was party in default or uncollectible2022-03-31No
Value of interest in pooled separate accounts at end of year2022-03-31$35,753,576
Value of interest in pooled separate accounts at beginning of year2022-03-31$34,607,047
Interest on participant loans2022-03-31$9,588
Interest earned on other investments2022-03-31$119,230
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-03-31$6,586,617
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-03-31$7,452,677
Net investment gain/loss from pooled separate accounts2022-03-31$1,511,075
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-03-31No
Was there a failure to transmit to the plan any participant contributions2022-03-31No
Has the plan failed to provide any benefit when due under the plan2022-03-31No
Contributions received in cash from employer2022-03-31$509,168
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-03-31$3,299,226
Contract administrator fees2022-03-31$2,472
Did the plan have assets held for investment2022-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-03-31No
Opinion of an independent qualified public accountant for this plan2022-03-31Unqualified
Accountancy firm name2022-03-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2022-03-31410746749
2021 : SCHERER BROS LUMBER CO 401K PS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-03-31$0
Total income from all sources (including contributions)2021-03-31$12,931,271
Total loss/gain on sale of assets2021-03-31$0
Total of all expenses incurred2021-03-31$643,402
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-03-31$641,162
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-03-31$1,696,361
Value of total assets at end of year2021-03-31$42,157,632
Value of total assets at beginning of year2021-03-31$29,869,763
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-03-31$2,240
Total interest from all sources2021-03-31$128,274
Total dividends received (eg from common stock, registered investment company shares)2021-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-03-31No
Was this plan covered by a fidelity bond2021-03-31Yes
Value of fidelity bond cover2021-03-31$3,500,000
If this is an individual account plan, was there a blackout period2021-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-03-31$0
Were there any nonexempt tranactions with any party-in-interest2021-03-31No
Contributions received from participants2021-03-31$1,202,296
Participant contributions at end of year2021-03-31$97,908
Participant contributions at beginning of year2021-03-31$126,324
Income. Received or receivable in cash from other sources (including rollovers)2021-03-31$15,038
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-03-31No
Value of net income/loss2021-03-31$12,287,869
Value of net assets at end of year (total assets less liabilities)2021-03-31$42,157,632
Value of net assets at beginning of year (total assets less liabilities)2021-03-31$29,869,763
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-03-31No
Were any leases to which the plan was party in default or uncollectible2021-03-31No
Value of interest in pooled separate accounts at end of year2021-03-31$34,607,047
Value of interest in pooled separate accounts at beginning of year2021-03-31$22,421,147
Interest on participant loans2021-03-31$7,499
Interest earned on other investments2021-03-31$120,775
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-03-31$7,452,677
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-03-31$7,322,292
Net investment gain/loss from pooled separate accounts2021-03-31$11,106,636
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-03-31No
Was there a failure to transmit to the plan any participant contributions2021-03-31No
Has the plan failed to provide any benefit when due under the plan2021-03-31No
Contributions received in cash from employer2021-03-31$479,027
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-03-31$641,162
Contract administrator fees2021-03-31$2,240
Did the plan have assets held for investment2021-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-03-31No
Opinion of an independent qualified public accountant for this plan2021-03-31Disclaimer
Accountancy firm name2021-03-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2021-03-31410746749
2020 : SCHERER BROS LUMBER CO 401K PS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-03-31$0
Total income from all sources (including contributions)2020-03-31$-179,494
Total loss/gain on sale of assets2020-03-31$0
Total of all expenses incurred2020-03-31$1,873,118
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-03-31$1,870,581
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-03-31$1,992,983
Value of total assets at end of year2020-03-31$29,869,763
Value of total assets at beginning of year2020-03-31$31,922,375
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-03-31$2,537
Total interest from all sources2020-03-31$127,464
Total dividends received (eg from common stock, registered investment company shares)2020-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-03-31No
Was this plan covered by a fidelity bond2020-03-31Yes
Value of fidelity bond cover2020-03-31$3,500,000
If this is an individual account plan, was there a blackout period2020-03-31No
Were there any nonexempt tranactions with any party-in-interest2020-03-31No
Contributions received from participants2020-03-31$1,125,526
Participant contributions at end of year2020-03-31$126,324
Participant contributions at beginning of year2020-03-31$165,773
Income. Received or receivable in cash from other sources (including rollovers)2020-03-31$410,289
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-03-31No
Value of net income/loss2020-03-31$-2,052,612
Value of net assets at end of year (total assets less liabilities)2020-03-31$29,869,763
Value of net assets at beginning of year (total assets less liabilities)2020-03-31$31,922,375
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-03-31No
Were any leases to which the plan was party in default or uncollectible2020-03-31No
Value of interest in pooled separate accounts at end of year2020-03-31$22,421,147
Value of interest in pooled separate accounts at beginning of year2020-03-31$26,237,712
Interest on participant loans2020-03-31$10,287
Interest earned on other investments2020-03-31$117,177
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-03-31$7,322,292
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-03-31$5,518,890
Net investment gain/loss from pooled separate accounts2020-03-31$-2,299,941
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-03-31No
Was there a failure to transmit to the plan any participant contributions2020-03-31No
Has the plan failed to provide any benefit when due under the plan2020-03-31No
Contributions received in cash from employer2020-03-31$457,168
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-03-31$1,870,581
Contract administrator fees2020-03-31$2,537
Did the plan have assets held for investment2020-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-03-31Yes
Opinion of an independent qualified public accountant for this plan2020-03-31Disclaimer
Accountancy firm name2020-03-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2020-03-31410746749
2019 : SCHERER BROS LUMBER CO 401K PS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-03-31$0
Total income from all sources (including contributions)2019-03-31$2,940,360
Total loss/gain on sale of assets2019-03-31$0
Total of all expenses incurred2019-03-31$733,790
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-03-31$731,572
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-03-31$1,534,534
Value of total assets at end of year2019-03-31$31,922,375
Value of total assets at beginning of year2019-03-31$29,715,805
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-03-31$2,218
Total interest from all sources2019-03-31$102,421
Total dividends received (eg from common stock, registered investment company shares)2019-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-03-31No
Was this plan covered by a fidelity bond2019-03-31Yes
Value of fidelity bond cover2019-03-31$3,500,000
If this is an individual account plan, was there a blackout period2019-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-03-31$0
Were there any nonexempt tranactions with any party-in-interest2019-03-31No
Contributions received from participants2019-03-31$1,100,711
Participant contributions at end of year2019-03-31$165,773
Participant contributions at beginning of year2019-03-31$131,187
Income. Received or receivable in cash from other sources (including rollovers)2019-03-31$18,870
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-03-31No
Value of net income/loss2019-03-31$2,206,570
Value of net assets at end of year (total assets less liabilities)2019-03-31$31,922,375
Value of net assets at beginning of year (total assets less liabilities)2019-03-31$29,715,805
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-03-31No
Were any leases to which the plan was party in default or uncollectible2019-03-31No
Value of interest in pooled separate accounts at end of year2019-03-31$26,237,712
Value of interest in pooled separate accounts at beginning of year2019-03-31$25,373,691
Interest on participant loans2019-03-31$10,919
Interest earned on other investments2019-03-31$91,502
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-03-31$5,518,890
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-03-31$4,210,927
Net investment gain/loss from pooled separate accounts2019-03-31$1,303,405
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-03-31No
Was there a failure to transmit to the plan any participant contributions2019-03-31No
Has the plan failed to provide any benefit when due under the plan2019-03-31No
Contributions received in cash from employer2019-03-31$414,953
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-03-31$731,572
Contract administrator fees2019-03-31$2,218
Did the plan have assets held for investment2019-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-03-31Yes
Opinion of an independent qualified public accountant for this plan2019-03-31Disclaimer
Accountancy firm name2019-03-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2019-03-31410746749
2018 : SCHERER BROS LUMBER CO 401K PS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-03-31$0
Total income from all sources (including contributions)2018-03-31$5,937,940
Total loss/gain on sale of assets2018-03-31$0
Total of all expenses incurred2018-03-31$1,283,120
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-03-31$1,281,756
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-03-31$2,892,352
Value of total assets at end of year2018-03-31$29,715,805
Value of total assets at beginning of year2018-03-31$25,060,985
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-03-31$1,364
Total interest from all sources2018-03-31$77,666
Total dividends received (eg from common stock, registered investment company shares)2018-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-03-31No
Was this plan covered by a fidelity bond2018-03-31Yes
Value of fidelity bond cover2018-03-31$3,500,000
If this is an individual account plan, was there a blackout period2018-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-03-31$0
Were there any nonexempt tranactions with any party-in-interest2018-03-31No
Contributions received from participants2018-03-31$906,624
Participant contributions at end of year2018-03-31$131,187
Participant contributions at beginning of year2018-03-31$141,387
Income. Received or receivable in cash from other sources (including rollovers)2018-03-31$1,578,748
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-03-31No
Value of net income/loss2018-03-31$4,654,820
Value of net assets at end of year (total assets less liabilities)2018-03-31$29,715,805
Value of net assets at beginning of year (total assets less liabilities)2018-03-31$25,060,985
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-03-31No
Were any leases to which the plan was party in default or uncollectible2018-03-31No
Value of interest in pooled separate accounts at end of year2018-03-31$25,373,691
Value of interest in pooled separate accounts at beginning of year2018-03-31$20,620,738
Interest on participant loans2018-03-31$7,406
Interest earned on other investments2018-03-31$70,260
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-03-31$4,210,927
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-03-31$4,298,860
Net investment gain/loss from pooled separate accounts2018-03-31$2,967,922
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-03-31No
Was there a failure to transmit to the plan any participant contributions2018-03-31No
Has the plan failed to provide any benefit when due under the plan2018-03-31No
Contributions received in cash from employer2018-03-31$406,980
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-03-31$1,281,756
Contract administrator fees2018-03-31$1,364
Did the plan have assets held for investment2018-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-03-31Yes
Opinion of an independent qualified public accountant for this plan2018-03-31Disclaimer
Accountancy firm name2018-03-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2018-03-31410746749
2017 : SCHERER BROS LUMBER CO 401K PS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-03-31$0
Total income from all sources (including contributions)2017-03-31$4,068,645
Total loss/gain on sale of assets2017-03-31$0
Total of all expenses incurred2017-03-31$802,660
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-03-31$800,181
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-03-31$1,308,383
Value of total assets at end of year2017-03-31$25,060,985
Value of total assets at beginning of year2017-03-31$21,795,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-03-31$2,479
Total interest from all sources2017-03-31$80,664
Total dividends received (eg from common stock, registered investment company shares)2017-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-03-31No
Was this plan covered by a fidelity bond2017-03-31Yes
Value of fidelity bond cover2017-03-31$3,500,000
If this is an individual account plan, was there a blackout period2017-03-31No
Were there any nonexempt tranactions with any party-in-interest2017-03-31No
Contributions received from participants2017-03-31$924,160
Participant contributions at end of year2017-03-31$141,387
Participant contributions at beginning of year2017-03-31$137,088
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-03-31No
Value of net income/loss2017-03-31$3,265,985
Value of net assets at end of year (total assets less liabilities)2017-03-31$25,060,985
Value of net assets at beginning of year (total assets less liabilities)2017-03-31$21,795,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-03-31No
Were any leases to which the plan was party in default or uncollectible2017-03-31No
Value of interest in pooled separate accounts at end of year2017-03-31$20,620,738
Value of interest in pooled separate accounts at beginning of year2017-03-31$18,035,527
Interest on participant loans2017-03-31$8,301
Interest earned on other investments2017-03-31$72,363
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-03-31$4,298,860
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-03-31$3,622,385
Net investment gain/loss from pooled separate accounts2017-03-31$2,679,598
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-03-31No
Was there a failure to transmit to the plan any participant contributions2017-03-31No
Has the plan failed to provide any benefit when due under the plan2017-03-31No
Contributions received in cash from employer2017-03-31$384,223
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-03-31$800,181
Contract administrator fees2017-03-31$2,479
Did the plan have assets held for investment2017-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-03-31Yes
Opinion of an independent qualified public accountant for this plan2017-03-31Disclaimer
Accountancy firm name2017-03-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2017-03-31410746749
2016 : SCHERER BROS LUMBER CO 401K PS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-03-31$0
Total income from all sources (including contributions)2016-03-31$761,349
Total loss/gain on sale of assets2016-03-31$0
Total of all expenses incurred2016-03-31$489,852
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-03-31$486,312
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-03-31$1,239,217
Value of total assets at end of year2016-03-31$21,795,000
Value of total assets at beginning of year2016-03-31$21,523,503
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-03-31$3,540
Total interest from all sources2016-03-31$73,370
Total dividends received (eg from common stock, registered investment company shares)2016-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-03-31No
Was this plan covered by a fidelity bond2016-03-31Yes
Value of fidelity bond cover2016-03-31$3,500,000
If this is an individual account plan, was there a blackout period2016-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-03-31$0
Were there any nonexempt tranactions with any party-in-interest2016-03-31No
Contributions received from participants2016-03-31$852,369
Participant contributions at end of year2016-03-31$137,088
Participant contributions at beginning of year2016-03-31$134,055
Income. Received or receivable in cash from other sources (including rollovers)2016-03-31$29,076
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-03-31No
Value of net income/loss2016-03-31$271,497
Value of net assets at end of year (total assets less liabilities)2016-03-31$21,795,000
Value of net assets at beginning of year (total assets less liabilities)2016-03-31$21,523,503
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-03-31No
Were any leases to which the plan was party in default or uncollectible2016-03-31No
Value of interest in pooled separate accounts at end of year2016-03-31$18,035,527
Value of interest in pooled separate accounts at beginning of year2016-03-31$18,531,034
Interest on participant loans2016-03-31$7,277
Interest earned on other investments2016-03-31$66,093
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-03-31$3,622,385
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-03-31$2,858,414
Net investment gain/loss from pooled separate accounts2016-03-31$-551,238
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-03-31No
Was there a failure to transmit to the plan any participant contributions2016-03-31No
Has the plan failed to provide any benefit when due under the plan2016-03-31No
Contributions received in cash from employer2016-03-31$357,772
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-03-31$486,312
Contract administrator fees2016-03-31$3,540
Did the plan have assets held for investment2016-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-03-31Yes
Opinion of an independent qualified public accountant for this plan2016-03-31Disclaimer
Accountancy firm name2016-03-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2016-03-31410746749
2015 : SCHERER BROS LUMBER CO 401K PS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-03-31$0
Total income from all sources (including contributions)2015-03-31$2,347,159
Total loss/gain on sale of assets2015-03-31$0
Total of all expenses incurred2015-03-31$1,110,993
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-03-31$1,108,980
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-03-31$749,467
Value of total assets at end of year2015-03-31$21,523,503
Value of total assets at beginning of year2015-03-31$20,287,337
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-03-31$2,013
Total interest from all sources2015-03-31$78,385
Total dividends received (eg from common stock, registered investment company shares)2015-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-03-31No
Was this plan covered by a fidelity bond2015-03-31Yes
Value of fidelity bond cover2015-03-31$3,500,000
If this is an individual account plan, was there a blackout period2015-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-03-31$0
Were there any nonexempt tranactions with any party-in-interest2015-03-31No
Contributions received from participants2015-03-31$737,214
Participant contributions at end of year2015-03-31$134,055
Participant contributions at beginning of year2015-03-31$136,312
Income. Received or receivable in cash from other sources (including rollovers)2015-03-31$6,886
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-03-31No
Value of net income/loss2015-03-31$1,236,166
Value of net assets at end of year (total assets less liabilities)2015-03-31$21,523,503
Value of net assets at beginning of year (total assets less liabilities)2015-03-31$20,287,337
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-03-31No
Were any leases to which the plan was party in default or uncollectible2015-03-31No
Value of interest in pooled separate accounts at end of year2015-03-31$18,531,034
Value of interest in pooled separate accounts at beginning of year2015-03-31$16,909,425
Interest on participant loans2015-03-31$8,324
Interest earned on other investments2015-03-31$70,061
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-03-31$2,858,414
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-03-31$3,241,600
Net investment gain/loss from pooled separate accounts2015-03-31$1,519,307
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-03-31No
Was there a failure to transmit to the plan any participant contributions2015-03-31No
Has the plan failed to provide any benefit when due under the plan2015-03-31No
Contributions received in cash from employer2015-03-31$5,367
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-03-31$1,108,980
Contract administrator fees2015-03-31$2,013
Did the plan have assets held for investment2015-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-03-31Yes
Opinion of an independent qualified public accountant for this plan2015-03-31Disclaimer
Accountancy firm name2015-03-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2015-03-31410746749
2014 : SCHERER BROS LUMBER CO 401K PS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-03-31$0
Total income from all sources (including contributions)2014-03-31$3,297,838
Total loss/gain on sale of assets2014-03-31$0
Total of all expenses incurred2014-03-31$366,843
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-03-31$330,309
Value of total corrective distributions2014-03-31$27,496
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-03-31$611,266
Value of total assets at end of year2014-03-31$20,287,337
Value of total assets at beginning of year2014-03-31$17,356,342
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-03-31$9,038
Total interest from all sources2014-03-31$72,868
Total dividends received (eg from common stock, registered investment company shares)2014-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-03-31No
Was this plan covered by a fidelity bond2014-03-31Yes
Value of fidelity bond cover2014-03-31$3,500,000
If this is an individual account plan, was there a blackout period2014-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-03-31$0
Were there any nonexempt tranactions with any party-in-interest2014-03-31No
Contributions received from participants2014-03-31$605,468
Participant contributions at end of year2014-03-31$136,312
Participant contributions at beginning of year2014-03-31$182,296
Income. Received or receivable in cash from other sources (including rollovers)2014-03-31$5,798
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-03-31No
Value of net income/loss2014-03-31$2,930,995
Value of net assets at end of year (total assets less liabilities)2014-03-31$20,287,337
Value of net assets at beginning of year (total assets less liabilities)2014-03-31$17,356,342
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-03-31No
Were any leases to which the plan was party in default or uncollectible2014-03-31No
Value of interest in pooled separate accounts at end of year2014-03-31$16,909,425
Value of interest in pooled separate accounts at beginning of year2014-03-31$15,355,233
Interest on participant loans2014-03-31$8,925
Interest earned on other investments2014-03-31$63,943
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-03-31$3,241,600
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-03-31$1,818,813
Net investment gain/loss from pooled separate accounts2014-03-31$2,613,704
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-03-31No
Was there a failure to transmit to the plan any participant contributions2014-03-31No
Has the plan failed to provide any benefit when due under the plan2014-03-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-03-31$330,309
Contract administrator fees2014-03-31$9,038
Did the plan have assets held for investment2014-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-03-31Yes
Opinion of an independent qualified public accountant for this plan2014-03-31Disclaimer
Accountancy firm name2014-03-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2014-03-31410746749
2013 : SCHERER BROS LUMBER CO 401K PS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-03-31$0
Total income from all sources (including contributions)2013-03-31$2,080,416
Total loss/gain on sale of assets2013-03-31$0
Total of all expenses incurred2013-03-31$629,546
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-03-31$615,237
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-03-31$540,318
Value of total assets at end of year2013-03-31$17,356,342
Value of total assets at beginning of year2013-03-31$15,905,472
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-03-31$14,309
Total interest from all sources2013-03-31$53,373
Total dividends received (eg from common stock, registered investment company shares)2013-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-03-31No
Was this plan covered by a fidelity bond2013-03-31Yes
Value of fidelity bond cover2013-03-31$3,500,000
If this is an individual account plan, was there a blackout period2013-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-03-31$0
Were there any nonexempt tranactions with any party-in-interest2013-03-31No
Contributions received from participants2013-03-31$540,318
Participant contributions at end of year2013-03-31$182,296
Participant contributions at beginning of year2013-03-31$146,259
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-03-31No
Value of net income/loss2013-03-31$1,450,870
Value of net assets at end of year (total assets less liabilities)2013-03-31$17,356,342
Value of net assets at beginning of year (total assets less liabilities)2013-03-31$15,905,472
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-03-31No
Were any leases to which the plan was party in default or uncollectible2013-03-31No
Value of interest in pooled separate accounts at end of year2013-03-31$15,355,233
Value of interest in pooled separate accounts at beginning of year2013-03-31$14,111,941
Interest on participant loans2013-03-31$9,715
Interest earned on other investments2013-03-31$43,658
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-03-31$1,818,813
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-03-31$1,647,272
Net investment gain/loss from pooled separate accounts2013-03-31$1,486,725
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-03-31No
Was there a failure to transmit to the plan any participant contributions2013-03-31No
Has the plan failed to provide any benefit when due under the plan2013-03-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-03-31$615,237
Contract administrator fees2013-03-31$14,309
Did the plan have assets held for investment2013-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-03-31Yes
Opinion of an independent qualified public accountant for this plan2013-03-31Disclaimer
Accountancy firm name2013-03-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2013-03-31410746749
2012 : SCHERER BROS LUMBER CO 401K PS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-03-31$0
Total income from all sources (including contributions)2012-03-31$928,926
Total loss/gain on sale of assets2012-03-31$0
Total of all expenses incurred2012-03-31$984,869
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-03-31$969,144
Value of total corrective distributions2012-03-31$960
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-03-31$309,439
Value of total assets at end of year2012-03-31$15,905,472
Value of total assets at beginning of year2012-03-31$15,961,415
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-03-31$14,765
Total interest from all sources2012-03-31$15,446
Total dividends received (eg from common stock, registered investment company shares)2012-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-03-31No
Was this plan covered by a fidelity bond2012-03-31Yes
Value of fidelity bond cover2012-03-31$3,500,000
If this is an individual account plan, was there a blackout period2012-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-03-31$0
Were there any nonexempt tranactions with any party-in-interest2012-03-31No
Contributions received from participants2012-03-31$309,439
Participant contributions at end of year2012-03-31$146,259
Participant contributions at beginning of year2012-03-31$158,247
Other income not declared elsewhere2012-03-31$2,316
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-03-31No
Value of net income/loss2012-03-31$-55,943
Value of net assets at end of year (total assets less liabilities)2012-03-31$15,905,472
Value of net assets at beginning of year (total assets less liabilities)2012-03-31$15,961,415
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-03-31No
Were any leases to which the plan was party in default or uncollectible2012-03-31No
Value of interest in pooled separate accounts at end of year2012-03-31$14,111,941
Value of interest in pooled separate accounts at beginning of year2012-03-31$15,803,168
Interest on participant loans2012-03-31$10,297
Interest earned on other investments2012-03-31$5,149
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-03-31$1,647,272
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-03-31$0
Net investment gain/loss from pooled separate accounts2012-03-31$601,725
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-03-31No
Was there a failure to transmit to the plan any participant contributions2012-03-31No
Has the plan failed to provide any benefit when due under the plan2012-03-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-03-31$969,144
Contract administrator fees2012-03-31$14,765
Did the plan have assets held for investment2012-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-03-31Yes
Opinion of an independent qualified public accountant for this plan2012-03-31Disclaimer
Accountancy firm name2012-03-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2012-03-31410746749
2011 : SCHERER BROS LUMBER CO 401K PS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-03-31$0
Total income from all sources (including contributions)2011-03-31$2,203,844
Total loss/gain on sale of assets2011-03-31$0
Total of all expenses incurred2011-03-31$1,457,592
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-03-31$1,405,212
Expenses. Certain deemed distributions of participant loans2011-03-31$37,706
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-03-31$377,835
Value of total assets at end of year2011-03-31$15,961,415
Value of total assets at beginning of year2011-03-31$15,215,163
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-03-31$14,674
Total interest from all sources2011-03-31$9,576
Total dividends received (eg from common stock, registered investment company shares)2011-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-03-31No
Was this plan covered by a fidelity bond2011-03-31Yes
Value of fidelity bond cover2011-03-31$3,500,000
If this is an individual account plan, was there a blackout period2011-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-03-31$0
Were there any nonexempt tranactions with any party-in-interest2011-03-31No
Contributions received from participants2011-03-31$350,553
Participant contributions at end of year2011-03-31$158,247
Participant contributions at beginning of year2011-03-31$142,947
Income. Received or receivable in cash from other sources (including rollovers)2011-03-31$27,282
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-03-31No
Value of net income/loss2011-03-31$746,252
Value of net assets at end of year (total assets less liabilities)2011-03-31$15,961,415
Value of net assets at beginning of year (total assets less liabilities)2011-03-31$15,215,163
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-03-31No
Were any leases to which the plan was party in default or uncollectible2011-03-31No
Value of interest in pooled separate accounts at end of year2011-03-31$15,803,168
Value of interest in pooled separate accounts at beginning of year2011-03-31$15,072,216
Interest on participant loans2011-03-31$9,576
Net investment gain/loss from pooled separate accounts2011-03-31$1,816,433
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-03-31No
Was there a failure to transmit to the plan any participant contributions2011-03-31No
Has the plan failed to provide any benefit when due under the plan2011-03-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-03-31$1,405,212
Contract administrator fees2011-03-31$14,674
Did the plan have assets held for investment2011-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-03-31Yes
Opinion of an independent qualified public accountant for this plan2011-03-31Disclaimer
Accountancy firm name2011-03-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2011-03-31410746749
2010 : SCHERER BROS LUMBER CO 401K PS PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-03-31$0

Form 5500 Responses for SCHERER BROS LUMBER CO 401K PS PLAN

2022: SCHERER BROS LUMBER CO 401K PS PLAN 2022 form 5500 responses
2022-04-01Type of plan entitySingle employer plan
2022-04-01Submission has been amendedNo
2022-04-01This submission is the final filingNo
2022-04-01This return/report is a short plan year return/report (less than 12 months)No
2022-04-01Plan is a collectively bargained planNo
2022-04-01Plan funding arrangement – InsuranceYes
2022-04-01Plan funding arrangement – TrustYes
2022-04-01Plan benefit arrangement – InsuranceYes
2022-04-01Plan benefit arrangement - TrustYes
2021: SCHERER BROS LUMBER CO 401K PS PLAN 2021 form 5500 responses
2021-04-01Type of plan entitySingle employer plan
2021-04-01Submission has been amendedNo
2021-04-01This submission is the final filingNo
2021-04-01This return/report is a short plan year return/report (less than 12 months)No
2021-04-01Plan is a collectively bargained planNo
2021-04-01Plan funding arrangement – InsuranceYes
2021-04-01Plan funding arrangement – TrustYes
2021-04-01Plan benefit arrangement – InsuranceYes
2021-04-01Plan benefit arrangement - TrustYes
2020: SCHERER BROS LUMBER CO 401K PS PLAN 2020 form 5500 responses
2020-04-01Type of plan entitySingle employer plan
2020-04-01Submission has been amendedNo
2020-04-01This submission is the final filingNo
2020-04-01This return/report is a short plan year return/report (less than 12 months)No
2020-04-01Plan is a collectively bargained planNo
2020-04-01Plan funding arrangement – InsuranceYes
2020-04-01Plan funding arrangement – TrustYes
2020-04-01Plan benefit arrangement – InsuranceYes
2020-04-01Plan benefit arrangement - TrustYes
2019: SCHERER BROS LUMBER CO 401K PS PLAN 2019 form 5500 responses
2019-04-01Type of plan entitySingle employer plan
2019-04-01Submission has been amendedNo
2019-04-01This submission is the final filingNo
2019-04-01This return/report is a short plan year return/report (less than 12 months)No
2019-04-01Plan is a collectively bargained planNo
2019-04-01Plan funding arrangement – InsuranceYes
2019-04-01Plan funding arrangement – TrustYes
2019-04-01Plan benefit arrangement – InsuranceYes
2019-04-01Plan benefit arrangement - TrustYes
2018: SCHERER BROS LUMBER CO 401K PS PLAN 2018 form 5500 responses
2018-04-01Type of plan entitySingle employer plan
2018-04-01Submission has been amendedNo
2018-04-01This submission is the final filingNo
2018-04-01This return/report is a short plan year return/report (less than 12 months)No
2018-04-01Plan is a collectively bargained planNo
2018-04-01Plan funding arrangement – InsuranceYes
2018-04-01Plan funding arrangement – TrustYes
2018-04-01Plan benefit arrangement – InsuranceYes
2018-04-01Plan benefit arrangement - TrustYes
2017: SCHERER BROS LUMBER CO 401K PS PLAN 2017 form 5500 responses
2017-04-01Type of plan entitySingle employer plan
2017-04-01Submission has been amendedNo
2017-04-01This submission is the final filingNo
2017-04-01This return/report is a short plan year return/report (less than 12 months)No
2017-04-01Plan is a collectively bargained planNo
2017-04-01Plan funding arrangement – InsuranceYes
2017-04-01Plan funding arrangement – TrustYes
2017-04-01Plan benefit arrangement – InsuranceYes
2017-04-01Plan benefit arrangement - TrustYes
2016: SCHERER BROS LUMBER CO 401K PS PLAN 2016 form 5500 responses
2016-04-01Type of plan entitySingle employer plan
2016-04-01Submission has been amendedNo
2016-04-01This submission is the final filingNo
2016-04-01This return/report is a short plan year return/report (less than 12 months)No
2016-04-01Plan is a collectively bargained planNo
2016-04-01Plan funding arrangement – InsuranceYes
2016-04-01Plan funding arrangement – TrustYes
2016-04-01Plan benefit arrangement – InsuranceYes
2016-04-01Plan benefit arrangement - TrustYes
2015: SCHERER BROS LUMBER CO 401K PS PLAN 2015 form 5500 responses
2015-04-01Type of plan entitySingle employer plan
2015-04-01Submission has been amendedYes
2015-04-01This submission is the final filingNo
2015-04-01This return/report is a short plan year return/report (less than 12 months)No
2015-04-01Plan is a collectively bargained planNo
2015-04-01Plan funding arrangement – InsuranceYes
2015-04-01Plan funding arrangement – TrustYes
2015-04-01Plan benefit arrangement – InsuranceYes
2015-04-01Plan benefit arrangement - TrustYes
2014: SCHERER BROS LUMBER CO 401K PS PLAN 2014 form 5500 responses
2014-04-01Type of plan entitySingle employer plan
2014-04-01Submission has been amendedNo
2014-04-01This submission is the final filingNo
2014-04-01This return/report is a short plan year return/report (less than 12 months)No
2014-04-01Plan is a collectively bargained planNo
2014-04-01Plan funding arrangement – InsuranceYes
2014-04-01Plan funding arrangement – TrustYes
2014-04-01Plan benefit arrangement – InsuranceYes
2014-04-01Plan benefit arrangement - TrustYes
2013: SCHERER BROS LUMBER CO 401K PS PLAN 2013 form 5500 responses
2013-04-01Type of plan entitySingle employer plan
2013-04-01Submission has been amendedNo
2013-04-01This submission is the final filingNo
2013-04-01This return/report is a short plan year return/report (less than 12 months)No
2013-04-01Plan is a collectively bargained planNo
2013-04-01Plan funding arrangement – InsuranceYes
2013-04-01Plan funding arrangement – TrustYes
2013-04-01Plan benefit arrangement – InsuranceYes
2013-04-01Plan benefit arrangement - TrustYes
2012: SCHERER BROS LUMBER CO 401K PS PLAN 2012 form 5500 responses
2012-04-01Type of plan entitySingle employer plan
2012-04-01Submission has been amendedNo
2012-04-01This submission is the final filingNo
2012-04-01This return/report is a short plan year return/report (less than 12 months)No
2012-04-01Plan is a collectively bargained planNo
2012-04-01Plan funding arrangement – InsuranceYes
2012-04-01Plan funding arrangement – TrustYes
2012-04-01Plan benefit arrangement – InsuranceYes
2012-04-01Plan benefit arrangement - TrustYes
2011: SCHERER BROS LUMBER CO 401K PS PLAN 2011 form 5500 responses
2011-04-01Type of plan entitySingle employer plan
2011-04-01Submission has been amendedNo
2011-04-01This submission is the final filingNo
2011-04-01This return/report is a short plan year return/report (less than 12 months)No
2011-04-01Plan is a collectively bargained planNo
2011-04-01Plan funding arrangement – InsuranceYes
2011-04-01Plan funding arrangement – TrustYes
2011-04-01Plan benefit arrangement – InsuranceYes
2011-04-01Plan benefit arrangement - TrustYes
2010: SCHERER BROS LUMBER CO 401K PS PLAN 2010 form 5500 responses
2010-04-01Type of plan entitySingle employer plan
2010-04-01Submission has been amendedNo
2010-04-01This submission is the final filingNo
2010-04-01This return/report is a short plan year return/report (less than 12 months)No
2010-04-01Plan is a collectively bargained planNo
2010-04-01Plan funding arrangement – InsuranceYes
2010-04-01Plan funding arrangement – TrustYes
2010-04-01Plan benefit arrangement – InsuranceYes
2010-04-01Plan benefit arrangement - TrustYes
2009: SCHERER BROS LUMBER CO 401K PS PLAN 2009 form 5500 responses
2009-04-01Type of plan entitySingle employer plan
2009-04-01Submission has been amendedNo
2009-04-01This submission is the final filingNo
2009-04-01This return/report is a short plan year return/report (less than 12 months)No
2009-04-01Plan is a collectively bargained planNo
2009-04-01Plan funding arrangement – InsuranceYes
2009-04-01Plan funding arrangement – TrustYes
2009-04-01Plan benefit arrangement – InsuranceYes
2009-04-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number62803
Policy instance 1
Insurance contract or identification number62803
Number of Individuals Covered228
Insurance policy start date2022-04-01
Insurance policy end date2023-03-31
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 number62803
Policy instance 1
Insurance contract or identification number62803
Number of Individuals Covered214
Insurance policy start date2021-04-01
Insurance policy end date2022-03-31
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 number62803
Policy instance 1
Insurance contract or identification number62803
Number of Individuals Covered222
Insurance policy start date2020-04-01
Insurance policy end date2021-03-31
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 number62803
Policy instance 1
Insurance contract or identification number62803
Number of Individuals Covered222
Insurance policy start date2019-04-01
Insurance policy end date2020-03-31
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 number62803
Policy instance 1
Insurance contract or identification number62803
Number of Individuals Covered220
Insurance policy start date2018-04-01
Insurance policy end date2019-03-31
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 number62803
Policy instance 1
Insurance contract or identification number62803
Number of Individuals Covered207
Insurance policy start date2017-04-01
Insurance policy end date2018-03-31
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 number62803
Policy instance 1
Insurance contract or identification number62803
Number of Individuals Covered200
Insurance policy start date2015-04-01
Insurance policy end date2016-03-31
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 number62803
Policy instance 1
Insurance contract or identification number62803
Number of Individuals Covered197
Insurance policy start date2014-04-01
Insurance policy end date2015-03-31
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 number62803
Policy instance 1
Insurance contract or identification number62803
Number of Individuals Covered205
Insurance policy start date2013-04-01
Insurance policy end date2014-03-31
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 number62803
Policy instance 1
Insurance contract or identification number62803
Number of Individuals Covered194
Insurance policy start date2012-04-01
Insurance policy end date2013-03-31
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 number62803
Policy instance 1
Insurance contract or identification number62803
Number of Individuals Covered202
Insurance policy start date2011-04-01
Insurance policy end date2012-03-31
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 number62803
Policy instance 1
Insurance contract or identification number62803
Number of Individuals Covered211
Insurance policy start date2010-04-01
Insurance policy end date2011-03-31
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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