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WINNEBAGO TRIBE OF NEBRASKA COMMERCIAL ENTERPRISE RETIREMENT PLAN 401k Plan overview

Plan NameWINNEBAGO TRIBE OF NEBRASKA COMMERCIAL ENTERPRISE RETIREMENT PLAN
Plan identification number 001

WINNEBAGO TRIBE OF NEBRASKA COMMERCIAL ENTERPRISE RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • 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

WINNEBAGO TRIBE OF NEBRASKA has sponsored the creation of one or more 401k plans.

Company Name:WINNEBAGO TRIBE OF NEBRASKA
Employer identification number (EIN):470489118
NAIC Classification:921000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WINNEBAGO TRIBE OF NEBRASKA COMMERCIAL ENTERPRISE RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01MICHAEL MEANS2024-10-04 MICHAEL MEANS2024-10-04
0012022-01-01MICHAEL MEANS2023-05-16 MICHAEL MEANS2023-05-16
0012021-01-01MICHAEL MEANS2022-06-08 MICHAEL MEANS2022-06-08
0012020-01-01MICHAEL MEANS2021-05-18 MICHAEL MEANS2021-05-18
0012019-01-01MICHAEL MEANS2020-04-08 MICHAEL MEANS2020-04-08
0012018-01-01MICHAEL MEANS2019-10-10 MICHAEL MEANS2019-10-10
0012017-01-01
0012016-01-01MIKE MEANS MIKE MEANS2017-10-12
0012015-01-01MIKE MEANS MIKE MEANS2016-10-11
0012014-01-01MIKE MEANS MIKE MEANS2015-10-13
0012013-01-01JACKIE TRIPP JACKIE TRIPP2014-10-06
0012012-01-01JACKIE TRIPP JACKIE TRIPP2013-10-14
0012011-01-01JACKIE TRIPP JACKIE TRIPP2012-10-12
0012010-01-01LEATHA BASS LEATHA BASS2011-10-17

Plan Statistics for WINNEBAGO TRIBE OF NEBRASKA COMMERCIAL ENTERPRISE RETIREMENT PLAN

401k plan membership statisitcs for WINNEBAGO TRIBE OF NEBRASKA COMMERCIAL ENTERPRISE RETIREMENT PLAN

Measure Date Value
2023: WINNEBAGO TRIBE OF NEBRASKA COMMERCIAL ENTERPRISE RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01338
Total number of active participants reported on line 7a of the Form 55002023-01-01255
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0138
Total of all active and inactive participants2023-01-01293
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01293
Number of participants with account balances2023-01-01145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-011
2022: WINNEBAGO TRIBE OF NEBRASKA COMMERCIAL ENTERPRISE RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01334
Total number of active participants reported on line 7a of the Form 55002022-01-01246
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0134
Total of all active and inactive participants2022-01-01280
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01280
Number of participants with account balances2022-01-01158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-011
2021: WINNEBAGO TRIBE OF NEBRASKA COMMERCIAL ENTERPRISE RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01339
Total number of active participants reported on line 7a of the Form 55002021-01-01239
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0128
Total of all active and inactive participants2021-01-01267
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01267
Number of participants with account balances2021-01-01149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-012
2020: WINNEBAGO TRIBE OF NEBRASKA COMMERCIAL ENTERPRISE RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01431
Total number of active participants reported on line 7a of the Form 55002020-01-01293
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0123
Total of all active and inactive participants2020-01-01316
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01316
Number of participants with account balances2020-01-01159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: WINNEBAGO TRIBE OF NEBRASKA COMMERCIAL ENTERPRISE RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01472
Total number of active participants reported on line 7a of the Form 55002019-01-01331
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0146
Total of all active and inactive participants2019-01-01377
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01377
Number of participants with account balances2019-01-01201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0111
2018: WINNEBAGO TRIBE OF NEBRASKA COMMERCIAL ENTERPRISE RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01369
Total number of active participants reported on line 7a of the Form 55002018-01-01315
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0141
Total of all active and inactive participants2018-01-01356
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01356
Number of participants with account balances2018-01-01204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0125
2017: WINNEBAGO TRIBE OF NEBRASKA COMMERCIAL ENTERPRISE RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01411
Total number of active participants reported on line 7a of the Form 55002017-01-01323
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0127
Total of all active and inactive participants2017-01-01350
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01350
Number of participants with account balances2017-01-01202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0131
2016: WINNEBAGO TRIBE OF NEBRASKA COMMERCIAL ENTERPRISE RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01426
Total number of active participants reported on line 7a of the Form 55002016-01-01348
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0151
Total of all active and inactive participants2016-01-01399
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01399
Number of participants with account balances2016-01-01233
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0122
2015: WINNEBAGO TRIBE OF NEBRASKA COMMERCIAL ENTERPRISE RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01405
Total number of active participants reported on line 7a of the Form 55002015-01-01335
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0151
Total of all active and inactive participants2015-01-01386
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01386
Number of participants with account balances2015-01-01216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0124
2014: WINNEBAGO TRIBE OF NEBRASKA COMMERCIAL ENTERPRISE RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01418
Total number of active participants reported on line 7a of the Form 55002014-01-01333
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0138
Total of all active and inactive participants2014-01-01371
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01371
Number of participants with account balances2014-01-01188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0111
2013: WINNEBAGO TRIBE OF NEBRASKA COMMERCIAL ENTERPRISE RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01356
Total number of active participants reported on line 7a of the Form 55002013-01-01316
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0139
Total of all active and inactive participants2013-01-01355
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01355
Number of participants with account balances2013-01-01142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-017
2012: WINNEBAGO TRIBE OF NEBRASKA COMMERCIAL ENTERPRISE RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01299
Total number of active participants reported on line 7a of the Form 55002012-01-01273
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0121
Total of all active and inactive participants2012-01-01294
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01294
Number of participants with account balances2012-01-01112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-016
2011: WINNEBAGO TRIBE OF NEBRASKA COMMERCIAL ENTERPRISE RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01283
Total number of active participants reported on line 7a of the Form 55002011-01-01226
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0117
Total of all active and inactive participants2011-01-01243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01243
Number of participants with account balances2011-01-01103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-016
2010: WINNEBAGO TRIBE OF NEBRASKA COMMERCIAL ENTERPRISE RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01314
Total number of active participants reported on line 7a of the Form 55002010-01-01258
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-018
Total of all active and inactive participants2010-01-01266
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01266
Number of participants with account balances2010-01-0189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010

Financial Data on WINNEBAGO TRIBE OF NEBRASKA COMMERCIAL ENTERPRISE RETIREMENT PLAN

Measure Date Value
2023 : WINNEBAGO TRIBE OF NEBRASKA COMMERCIAL ENTERPRISE RETIREMENT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total transfer of assets to this plan2023-12-31$0
Total transfer of assets from this plan2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$796,822
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$430,881
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$400,084
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$350,141
Value of total assets at end of year2023-12-31$3,075,024
Value of total assets at beginning of year2023-12-31$2,709,083
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$30,797
Total interest from all sources2023-12-31$7,634
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$227,266
Participant contributions at end of year2023-12-31$145,999
Participant contributions at beginning of year2023-12-31$81,418
Participant contributions at end of year2023-12-31$78
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$0
Administrative expenses (other) incurred2023-12-31$0
Total non interest bearing cash at end of year2023-12-31$484
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$365,941
Value of net assets at end of year (total assets less liabilities)2023-12-31$3,075,024
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$2,709,083
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in pooled separate accounts at end of year2023-12-31$2,928,404
Value of interest in pooled separate accounts at beginning of year2023-12-31$2,627,665
Interest on participant loans2023-12-31$7,634
Expenses. Payments to insurance carriers foe the provision of benefits2023-12-31$0
Net investment gain/loss from pooled separate accounts2023-12-31$439,047
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31Yes
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$122,875
Employer contributions (assets) at end of year2023-12-31$59
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$400,084
Contract administrator fees2023-12-31$30,797
Assets. Corporate common stocks other than exployer securities at end of year2023-12-31$0
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31REDW, LLC
Accountancy firm EIN2023-12-31850203431
2022 : WINNEBAGO TRIBE OF NEBRASKA COMMERCIAL ENTERPRISE RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
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$0
Total income from all sources (including contributions)2022-12-31$-196,006
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$359,634
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$329,986
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$350,993
Value of total assets at end of year2022-12-31$2,709,083
Value of total assets at beginning of year2022-12-31$3,264,723
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$29,648
Total interest from all sources2022-12-31$2,268
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
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$200,864
Participant contributions at end of year2022-12-31$81,418
Participant contributions at beginning of year2022-12-31$26,137
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$36,838
Administrative expenses (other) incurred2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-555,640
Value of net assets at end of year (total assets less liabilities)2022-12-31$2,709,083
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$3,264,723
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 pooled separate accounts at end of year2022-12-31$2,627,665
Value of interest in pooled separate accounts at beginning of year2022-12-31$3,238,586
Interest on participant loans2022-12-31$2,268
Net investment gain/loss from pooled separate accounts2022-12-31$-549,267
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$113,291
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$329,986
Contract administrator fees2022-12-31$29,648
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 name2022-12-31REDW, LLC
Accountancy firm EIN2022-12-31850203431
2021 : WINNEBAGO TRIBE OF NEBRASKA COMMERCIAL ENTERPRISE RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
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$706,352
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$533,927
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$496,221
Value of total corrective distributions2021-12-31$2,301
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$313,523
Value of total assets at end of year2021-12-31$3,264,723
Value of total assets at beginning of year2021-12-31$3,092,298
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$35,405
Total interest from all sources2021-12-31$2,293
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
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$202,292
Participant contributions at end of year2021-12-31$26,137
Participant contributions at beginning of year2021-12-31$63,576
Participant contributions at beginning of year2021-12-31$596
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$0
Administrative expenses (other) incurred2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$3,686
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$172,425
Value of net assets at end of year (total assets less liabilities)2021-12-31$3,264,723
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$3,092,298
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 pooled separate accounts at end of year2021-12-31$3,238,586
Value of interest in pooled separate accounts at beginning of year2021-12-31$3,024,440
Interest on participant loans2021-12-31$2,293
Net investment gain/loss from pooled separate accounts2021-12-31$390,536
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$111,231
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$496,221
Contract administrator fees2021-12-31$35,405
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 name2021-12-31REDW, LLC
Accountancy firm EIN2021-12-31850203431
2020 : WINNEBAGO TRIBE OF NEBRASKA COMMERCIAL ENTERPRISE RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
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$721,780
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$576,327
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$528,755
Expenses. Certain deemed distributions of participant loans2020-12-31$4,782
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$344,905
Value of total assets at end of year2020-12-31$3,092,298
Value of total assets at beginning of year2020-12-31$2,946,845
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$42,790
Total interest from all sources2020-12-31$2,646
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
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$218,950
Participant contributions at end of year2020-12-31$63,576
Participant contributions at beginning of year2020-12-31$44,665
Participant contributions at end of year2020-12-31$596
Participant contributions at beginning of year2020-12-31$457
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$0
Administrative expenses (other) incurred2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$3,686
Total non interest bearing cash at beginning of year2020-12-31$10,088
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$145,453
Value of net assets at end of year (total assets less liabilities)2020-12-31$3,092,298
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,946,845
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 pooled separate accounts at end of year2020-12-31$3,024,440
Value of interest in pooled separate accounts at beginning of year2020-12-31$2,891,635
Income. Interest from loans (other than to participants)2020-12-31$2,646
Net investment gain/loss from pooled separate accounts2020-12-31$374,229
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$125,955
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$528,755
Contract administrator fees2020-12-31$42,790
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 name2020-12-31REDW, LLC
Accountancy firm EIN2020-12-31850203431
2019 : WINNEBAGO TRIBE OF NEBRASKA COMMERCIAL ENTERPRISE RETIREMENT 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$932,237
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$229,307
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$184,025
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$427,996
Value of total assets at end of year2019-12-31$2,946,845
Value of total assets at beginning of year2019-12-31$2,243,915
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$45,282
Total interest from all sources2019-12-31$2,441
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
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$253,401
Participant contributions at end of year2019-12-31$44,665
Participant contributions at beginning of year2019-12-31$52,319
Participant contributions at end of year2019-12-31$457
Participant contributions at beginning of year2019-12-31$3
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$26,705
Administrative expenses (other) incurred2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$10,088
Total non interest bearing cash at beginning of year2019-12-31$23,078
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$702,930
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,946,845
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,243,915
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 pooled separate accounts at end of year2019-12-31$2,891,635
Value of interest in pooled separate accounts at beginning of year2019-12-31$2,168,513
Interest on participant loans2019-12-31$2,441
Net investment gain/loss from pooled separate accounts2019-12-31$501,800
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 contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$147,890
Employer contributions (assets) at beginning of year2019-12-31$2
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$184,025
Contract administrator fees2019-12-31$45,282
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 name2019-12-31REDW, LLC
Accountancy firm EIN2019-12-31850203431
2018 : WINNEBAGO TRIBE OF NEBRASKA COMMERCIAL ENTERPRISE RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$285,902
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$218,435
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$184,384
Value of total corrective distributions2018-12-31$1,894
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$420,286
Value of total assets at end of year2018-12-31$2,243,915
Value of total assets at beginning of year2018-12-31$2,176,448
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$32,157
Total interest from all sources2018-12-31$1,997
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$266,531
Participant contributions at end of year2018-12-31$52,319
Participant contributions at beginning of year2018-12-31$15,990
Participant contributions at end of year2018-12-31$3
Participant contributions at beginning of year2018-12-31$779
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$0
Administrative expenses (other) incurred2018-12-31$0
Total non interest bearing cash at end of year2018-12-31$23,078
Total non interest bearing cash at beginning of year2018-12-31$14,893
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$67,467
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,243,915
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,176,448
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 pooled separate accounts at end of year2018-12-31$2,168,513
Value of interest in pooled separate accounts at beginning of year2018-12-31$2,144,202
Interest on participant loans2018-12-31$1,997
Net investment gain/loss from pooled separate accounts2018-12-31$-136,381
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$153,755
Employer contributions (assets) at end of year2018-12-31$2
Employer contributions (assets) at beginning of year2018-12-31$584
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$184,384
Contract administrator fees2018-12-31$32,157
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 name2018-12-31BLAND & ASSOCIATES, P.C. CPAS
Accountancy firm EIN2018-12-31470698853
2017 : WINNEBAGO TRIBE OF NEBRASKA COMMERCIAL ENTERPRISE RETIREMENT 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$771,717
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$269,031
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$245,975
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$458,670
Value of total assets at end of year2017-12-31$2,176,448
Value of total assets at beginning of year2017-12-31$1,673,762
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$23,056
Total interest from all sources2017-12-31$156
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
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 period2017-12-31Yes
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$292,377
Participant contributions at end of year2017-12-31$15,990
Participant contributions at end of year2017-12-31$779
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$317
Total non interest bearing cash at end of year2017-12-31$14,893
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$502,686
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,176,448
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,673,762
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$2,144,202
Value of interest in pooled separate accounts at beginning of year2017-12-31$1,673,762
Interest on participant loans2017-12-31$156
Net investment gain/loss from pooled separate accounts2017-12-31$312,891
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$165,976
Employer contributions (assets) at end of year2017-12-31$584
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$245,975
Contract administrator fees2017-12-31$23,056
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
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 name2017-12-31BLAND & ASSOCIATES, P.C. CPAS
Accountancy firm EIN2017-12-31470698853
2016 : WINNEBAGO TRIBE OF NEBRASKA COMMERCIAL ENTERPRISE RETIREMENT 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$496,772
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$133,845
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$117,707
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$429,064
Value of total assets at end of year2016-12-31$1,673,762
Value of total assets at beginning of year2016-12-31$1,310,835
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$16,138
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
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$263,995
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$11,022
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$362,927
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,673,762
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,310,835
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$10,104
Value of interest in pooled separate accounts at end of year2016-12-31$1,673,762
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,310,835
Net investment gain/loss from pooled separate accounts2016-12-31$67,708
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$154,047
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$117,707
Contract administrator fees2016-12-31$6,034
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 name2016-12-31BLAND & ASSOCIATES, P.C. CPAS
Accountancy firm EIN2016-12-31470698853
2015 : WINNEBAGO TRIBE OF NEBRASKA COMMERCIAL ENTERPRISE RETIREMENT 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$430,582
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$161,390
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$149,741
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$433,928
Value of total assets at end of year2015-12-31$1,310,835
Value of total assets at beginning of year2015-12-31$1,041,643
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$11,649
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$325,000
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$219,718
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$78,026
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$269,192
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,310,835
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,041,643
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$8,931
Value of interest in pooled separate accounts at end of year2015-12-31$1,310,835
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,041,643
Net investment gain/loss from pooled separate accounts2015-12-31$-3,346
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$136,184
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$149,741
Contract administrator fees2015-12-31$2,718
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 name2015-12-31RG & ASSOCIATES CPA'S LLC
Accountancy firm EIN2015-12-31460542344
2014 : WINNEBAGO TRIBE OF NEBRASKA COMMERCIAL ENTERPRISE RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$355,502
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$117,388
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$108,650
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$300,379
Value of total assets at end of year2014-12-31$1,041,643
Value of total assets at beginning of year2014-12-31$803,529
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$8,738
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$325,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$181,721
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$238,114
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,041,643
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$803,529
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$1,041,643
Value of interest in pooled separate accounts at beginning of year2014-12-31$803,529
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$0
Net investment gain or loss from common/collective trusts2014-12-31$55,123
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$118,658
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$108,650
Contract administrator fees2014-12-31$8,738
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31JOSEPH EVE
Accountancy firm EIN2014-12-31810433949
2013 : WINNEBAGO TRIBE OF NEBRASKA COMMERCIAL ENTERPRISE RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$345,701
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$54,094
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$32,272
Value of total corrective distributions2013-12-31$15,947
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$232,074
Value of total assets at end of year2013-12-31$803,529
Value of total assets at beginning of year2013-12-31$511,922
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$5,875
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$140,367
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$291,607
Value of net assets at end of year (total assets less liabilities)2013-12-31$803,529
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$511,922
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$803,529
Value of interest in pooled separate accounts at beginning of year2013-12-31$511,922
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$0
Net investment gain or loss from common/collective trusts2013-12-31$113,627
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$91,707
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$32,272
Contract administrator fees2013-12-31$5,875
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31JOSEPH EVE
Accountancy firm EIN2013-12-31810433949
2012 : WINNEBAGO TRIBE OF NEBRASKA COMMERCIAL ENTERPRISE RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$298,456
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$59,601
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$55,251
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$261,769
Value of total assets at end of year2012-12-31$511,922
Value of total assets at beginning of year2012-12-31$273,067
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$4,350
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$325,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$127,208
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$238,855
Value of net assets at end of year (total assets less liabilities)2012-12-31$511,922
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$273,067
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$511,922
Value of interest in pooled separate accounts at beginning of year2012-12-31$273,067
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$0
Net investment gain/loss from pooled separate accounts2012-12-31$36,687
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$134,561
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$55,251
Contract administrator fees2012-12-31$4,350
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31JOSEPH EVE
Accountancy firm EIN2012-12-31810433949
2011 : WINNEBAGO TRIBE OF NEBRASKA COMMERCIAL ENTERPRISE RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$185,573
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$16,453
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$14,778
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$190,681
Value of total assets at end of year2011-12-31$273,067
Value of total assets at beginning of year2011-12-31$103,947
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,675
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$25,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$121,573
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$169,120
Value of net assets at end of year (total assets less liabilities)2011-12-31$273,067
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$103,947
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$273,067
Value of interest in pooled separate accounts at beginning of year2011-12-31$103,947
Net investment gain/loss from pooled separate accounts2011-12-31$-5,108
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$69,108
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$14,778
Contract administrator fees2011-12-31$1,675
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BLAND & ASSOCIATES
Accountancy firm EIN2011-12-31470698853
2010 : WINNEBAGO TRIBE OF NEBRASKA COMMERCIAL ENTERPRISE RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$106,197
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$2,250
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,945
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$98,883
Value of total assets at end of year2010-12-31$103,947
Value of total assets at beginning of year2010-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$305
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$25,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$98,883
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$103,947
Value of net assets at end of year (total assets less liabilities)2010-12-31$103,947
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$103,947
Value of interest in pooled separate accounts at beginning of year2010-12-31$0
Net investment gain/loss from pooled separate accounts2010-12-31$7,314
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,945
Contract administrator fees2010-12-31$305
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BLAND & ASSOCIATES
Accountancy firm EIN2010-12-31470698853

Form 5500 Responses for WINNEBAGO TRIBE OF NEBRASKA COMMERCIAL ENTERPRISE RETIREMENT PLAN

2023: WINNEBAGO TRIBE OF NEBRASKA COMMERCIAL ENTERPRISE RETIREMENT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: WINNEBAGO TRIBE OF NEBRASKA COMMERCIAL ENTERPRISE RETIREMENT 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: WINNEBAGO TRIBE OF NEBRASKA COMMERCIAL ENTERPRISE RETIREMENT 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: WINNEBAGO TRIBE OF NEBRASKA COMMERCIAL ENTERPRISE RETIREMENT 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: WINNEBAGO TRIBE OF NEBRASKA COMMERCIAL ENTERPRISE RETIREMENT 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: WINNEBAGO TRIBE OF NEBRASKA COMMERCIAL ENTERPRISE RETIREMENT 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: WINNEBAGO TRIBE OF NEBRASKA COMMERCIAL ENTERPRISE RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: WINNEBAGO TRIBE OF NEBRASKA COMMERCIAL ENTERPRISE RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: WINNEBAGO TRIBE OF NEBRASKA COMMERCIAL ENTERPRISE RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: WINNEBAGO TRIBE OF NEBRASKA COMMERCIAL ENTERPRISE RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: WINNEBAGO TRIBE OF NEBRASKA COMMERCIAL ENTERPRISE RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: WINNEBAGO TRIBE OF NEBRASKA COMMERCIAL ENTERPRISE RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: WINNEBAGO TRIBE OF NEBRASKA COMMERCIAL ENTERPRISE RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: WINNEBAGO TRIBE OF NEBRASKA COMMERCIAL ENTERPRISE RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01First time form 5500 has been submittedYes
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number130373
Policy instance 1
Insurance contract or identification number130373
Number of Individuals Covered163
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $8,399
Total amount of fees paid to insurance companyUSD $2,250
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number130373
Policy instance 1
Insurance contract or identification number130373
Number of Individuals Covered175
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $8,493
Total amount of fees paid to insurance companyUSD $2,450
Commission paid to Insurance BrokerUSD $7,060
Amount paid for insurance broker fees0
Insurance broker organization code?3
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number130373
Policy instance 1
Insurance contract or identification number130373
Number of Individuals Covered163
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $9,309
Total amount of fees paid to insurance companyUSD $5,551
Commission paid to Insurance BrokerUSD $7,703
Amount paid for insurance broker fees0
Insurance broker organization code?3
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number130373
Policy instance 1
Insurance contract or identification number130373
Number of Individuals Covered169
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $8,222
Total amount of fees paid to insurance companyUSD $9,935
Commission paid to Insurance BrokerUSD $6,830
Amount paid for insurance broker fees0
Insurance broker organization code?3
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number130373
Policy instance 1
Insurance contract or identification number130373
Number of Individuals Covered212
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $7,602
Total amount of fees paid to insurance companyUSD $8,475
Commission paid to Insurance BrokerUSD $6,316
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerTPA FEES
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number130373
Policy instance 1
Insurance contract or identification number130373
Number of Individuals Covered218
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $9,532
Total amount of fees paid to insurance companyUSD $9,300
Commission paid to Insurance BrokerUSD $5,576
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerTPA FEES
AMERICAN NATIONAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60739 )
Policy contract numberUGN01815
Policy instance 1
Insurance contract or identification numberUGN01815
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-08-21
Total amount of commissions paid to insurance brokerUSD $3,181
Total amount of fees paid to insurance companyUSD $0
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number130373
Policy instance 2
Insurance contract or identification number130373
Number of Individuals Covered217
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $7,200
Total amount of fees paid to insurance companyUSD $600
Commission paid to Insurance BrokerUSD $1,708
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker namePENSION ADMINISTRATORS LLC

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