VIGILANT MANUFACTURERS TRUST has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan VIGILANT MANUFACTURERS TRUST PLAN
Measure | Date | Value |
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2023 : VIGILANT MANUFACTURERS TRUST PLAN 2023 401k financial data |
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Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-09-30 | $579,319 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-09-30 | $713,882 |
Total income from all sources (including contributions) | 2023-09-30 | $24,213,126 |
Total of all expenses incurred | 2023-09-30 | $24,046,989 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-09-30 | $21,337,840 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-09-30 | $24,198,368 |
Value of total assets at end of year | 2023-09-30 | $1,832,511 |
Value of total assets at beginning of year | 2023-09-30 | $1,800,937 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-09-30 | $2,709,149 |
Total interest from all sources | 2023-09-30 | $1,068 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-09-30 | No |
Administrative expenses professional fees incurred | 2023-09-30 | $1,944,003 |
Was this plan covered by a fidelity bond | 2023-09-30 | Yes |
Value of fidelity bond cover | 2023-09-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2023-09-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2023-09-30 | No |
Contributions received from participants | 2023-09-30 | $282,062 |
Participant contributions at end of year | 2023-09-30 | $3,041 |
Participant contributions at beginning of year | 2023-09-30 | $3,506 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2023-09-30 | $3,752 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2023-09-30 | $7,386 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2023-09-30 | $409,267 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2023-09-30 | $474,804 |
Other income not declared elsewhere | 2023-09-30 | $13,690 |
Administrative expenses (other) incurred | 2023-09-30 | $23,006 |
Liabilities. Value of operating payables at end of year | 2023-09-30 | $34,518 |
Liabilities. Value of operating payables at beginning of year | 2023-09-30 | $27,987 |
Total non interest bearing cash at end of year | 2023-09-30 | $182,382 |
Total non interest bearing cash at beginning of year | 2023-09-30 | $1,777,194 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-09-30 | No |
Value of net income/loss | 2023-09-30 | $166,137 |
Value of net assets at end of year (total assets less liabilities) | 2023-09-30 | $1,253,192 |
Value of net assets at beginning of year (total assets less liabilities) | 2023-09-30 | $1,087,055 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2023-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2023-09-30 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-09-30 | $1,633,325 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2023-09-30 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2023-09-30 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2023-09-30 | $1,068 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2023-09-30 | $21,337,840 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-09-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2023-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2023-09-30 | No |
Contributions received in cash from employer | 2023-09-30 | $23,916,306 |
Employer contributions (assets) at end of year | 2023-09-30 | $10,011 |
Employer contributions (assets) at beginning of year | 2023-09-30 | $12,851 |
Contract administrator fees | 2023-09-30 | $742,140 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2023-09-30 | No |
Liabilities. Value of benefit claims payable at end of year | 2023-09-30 | $135,534 |
Liabilities. Value of benefit claims payable at beginning of year | 2023-09-30 | $211,091 |
Did the plan have assets held for investment | 2023-09-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-09-30 | No |
Opinion of an independent qualified public accountant for this plan | 2023-09-30 | Unqualified |
Accountancy firm name | 2023-09-30 | SCHOEDEL & SCHOEDEL, CPAS PLLC |
Accountancy firm EIN | 2023-09-30 | 910614823 |
2022 : VIGILANT MANUFACTURERS TRUST PLAN 2022 401k financial data |
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Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-09-30 | $713,882 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-09-30 | $743,686 |
Total income from all sources (including contributions) | 2022-09-30 | $26,540,015 |
Total of all expenses incurred | 2022-09-30 | $26,384,817 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-09-30 | $23,395,998 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-09-30 | $26,525,082 |
Value of total assets at end of year | 2022-09-30 | $1,800,937 |
Value of total assets at beginning of year | 2022-09-30 | $1,675,543 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-09-30 | $2,988,819 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-09-30 | No |
Administrative expenses professional fees incurred | 2022-09-30 | $2,149,425 |
Was this plan covered by a fidelity bond | 2022-09-30 | Yes |
Value of fidelity bond cover | 2022-09-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-09-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-09-30 | No |
Contributions received from participants | 2022-09-30 | $209,552 |
Participant contributions at end of year | 2022-09-30 | $3,506 |
Participant contributions at beginning of year | 2022-09-30 | $15,943 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-09-30 | $7,386 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-09-30 | $4,478 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-09-30 | $474,804 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-09-30 | $476,658 |
Other income not declared elsewhere | 2022-09-30 | $14,933 |
Administrative expenses (other) incurred | 2022-09-30 | $26,705 |
Liabilities. Value of operating payables at end of year | 2022-09-30 | $27,987 |
Liabilities. Value of operating payables at beginning of year | 2022-09-30 | $29,068 |
Total non interest bearing cash at end of year | 2022-09-30 | $1,777,194 |
Total non interest bearing cash at beginning of year | 2022-09-30 | $1,627,464 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-09-30 | No |
Value of net income/loss | 2022-09-30 | $155,198 |
Value of net assets at end of year (total assets less liabilities) | 2022-09-30 | $1,087,055 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-09-30 | $931,857 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-09-30 | No |
Expenses. Payments to insurance carriers foe the provision of benefits | 2022-09-30 | $23,395,998 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-09-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-09-30 | No |
Contributions received in cash from employer | 2022-09-30 | $26,315,530 |
Employer contributions (assets) at end of year | 2022-09-30 | $12,851 |
Employer contributions (assets) at beginning of year | 2022-09-30 | $27,658 |
Contract administrator fees | 2022-09-30 | $812,689 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2022-09-30 | No |
Liabilities. Value of benefit claims payable at end of year | 2022-09-30 | $211,091 |
Liabilities. Value of benefit claims payable at beginning of year | 2022-09-30 | $237,960 |
Did the plan have assets held for investment | 2022-09-30 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-09-30 | No |
Opinion of an independent qualified public accountant for this plan | 2022-09-30 | Unqualified |
Accountancy firm name | 2022-09-30 | SCHOEDEL & SCHOEDEL, CPAS PLLC |
Accountancy firm EIN | 2022-09-30 | 910614823 |
2021 : VIGILANT MANUFACTURERS TRUST PLAN 2021 401k financial data |
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Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-09-30 | $743,686 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-09-30 | $582,642 |
Total income from all sources (including contributions) | 2021-09-30 | $24,629,298 |
Total of all expenses incurred | 2021-09-30 | $24,478,490 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-09-30 | $21,724,767 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-09-30 | $24,611,820 |
Value of total assets at end of year | 2021-09-30 | $1,675,543 |
Value of total assets at beginning of year | 2021-09-30 | $1,363,691 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-09-30 | $2,753,723 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-09-30 | No |
Administrative expenses professional fees incurred | 2021-09-30 | $1,978,236 |
Was this plan covered by a fidelity bond | 2021-09-30 | Yes |
Value of fidelity bond cover | 2021-09-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-09-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2021-09-30 | No |
Contributions received from participants | 2021-09-30 | $253,321 |
Participant contributions at end of year | 2021-09-30 | $15,943 |
Participant contributions at beginning of year | 2021-09-30 | $9,412 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-09-30 | $4,478 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-09-30 | $4,644 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-09-30 | $476,658 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-09-30 | $370,502 |
Other income not declared elsewhere | 2021-09-30 | $17,478 |
Administrative expenses (other) incurred | 2021-09-30 | $17,835 |
Liabilities. Value of operating payables at end of year | 2021-09-30 | $29,068 |
Liabilities. Value of operating payables at beginning of year | 2021-09-30 | $15,595 |
Total non interest bearing cash at end of year | 2021-09-30 | $1,627,464 |
Total non interest bearing cash at beginning of year | 2021-09-30 | $1,273,887 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-09-30 | No |
Value of net income/loss | 2021-09-30 | $150,808 |
Value of net assets at end of year (total assets less liabilities) | 2021-09-30 | $931,857 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-09-30 | $781,049 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-09-30 | No |
Expenses. Payments to insurance carriers foe the provision of benefits | 2021-09-30 | $21,724,767 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-09-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-09-30 | No |
Contributions received in cash from employer | 2021-09-30 | $24,358,499 |
Employer contributions (assets) at end of year | 2021-09-30 | $27,658 |
Employer contributions (assets) at beginning of year | 2021-09-30 | $75,748 |
Contract administrator fees | 2021-09-30 | $757,652 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2021-09-30 | No |
Liabilities. Value of benefit claims payable at end of year | 2021-09-30 | $237,960 |
Liabilities. Value of benefit claims payable at beginning of year | 2021-09-30 | $196,545 |
Did the plan have assets held for investment | 2021-09-30 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-09-30 | No |
Opinion of an independent qualified public accountant for this plan | 2021-09-30 | Unqualified |
Accountancy firm name | 2021-09-30 | SCHOEDEL & SCHOEDEL, CPAS PLLC |
Accountancy firm EIN | 2021-09-30 | 910614823 |
2020 : VIGILANT MANUFACTURERS TRUST PLAN 2020 401k financial data |
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Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-09-30 | $582,642 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-09-30 | $802,289 |
Total income from all sources (including contributions) | 2020-09-30 | $23,402,742 |
Total of all expenses incurred | 2020-09-30 | $23,230,319 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-09-30 | $20,615,061 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-09-30 | $23,385,647 |
Value of total assets at end of year | 2020-09-30 | $1,363,691 |
Value of total assets at beginning of year | 2020-09-30 | $1,410,915 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-09-30 | $2,615,258 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-09-30 | No |
Administrative expenses professional fees incurred | 2020-09-30 | $1,873,242 |
Was this plan covered by a fidelity bond | 2020-09-30 | Yes |
Value of fidelity bond cover | 2020-09-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-09-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-09-30 | No |
Contributions received from participants | 2020-09-30 | $165,902 |
Participant contributions at end of year | 2020-09-30 | $9,412 |
Participant contributions at beginning of year | 2020-09-30 | $5,003 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-09-30 | $4,644 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-09-30 | $2,941 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-09-30 | $370,502 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-09-30 | $598,365 |
Other income not declared elsewhere | 2020-09-30 | $17,095 |
Administrative expenses (other) incurred | 2020-09-30 | $24,819 |
Liabilities. Value of operating payables at end of year | 2020-09-30 | $15,595 |
Liabilities. Value of operating payables at beginning of year | 2020-09-30 | $37,994 |
Total non interest bearing cash at end of year | 2020-09-30 | $1,273,887 |
Total non interest bearing cash at beginning of year | 2020-09-30 | $1,367,369 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-09-30 | No |
Value of net income/loss | 2020-09-30 | $172,423 |
Value of net assets at end of year (total assets less liabilities) | 2020-09-30 | $781,049 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-09-30 | $608,626 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-09-30 | No |
Expenses. Payments to insurance carriers foe the provision of benefits | 2020-09-30 | $20,615,061 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-09-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-09-30 | No |
Contributions received in cash from employer | 2020-09-30 | $23,219,745 |
Employer contributions (assets) at end of year | 2020-09-30 | $75,748 |
Employer contributions (assets) at beginning of year | 2020-09-30 | $35,602 |
Contract administrator fees | 2020-09-30 | $717,197 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2020-09-30 | No |
Liabilities. Value of benefit claims payable at end of year | 2020-09-30 | $196,545 |
Liabilities. Value of benefit claims payable at beginning of year | 2020-09-30 | $165,930 |
Did the plan have assets held for investment | 2020-09-30 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-09-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-09-30 | No |
Opinion of an independent qualified public accountant for this plan | 2020-09-30 | Unqualified |
Accountancy firm name | 2020-09-30 | SCHOEDEL & SCHOEDEL, CPAS PLLC |
Accountancy firm EIN | 2020-09-30 | 910614823 |
2019 : VIGILANT MANUFACTURERS TRUST PLAN 2019 401k financial data |
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Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-09-30 | $802,289 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-09-30 | $698,474 |
Total income from all sources (including contributions) | 2019-09-30 | $23,682,221 |
Total of all expenses incurred | 2019-09-30 | $23,491,574 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-09-30 | $20,845,615 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-09-30 | $23,651,504 |
Value of total assets at end of year | 2019-09-30 | $1,410,915 |
Value of total assets at beginning of year | 2019-09-30 | $1,116,453 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-09-30 | $2,645,959 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-09-30 | No |
Administrative expenses professional fees incurred | 2019-09-30 | $1,905,100 |
Was this plan covered by a fidelity bond | 2019-09-30 | Yes |
Value of fidelity bond cover | 2019-09-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-09-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-09-30 | No |
Contributions received from participants | 2019-09-30 | $148,723 |
Participant contributions at end of year | 2019-09-30 | $5,003 |
Participant contributions at beginning of year | 2019-09-30 | $4,471 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-09-30 | $2,941 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-09-30 | $11,762 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-09-30 | $598,365 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-09-30 | $448,592 |
Other income not declared elsewhere | 2019-09-30 | $30,717 |
Administrative expenses (other) incurred | 2019-09-30 | $17,030 |
Liabilities. Value of operating payables at end of year | 2019-09-30 | $37,994 |
Liabilities. Value of operating payables at beginning of year | 2019-09-30 | $33,075 |
Total non interest bearing cash at end of year | 2019-09-30 | $1,367,369 |
Total non interest bearing cash at beginning of year | 2019-09-30 | $1,079,346 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-09-30 | No |
Value of net income/loss | 2019-09-30 | $190,647 |
Value of net assets at end of year (total assets less liabilities) | 2019-09-30 | $608,626 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-09-30 | $417,979 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-09-30 | No |
Expenses. Payments to insurance carriers foe the provision of benefits | 2019-09-30 | $20,845,615 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-09-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-09-30 | No |
Contributions received in cash from employer | 2019-09-30 | $23,502,781 |
Employer contributions (assets) at end of year | 2019-09-30 | $35,602 |
Employer contributions (assets) at beginning of year | 2019-09-30 | $20,874 |
Contract administrator fees | 2019-09-30 | $723,829 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-09-30 | No |
Liabilities. Value of benefit claims payable at end of year | 2019-09-30 | $165,930 |
Liabilities. Value of benefit claims payable at beginning of year | 2019-09-30 | $216,807 |
Did the plan have assets held for investment | 2019-09-30 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-09-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-09-30 | No |
Opinion of an independent qualified public accountant for this plan | 2019-09-30 | Unqualified |
Accountancy firm name | 2019-09-30 | SCHOEDEL & SCHOEDEL, CPAS PLLC |
Accountancy firm EIN | 2019-09-30 | 910614823 |
2018 : VIGILANT MANUFACTURERS TRUST PLAN 2018 401k financial data |
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Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-09-30 | $698,474 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-09-30 | $431,841 |
Total income from all sources (including contributions) | 2018-09-30 | $22,759,307 |
Total of all expenses incurred | 2018-09-30 | $22,590,592 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-09-30 | $20,048,336 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-09-30 | $22,733,211 |
Value of total assets at end of year | 2018-09-30 | $1,116,453 |
Value of total assets at beginning of year | 2018-09-30 | $681,105 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-09-30 | $2,542,256 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-09-30 | No |
Administrative expenses professional fees incurred | 2018-09-30 | $1,827,752 |
Was this plan covered by a fidelity bond | 2018-09-30 | Yes |
Value of fidelity bond cover | 2018-09-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-09-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2018-09-30 | No |
Contributions received from participants | 2018-09-30 | $197,920 |
Participant contributions at end of year | 2018-09-30 | $4,471 |
Participant contributions at beginning of year | 2018-09-30 | $2,760 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-09-30 | $11,762 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-09-30 | $533 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-09-30 | $448,592 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-09-30 | $187,772 |
Other income not declared elsewhere | 2018-09-30 | $26,096 |
Administrative expenses (other) incurred | 2018-09-30 | $17,308 |
Liabilities. Value of operating payables at end of year | 2018-09-30 | $33,075 |
Liabilities. Value of operating payables at beginning of year | 2018-09-30 | $26,480 |
Total non interest bearing cash at end of year | 2018-09-30 | $1,079,346 |
Total non interest bearing cash at beginning of year | 2018-09-30 | $654,798 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-09-30 | No |
Value of net income/loss | 2018-09-30 | $168,715 |
Value of net assets at end of year (total assets less liabilities) | 2018-09-30 | $417,979 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-09-30 | $249,264 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-09-30 | No |
Expenses. Payments to insurance carriers foe the provision of benefits | 2018-09-30 | $20,048,336 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-09-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-09-30 | No |
Contributions received in cash from employer | 2018-09-30 | $22,535,291 |
Employer contributions (assets) at end of year | 2018-09-30 | $20,874 |
Employer contributions (assets) at beginning of year | 2018-09-30 | $23,014 |
Contract administrator fees | 2018-09-30 | $697,196 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-09-30 | No |
Liabilities. Value of benefit claims payable at end of year | 2018-09-30 | $216,807 |
Liabilities. Value of benefit claims payable at beginning of year | 2018-09-30 | $217,589 |
Did the plan have assets held for investment | 2018-09-30 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-09-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-09-30 | No |
Opinion of an independent qualified public accountant for this plan | 2018-09-30 | Unqualified |
Accountancy firm name | 2018-09-30 | SCHOEDEL & SCHOEDEL, CPAS, PLLC |
Accountancy firm EIN | 2018-09-30 | 910614823 |
2017 : VIGILANT MANUFACTURERS TRUST PLAN 2017 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-09-30 | $431,841 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-09-30 | $201,716 |
Total income from all sources (including contributions) | 2017-09-30 | $14,912,941 |
Total of all expenses incurred | 2017-09-30 | $14,822,393 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-09-30 | $13,149,929 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-09-30 | $14,891,309 |
Value of total assets at end of year | 2017-09-30 | $681,105 |
Value of total assets at beginning of year | 2017-09-30 | $360,432 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-09-30 | $1,672,464 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-09-30 | No |
Administrative expenses professional fees incurred | 2017-09-30 | $1,201,085 |
Was this plan covered by a fidelity bond | 2017-09-30 | Yes |
Value of fidelity bond cover | 2017-09-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-09-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-09-30 | No |
Contributions received from participants | 2017-09-30 | $138,943 |
Participant contributions at end of year | 2017-09-30 | $2,760 |
Participant contributions at beginning of year | 2017-09-30 | $1,729 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-09-30 | $533 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-09-30 | $2,834 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-09-30 | $187,772 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-09-30 | $105,659 |
Other income not declared elsewhere | 2017-09-30 | $21,632 |
Administrative expenses (other) incurred | 2017-09-30 | $12,013 |
Liabilities. Value of operating payables at end of year | 2017-09-30 | $26,480 |
Liabilities. Value of operating payables at beginning of year | 2017-09-30 | $12,060 |
Total non interest bearing cash at end of year | 2017-09-30 | $654,798 |
Total non interest bearing cash at beginning of year | 2017-09-30 | $355,358 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-09-30 | No |
Value of net income/loss | 2017-09-30 | $90,548 |
Value of net assets at end of year (total assets less liabilities) | 2017-09-30 | $249,264 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-09-30 | $158,716 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-09-30 | No |
Expenses. Payments to insurance carriers foe the provision of benefits | 2017-09-30 | $13,149,929 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-09-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-09-30 | No |
Contributions received in cash from employer | 2017-09-30 | $14,752,366 |
Employer contributions (assets) at end of year | 2017-09-30 | $23,014 |
Employer contributions (assets) at beginning of year | 2017-09-30 | $511 |
Contract administrator fees | 2017-09-30 | $459,366 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-09-30 | No |
Liabilities. Value of benefit claims payable at end of year | 2017-09-30 | $217,589 |
Liabilities. Value of benefit claims payable at beginning of year | 2017-09-30 | $83,997 |
Did the plan have assets held for investment | 2017-09-30 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-09-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-09-30 | No |
Opinion of an independent qualified public accountant for this plan | 2017-09-30 | Unqualified |
Accountancy firm name | 2017-09-30 | SCHOEDEL & SCHOEDEL, CPAS, PLLC |
Accountancy firm EIN | 2017-09-30 | 910614823 |
2016 : VIGILANT MANUFACTURERS TRUST PLAN 2016 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-09-30 | $201,716 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-09-30 | $130,767 |
Total income from all sources (including contributions) | 2016-09-30 | $9,871,728 |
Total of all expenses incurred | 2016-09-30 | $9,818,066 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-09-30 | $8,699,549 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-09-30 | $9,871,418 |
Value of total assets at end of year | 2016-09-30 | $360,432 |
Value of total assets at beginning of year | 2016-09-30 | $235,821 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-09-30 | $1,118,517 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-09-30 | No |
Administrative expenses professional fees incurred | 2016-09-30 | $801,811 |
Was this plan covered by a fidelity bond | 2016-09-30 | Yes |
Value of fidelity bond cover | 2016-09-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-09-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-09-30 | No |
Contributions received from participants | 2016-09-30 | $73,041 |
Participant contributions at end of year | 2016-09-30 | $1,729 |
Participant contributions at beginning of year | 2016-09-30 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-09-30 | $2,834 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-09-30 | $555 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-09-30 | $105,659 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-09-30 | $42,028 |
Other income not declared elsewhere | 2016-09-30 | $310 |
Administrative expenses (other) incurred | 2016-09-30 | $137,274 |
Liabilities. Value of operating payables at end of year | 2016-09-30 | $12,060 |
Liabilities. Value of operating payables at beginning of year | 2016-09-30 | $32,167 |
Total non interest bearing cash at end of year | 2016-09-30 | $355,358 |
Total non interest bearing cash at beginning of year | 2016-09-30 | $234,024 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-09-30 | No |
Value of net income/loss | 2016-09-30 | $53,662 |
Value of net assets at end of year (total assets less liabilities) | 2016-09-30 | $158,716 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-09-30 | $105,054 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-09-30 | No |
Expenses. Payments to insurance carriers foe the provision of benefits | 2016-09-30 | $8,699,549 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-09-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-09-30 | No |
Contributions received in cash from employer | 2016-09-30 | $9,798,377 |
Employer contributions (assets) at end of year | 2016-09-30 | $511 |
Employer contributions (assets) at beginning of year | 2016-09-30 | $1,242 |
Contract administrator fees | 2016-09-30 | $179,432 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-09-30 | No |
Liabilities. Value of benefit claims payable at end of year | 2016-09-30 | $83,997 |
Liabilities. Value of benefit claims payable at beginning of year | 2016-09-30 | $56,572 |
Did the plan have assets held for investment | 2016-09-30 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-09-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-09-30 | No |
Opinion of an independent qualified public accountant for this plan | 2016-09-30 | Unqualified |
Accountancy firm name | 2016-09-30 | SCHOEDEL & SCHOEDEL CPAS PLLC |
Accountancy firm EIN | 2016-09-30 | 910614823 |
2015 : VIGILANT MANUFACTURERS TRUST PLAN 2015 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-09-30 | $130,767 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-09-30 | $791,845 |
Total income from all sources (including contributions) | 2015-09-30 | $14,489,687 |
Total of all expenses incurred | 2015-09-30 | $14,413,659 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-09-30 | $12,781,504 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-09-30 | $14,489,687 |
Value of total assets at end of year | 2015-09-30 | $235,821 |
Value of total assets at beginning of year | 2015-09-30 | $820,871 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-09-30 | $1,632,155 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-09-30 | No |
Administrative expenses professional fees incurred | 2015-09-30 | $1,178,047 |
Was this plan covered by a fidelity bond | 2015-09-30 | Yes |
Value of fidelity bond cover | 2015-09-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-09-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-09-30 | No |
Contributions received from participants | 2015-09-30 | $54,796 |
Participant contributions at beginning of year | 2015-09-30 | $647 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-09-30 | $555 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-09-30 | $707 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-09-30 | $42,028 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-09-30 | $495,696 |
Administrative expenses (other) incurred | 2015-09-30 | $193,382 |
Liabilities. Value of operating payables at end of year | 2015-09-30 | $32,167 |
Liabilities. Value of operating payables at beginning of year | 2015-09-30 | $28,884 |
Total non interest bearing cash at end of year | 2015-09-30 | $234,024 |
Total non interest bearing cash at beginning of year | 2015-09-30 | $805,536 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-09-30 | No |
Value of net income/loss | 2015-09-30 | $76,028 |
Value of net assets at end of year (total assets less liabilities) | 2015-09-30 | $105,054 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-09-30 | $29,026 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-09-30 | No |
Expenses. Payments to insurance carriers foe the provision of benefits | 2015-09-30 | $12,781,504 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-09-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-09-30 | No |
Contributions received in cash from employer | 2015-09-30 | $14,434,891 |
Employer contributions (assets) at end of year | 2015-09-30 | $1,242 |
Employer contributions (assets) at beginning of year | 2015-09-30 | $13,981 |
Contract administrator fees | 2015-09-30 | $260,726 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2015-09-30 | No |
Liabilities. Value of benefit claims payable at end of year | 2015-09-30 | $56,572 |
Liabilities. Value of benefit claims payable at beginning of year | 2015-09-30 | $267,265 |
Did the plan have assets held for investment | 2015-09-30 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-09-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-09-30 | No |
Opinion of an independent qualified public accountant for this plan | 2015-09-30 | Unqualified |
Accountancy firm name | 2015-09-30 | SCHOEDEL & SCHOEDEL CPAS PLLC |
Accountancy firm EIN | 2015-09-30 | 910614823 |
2014 : VIGILANT MANUFACTURERS TRUST PLAN 2014 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-09-30 | $791,845 |
Total income from all sources (including contributions) | 2014-09-30 | $6,333,354 |
Total of all expenses incurred | 2014-09-30 | $6,304,328 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-09-30 | $5,587,752 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-09-30 | $6,333,354 |
Value of total assets at end of year | 2014-09-30 | $820,871 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-09-30 | $716,576 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-09-30 | No |
Administrative expenses professional fees incurred | 2014-09-30 | $512,700 |
Was this plan covered by a fidelity bond | 2014-09-30 | Yes |
Value of fidelity bond cover | 2014-09-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-09-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-09-30 | No |
Contributions received from participants | 2014-09-30 | $8,162 |
Participant contributions at end of year | 2014-09-30 | $647 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-09-30 | $707 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-09-30 | $495,696 |
Administrative expenses (other) incurred | 2014-09-30 | $89,278 |
Liabilities. Value of operating payables at end of year | 2014-09-30 | $28,884 |
Total non interest bearing cash at end of year | 2014-09-30 | $805,536 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-09-30 | No |
Value of net income/loss | 2014-09-30 | $29,026 |
Value of net assets at end of year (total assets less liabilities) | 2014-09-30 | $29,026 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-09-30 | No |
Expenses. Payments to insurance carriers foe the provision of benefits | 2014-09-30 | $5,587,752 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-09-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-09-30 | No |
Contributions received in cash from employer | 2014-09-30 | $6,325,192 |
Employer contributions (assets) at end of year | 2014-09-30 | $13,981 |
Contract administrator fees | 2014-09-30 | $114,598 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2014-09-30 | No |
Liabilities. Value of benefit claims payable at end of year | 2014-09-30 | $267,265 |
Did the plan have assets held for investment | 2014-09-30 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-09-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-09-30 | No |
Opinion of an independent qualified public accountant for this plan | 2014-09-30 | Unqualified |
Accountancy firm name | 2014-09-30 | SCHOEDEL & SCHOEDEL CPAS PLLC |
Accountancy firm EIN | 2014-09-30 | 910614823 |
PREMERA BLUE CROSS (National Association of Insurance Commissioners NAIC id number: 47570 ) |
Policy contract number | 100000103 |
Policy instance | 4 |
Insurance contract or identification number | 100000103 | Number of Individuals Covered | 3672 | Insurance policy start date | 2022-10-01 | Insurance policy end date | 2023-09-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $20,368,995 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
LIFEMAP ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 97985 ) |
Policy contract number | WA300445 |
Policy instance | 3 |
Insurance contract or identification number | WA300445 | Number of Individuals Covered | 2433 | Insurance policy end date | 2023-09-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | AD&D, BASIC DEPENDENT LIFE | Welfare Benefit Premiums Paid to Carrier | USD $59,032 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 53031 ) |
Policy contract number | 30044146 |
Policy instance | 2 |
Insurance contract or identification number | 30044146 | Number of Individuals Covered | 1453 | Insurance policy end date | 2023-09-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $94,855 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
DELTA DENTAL OF WASHINGTON (National Association of Insurance Commissioners NAIC id number: 74341 ) |
Policy contract number | 00075-78 |
Policy instance | 1 |
Insurance contract or identification number | 00075-78 | Number of Individuals Covered | 1907 | Insurance policy end date | 2023-09-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $814,959 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
DELTA DENTAL OF WASHINGTON (National Association of Insurance Commissioners NAIC id number: 74341 ) |
Policy contract number | 00075-78 |
Policy instance | 1 |
Insurance contract or identification number | 00075-78 | Number of Individuals Covered | 1931 | Insurance policy end date | 2022-09-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $817,531 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 53031 ) |
Policy contract number | 30044146 |
Policy instance | 2 |
Insurance contract or identification number | 30044146 | Number of Individuals Covered | 1607 | Insurance policy end date | 2022-09-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $113,746 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
LIFEMAP ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 97985 ) |
Policy contract number | WA300445 |
Policy instance | 3 |
Insurance contract or identification number | WA300445 | Number of Individuals Covered | 3042 | Insurance policy end date | 2022-09-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | AD&D, BASIC DEPENDENT LIFE | Welfare Benefit Premiums Paid to Carrier | USD $71,511 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
PREMERA BLUE CROSS (National Association of Insurance Commissioners NAIC id number: 47570 ) |
Policy contract number | 100000103 |
Policy instance | 4 |
Insurance contract or identification number | 100000103 | Number of Individuals Covered | 4651 | Insurance policy start date | 2021-10-01 | Insurance policy end date | 2022-09-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $22,393,210 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
DELTA DENTAL OF WASHINGTON (National Association of Insurance Commissioners NAIC id number: 74341 ) |
Policy contract number | 00075-78 |
Policy instance | 1 |
Insurance contract or identification number | 00075-78 | Number of Individuals Covered | 1934 | Insurance policy end date | 2021-09-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $807,006 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 53031 ) |
Policy contract number | 30044146 |
Policy instance | 2 |
Insurance contract or identification number | 30044146 | Number of Individuals Covered | 1413 | Insurance policy end date | 2021-09-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $114,357 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
LIFEMAP ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 97985 ) |
Policy contract number | WA300445 |
Policy instance | 3 |
Insurance contract or identification number | WA300445 | Number of Individuals Covered | 2640 | Insurance policy end date | 2021-09-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | AD&D, BASIC DEPENDENT LIFE | Welfare Benefit Premiums Paid to Carrier | USD $69,674 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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PREMERA BLUE CROSS (National Association of Insurance Commissioners NAIC id number: 47570 ) |
Policy contract number | 100000103 |
Policy instance | 4 |
Insurance contract or identification number | 100000103 | Number of Individuals Covered | 4174 | Insurance policy start date | 2020-10-01 | Insurance policy end date | 2021-09-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $20,733,730 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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PREMERA BLUE CROSS (National Association of Insurance Commissioners NAIC id number: 47570 ) |
Policy contract number | 100000103 |
Policy instance | 4 |
Insurance contract or identification number | 100000103 | Number of Individuals Covered | 4393 | Insurance policy start date | 2019-10-01 | Insurance policy end date | 2020-09-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $19,618,402 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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LIFEMAP ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 97985 ) |
Policy contract number | WA300445 |
Policy instance | 3 |
Insurance contract or identification number | WA300445 | Number of Individuals Covered | 2943 | Insurance policy end date | 2020-09-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | AD&D, BASIC DEPENDENT LIFE | Welfare Benefit Premiums Paid to Carrier | USD $74,927 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 53031 ) |
Policy contract number | 30044146 |
Policy instance | 2 |
Insurance contract or identification number | 30044146 | Number of Individuals Covered | 1611 | Insurance policy end date | 2020-09-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $112,829 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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DELTA DENTAL OF WASHINGTON (National Association of Insurance Commissioners NAIC id number: 74341 ) |
Policy contract number | 00075-78 |
Policy instance | 1 |
Insurance contract or identification number | 00075-78 | Number of Individuals Covered | 1813 | Insurance policy end date | 2020-09-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $808,903 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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PREMERA BLUE CROSS (National Association of Insurance Commissioners NAIC id number: 47570 ) |
Policy contract number | 100000103 |
Policy instance | 4 |
Insurance contract or identification number | 100000103 | Number of Individuals Covered | 4646 | Insurance policy start date | 2018-10-01 | Insurance policy end date | 2019-09-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $19,930,804 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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LIFEMAP ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 97985 ) |
Policy contract number | WA300445 |
Policy instance | 3 |
Insurance contract or identification number | WA300445 | Number of Individuals Covered | 3201 | Insurance policy end date | 2019-09-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | AD&D, BASIC DEPENDENT LIFE | Welfare Benefit Premiums Paid to Carrier | USD $71,515 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 53031 ) |
Policy contract number | 30044146 |
Policy instance | 2 |
Insurance contract or identification number | 30044146 | Number of Individuals Covered | 1513 | Insurance policy end date | 2019-09-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $120,235 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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DELTA DENTAL OF WASHINGTON (National Association of Insurance Commissioners NAIC id number: 74341 ) |
Policy contract number | 00075-78 |
Policy instance | 1 |
Insurance contract or identification number | 00075-78 | Number of Individuals Covered | 1801 | Insurance policy end date | 2019-09-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $723,060 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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PREMERA BLUE CROSS (National Association of Insurance Commissioners NAIC id number: 47570 ) |
Policy contract number | 100000103 |
Policy instance | 4 |
Insurance contract or identification number | 100000103 | Number of Individuals Covered | 4626 | Insurance policy start date | 2017-10-01 | Insurance policy end date | 2018-09-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $19,213,201 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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LIFEMAP ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 97985 ) |
Policy contract number | WA300445 |
Policy instance | 3 |
Insurance contract or identification number | WA300445 | Number of Individuals Covered | 2907 | Insurance policy end date | 2018-09-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | AD&D, BASIC DEPENDENT LIFE | Welfare Benefit Premiums Paid to Carrier | USD $73,795 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 53031 ) |
Policy contract number | 30044146 |
Policy instance | 2 |
Insurance contract or identification number | 30044146 | Number of Individuals Covered | 1476 | Insurance policy end date | 2018-09-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $111,982 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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DELTA DENTAL OF WASHINGTON (National Association of Insurance Commissioners NAIC id number: 74341 ) |
Policy contract number | 00075-78 |
Policy instance | 1 |
Insurance contract or identification number | 00075-78 | Number of Individuals Covered | 1600 | Insurance policy end date | 2018-09-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $649,358 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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REGENCE BLUESHIELD (National Association of Insurance Commissioners NAIC id number: 53902 ) |
Policy contract number | 100000048 |
Policy instance | 1 |
Insurance contract or identification number | 100000048 | Number of Individuals Covered | 2257 | Insurance policy start date | 2014-10-01 | Insurance policy end date | 2015-09-30 | Total amount of commissions paid to insurance broker | USD $10,393 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $10,916,086 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $3,840 | Insurance broker organization code? | 3 | Insurance broker name | NORTHWEST BENEFIT SOLUTIONS |
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ASURIS NORTHWEST HEALTH (National Association of Insurance Commissioners NAIC id number: 47350 ) |
Policy contract number | 100000048 |
Policy instance | 2 |
Insurance contract or identification number | 100000048 | Number of Individuals Covered | 367 | Insurance policy end date | 2015-09-30 | Total amount of commissions paid to insurance broker | USD $12,960 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $1,240,982 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $5,850 | Insurance broker name | DICK BROWN AND ASSOCIATES |
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DELTA DENTAL OF WASHINGTON (National Association of Insurance Commissioners NAIC id number: 74341 ) |
Policy contract number | 00075-78 |
Policy instance | 3 |
Insurance contract or identification number | 00075-78 | Number of Individuals Covered | 1237 | Insurance policy end date | 2015-09-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $470,849 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 47317 ) |
Policy contract number | 30044146 0200-0 |
Policy instance | 4 |
Insurance contract or identification number | 30044146 0200-0 | Number of Individuals Covered | 1159 | Insurance policy end date | 2015-09-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $107,483 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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LIFEMAP ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 97985 ) |
Policy contract number | WA300445 |
Policy instance | 5 |
Insurance contract or identification number | WA300445 | Number of Individuals Covered | 2031 | Insurance policy end date | 2015-09-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | AD&D | Welfare Benefit Premiums Paid to Carrier | USD $46,104 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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LIFEMAP ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 97985 ) |
Policy contract number | WA300445 |
Policy instance | 5 |
Insurance contract or identification number | WA300445 | Number of Individuals Covered | 1657 | Insurance policy end date | 2014-09-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | AD&D | Welfare Benefit Premiums Paid to Carrier | USD $18,923 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 47317 ) |
Policy contract number | 30044146 0200-0 |
Policy instance | 4 |
Insurance contract or identification number | 30044146 0200-0 | Number of Individuals Covered | 842 | Insurance policy end date | 2014-09-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $51,470 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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DELTA DENTAL OF WASHINGTON (National Association of Insurance Commissioners NAIC id number: 74341 ) |
Policy contract number | 00075-78 |
Policy instance | 3 |
Insurance contract or identification number | 00075-78 | Number of Individuals Covered | 962 | Insurance policy end date | 2014-09-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $188,639 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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ASURIS NORTHWEST HEALTH (National Association of Insurance Commissioners NAIC id number: 47350 ) |
Policy contract number | 100000048 |
Policy instance | 2 |
Insurance contract or identification number | 100000048 | Number of Individuals Covered | 66 | Insurance policy end date | 2014-09-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $72,736 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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REGENCE BLUESHIELD (National Association of Insurance Commissioners NAIC id number: 53902 ) |
Policy contract number | 100000048 |
Policy instance | 1 |
Insurance contract or identification number | 100000048 | Number of Individuals Covered | 2647 | Insurance policy start date | 2013-10-01 | Insurance policy end date | 2014-09-30 | Total amount of commissions paid to insurance broker | USD $32,948 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $5,255,984 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $13,563 | Insurance broker organization code? | 3 | Insurance broker name | BENEFIT CONSULTANTS NORTHWEST INC |
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