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CAM, LLC 401(K) PLAN 401k Plan overview

Plan NameCAM, LLC 401(K) PLAN
Plan identification number 001

CAM, LLC 401(K) PLAN Benefits

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

401k Sponsoring company profile

AEROFIT, LLC. has sponsored the creation of one or more 401k plans.

Company Name:AEROFIT, LLC.
Employer identification number (EIN):461526681
NAIC Classification:336410

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CAM, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01DEBBIE COMSTOCK
0012016-01-01DEBBIE COMSTOCK
0012015-01-01DEBBIE COMSTOCK
0012014-01-01PAUL DALLURA
0012013-01-01PAULDALLURA

Plan Statistics for CAM, LLC 401(K) PLAN

401k plan membership statisitcs for CAM, LLC 401(K) PLAN

Measure Date Value
2020: CAM, LLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,591
Total number of active participants reported on line 7a of the Form 55002020-01-010
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-010
Number of participants with account balances2020-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: CAM, LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,325
Total number of active participants reported on line 7a of the Form 55002019-01-011,433
Number of retired or separated participants receiving benefits2019-01-015
Number of other retired or separated participants entitled to future benefits2019-01-01153
Total of all active and inactive participants2019-01-011,591
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011,591
Number of participants with account balances2019-01-01900
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0114
2018: CAM, LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,168
Total number of active participants reported on line 7a of the Form 55002018-01-011,168
Number of retired or separated participants receiving benefits2018-01-015
Number of other retired or separated participants entitled to future benefits2018-01-01107
Total of all active and inactive participants2018-01-011,280
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011,280
Number of participants with account balances2018-01-01747
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-018
2017: CAM, LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,146
Total number of active participants reported on line 7a of the Form 55002017-01-011,044
Number of retired or separated participants receiving benefits2017-01-013
Number of other retired or separated participants entitled to future benefits2017-01-0198
Total of all active and inactive participants2017-01-011,145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-011,145
Number of participants with account balances2017-01-01742
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-017
2016: CAM, LLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01809
Total number of active participants reported on line 7a of the Form 55002016-01-011,058
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0168
Total of all active and inactive participants2016-01-011,127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011,127
Number of participants with account balances2016-01-01741
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-017
2015: CAM, LLC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01229
Total number of active participants reported on line 7a of the Form 55002015-01-01654
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-01152
Total of all active and inactive participants2015-01-01807
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01807
Number of participants with account balances2015-01-01807
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0113
2014: CAM, LLC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01216
Total number of active participants reported on line 7a of the Form 55002014-01-01177
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0152
Total of all active and inactive participants2014-01-01229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01229
Number of participants with account balances2014-01-01196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-015
2013: CAM, LLC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01191
Total number of active participants reported on line 7a of the Form 55002013-01-01164
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-0149
Total of all active and inactive participants2013-01-01214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01214
Number of participants with account balances2013-01-01180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-015

Financial Data on CAM, LLC 401(K) PLAN

Measure Date Value
2020 : CAM, LLC 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-05$0
Total transfer of assets from this plan2020-06-05$48,804,373
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-05$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-05$0
Total income from all sources (including contributions)2020-06-05$1,536,621
Total loss/gain on sale of assets2020-06-05$0
Total of all expenses incurred2020-06-05$4,740,330
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-05$4,465,577
Expenses. Certain deemed distributions of participant loans2020-06-05$-196
Value of total corrective distributions2020-06-05$88,003
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-05$2,875,389
Value of total assets at end of year2020-06-05$0
Value of total assets at beginning of year2020-06-05$52,008,082
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-05$186,946
Total interest from all sources2020-06-05$85,109
Total dividends received (eg from common stock, registered investment company shares)2020-06-05$132,480
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-05No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-05$132,480
Was this plan covered by a fidelity bond2020-06-05Yes
Value of fidelity bond cover2020-06-05$1,000,000
If this is an individual account plan, was there a blackout period2020-06-05Yes
Were there any nonexempt tranactions with any party-in-interest2020-06-05No
Contributions received from participants2020-06-05$2,270,506
Participant contributions at end of year2020-06-05$0
Participant contributions at beginning of year2020-06-05$1,476,409
Income. Received or receivable in cash from other sources (including rollovers)2020-06-05$73,371
Other income not declared elsewhere2020-06-05$-15,389
Administrative expenses (other) incurred2020-06-05$186,946
Total non interest bearing cash at end of year2020-06-05$0
Total non interest bearing cash at beginning of year2020-06-05$354
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-05No
Value of net income/loss2020-06-05$-3,203,709
Value of net assets at end of year (total assets less liabilities)2020-06-05$0
Value of net assets at beginning of year (total assets less liabilities)2020-06-05$52,008,082
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-05No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-05No
Were any leases to which the plan was party in default or uncollectible2020-06-05No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-05$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-05$38,538,525
Value of interest in pooled separate accounts at end of year2020-06-05$0
Value of interest in pooled separate accounts at beginning of year2020-06-05$4,731,555
Interest on participant loans2020-06-05$31,369
Interest earned on other investments2020-06-05$53,740
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-05$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-05$7,261,239
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-05$-868,590
Net investment gain/loss from pooled separate accounts2020-06-05$-672,378
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-05No
Was there a failure to transmit to the plan any participant contributions2020-06-05Yes
Has the plan failed to provide any benefit when due under the plan2020-06-05No
Contributions received in cash from employer2020-06-05$531,512
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-05$4,465,577
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-06-05Yes
Did the plan have assets held for investment2020-06-05No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-05No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-05Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-05Yes
Opinion of an independent qualified public accountant for this plan2020-06-05Disclaimer
Accountancy firm name2020-06-05WEWORSKI AND ASSOCIATES
Accountancy firm EIN2020-06-05330516783
2019 : CAM, LLC 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$5,339,083
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$14,074,245
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$4,597,548
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,254,178
Expenses. Certain deemed distributions of participant loans2019-12-31$42,727
Value of total corrective distributions2019-12-31$86,622
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$6,408,672
Value of total assets at end of year2019-12-31$52,008,082
Value of total assets at beginning of year2019-12-31$37,192,302
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$214,021
Total interest from all sources2019-12-31$191,609
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$572,463
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$572,463
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$4,293,091
Participant contributions at end of year2019-12-31$1,476,409
Participant contributions at beginning of year2019-12-31$1,455,234
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$923,038
Other income not declared elsewhere2019-12-31$65,572
Administrative expenses (other) incurred2019-12-31$214,021
Total non interest bearing cash at end of year2019-12-31$354
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$9,476,697
Value of net assets at end of year (total assets less liabilities)2019-12-31$52,008,082
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$37,192,302
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$38,538,525
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$25,777,789
Value of interest in pooled separate accounts at end of year2019-12-31$4,731,555
Value of interest in pooled separate accounts at beginning of year2019-12-31$3,755,917
Interest on participant loans2019-12-31$75,947
Interest earned on other investments2019-12-31$115,662
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$7,261,239
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$6,203,362
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$5,954,121
Net investment gain/loss from pooled separate accounts2019-12-31$881,808
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,192,543
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,254,178
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WEWORSKI AND ASSOCIATES
Accountancy firm EIN2019-12-31330516783
2018 : CAM, LLC 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$3,075,679
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$4,539,303
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$4,335,577
Expenses. Certain deemed distributions of participant loans2018-12-31$7,083
Value of total corrective distributions2018-12-31$45,055
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,794,040
Value of total assets at end of year2018-12-31$37,192,302
Value of total assets at beginning of year2018-12-31$38,655,926
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$151,588
Total interest from all sources2018-12-31$150,442
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$456,541
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$456,541
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$3,515,768
Participant contributions at end of year2018-12-31$1,455,234
Participant contributions at beginning of year2018-12-31$1,511,959
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$356,992
Other income not declared elsewhere2018-12-31$15,464
Administrative expenses (other) incurred2018-12-31$151,588
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,463,624
Value of net assets at end of year (total assets less liabilities)2018-12-31$37,192,302
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$38,655,926
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$25,777,789
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$27,989,228
Value of interest in pooled separate accounts at end of year2018-12-31$3,755,917
Value of interest in pooled separate accounts at beginning of year2018-12-31$4,079,634
Interest on participant loans2018-12-31$64,614
Interest earned on other investments2018-12-31$85,828
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$6,203,362
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$5,075,105
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,976,039
Net investment gain/loss from pooled separate accounts2018-12-31$-364,769
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$921,280
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$4,335,577
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31WEWORSKI AND ASSOCIATES
Accountancy firm EIN2018-12-31330516783
2017 : CAM, LLC 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$9,875,440
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$4,333,834
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,173,777
Expenses. Certain deemed distributions of participant loans2017-12-31$-8,023
Value of total corrective distributions2017-12-31$31,704
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$5,137,612
Value of total assets at end of year2017-12-31$38,655,926
Value of total assets at beginning of year2017-12-31$33,114,320
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$136,376
Total interest from all sources2017-12-31$128,397
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$391,477
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$391,477
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$3,412,742
Participant contributions at end of year2017-12-31$1,511,959
Participant contributions at beginning of year2017-12-31$1,507,824
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$815,729
Other income not declared elsewhere2017-12-31$-2
Administrative expenses (other) incurred2017-12-31$136,376
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$5,541,606
Value of net assets at end of year (total assets less liabilities)2017-12-31$38,655,926
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$33,114,320
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$27,989,228
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$27,372,429
Value of interest in pooled separate accounts at end of year2017-12-31$4,079,634
Value of interest in pooled separate accounts at beginning of year2017-12-31$0
Interest on participant loans2017-12-31$61,489
Interest earned on other investments2017-12-31$66,908
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$5,075,105
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$4,234,067
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$4,151,779
Net investment gain/loss from pooled separate accounts2017-12-31$66,177
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$909,141
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$4,173,777
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31WEWORSKI AND ASSOCIATES
Accountancy firm EIN2017-12-31330516783
2016 : CAM, LLC 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$258,409
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$6,428,708
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$3,956,085
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,800,595
Expenses. Certain deemed distributions of participant loans2016-12-31$18,336
Value of total corrective distributions2016-12-31$6,097
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,211,453
Value of total assets at end of year2016-12-31$33,114,320
Value of total assets at beginning of year2016-12-31$30,383,288
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$131,057
Total interest from all sources2016-12-31$108,076
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$394,131
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$394,131
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$3,018,626
Participant contributions at end of year2016-12-31$1,507,824
Participant contributions at beginning of year2016-12-31$1,386,210
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$410,460
Other income not declared elsewhere2016-12-31$-2
Administrative expenses (other) incurred2016-12-31$131,057
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$2,472,623
Value of net assets at end of year (total assets less liabilities)2016-12-31$33,114,320
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$30,383,288
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$27,372,429
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$25,318,892
Interest on participant loans2016-12-31$53,207
Interest earned on other investments2016-12-31$54,869
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$4,234,067
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$3,678,186
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,715,050
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$782,367
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,800,595
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31WEWORSKI AND ASSOCIATES
Accountancy firm EIN2016-12-31330516783
2015 : CAM, LLC 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$24,840,556
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$1,501,037
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,937,708
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,878,859
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,913,514
Value of total assets at end of year2015-12-31$30,383,288
Value of total assets at beginning of year2015-12-31$5,979,403
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$58,849
Total interest from all sources2015-12-31$78,371
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$301,266
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$301,266
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,194,106
Participant contributions at end of year2015-12-31$1,386,210
Participant contributions at beginning of year2015-12-31$359,528
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$107,786
Other income not declared elsewhere2015-12-31$-451,710
Administrative expenses (other) incurred2015-12-31$58,849
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-436,671
Value of net assets at end of year (total assets less liabilities)2015-12-31$30,383,288
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$5,979,403
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$25,318,892
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$0
Value of interest in pooled separate accounts at end of year2015-12-31$0
Value of interest in pooled separate accounts at beginning of year2015-12-31$5,185,534
Interest on participant loans2015-12-31$42,294
Interest earned on other investments2015-12-31$36,077
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$3,678,186
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$434,341
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,470,898
Net investment gain/loss from pooled separate accounts2015-12-31$130,494
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$611,622
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,878,859
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31WEWORSKI AND ASSOCIATES
Accountancy firm EIN2015-12-31330516783
2014 : CAM, LLC 401(K) PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$975,204
Total of all expenses incurred2014-12-31$427,220
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$422,995
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$744,461
Value of total assets at end of year2014-12-31$5,979,403
Value of total assets at beginning of year2014-12-31$5,431,419
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$4,225
Total interest from all sources2014-12-31$14,367
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$620,616
Participant contributions at end of year2014-12-31$359,528
Participant contributions at beginning of year2014-12-31$369,685
Other income not declared elsewhere2014-12-31$1,757
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$547,984
Value of net assets at end of year (total assets less liabilities)2014-12-31$5,979,403
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$5,431,419
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$5,185,534
Value of interest in pooled separate accounts at beginning of year2014-12-31$4,776,930
Interest on participant loans2014-12-31$14,367
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$434,341
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$284,804
Net investment gain/loss from pooled separate accounts2014-12-31$214,619
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$123,845
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$422,995
Contract administrator fees2014-12-31$4,225
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31WEWORSKI AND ASSOCIATES
Accountancy firm EIN2014-12-31330516783
2013 : CAM, LLC 401(K) PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$1,282,771
Total of all expenses incurred2013-12-31$124,500
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$119,384
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$577,847
Value of total assets at end of year2013-12-31$5,431,419
Value of total assets at beginning of year2013-12-31$4,273,148
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$5,116
Total interest from all sources2013-12-31$17,662
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31No
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$480,820
Participant contributions at end of year2013-12-31$369,685
Participant contributions at beginning of year2013-12-31$367,400
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$1,158,271
Value of net assets at end of year (total assets less liabilities)2013-12-31$5,431,419
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,273,148
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$4,776,930
Value of interest in pooled separate accounts at beginning of year2013-12-31$3,656,106
Interest on participant loans2013-12-31$16,272
Interest earned on other investments2013-12-31$1,390
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$284,804
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$249,642
Net investment gain/loss from pooled separate accounts2013-12-31$687,262
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$97,027
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$119,384
Contract administrator fees2013-12-31$5,116
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31WEWORSKI AND ASSOCIATES
Accountancy firm EIN2013-12-31330516783

Form 5500 Responses for CAM, LLC 401(K) PLAN

2020: CAM, LLC 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingYes
2020-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CAM, LLC 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CAM, LLC 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CAM, LLC 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CAM, LLC 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CAM, LLC 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CAM, LLC 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CAM, LLC 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074331
Policy instance 1
Insurance contract or identification number074331
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-06-05
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074331
Policy instance 1
Insurance contract or identification number074331
Number of Individuals Covered1591
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074331
Policy instance 1
Insurance contract or identification number074331
Number of Individuals Covered1280
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $12,654
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees12654
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074331
Policy instance 1
Insurance contract or identification number074331
Number of Individuals Covered1145
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $6,972
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees6972
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker nameSAGEPOINT FINANCIAL INC
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074331
Policy instance 1
Insurance contract or identification number074331
Number of Individuals Covered807
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number802107-001
Policy instance 2
Insurance contract or identification number802107-001
Number of Individuals Covered0
Insurance policy start date2015-01-01
Insurance policy end date2015-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number802107-000
Policy instance 1
Insurance contract or identification number802107-000
Number of Individuals Covered196
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $13,476
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,880
Insurance broker organization code?3
Insurance broker nameSAGEPOINT FINANCIAL INC
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number802107-000
Policy instance 1
Insurance contract or identification number802107-000
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $10,992
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $10,992
Insurance broker organization code?3
Insurance broker nameINTERSECURITIES INSURANCE AGENCY

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