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CPI CORP. EMPLOYEES PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameCPI CORP. EMPLOYEES PROFIT SHARING PLAN AND TRUST
Plan identification number 002

CPI CORP. EMPLOYEES PROFIT SHARING PLAN AND TRUST Benefits

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

401k Sponsoring company profile

CPI CORP. C/O CHARLES A. STANZIALE JR., CHAPTER 7 BANKRUPTCY TRUSTEE has sponsored the creation of one or more 401k plans.

Company Name:CPI CORP. C/O CHARLES A. STANZIALE JR., CHAPTER 7 BANKRUPTCY TRUSTEE
Employer identification number (EIN):431256674
NAIC Classification:541920

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CPI CORP. EMPLOYEES PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022017-01-01CHARLES STANZIALE
0022016-01-01
0022015-01-01CHARLES STANZIALE
0022014-01-01CHARLES STANZIALE
0022011-01-01ROSE O'BRIEN
0022010-01-01ROSE O'BRIEN
0022009-01-01ROSE O'BRIEN

Plan Statistics for CPI CORP. EMPLOYEES PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for CPI CORP. EMPLOYEES PROFIT SHARING PLAN AND TRUST

Measure Date Value
2017: CPI CORP. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01480
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-010
Number of participants with account balances2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: CPI CORP. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01674
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01470
Total of all active and inactive participants2016-01-01470
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0110
Total participants2016-01-01480
Number of participants with account balances2016-01-01479
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: CPI CORP. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01338
Total number of active participants reported on line 7a of the Form 55002015-01-010
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01665
Total of all active and inactive participants2015-01-01665
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-019
Total participants2015-01-01674
Number of participants with account balances2015-01-01674
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: CPI CORP. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01518
Total number of active participants reported on line 7a of the Form 55002014-01-01151
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01332
Total of all active and inactive participants2014-01-01483
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-016
Total participants2014-01-01489
Number of participants with account balances2014-01-01338
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2011: CPI CORP. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-014,537
Total number of active participants reported on line 7a of the Form 55002011-01-014,202
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01281
Total of all active and inactive participants2011-01-014,483
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-014,483
Number of participants with account balances2011-01-01980
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0125
2010: CPI CORP. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-014,695
Total number of active participants reported on line 7a of the Form 55002010-01-014,263
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01274
Total of all active and inactive participants2010-01-014,537
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-014,537
Number of participants with account balances2010-01-011,092
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0116
2009: CPI CORP. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-016,628
Total number of active participants reported on line 7a of the Form 55002009-01-014,336
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01359
Total of all active and inactive participants2009-01-014,695
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-014,695
Number of participants with account balances2009-01-011,175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0125

Financial Data on CPI CORP. EMPLOYEES PROFIT SHARING PLAN AND TRUST

Measure Date Value
2017 : CPI CORP. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-11-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-11-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-11-30$0
Total income from all sources (including contributions)2017-11-30$338,980
Total loss/gain on sale of assets2017-11-30$0
Total of all expenses incurred2017-11-30$4,291,315
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-11-30$4,223,224
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-11-30$0
Value of total assets at end of year2017-11-30$0
Value of total assets at beginning of year2017-11-30$3,952,335
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-11-30$68,091
Total interest from all sources2017-11-30$0
Total dividends received (eg from common stock, registered investment company shares)2017-11-30$1,274
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-11-30Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2017-11-30$0
Total dividends received from registered investment company shares (eg mutual funds)2017-11-30$1,274
Administrative expenses professional fees incurred2017-11-30$38,553
Assets. Corporate prefeered stocks other than exployer securities at end of year2017-11-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2017-11-30$0
Was this plan covered by a fidelity bond2017-11-30No
If this is an individual account plan, was there a blackout period2017-11-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-11-30$0
Were there any nonexempt tranactions with any party-in-interest2017-11-30No
Administrative expenses (other) incurred2017-11-30$29,538
Total non interest bearing cash at end of year2017-11-30$0
Total non interest bearing cash at beginning of year2017-11-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-11-30No
Value of net income/loss2017-11-30$-3,952,335
Value of net assets at end of year (total assets less liabilities)2017-11-30$0
Value of net assets at beginning of year (total assets less liabilities)2017-11-30$3,952,335
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-11-30No
Were any leases to which the plan was party in default or uncollectible2017-11-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-11-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-11-30$2,311,185
Value of interest in common/collective trusts at end of year2017-11-30$0
Value of interest in common/collective trusts at beginning of year2017-11-30$1,187,041
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-11-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-11-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-11-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-11-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-11-30$453,845
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-11-30$222,830
Net investment gain or loss from common/collective trusts2017-11-30$114,876
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-11-30No
Was there a failure to transmit to the plan any participant contributions2017-11-30No
Has the plan failed to provide any benefit when due under the plan2017-11-30No
Assets. Invements in employer securities at end of year2017-11-30$0
Assets. Invements in employer securities at beginning of year2017-11-30$264
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-11-30$4,223,224
Did the plan have assets held for investment2017-11-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-11-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-11-30Yes
Aggregate proceeds on sale of assets2017-11-30$264
Aggregate carrying amount (costs) on sale of assets2017-11-30$264
2016 : CPI CORP. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$142
Total unrealized appreciation/depreciation of assets2016-12-31$142
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$338,371
Total loss/gain on sale of assets2016-12-31$2
Total of all expenses incurred2016-12-31$3,192,454
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,188,004
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$0
Value of total assets at end of year2016-12-31$3,952,335
Value of total assets at beginning of year2016-12-31$6,806,418
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$4,450
Total interest from all sources2016-12-31$11,964
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$77,720
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2016-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$77,720
Was this plan covered by a fidelity bond2016-12-31No
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Administrative expenses (other) incurred2016-12-31$4,450
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-2,854,083
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,952,335
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$6,806,418
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$2,311,185
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$3,425,126
Value of interest in common/collective trusts at end of year2016-12-31$1,187,041
Value of interest in common/collective trusts at beginning of year2016-12-31$2,233,593
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$1,147,579
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$1,147,579
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$11,964
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$453,845
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$187,152
Net investment gain or loss from common/collective trusts2016-12-31$61,391
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$264
Assets. Invements in employer securities at beginning of year2016-12-31$120
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,188,004
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$4
Aggregate carrying amount (costs) on sale of assets2016-12-31$2
2015 : CPI CORP. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-1,243
Total unrealized appreciation/depreciation of assets2015-12-31$-1,243
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$504,346
Total loss/gain on sale of assets2015-12-31$-2
Total of all expenses incurred2015-12-31$817,602
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$816,027
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$0
Value of total assets at end of year2015-12-31$6,806,418
Value of total assets at beginning of year2015-12-31$7,119,674
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,575
Total interest from all sources2015-12-31$99,482
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$193,319
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2015-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$193,319
Was this plan covered by a fidelity bond2015-12-31No
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Administrative expenses (other) incurred2015-12-31$1,575
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-313,256
Value of net assets at end of year (total assets less liabilities)2015-12-31$6,806,418
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$7,119,674
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$3,425,126
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$3,762,659
Interest earned on other investments2015-12-31$99,482
Value of interest in common/collective trusts at end of year2015-12-31$2,233,593
Value of interest in common/collective trusts at beginning of year2015-12-31$2,257,024
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$1,147,579
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,098,625
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,098,625
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$60,106
Net investment gain or loss from common/collective trusts2015-12-31$152,684
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$120
Assets. Invements in employer securities at beginning of year2015-12-31$1,366
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$816,027
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$2
Aggregate carrying amount (costs) on sale of assets2015-12-31$4
2014 : CPI CORP. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$988
Total unrealized appreciation/depreciation of assets2014-12-31$988
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$509,770
Total loss/gain on sale of assets2014-12-31$12
Total of all expenses incurred2014-12-31$2,099,754
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,098,903
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$0
Value of total assets at end of year2014-12-31$7,119,674
Value of total assets at beginning of year2014-12-31$8,709,658
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$851
Total interest from all sources2014-12-31$22,116
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$193,336
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$193,336
Was this plan covered by a fidelity bond2014-12-31No
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Assets. Other investments not covered elsewhere at end of year2014-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$1,797
Other income not declared elsewhere2014-12-31$-62
Administrative expenses (other) incurred2014-12-31$851
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-1,589,984
Value of net assets at end of year (total assets less liabilities)2014-12-31$7,119,674
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$8,709,658
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$3,762,659
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$4,578,899
Interest earned on other investments2014-12-31$22,116
Value of interest in common/collective trusts at end of year2014-12-31$2,257,024
Value of interest in common/collective trusts at beginning of year2014-12-31$2,855,230
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,098,625
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,273,320
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,273,320
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$148,979
Net investment gain or loss from common/collective trusts2014-12-31$144,401
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$1,366
Assets. Invements in employer securities at beginning of year2014-12-31$412
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,098,903
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$55
Aggregate carrying amount (costs) on sale of assets2014-12-31$43
2013 : CPI CORP. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$-2,395
Total unrealized appreciation/depreciation of assets2013-12-31$-2,395
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$148,531
Total income from all sources (including contributions)2013-12-31$3,046,349
Total loss/gain on sale of assets2013-12-31$-6,133
Total of all expenses incurred2013-12-31$17,811,532
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$17,773,243
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$270,464
Value of total assets at end of year2013-12-31$8,709,658
Value of total assets at beginning of year2013-12-31$23,623,372
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$38,289
Total interest from all sources2013-12-31$51,166
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$135,001
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$135,001
Administrative expenses professional fees incurred2013-12-31$1,566
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$270,464
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$694,121
Assets. Other investments not covered elsewhere at end of year2013-12-31$1,797
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$125,098
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$148,531
Other income not declared elsewhere2013-12-31$8,622
Administrative expenses (other) incurred2013-12-31$19,223
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-14,765,183
Value of net assets at end of year (total assets less liabilities)2013-12-31$8,709,658
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$23,474,841
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$17,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$4,578,899
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$11,354,271
Interest on participant loans2013-12-31$-3,102
Interest earned on other investments2013-12-31$54,268
Value of interest in common/collective trusts at end of year2013-12-31$2,855,230
Value of interest in common/collective trusts at beginning of year2013-12-31$7,068,758
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,273,320
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$4,369,706
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,775,700
Net investment gain or loss from common/collective trusts2013-12-31$813,924
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$412
Assets. Invements in employer securities at beginning of year2013-12-31$11,418
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$17,773,243
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$2,478
Aggregate carrying amount (costs) on sale of assets2013-12-31$8,611
2012 : CPI CORP. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-12-31$-305,617
Total unrealized appreciation/depreciation of assets2012-12-31$-305,617
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$148,531
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$244,235
Total income from all sources (including contributions)2012-12-31$3,800,658
Total loss/gain on sale of assets2012-12-31$-73,614
Total of all expenses incurred2012-12-31$5,434,133
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$5,217,840
Value of total corrective distributions2012-12-31$128,894
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,476,384
Value of total assets at end of year2012-12-31$23,623,372
Value of total assets at beginning of year2012-12-31$25,352,551
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$87,399
Total interest from all sources2012-12-31$100,934
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$207,315
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$207,315
Administrative expenses professional fees incurred2012-12-31$5,764
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,475,325
Participant contributions at end of year2012-12-31$694,121
Participant contributions at beginning of year2012-12-31$898,488
Participant contributions at beginning of year2012-12-31$66,294
Assets. Other investments not covered elsewhere at end of year2012-12-31$125,098
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$22,970
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,059
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$5,854
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$148,531
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$244,235
Other income not declared elsewhere2012-12-31$-8,008
Administrative expenses (other) incurred2012-12-31$46,635
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-1,633,475
Value of net assets at end of year (total assets less liabilities)2012-12-31$23,474,841
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$25,108,316
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$35,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$11,354,271
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$11,737,280
Interest on participant loans2012-12-31$27,960
Interest earned on other investments2012-12-31$72,974
Value of interest in common/collective trusts at end of year2012-12-31$7,068,758
Value of interest in common/collective trusts at beginning of year2012-12-31$12,204,088
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$4,369,706
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,464,038
Net investment gain or loss from common/collective trusts2012-12-31$939,226
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Invements in employer securities at end of year2012-12-31$11,418
Assets. Invements in employer securities at beginning of year2012-12-31$417,577
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$5,217,840
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$27,644
Aggregate carrying amount (costs) on sale of assets2012-12-31$101,258
2011 : CPI CORP. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-4,045,679
Total unrealized appreciation/depreciation of assets2011-12-31$-4,045,679
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$244,235
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$276,993
Total income from all sources (including contributions)2011-12-31$-2,617,003
Total loss/gain on sale of assets2011-12-31$-505,323
Total of all expenses incurred2011-12-31$4,864,731
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$4,506,562
Value of total corrective distributions2011-12-31$231,132
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,152,598
Value of total assets at end of year2011-12-31$25,352,551
Value of total assets at beginning of year2011-12-31$32,867,043
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$127,037
Total interest from all sources2011-12-31$37,894
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$146,080
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$146,080
Administrative expenses professional fees incurred2011-12-31$27,021
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,976,878
Participant contributions at end of year2011-12-31$898,488
Participant contributions at beginning of year2011-12-31$925,552
Participant contributions at end of year2011-12-31$66,294
Participant contributions at beginning of year2011-12-31$78,411
Assets. Other investments not covered elsewhere at end of year2011-12-31$22,970
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$175,720
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$5,854
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$10,059
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$244,235
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$276,993
Other income not declared elsewhere2011-12-31$-208
Administrative expenses (other) incurred2011-12-31$55,016
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-7,481,734
Value of net assets at end of year (total assets less liabilities)2011-12-31$25,108,316
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$32,590,050
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$45,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$11,737,280
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$13,377,451
Interest on participant loans2011-12-31$37,894
Value of interest in common/collective trusts at end of year2011-12-31$12,204,088
Value of interest in common/collective trusts at beginning of year2011-12-31$12,476,508
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-317,360
Net investment gain or loss from common/collective trusts2011-12-31$-85,005
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$417,577
Assets. Invements in employer securities at beginning of year2011-12-31$5,227,296
Contributions received in cash from employer2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$771,766
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$4,506,562
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$1,034,958
Aggregate carrying amount (costs) on sale of assets2011-12-31$1,540,281
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31STONE CARLIE & COMPANY L.L.C
Accountancy firm EIN2011-12-31430642511
2010 : CPI CORP. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$2,153,566
Total unrealized appreciation/depreciation of assets2010-12-31$2,153,566
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$276,993
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$329,322
Total income from all sources (including contributions)2010-12-31$8,828,647
Total loss/gain on sale of assets2010-12-31$719,356
Total of all expenses incurred2010-12-31$4,074,405
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$3,703,749
Value of total corrective distributions2010-12-31$276,993
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,761,591
Value of total assets at end of year2010-12-31$32,867,042
Value of total assets at beginning of year2010-12-31$28,165,129
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$93,663
Total interest from all sources2010-12-31$45,956
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$435,652
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$219,281
Administrative expenses professional fees incurred2010-12-31$270
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,962,714
Participant contributions at end of year2010-12-31$925,552
Participant contributions at beginning of year2010-12-31$942,232
Participant contributions at end of year2010-12-31$78,411
Participant contributions at beginning of year2010-12-31$69,162
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$25,684
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$10,058
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$6,516
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$276,993
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$329,322
Administrative expenses (other) incurred2010-12-31$48,248
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$4,754,242
Value of net assets at end of year (total assets less liabilities)2010-12-31$32,590,049
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$27,835,807
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$45,145
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$13,377,451
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$11,210,423
Interest on participant loans2010-12-31$45,956
Value of interest in common/collective trusts at end of year2010-12-31$12,476,508
Value of interest in common/collective trusts at beginning of year2010-12-31$12,379,723
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,549,031
Net investment gain or loss from common/collective trusts2010-12-31$1,163,495
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$5,227,296
Assets. Invements in employer securities at beginning of year2010-12-31$2,824,172
Contributions received in cash from employer2010-12-31$773,193
Employer contributions (assets) at end of year2010-12-31$771,766
Employer contributions (assets) at beginning of year2010-12-31$732,901
Income. Dividends from common stock2010-12-31$216,371
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$3,703,749
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$1,412,628
Aggregate carrying amount (costs) on sale of assets2010-12-31$693,272
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31STONE CARLIE & COMPANY L.L.C.
Accountancy firm EIN2010-12-31430642511
2009 : CPI CORP. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for CPI CORP. EMPLOYEES PROFIT SHARING PLAN AND TRUST

2017: CPI CORP. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingYes
2017-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CPI CORP. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CPI CORP. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CPI CORP. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2011: CPI CORP. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: CPI CORP. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: CPI CORP. EMPLOYEES PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808210
Policy instance 1
Insurance contract or identification number808210
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-11-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808210
Policy instance 1
Insurance contract or identification number808210
Number of Individuals Covered116
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808210
Policy instance 1
Insurance contract or identification number808210
Number of Individuals Covered125
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808210
Policy instance 1
Insurance contract or identification number808210
Number of Individuals Covered254
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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

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