OVERLAND METALS, LLC. (F/K/A OVERLAND METALS, INC.) has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan OVERLAND METALS SAVINGS AND PROFIT SHARING TRUST
401k plan membership statisitcs for OVERLAND METALS SAVINGS AND PROFIT SHARING TRUST
| Measure | Date | Value |
|---|
| 2022: OVERLAND METALS SAVINGS AND PROFIT SHARING TRUST 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 4 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 2 |
| Total of all active and inactive participants | 2022-01-01 | 2 |
| Total participants | 2022-01-01 | 2 |
| Number of participants with account balances | 2022-01-01 | 2 |
| 2021: OVERLAND METALS SAVINGS AND PROFIT SHARING TRUST 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 4 |
| Total of all active and inactive participants | 2021-01-01 | 4 |
| Total participants | 2021-01-01 | 4 |
| Number of participants with account balances | 2021-01-01 | 4 |
| 2020: OVERLAND METALS SAVINGS AND PROFIT SHARING TRUST 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 4 |
| Total of all active and inactive participants | 2020-01-01 | 4 |
| Total participants | 2020-01-01 | 4 |
| Number of participants with account balances | 2020-01-01 | 4 |
| 2019: OVERLAND METALS SAVINGS AND PROFIT SHARING TRUST 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 4 |
| Total of all active and inactive participants | 2019-01-01 | 4 |
| Total participants | 2019-01-01 | 4 |
| Number of participants with account balances | 2019-01-01 | 4 |
| 2018: OVERLAND METALS SAVINGS AND PROFIT SHARING TRUST 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 4 |
| Total of all active and inactive participants | 2018-01-01 | 4 |
| Total participants | 2018-01-01 | 4 |
| Number of participants with account balances | 2018-01-01 | 4 |
| 2017: OVERLAND METALS SAVINGS AND PROFIT SHARING TRUST 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 4 |
| Total of all active and inactive participants | 2017-01-01 | 4 |
| Total participants | 2017-01-01 | 4 |
| Number of participants with account balances | 2017-01-01 | 4 |
| 2016: OVERLAND METALS SAVINGS AND PROFIT SHARING TRUST 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 4 |
| Total of all active and inactive participants | 2016-01-01 | 4 |
| Total participants | 2016-01-01 | 4 |
| Number of participants with account balances | 2016-01-01 | 4 |
| 2015: OVERLAND METALS SAVINGS AND PROFIT SHARING TRUST 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 5 |
| Total of all active and inactive participants | 2015-01-01 | 5 |
| Total participants | 2015-01-01 | 5 |
| Number of participants with account balances | 2015-01-01 | 5 |
| 2014: OVERLAND METALS SAVINGS AND PROFIT SHARING TRUST 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 5 |
| Total of all active and inactive participants | 2014-01-01 | 5 |
| Total participants | 2014-01-01 | 5 |
| Number of participants with account balances | 2014-01-01 | 5 |
| 2013: OVERLAND METALS SAVINGS AND PROFIT SHARING TRUST 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 5 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
| Total of all active and inactive participants | 2013-01-01 | 5 |
| Total participants | 2013-01-01 | 5 |
| Number of participants with account balances | 2013-01-01 | 5 |
| 2012: OVERLAND METALS SAVINGS AND PROFIT SHARING TRUST 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 5 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 1 |
| Total of all active and inactive participants | 2012-01-01 | 6 |
| Total participants | 2012-01-01 | 6 |
| Number of participants with account balances | 2012-01-01 | 6 |
| 2011: OVERLAND METALS SAVINGS AND PROFIT SHARING TRUST 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 5 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 1 |
| Total of all active and inactive participants | 2011-01-01 | 6 |
| Total participants | 2011-01-01 | 6 |
| Number of participants with account balances | 2011-01-01 | 6 |
| 2010: OVERLAND METALS SAVINGS AND PROFIT SHARING TRUST 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-11-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-11-01 | 5 |
| Number of retired or separated participants receiving benefits | 2010-11-01 | 1 |
| Total of all active and inactive participants | 2010-11-01 | 6 |
| Total participants | 2010-11-01 | 6 |
| Number of participants with account balances | 2010-11-01 | 6 |
| 2009: OVERLAND METALS SAVINGS AND PROFIT SHARING TRUST 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-11-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-11-01 | 5 |
| Number of retired or separated participants receiving benefits | 2009-11-01 | 1 |
| Total of all active and inactive participants | 2009-11-01 | 6 |
| Total participants | 2009-11-01 | 6 |
| Number of participants with account balances | 2009-11-01 | 6 |
| Measure | Date | Value |
|---|
| 2022 : OVERLAND METALS SAVINGS AND PROFIT SHARING TRUST 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $-563,682 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $5,461,088 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $5,438,278 |
| Total plan assets at end of year | 2022-12-31 | $787,629 |
| Total plan assets at beginning of year | 2022-12-31 | $6,812,399 |
| Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
| Other income received | 2022-12-31 | $-563,682 |
| Net income (gross income less expenses) | 2022-12-31 | $-6,024,770 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $787,629 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $6,812,399 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $22,810 |
| 2021 : OVERLAND METALS SAVINGS AND PROFIT SHARING TRUST 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $705,974 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $33,683 |
| Total plan assets at end of year | 2021-12-31 | $6,812,399 |
| Total plan assets at beginning of year | 2021-12-31 | $6,140,108 |
| Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
| Other income received | 2021-12-31 | $705,974 |
| Net income (gross income less expenses) | 2021-12-31 | $672,291 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $6,812,399 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $6,140,108 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $33,683 |
| 2020 : OVERLAND METALS SAVINGS AND PROFIT SHARING TRUST 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $615,847 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $2,127 |
| Total plan assets at end of year | 2020-12-31 | $6,140,108 |
| Total plan assets at beginning of year | 2020-12-31 | $5,526,388 |
| Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
| Other income received | 2020-12-31 | $561,534 |
| Net income (gross income less expenses) | 2020-12-31 | $613,720 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $6,140,108 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $5,526,388 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $54,313 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $2,127 |
| 2019 : OVERLAND METALS SAVINGS AND PROFIT SHARING TRUST 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $717,474 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $24 |
| Total plan assets at end of year | 2019-12-31 | $5,526,388 |
| Total plan assets at beginning of year | 2019-12-31 | $4,808,938 |
| Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
| Other income received | 2019-12-31 | $642,435 |
| Net income (gross income less expenses) | 2019-12-31 | $717,450 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $5,526,388 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $4,808,938 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $75,039 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $24 |
| 2018 : OVERLAND METALS SAVINGS AND PROFIT SHARING TRUST 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $-122,750 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $200 |
| Total plan assets at end of year | 2018-12-31 | $4,808,938 |
| Total plan assets at beginning of year | 2018-12-31 | $4,931,888 |
| Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
| Other income received | 2018-12-31 | $-199,500 |
| Net income (gross income less expenses) | 2018-12-31 | $-122,950 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $4,808,938 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $4,931,888 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $76,750 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $200 |
| 2017 : OVERLAND METALS SAVINGS AND PROFIT SHARING TRUST 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $563,889 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $40 |
| Total plan assets at end of year | 2017-12-31 | $4,931,888 |
| Total plan assets at beginning of year | 2017-12-31 | $4,368,039 |
| Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
| Other income received | 2017-12-31 | $447,731 |
| Net income (gross income less expenses) | 2017-12-31 | $563,849 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $4,931,888 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $4,368,039 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $116,158 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $40 |
| 2016 : OVERLAND METALS SAVINGS AND PROFIT SHARING TRUST 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $285,137 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $677,626 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $677,626 |
| Total plan assets at end of year | 2016-12-31 | $4,368,037 |
| Total plan assets at beginning of year | 2016-12-31 | $4,760,526 |
| Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
| Other income received | 2016-12-31 | $226,089 |
| Net income (gross income less expenses) | 2016-12-31 | $-392,489 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $4,368,037 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $4,760,526 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $59,048 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : OVERLAND METALS SAVINGS AND PROFIT SHARING TRUST 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $128,291 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $65,213 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $48,000 |
| Total plan assets at end of year | 2015-12-31 | $4,760,526 |
| Total plan assets at beginning of year | 2015-12-31 | $4,697,448 |
| Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
| Other income received | 2015-12-31 | $50,318 |
| Net income (gross income less expenses) | 2015-12-31 | $63,078 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $4,760,526 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $4,697,448 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $77,973 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $17,213 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : OVERLAND METALS SAVINGS AND PROFIT SHARING TRUST 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $309,915 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $102,315 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $100,000 |
| Total plan assets at end of year | 2014-12-31 | $4,697,448 |
| Total plan assets at beginning of year | 2014-12-31 | $4,489,848 |
| Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
| Other income received | 2014-12-31 | $200,448 |
| Net income (gross income less expenses) | 2014-12-31 | $207,600 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $4,697,448 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $4,489,848 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $109,467 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $2,315 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2013 : OVERLAND METALS SAVINGS AND PROFIT SHARING TRUST 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $605,673 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $102,312 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $100,918 |
| Total plan assets at end of year | 2013-12-31 | $4,489,848 |
| Total plan assets at beginning of year | 2013-12-31 | $3,986,487 |
| Value of fidelity bond covering the plan | 2013-12-31 | $400,000 |
| Other income received | 2013-12-31 | $466,401 |
| Net income (gross income less expenses) | 2013-12-31 | $503,361 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $4,489,848 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $3,986,487 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $139,272 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $1,394 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2012 : OVERLAND METALS SAVINGS AND PROFIT SHARING TRUST 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $385,799 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $101,106 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $100,000 |
| Total plan assets at end of year | 2012-12-31 | $3,986,487 |
| Total plan assets at beginning of year | 2012-12-31 | $3,701,794 |
| Value of fidelity bond covering the plan | 2012-12-31 | $400,000 |
| Other income received | 2012-12-31 | $289,718 |
| Net income (gross income less expenses) | 2012-12-31 | $284,693 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $3,986,487 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $3,701,794 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $96,081 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $1,106 |
| 2011 : OVERLAND METALS SAVINGS AND PROFIT SHARING TRUST 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $96,824 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $52,187 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $51,000 |
| Total plan assets at end of year | 2011-12-31 | $3,701,794 |
| Total plan assets at beginning of year | 2011-12-31 | $3,657,158 |
| Value of fidelity bond covering the plan | 2011-12-31 | $400,000 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $1,187 |
| Other income received | 2011-12-31 | $-13,512 |
| Net income (gross income less expenses) | 2011-12-31 | $44,637 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $3,701,794 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $3,657,158 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $110,336 |
| 2010 : OVERLAND METALS SAVINGS AND PROFIT SHARING TRUST 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $131,786 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $250,000 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $250,000 |
| Total plan assets at end of year | 2010-12-31 | $3,657,158 |
| Total plan assets at beginning of year | 2010-12-31 | $3,775,372 |
| Value of fidelity bond covering the plan | 2010-12-31 | $400,000 |
| Other income received | 2010-12-31 | $86,931 |
| Net income (gross income less expenses) | 2010-12-31 | $-118,214 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $3,657,158 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $3,775,372 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $44,855 |
| 2022: OVERLAND METALS SAVINGS AND PROFIT SHARING TRUST 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Plan funding arrangement – Insurance | Yes |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: OVERLAND METALS SAVINGS AND PROFIT SHARING TRUST 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Plan funding arrangement – Insurance | Yes |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: OVERLAND METALS SAVINGS AND PROFIT SHARING TRUST 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: OVERLAND METALS SAVINGS AND PROFIT SHARING TRUST 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: OVERLAND METALS SAVINGS AND PROFIT SHARING TRUST 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: OVERLAND METALS SAVINGS AND PROFIT SHARING TRUST 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: OVERLAND METALS SAVINGS AND PROFIT SHARING TRUST 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: OVERLAND METALS SAVINGS AND PROFIT SHARING TRUST 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: OVERLAND METALS SAVINGS AND PROFIT SHARING TRUST 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: OVERLAND METALS SAVINGS AND PROFIT SHARING TRUST 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: OVERLAND METALS SAVINGS AND PROFIT SHARING TRUST 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: OVERLAND METALS SAVINGS AND PROFIT SHARING TRUST 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: OVERLAND METALS SAVINGS AND PROFIT SHARING TRUST 2010 form 5500 responses |
|---|
| 2010-11-01 | Type of plan entity | Single employer plan |
| 2010-11-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2010-11-01 | Plan funding arrangement – Insurance | Yes |
| 2010-11-01 | Plan funding arrangement – Trust | Yes |
| 2010-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-11-01 | Plan benefit arrangement - Trust | Yes |
| 2009: OVERLAND METALS SAVINGS AND PROFIT SHARING TRUST 2009 form 5500 responses |
|---|
| 2009-11-01 | Type of plan entity | Single employer plan |
| 2009-11-01 | This submission is the final filing | No |
| 2009-11-01 | Plan funding arrangement – Insurance | Yes |
| 2009-11-01 | Plan funding arrangement – Trust | Yes |
| 2009-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-11-01 | Plan benefit arrangement - Trust | Yes |
| PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
| Policy contract number | E1809928 |
| Policy instance | 3 |
| Insurance contract or identification number | E1809928 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2021-11-01 | | Insurance policy end date | 2022-10-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
| Policy contract number | E1700762 |
| Policy instance | 2 |
| Insurance contract or identification number | E1700762 | | Number of Individuals Covered | 0 | | Insurance policy start date | 2021-11-01 | | Insurance policy end date | 2022-10-31 | | Total amount of commissions paid to insurance broker | USD $647 | | Total amount of fees paid to insurance company | USD $0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 ) |
| Policy contract number | 7393137 |
| Policy instance | 1 |
| Insurance contract or identification number | 7393137 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
| Policy contract number | E1809928 |
| Policy instance | 3 |
| Insurance contract or identification number | E1809928 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2020-11-01 | | Insurance policy end date | 2021-10-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
| Policy contract number | E1700762 |
| Policy instance | 2 |
| Insurance contract or identification number | E1700762 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2020-11-01 | | Insurance policy end date | 2021-10-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 ) |
| Policy contract number | 7393137 |
| Policy instance | 1 |
| Insurance contract or identification number | 7393137 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 ) |
| Policy contract number | 7393137 |
| Policy instance | 1 |
| Insurance contract or identification number | 7393137 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
| Policy contract number | E1700762 |
| Policy instance | 2 |
| Insurance contract or identification number | E1700762 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2019-11-01 | | Insurance policy end date | 2020-10-31 | | Total amount of commissions paid to insurance broker | USD $892 | | Total amount of fees paid to insurance company | USD $0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $892 | | Insurance broker organization code? | 3 |
|
| PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
| Policy contract number | E1809928 |
| Policy instance | 3 |
| Insurance contract or identification number | E1809928 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2019-11-01 | | Insurance policy end date | 2020-10-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
| Policy contract number | E1809928 |
| Policy instance | 3 |
| Insurance contract or identification number | E1809928 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2018-11-01 | | Insurance policy end date | 2019-10-31 | | Total amount of commissions paid to insurance broker | USD $281 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $281 | | Insurance broker organization code? | 3 |
|
| PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
| Policy contract number | E1700762 |
| Policy instance | 2 |
| Insurance contract or identification number | E1700762 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2018-11-01 | | Insurance policy end date | 2019-10-31 | | Total amount of commissions paid to insurance broker | USD $879 | | Total amount of fees paid to insurance company | USD $0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $879 | | Insurance broker organization code? | 3 |
|
| TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 ) |
| Policy contract number | 7393137 |
| Policy instance | 1 |
| Insurance contract or identification number | 7393137 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
| Policy contract number | E1809928 |
| Policy instance | 3 |
| Insurance contract or identification number | E1809928 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2017-11-01 | | Insurance policy end date | 2018-10-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
| Policy contract number | E1700762 |
| Policy instance | 2 |
| Insurance contract or identification number | E1700762 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2017-11-01 | | Insurance policy end date | 2018-10-31 | | Total amount of commissions paid to insurance broker | USD $374 | | Total amount of fees paid to insurance company | USD $0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $374 | | Insurance broker organization code? | 3 |
|
| TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 ) |
| Policy contract number | 7393137 |
| Policy instance | 1 |
| Insurance contract or identification number | 7393137 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
| Policy contract number | E1809928 |
| Policy instance | 3 |
| Insurance contract or identification number | E1809928 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2016-11-01 | | Insurance policy end date | 2017-10-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
| Policy contract number | E1700762 |
| Policy instance | 2 |
| Insurance contract or identification number | E1700762 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2016-11-01 | | Insurance policy end date | 2017-10-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 ) |
| Policy contract number | 7393137 |
| Policy instance | 1 |
| Insurance contract or identification number | 7393137 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 ) |
| Policy contract number | 7393137 |
| Policy instance | 1 |
| Insurance contract or identification number | 7393137 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
| Policy contract number | E1700762 |
| Policy instance | 2 |
| Insurance contract or identification number | E1700762 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2014-11-01 | | Insurance policy end date | 2015-10-31 | | Total amount of commissions paid to insurance broker | USD $17,213 | | Total amount of fees paid to insurance company | USD $0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $17,213 | | Insurance broker organization code? | 4 | | Insurance broker name | WADDELL & REED INC. |
|
| JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 ) |
| Policy contract number | #009127306A |
| Policy instance | 2 |
| Insurance contract or identification number | #009127306A | | Number of Individuals Covered | 1 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-07-18 | | Total amount of commissions paid to insurance broker | USD $925 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $925 | | Insurance broker organization code? | 4 | | Insurance broker name | MORGAN STANLEY |
|
| TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 ) |
| Policy contract number | 7393137 |
| Policy instance | 1 |
| Insurance contract or identification number | 7393137 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 ) |
| Policy contract number | 7393137 |
| Policy instance | 1 |
| Insurance contract or identification number | 7393137 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 ) |
| Policy contract number | #009127306A |
| Policy instance | 2 |
| Insurance contract or identification number | #009127306A | | Number of Individuals Covered | 1 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $1,394 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,394 | | Insurance broker organization code? | 4 | | Insurance broker name | MORGAN STANLEY |
|
| JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 ) |
| Policy contract number | #009127306A |
| Policy instance | 2 |
| Insurance contract or identification number | #009127306A | | Number of Individuals Covered | 1 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $1,106 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,106 | | Insurance broker organization code? | 4 | | Insurance broker name | MORGAN STANLEY |
|
| TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 ) |
| Policy contract number | 7393137 |
| Policy instance | 1 |
| Insurance contract or identification number | 7393137 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 ) |
| Policy contract number | #009127306A |
| Policy instance | 2 |
| Insurance contract or identification number | #009127306A | | Number of Individuals Covered | 1 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $1,187 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 ) |
| Policy contract number | 7393137 |
| Policy instance | 1 |
| Insurance contract or identification number | 7393137 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 ) |
| Policy contract number | 7393137 |
| Policy instance | 1 |
| Insurance contract or identification number | 7393137 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2010-11-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 ) |
| Policy contract number | #009127306A |
| Policy instance | 2 |
| Insurance contract or identification number | #009127306A | | Number of Individuals Covered | 1 | | Insurance policy start date | 2010-11-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $23 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $23 | | Insurance broker name | MORGAN STANLEY |
|
