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WISMARQ INDUSTRIES,LLC PROFIT SHARING AND SAVINGS PLAN 401k Plan overview

Plan NameWISMARQ INDUSTRIES,LLC PROFIT SHARING AND SAVINGS PLAN
Plan identification number 001

WISMARQ INDUSTRIES,LLC PROFIT SHARING AND SAVINGS 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.

401k Sponsoring company profile

VORTEQ COIL FINISHERS, LLC has sponsored the creation of one or more 401k plans.

Company Name:VORTEQ COIL FINISHERS, LLC
Employer identification number (EIN):464386937
NAIC Classification:332810

Additional information about VORTEQ COIL FINISHERS, LLC

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 5454249

More information about VORTEQ COIL FINISHERS, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WISMARQ INDUSTRIES,LLC PROFIT SHARING AND SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01DAVID SCOTT2023-10-09
0012021-01-01DAVID SCOTT2022-10-02
0012020-01-01DAVID SCOTT2021-10-03
0012019-01-01DAVID SCOTT2020-10-11
0012018-01-01BRET DETERT2019-10-13
0012017-01-01JON MUELLER
0012016-01-01JON MUELLER
0012015-01-01TINA FUHS

Plan Statistics for WISMARQ INDUSTRIES,LLC PROFIT SHARING AND SAVINGS PLAN

401k plan membership statisitcs for WISMARQ INDUSTRIES,LLC PROFIT SHARING AND SAVINGS PLAN

Measure Date Value
2022: WISMARQ INDUSTRIES,LLC PROFIT SHARING AND SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01359
Total number of active participants reported on line 7a of the Form 55002022-01-01300
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0158
Total of all active and inactive participants2022-01-01358
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01359
Number of participants with account balances2022-01-01215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: WISMARQ INDUSTRIES,LLC PROFIT SHARING AND SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01306
Total number of active participants reported on line 7a of the Form 55002021-01-01297
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0155
Total of all active and inactive participants2021-01-01352
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01352
Number of participants with account balances2021-01-01213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: WISMARQ INDUSTRIES,LLC PROFIT SHARING AND SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01255
Total number of active participants reported on line 7a of the Form 55002020-01-01240
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0158
Total of all active and inactive participants2020-01-01298
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01298
Number of participants with account balances2020-01-01199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: WISMARQ INDUSTRIES,LLC PROFIT SHARING AND SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01307
Total number of active participants reported on line 7a of the Form 55002019-01-01206
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0147
Total of all active and inactive participants2019-01-01253
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01253
Number of participants with account balances2019-01-01174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: WISMARQ INDUSTRIES,LLC PROFIT SHARING AND SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01289
Total number of active participants reported on line 7a of the Form 55002018-01-01239
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0165
Total of all active and inactive participants2018-01-01304
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01304
Number of participants with account balances2018-01-01211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: WISMARQ INDUSTRIES,LLC PROFIT SHARING AND SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01259
Total number of active participants reported on line 7a of the Form 55002017-01-01228
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0154
Total of all active and inactive participants2017-01-01282
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01282
Number of participants with account balances2017-01-01229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-012
2016: WISMARQ INDUSTRIES,LLC PROFIT SHARING AND SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01213
Total number of active participants reported on line 7a of the Form 55002016-01-01219
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0138
Total of all active and inactive participants2016-01-01257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01257
Number of participants with account balances2016-01-01211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: WISMARQ INDUSTRIES,LLC PROFIT SHARING AND SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01199
Total number of active participants reported on line 7a of the Form 55002015-01-01170
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0125
Total of all active and inactive participants2015-01-01195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01195
Number of participants with account balances2015-01-01146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010

Financial Data on WISMARQ INDUSTRIES,LLC PROFIT SHARING AND SAVINGS PLAN

Measure Date Value
2022 : WISMARQ INDUSTRIES,LLC PROFIT SHARING AND SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$75,450
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-866,537
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$490,378
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$416,669
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,118,614
Value of total assets at end of year2022-12-31$9,362,202
Value of total assets at beginning of year2022-12-31$10,643,667
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$73,709
Total interest from all sources2022-12-31$22,688
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$211,531
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$211,531
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$723,491
Participant contributions at end of year2022-12-31$310,386
Participant contributions at beginning of year2022-12-31$296,728
Participant contributions at end of year2022-12-31$26,106
Participant contributions at beginning of year2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$22,669
Total non interest bearing cash at beginning of year2022-12-31$59,020
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,356,915
Value of net assets at end of year (total assets less liabilities)2022-12-31$9,362,202
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$10,643,667
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$8,769,899
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$10,199,327
Interest on participant loans2022-12-31$14,220
Interest earned on other investments2022-12-31$8,468
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$218,557
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$87,766
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,219,370
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$395,123
Employer contributions (assets) at end of year2022-12-31$14,585
Employer contributions (assets) at beginning of year2022-12-31$826
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$416,669
Contract administrator fees2022-12-31$73,709
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31SCHNEIDER DOWNS
Accountancy firm EIN2022-12-31251408703
2021 : WISMARQ INDUSTRIES,LLC PROFIT SHARING AND SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$29,387
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$2,233,277
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$783,503
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$712,156
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$979,017
Value of total assets at end of year2021-12-31$10,643,667
Value of total assets at beginning of year2021-12-31$9,164,506
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$71,347
Total interest from all sources2021-12-31$15,020
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$365,714
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$365,714
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$626,312
Participant contributions at end of year2021-12-31$296,728
Participant contributions at beginning of year2021-12-31$260,545
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$23,859
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$16,025
Total non interest bearing cash at end of year2021-12-31$59,020
Total non interest bearing cash at beginning of year2021-12-31$96
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,449,774
Value of net assets at end of year (total assets less liabilities)2021-12-31$10,643,667
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$9,164,506
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$10,199,327
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$8,813,923
Interest on participant loans2021-12-31$15,020
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$87,766
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$53,439
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$873,526
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$336,680
Employer contributions (assets) at end of year2021-12-31$826
Employer contributions (assets) at beginning of year2021-12-31$12,644
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$712,156
Contract administrator fees2021-12-31$71,347
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31SCHNEIDER DOWNS
Accountancy firm EIN2021-12-31251408703
2020 : WISMARQ INDUSTRIES,LLC PROFIT SHARING AND SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$14,363
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$2,065,501
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$705,338
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$645,307
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$862,652
Value of total assets at end of year2020-12-31$9,164,506
Value of total assets at beginning of year2020-12-31$7,789,980
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$60,031
Total interest from all sources2020-12-31$18,712
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$224,344
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$224,344
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$560,087
Participant contributions at end of year2020-12-31$260,545
Participant contributions at beginning of year2020-12-31$283,086
Participant contributions at end of year2020-12-31$23,859
Total non interest bearing cash at end of year2020-12-31$96
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,360,163
Value of net assets at end of year (total assets less liabilities)2020-12-31$9,164,506
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$7,789,980
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$8,813,923
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$7,493,566
Interest on participant loans2020-12-31$15,625
Interest earned on other investments2020-12-31$3,087
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$53,439
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$13,328
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$959,793
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$302,565
Employer contributions (assets) at end of year2020-12-31$12,644
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$645,307
Contract administrator fees2020-12-31$60,031
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31SCHNEIDER DOWNS
Accountancy firm EIN2020-12-31251408703
2019 : WISMARQ INDUSTRIES,LLC PROFIT SHARING AND SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$2,234,308
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$856,628
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$789,019
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$859,138
Value of total assets at end of year2019-12-31$7,789,980
Value of total assets at beginning of year2019-12-31$6,412,300
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$67,609
Total interest from all sources2019-12-31$20,845
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$174,959
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$174,959
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$544,974
Participant contributions at end of year2019-12-31$283,086
Participant contributions at beginning of year2019-12-31$409,070
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$7,382
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$1,377,680
Value of net assets at end of year (total assets less liabilities)2019-12-31$7,789,980
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,412,300
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$7,493,566
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,993,725
Interest on participant loans2019-12-31$20,658
Interest earned on other investments2019-12-31$187
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$13,328
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$9,505
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,179,366
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$306,782
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$789,019
Contract administrator fees2019-12-31$67,609
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 name2019-12-31SCHNEIDER DOWNS
Accountancy firm EIN2019-12-31251408703
2018 : WISMARQ INDUSTRIES,LLC PROFIT SHARING AND SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets from this plan2018-12-31$626,377
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$725,970
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$706,907
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$657,791
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,073,718
Value of total assets at end of year2018-12-31$6,412,300
Value of total assets at beginning of year2018-12-31$7,019,614
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$49,116
Total interest from all sources2018-12-31$21,604
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$218,975
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$218,975
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 period2018-12-31Yes
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$594,806
Participant contributions at beginning of year2018-12-31$5,143
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$117,895
Assets. Loans (other than to participants) at end of year2018-12-31$409,070
Assets. Loans (other than to participants) at beginning of year2018-12-31$420,175
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$19,063
Value of net assets at end of year (total assets less liabilities)2018-12-31$6,412,300
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$7,019,614
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$5,993,725
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$6,592,276
Interest on participant loans2018-12-31$21,544
Interest earned on other investments2018-12-31$60
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$9,505
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-588,327
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$361,017
Employer contributions (assets) at beginning of year2018-12-31$2,020
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$657,791
Contract administrator fees2018-12-31$49,116
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
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 name2018-12-31CHORTEK
Accountancy firm EIN2018-12-31420993792
2017 : WISMARQ INDUSTRIES,LLC PROFIT SHARING AND SAVINGS 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$2,552,434
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$472,928
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$423,390
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,630,893
Value of total assets at end of year2017-12-31$7,019,614
Value of total assets at beginning of year2017-12-31$4,940,108
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$49,538
Total interest from all sources2017-12-31$20,074
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$110,910
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$110,910
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
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$564,650
Participant contributions at end of year2017-12-31$420,175
Participant contributions at beginning of year2017-12-31$169,344
Participant contributions at end of year2017-12-31$5,143
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$636,554
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$2,079,506
Value of net assets at end of year (total assets less liabilities)2017-12-31$7,019,614
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,940,108
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
Investment advisory and management fees2017-12-31$27,823
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$6,592,276
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$4,770,764
Interest on participant loans2017-12-31$20,074
Income. Interest from loans (other than to participants)2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$790,557
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$429,689
Employer contributions (assets) at end of year2017-12-31$2,020
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$423,390
Contract administrator fees2017-12-31$21,715
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 name2017-12-31CHORTEK LLP
Accountancy firm EIN2017-12-31420993792
2016 : WISMARQ INDUSTRIES,LLC PROFIT SHARING AND SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,093,266
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,582,144
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,521,514
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$679,177
Value of total assets at end of year2016-12-31$4,940,108
Value of total assets at beginning of year2016-12-31$5,428,986
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$60,630
Total interest from all sources2016-12-31$11,043
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$95,194
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$95,194
Administrative expenses professional fees incurred2016-12-31$18,950
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
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$386,651
Participant contributions at end of year2016-12-31$169,344
Participant contributions at beginning of year2016-12-31$303,304
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$43,043
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-488,878
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,940,108
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$5,428,986
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
Investment advisory and management fees2016-12-31$26,699
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$4,770,764
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$5,125,682
Interest on participant loans2016-12-31$11,043
Income. Interest from loans (other than to participants)2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$307,852
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$249,483
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,521,514
Contract administrator fees2016-12-31$14,981
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 name2016-12-31CHORTEK LLP
Accountancy firm EIN2016-12-31420993792
2015 : WISMARQ INDUSTRIES,LLC PROFIT SHARING AND SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$601,955
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$690,226
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$645,626
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$626,555
Value of total assets at end of year2015-12-31$5,428,986
Value of total assets at beginning of year2015-12-31$5,517,257
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$44,600
Total interest from all sources2015-12-31$15,046
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$148,630
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$148,630
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
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$332,661
Participant contributions at end of year2015-12-31$303,304
Participant contributions at beginning of year2015-12-31$315,089
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$11,178
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$108,864
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-88,271
Value of net assets at end of year (total assets less liabilities)2015-12-31$5,428,986
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$5,517,257
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
Investment advisory and management fees2015-12-31$27,065
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$5,125,682
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$5,173,426
Interest on participant loans2015-12-31$15,046
Income. Interest from loans (other than to participants)2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-188,276
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$185,030
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$17,564
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$645,626
Contract administrator fees2015-12-31$17,535
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 name2015-12-31CHORTEK LLP
Accountancy firm EIN2015-12-31420993792

Form 5500 Responses for WISMARQ INDUSTRIES,LLC PROFIT SHARING AND SAVINGS PLAN

2022: WISMARQ INDUSTRIES,LLC PROFIT SHARING AND SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: WISMARQ INDUSTRIES,LLC PROFIT SHARING AND SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: WISMARQ INDUSTRIES,LLC PROFIT SHARING AND SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: WISMARQ INDUSTRIES,LLC PROFIT SHARING AND SAVINGS 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: WISMARQ INDUSTRIES,LLC PROFIT SHARING AND SAVINGS 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: WISMARQ INDUSTRIES,LLC PROFIT SHARING AND SAVINGS 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 planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: WISMARQ INDUSTRIES,LLC PROFIT SHARING AND SAVINGS 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 planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: WISMARQ INDUSTRIES,LLC PROFIT SHARING AND SAVINGS 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number812514
Policy instance 1
Insurance contract or identification number812514
Number of Individuals Covered359
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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 Administration1
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 number812514
Policy instance 1
Insurance contract or identification number812514
Number of Individuals Covered352
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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 Administration1
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 number812514
Policy instance 1
Insurance contract or identification number812514
Number of Individuals Covered298
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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 number812514
Policy instance 1
Insurance contract or identification number812514
Number of Individuals Covered253
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 Administration1
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 number812514
Policy instance 1
Insurance contract or identification number812514
Number of Individuals Covered304
Insurance policy start date2018-07-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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