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CORPORATE TRAVEL MANAGEMENT NORTH AMERICA INC. 401(K) SAVINGS AND RETIREMENT PLAN 401k Plan overview

Plan NameCORPORATE TRAVEL MANAGEMENT NORTH AMERICA INC. 401(K) SAVINGS AND RETIREMENT PLAN
Plan identification number 001

CORPORATE TRAVEL MANAGEMENT NORTH AMERICA INC. 401(K) SAVINGS AND RETIREMENT PLAN Benefits

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

401k Sponsoring company profile

CORPORATE TRAVEL MANAGEMENT has sponsored the creation of one or more 401k plans.

Company Name:CORPORATE TRAVEL MANAGEMENT
Employer identification number (EIN):475064085
NAIC Classification:561500

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CORPORATE TRAVEL MANAGEMENT NORTH AMERICA INC. 401(K) SAVINGS AND RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01
0012020-01-01
0012020-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JESSICA HORVATH JESSICA HORVATH2018-10-01
0012016-01-01JESSICA HORVATH JESSICA HORVATH2017-10-09

Plan Statistics for CORPORATE TRAVEL MANAGEMENT NORTH AMERICA INC. 401(K) SAVINGS AND RETIREMENT PLAN

401k plan membership statisitcs for CORPORATE TRAVEL MANAGEMENT NORTH AMERICA INC. 401(K) SAVINGS AND RETIREMENT PLAN

Measure Date Value
2021: CORPORATE TRAVEL MANAGEMENT NORTH AMERICA INC. 401(K) SAVINGS AND RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01611
Total number of active participants reported on line 7a of the Form 55002021-01-010
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-010
Number of participants with account balances2021-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: CORPORATE TRAVEL MANAGEMENT NORTH AMERICA INC. 401(K) SAVINGS AND RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01817
Total number of active participants reported on line 7a of the Form 55002020-01-01420
Number of retired or separated participants receiving benefits2020-01-013
Number of other retired or separated participants entitled to future benefits2020-01-01188
Total of all active and inactive participants2020-01-01611
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01611
Number of participants with account balances2020-01-01377
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0124
2019: CORPORATE TRAVEL MANAGEMENT NORTH AMERICA INC. 401(K) SAVINGS AND RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01816
Total number of active participants reported on line 7a of the Form 55002019-01-01740
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0174
Total of all active and inactive participants2019-01-01815
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01815
Number of participants with account balances2019-01-01491
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-014
2018: CORPORATE TRAVEL MANAGEMENT NORTH AMERICA INC. 401(K) SAVINGS AND RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01749
Total number of active participants reported on line 7a of the Form 55002018-01-01753
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0162
Total of all active and inactive participants2018-01-01815
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01815
Number of participants with account balances2018-01-01487
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-018
2017: CORPORATE TRAVEL MANAGEMENT NORTH AMERICA INC. 401(K) SAVINGS AND RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01289
Total number of active participants reported on line 7a of the Form 55002017-01-01706
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0143
Total of all active and inactive participants2017-01-01749
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01749
Number of participants with account balances2017-01-01491
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0110
2016: CORPORATE TRAVEL MANAGEMENT NORTH AMERICA INC. 401(K) SAVINGS AND RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01340
Total number of active participants reported on line 7a of the Form 55002016-01-01253
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0136
Total of all active and inactive participants2016-01-01289
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01289
Number of participants with account balances2016-01-01183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0110

Financial Data on CORPORATE TRAVEL MANAGEMENT NORTH AMERICA INC. 401(K) SAVINGS AND RETIREMENT PLAN

Measure Date Value
2021 : CORPORATE TRAVEL MANAGEMENT NORTH AMERICA INC. 401(K) SAVINGS AND RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-09-01$0
Total transfer of assets to this plan2021-09-01$2,973,757
Total transfer of assets from this plan2021-09-01$29,094,801
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-01$0
Total income from all sources (including contributions)2021-09-01$4,124,525
Total loss/gain on sale of assets2021-09-01$0
Total of all expenses incurred2021-09-01$3,618,861
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-09-01$3,524,014
Expenses. Certain deemed distributions of participant loans2021-09-01$9,284
Value of total corrective distributions2021-09-01$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-09-01$844,277
Value of total assets at end of year2021-09-01$0
Value of total assets at beginning of year2021-09-01$25,615,380
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-09-01$85,563
Total interest from all sources2021-09-01$20,300
Total dividends received (eg from common stock, registered investment company shares)2021-09-01$45,791
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-09-01Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2021-09-01$0
Total dividends received from registered investment company shares (eg mutual funds)2021-09-01$45,791
Administrative expenses professional fees incurred2021-09-01$0
Was this plan covered by a fidelity bond2021-09-01Yes
Value of fidelity bond cover2021-09-01$500,000
If this is an individual account plan, was there a blackout period2021-09-01No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-09-01$0
Were there any nonexempt tranactions with any party-in-interest2021-09-01No
Contributions received from participants2021-09-01$775,107
Participant contributions at end of year2021-09-01$0
Participant contributions at beginning of year2021-09-01$87,603
Assets. Other investments not covered elsewhere at end of year2021-09-01$0
Assets. Other investments not covered elsewhere at beginning of year2021-09-01$0
Income. Received or receivable in cash from other sources (including rollovers)2021-09-01$0
Other income not declared elsewhere2021-09-01$0
Administrative expenses (other) incurred2021-09-01$2,425
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-01No
Value of net income/loss2021-09-01$505,664
Value of net assets at end of year (total assets less liabilities)2021-09-01$0
Value of net assets at beginning of year (total assets less liabilities)2021-09-01$25,615,380
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-09-01No
Were any loans by the plan or fixed income obligations due to the plan in default2021-09-01No
Were any leases to which the plan was party in default or uncollectible2021-09-01No
Investment advisory and management fees2021-09-01$79,463
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-09-01$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-09-01$5,504,724
Value of interest in pooled separate accounts at end of year2021-09-01$0
Value of interest in pooled separate accounts at beginning of year2021-09-01$0
Interest on participant loans2021-09-01$4,448
Interest earned on other investments2021-09-01$15,852
Value of interest in common/collective trusts at end of year2021-09-01$0
Value of interest in common/collective trusts at beginning of year2021-09-01$19,104,411
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-09-01$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-09-01$918,642
Expenses. Payments to insurance carriers foe the provision of benefits2021-09-01$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-09-01$837,677
Net investment gain/loss from pooled separate accounts2021-09-01$0
Net investment gain or loss from common/collective trusts2021-09-01$2,376,480
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-09-01No
Was there a failure to transmit to the plan any participant contributions2021-09-01No
Has the plan failed to provide any benefit when due under the plan2021-09-01No
Assets. Invements in employer securities at end of year2021-09-01$0
Assets. Invements in employer securities at beginning of year2021-09-01$0
Contributions received in cash from employer2021-09-01$69,170
Income. Dividends from common stock2021-09-01$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-09-01$3,524,014
Contract administrator fees2021-09-01$3,675
Did the plan have assets held for investment2021-09-01No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-09-01Yes
Opinion of an independent qualified public accountant for this plan2021-09-01Disclaimer
Accountancy firm name2021-09-01LUTZ & COMPANY, P.C.
Accountancy firm EIN2021-09-01470625816
2020 : CORPORATE TRAVEL MANAGEMENT NORTH AMERICA INC. 401(K) SAVINGS AND 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$5,352,831
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$6,649,392
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$6,527,776
Expenses. Certain deemed distributions of participant loans2020-12-31$4,960
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,085,056
Value of total assets at end of year2020-12-31$25,615,380
Value of total assets at beginning of year2020-12-31$26,911,941
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$116,656
Total interest from all sources2020-12-31$44,244
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$201,562
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$201,562
Administrative expenses professional fees incurred2020-12-31$940
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$1,261,221
Participant contributions at end of year2020-12-31$87,603
Participant contributions at beginning of year2020-12-31$340,398
Assets. Other investments not covered elsewhere at end of year2020-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$238,710
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$2,029
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-1,296,561
Value of net assets at end of year (total assets less liabilities)2020-12-31$25,615,380
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$26,911,941
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
Investment advisory and management fees2020-12-31$104,309
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$5,504,724
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$5,014,911
Value of interest in pooled separate accounts at end of year2020-12-31$0
Value of interest in pooled separate accounts at beginning of year2020-12-31$0
Interest on participant loans2020-12-31$14,186
Interest earned on other investments2020-12-31$30,058
Value of interest in common/collective trusts at end of year2020-12-31$19,104,411
Value of interest in common/collective trusts at beginning of year2020-12-31$20,382,574
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$918,642
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,174,058
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$588,919
Net investment gain/loss from pooled separate accounts2020-12-31$0
Net investment gain or loss from common/collective trusts2020-12-31$2,433,050
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 contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$0
Assets. Invements in employer securities at beginning of year2020-12-31$0
Contributions received in cash from employer2020-12-31$585,125
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$6,527,776
Contract administrator fees2020-12-31$9,378
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 plan2020-12-31Disclaimer
Accountancy firm name2020-12-31LUTZ & COMPANY, P.C.
Accountancy firm EIN2020-12-31470625816
2019 : CORPORATE TRAVEL MANAGEMENT NORTH AMERICA INC. 401(K) SAVINGS AND 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$7,515,708
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$3,598,189
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,474,208
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Value of total corrective distributions2019-12-31$3,774
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,731,602
Value of total assets at end of year2019-12-31$26,911,941
Value of total assets at beginning of year2019-12-31$22,994,422
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$120,207
Total interest from all sources2019-12-31$49,707
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$166,423
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$166,423
Administrative expenses professional fees incurred2019-12-31$2,340
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$1,898,195
Participant contributions at end of year2019-12-31$340,398
Participant contributions at beginning of year2019-12-31$335,767
Assets. Other investments not covered elsewhere at end of year2019-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$304,109
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Other income not declared elsewhere2019-12-31$0
Administrative expenses (other) incurred2019-12-31$1,676
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$3,917,519
Value of net assets at end of year (total assets less liabilities)2019-12-31$26,911,941
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$22,994,422
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
Investment advisory and management fees2019-12-31$106,511
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$5,014,911
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,212,510
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Interest on participant loans2019-12-31$20,331
Interest earned on other investments2019-12-31$29,376
Value of interest in common/collective trusts at end of year2019-12-31$20,382,574
Value of interest in common/collective trusts at beginning of year2019-12-31$16,697,026
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,174,058
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$749,119
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,147,093
Net investment gain/loss from pooled separate accounts2019-12-31$0
Net investment gain or loss from common/collective trusts2019-12-31$3,420,883
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
Assets. Invements in employer securities at end of year2019-12-31$0
Assets. Invements in employer securities at beginning of year2019-12-31$0
Contributions received in cash from employer2019-12-31$529,298
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,474,208
Contract administrator fees2019-12-31$9,680
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 name2019-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2019-12-31461497033
2018 : CORPORATE TRAVEL MANAGEMENT NORTH AMERICA INC. 401(K) SAVINGS AND 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$1,871,339
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$3,511,734
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,362,600
Expenses. Certain deemed distributions of participant loans2018-12-31$2,381
Value of total corrective distributions2018-12-31$30,693
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,560,322
Value of total assets at end of year2018-12-31$23,496,682
Value of total assets at beginning of year2018-12-31$25,137,077
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$116,060
Total interest from all sources2018-12-31$43,825
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$234,001
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$234,001
Administrative expenses professional fees incurred2018-12-31$1,500
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
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,695,877
Participant contributions at end of year2018-12-31$335,508
Participant contributions at beginning of year2018-12-31$376,269
Participant contributions at beginning of year2018-12-31$65,215
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,327,316
Administrative expenses (other) incurred2018-12-31$3,011
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,640,395
Value of net assets at end of year (total assets less liabilities)2018-12-31$23,496,682
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$25,137,077
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
Investment advisory and management fees2018-12-31$102,744
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$5,211,682
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$3,879,642
Interest on participant loans2018-12-31$18,340
Interest earned on other investments2018-12-31$25,485
Value of interest in common/collective trusts at end of year2018-12-31$16,663,244
Value of interest in common/collective trusts at beginning of year2018-12-31$19,547,700
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$749,119
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$851,410
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-728,636
Net investment gain or loss from common/collective trusts2018-12-31$-1,238,173
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$537,129
Employer contributions (assets) at end of year2018-12-31$537,129
Employer contributions (assets) at beginning of year2018-12-31$416,841
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,362,600
Contract administrator fees2018-12-31$8,805
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 name2018-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2018-12-31461497033
2017 : CORPORATE TRAVEL MANAGEMENT NORTH AMERICA INC. 401(K) SAVINGS AND RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$15,915,444
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$4,588,972
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$3,257,573
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,178,501
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Value of total corrective distributions2017-12-31$1,781
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,038,620
Value of total assets at end of year2017-12-31$25,137,077
Value of total assets at beginning of year2017-12-31$7,890,234
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$77,291
Total interest from all sources2017-12-31$30,683
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$91,558
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$91,558
Administrative expenses professional fees incurred2017-12-31$0
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$1,284,903
Participant contributions at end of year2017-12-31$376,269
Participant contributions at beginning of year2017-12-31$70,122
Participant contributions at end of year2017-12-31$65,215
Participant contributions at beginning of year2017-12-31$16,746
Assets. Other investments not covered elsewhere at end of year2017-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$293,360
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Other income not declared elsewhere2017-12-31$518
Administrative expenses (other) incurred2017-12-31$458
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$1,331,399
Value of net assets at end of year (total assets less liabilities)2017-12-31$25,137,077
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$7,890,234
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$57,690
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$3,879,642
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,732,606
Value of interest in pooled separate accounts at end of year2017-12-31$0
Value of interest in pooled separate accounts at beginning of year2017-12-31$2,280,478
Interest on participant loans2017-12-31$12,935
Interest earned on other investments2017-12-31$17,748
Value of interest in common/collective trusts at end of year2017-12-31$19,547,700
Value of interest in common/collective trusts at beginning of year2017-12-31$2,785,434
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$851,410
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$454,706
Net investment gain/loss from pooled separate accounts2017-12-31$120,055
Net investment gain or loss from common/collective trusts2017-12-31$1,852,832
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
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
Assets. Invements in employer securities at end of year2017-12-31$0
Assets. Invements in employer securities at beginning of year2017-12-31$0
Contributions received in cash from employer2017-12-31$460,357
Employer contributions (assets) at end of year2017-12-31$416,841
Employer contributions (assets) at beginning of year2017-12-31$4,848
Income. Dividends from common stock2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,178,501
Contract administrator fees2017-12-31$19,143
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 name2017-12-31EKS&H LLLP
Accountancy firm EIN2017-12-31461497033
2016 : CORPORATE TRAVEL MANAGEMENT NORTH AMERICA INC. 401(K) SAVINGS AND RETIREMENT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$0
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$4,751,985
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,697,512
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,122,617
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,088,679
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Value of total corrective distributions2016-12-31$457
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$727,785
Value of total assets at end of year2016-12-31$7,890,461
Value of total assets at beginning of year2016-12-31$2,563,581
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$33,481
Total income from rents2016-12-31$0
Total interest from all sources2016-12-31$2,545
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$44,042
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$44,042
Administrative expenses professional fees incurred2016-12-31$0
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
Amount of non-exempt transactions with any party-in-interest2016-12-31$0
Contributions received from participants2016-12-31$498,496
Participant contributions at end of year2016-12-31$70,241
Participant contributions at beginning of year2016-12-31$19,937
Participant contributions at end of year2016-12-31$16,746
Participant contributions at beginning of year2016-12-31$28,323
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$101,207
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$1,443
Administrative expenses (other) incurred2016-12-31$0
Liabilities. Value of operating payables at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$574,895
Value of net assets at end of year (total assets less liabilities)2016-12-31$7,890,461
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,563,581
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2016-12-31$0
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2016-12-31$0
Investment advisory and management fees2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$2,732,605
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,129,230
Value of interest in pooled separate accounts at end of year2016-12-31$2,280,478
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,108,010
Interest on participant loans2016-12-31$2,545
Income. Interest from loans (other than to participants)2016-12-31$0
Interest earned on other investments2016-12-31$0
Income. Interest from US Government securities2016-12-31$0
Income. Interest from corporate debt instruments2016-12-31$0
Value of interest in common/collective trusts at end of year2016-12-31$2,785,543
Value of interest in common/collective trusts at beginning of year2016-12-31$275,808
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$219,183
Net investment gain/loss from pooled separate accounts2016-12-31$429,887
Net investment gain or loss from common/collective trusts2016-12-31$272,627
Net gain/loss from 103.12 investment entities2016-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$128,082
Employer contributions (assets) at end of year2016-12-31$4,848
Employer contributions (assets) at beginning of year2016-12-31$2,273
Income. Dividends from preferred stock2016-12-31$0
Income. Dividends from common stock2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,088,679
Contract administrator fees2016-12-31$33,481
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$0
Aggregate carrying amount (costs) on sale of assets2016-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$0
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 name2016-12-31BDO USA, LLP
Accountancy firm EIN2016-12-31135381590

Form 5500 Responses for CORPORATE TRAVEL MANAGEMENT NORTH AMERICA INC. 401(K) SAVINGS AND RETIREMENT PLAN

2021: CORPORATE TRAVEL MANAGEMENT NORTH AMERICA INC. 401(K) SAVINGS AND 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 filingYes
2021-01-01This return/report is a short plan year return/report (less than 12 months)Yes
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: CORPORATE TRAVEL MANAGEMENT NORTH AMERICA INC. 401(K) SAVINGS AND RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedYes
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: CORPORATE TRAVEL MANAGEMENT NORTH AMERICA INC. 401(K) SAVINGS AND 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: CORPORATE TRAVEL MANAGEMENT NORTH AMERICA INC. 401(K) SAVINGS AND 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: CORPORATE TRAVEL MANAGEMENT NORTH AMERICA INC. 401(K) SAVINGS AND 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: CORPORATE TRAVEL MANAGEMENT NORTH AMERICA INC. 401(K) SAVINGS AND RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
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

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 62510
Policy instance 1
Insurance contract or identification numberMR 62510
Number of Individuals Covered0
Insurance policy start date2021-01-01
Insurance policy end date2021-09-01
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 62510
Policy instance 1
Insurance contract or identification numberMR 62510
Number of Individuals Covered611
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 62510
Policy instance 1
Insurance contract or identification numberMR 62510
Number of Individuals Covered815
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 62510
Policy instance 1
Insurance contract or identification numberMR 62510
Number of Individuals Covered815
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 62510
Policy instance 1
Insurance contract or identification numberMR 62510
Number of Individuals Covered749
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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