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MIDWEST ATC SERVICE, INC. 401(K) & PENSION PLAN 401k Plan overview

Plan NameMIDWEST ATC SERVICE, INC. 401(K) & PENSION PLAN
Plan identification number 001

MIDWEST ATC SERVICE, INC. 401(K) & PENSION PLAN Benefits

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

401k Sponsoring company profile

MIDWEST AIR TRAFFIC CONTROL SERVICE, INC. has sponsored the creation of one or more 401k plans.

Company Name:MIDWEST AIR TRAFFIC CONTROL SERVICE, INC.
Employer identification number (EIN):480872931
NAIC Classification:488100
NAIC Description: Support Activities for Air Transportation

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MIDWEST ATC SERVICE, INC. 401(K) & PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01DEANNA M DRESEL
0012017-01-01DEANNA M DRESEL
0012016-01-01DEANNA DRESEL
0012015-01-01AMANDA DESMARTEAU
0012014-01-01GREG SCHOOFS
0012013-01-01GREG SCHOOFS
0012012-01-01GREG SCHOOFS
0012011-01-01GREG SCHOOFS
0012010-01-01GREG SCHOOFS
0012009-01-01GREG SCHOOFS

Plan Statistics for MIDWEST ATC SERVICE, INC. 401(K) & PENSION PLAN

401k plan membership statisitcs for MIDWEST ATC SERVICE, INC. 401(K) & PENSION PLAN

Measure Date Value
2022: MIDWEST ATC SERVICE, INC. 401(K) & PENSION PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01924
Total number of active participants reported on line 7a of the Form 55002022-01-01532
Number of retired or separated participants receiving benefits2022-01-0111
Number of other retired or separated participants entitled to future benefits2022-01-01510
Total of all active and inactive participants2022-01-011,053
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-015
Total participants2022-01-011,058
Number of participants with account balances2022-01-011,056
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: MIDWEST ATC SERVICE, INC. 401(K) & PENSION PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01971
Total number of active participants reported on line 7a of the Form 55002021-01-01520
Number of retired or separated participants receiving benefits2021-01-0111
Number of other retired or separated participants entitled to future benefits2021-01-01388
Total of all active and inactive participants2021-01-01919
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-015
Total participants2021-01-01924
Number of participants with account balances2021-01-01924
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: MIDWEST ATC SERVICE, INC. 401(K) & PENSION PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,002
Total number of active participants reported on line 7a of the Form 55002020-01-01553
Number of retired or separated participants receiving benefits2020-01-015
Number of other retired or separated participants entitled to future benefits2020-01-01407
Total of all active and inactive participants2020-01-01965
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-016
Total participants2020-01-01971
Number of participants with account balances2020-01-01932
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: MIDWEST ATC SERVICE, INC. 401(K) & PENSION PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01971
Total number of active participants reported on line 7a of the Form 55002019-01-01626
Number of retired or separated participants receiving benefits2019-01-0115
Number of other retired or separated participants entitled to future benefits2019-01-01359
Total of all active and inactive participants2019-01-011,000
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-011,002
Number of participants with account balances2019-01-01893
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: MIDWEST ATC SERVICE, INC. 401(K) & PENSION PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01975
Total number of active participants reported on line 7a of the Form 55002018-01-01638
Number of retired or separated participants receiving benefits2018-01-0117
Number of other retired or separated participants entitled to future benefits2018-01-01314
Total of all active and inactive participants2018-01-01969
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01970
Number of participants with account balances2018-01-01861
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: MIDWEST ATC SERVICE, INC. 401(K) & PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01898
Total number of active participants reported on line 7a of the Form 55002017-01-01639
Number of retired or separated participants receiving benefits2017-01-0114
Number of other retired or separated participants entitled to future benefits2017-01-01274
Total of all active and inactive participants2017-01-01927
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01927
Number of participants with account balances2017-01-01808
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: MIDWEST ATC SERVICE, INC. 401(K) & PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01859
Total number of active participants reported on line 7a of the Form 55002016-01-01647
Number of other retired or separated participants entitled to future benefits2016-01-01251
Total of all active and inactive participants2016-01-01898
Total participants2016-01-01898
Number of participants with account balances2016-01-01786
2015: MIDWEST ATC SERVICE, INC. 401(K) & PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01909
Total number of active participants reported on line 7a of the Form 55002015-01-01591
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01268
Total of all active and inactive participants2015-01-01859
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01859
Number of participants with account balances2015-01-01785
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: MIDWEST ATC SERVICE, INC. 401(K) & PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01855
Total number of active participants reported on line 7a of the Form 55002014-01-01672
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01237
Total of all active and inactive participants2014-01-01909
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01909
Number of participants with account balances2014-01-01753
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: MIDWEST ATC SERVICE, INC. 401(K) & PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01927
Total number of active participants reported on line 7a of the Form 55002013-01-01610
Number of retired or separated participants receiving benefits2013-01-016
Number of other retired or separated participants entitled to future benefits2013-01-01239
Total of all active and inactive participants2013-01-01855
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01855
Number of participants with account balances2013-01-01740
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: MIDWEST ATC SERVICE, INC. 401(K) & PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01890
Total number of active participants reported on line 7a of the Form 55002012-01-01708
Number of retired or separated participants receiving benefits2012-01-015
Number of other retired or separated participants entitled to future benefits2012-01-01213
Total of all active and inactive participants2012-01-01926
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01927
Number of participants with account balances2012-01-01725
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: MIDWEST ATC SERVICE, INC. 401(K) & PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,009
Total number of active participants reported on line 7a of the Form 55002011-01-01649
Number of retired or separated participants receiving benefits2011-01-018
Number of other retired or separated participants entitled to future benefits2011-01-01233
Total of all active and inactive participants2011-01-01890
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01890
Number of participants with account balances2011-01-01719
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: MIDWEST ATC SERVICE, INC. 401(K) & PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01911
Total number of active participants reported on line 7a of the Form 55002010-01-01773
Number of retired or separated participants receiving benefits2010-01-018
Number of other retired or separated participants entitled to future benefits2010-01-01227
Total of all active and inactive participants2010-01-011,008
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-011,009
Number of participants with account balances2010-01-01700
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: MIDWEST ATC SERVICE, INC. 401(K) & PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01907
Total number of active participants reported on line 7a of the Form 55002009-01-01686
Number of retired or separated participants receiving benefits2009-01-016
Number of other retired or separated participants entitled to future benefits2009-01-01218
Total of all active and inactive participants2009-01-01910
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01911
Number of participants with account balances2009-01-01666
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on MIDWEST ATC SERVICE, INC. 401(K) & PENSION PLAN

Measure Date Value
2022 : MIDWEST ATC SERVICE, INC. 401(K) & PENSION PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-5,862,705
Total of all expenses incurred2022-12-31$9,028,157
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$9,008,071
Expenses. Certain deemed distributions of participant loans2022-12-31$-38,630
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$5,614,657
Value of total assets at end of year2022-12-31$49,761,586
Value of total assets at beginning of year2022-12-31$64,652,448
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$58,716
Total interest from all sources2022-12-31$208,507
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$26,198
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$1,992,079
Participant contributions at end of year2022-12-31$1,351,366
Participant contributions at beginning of year2022-12-31$1,483,959
Participant contributions at end of year2022-12-31$64,604
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$436,360
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$883
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$1,750
Administrative expenses (other) incurred2022-12-31$22,051
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-14,890,862
Value of net assets at end of year (total assets less liabilities)2022-12-31$49,761,586
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$64,652,448
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
Investment advisory and management fees2022-12-31$10,467
Value of interest in pooled separate accounts at end of year2022-12-31$38,594,517
Value of interest in pooled separate accounts at beginning of year2022-12-31$54,073,825
Interest on participant loans2022-12-31$65,663
Interest earned on other investments2022-12-31$142,844
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$9,509,021
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$8,856,071
Net investment gain/loss from pooled separate accounts2022-12-31$-11,685,869
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$3,186,218
Employer contributions (assets) at end of year2022-12-31$241,195
Employer contributions (assets) at beginning of year2022-12-31$236,843
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$9,008,071
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
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 name2022-12-31HOOD & ASSOCIATES CPA'S
Accountancy firm EIN2022-12-31731432162
2021 : MIDWEST ATC SERVICE, INC. 401(K) & PENSION PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$10,198,124
Total of all expenses incurred2021-12-31$9,300,428
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$9,145,712
Expenses. Certain deemed distributions of participant loans2021-12-31$71,620
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$5,250,169
Value of total assets at end of year2021-12-31$64,652,448
Value of total assets at beginning of year2021-12-31$63,754,752
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$83,096
Total interest from all sources2021-12-31$209,158
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$56,217
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$1,978,837
Participant contributions at end of year2021-12-31$1,483,959
Participant contributions at beginning of year2021-12-31$1,838,460
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$25,845
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$1,750
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$2,871
Administrative expenses (other) incurred2021-12-31$14,190
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$897,696
Value of net assets at end of year (total assets less liabilities)2021-12-31$64,652,448
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$63,754,752
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
Investment advisory and management fees2021-12-31$12,689
Value of interest in pooled separate accounts at end of year2021-12-31$54,073,825
Value of interest in pooled separate accounts at beginning of year2021-12-31$51,744,175
Interest on participant loans2021-12-31$79,434
Interest earned on other investments2021-12-31$129,724
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$8,856,071
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$9,928,606
Net investment gain/loss from pooled separate accounts2021-12-31$4,738,797
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$3,245,487
Employer contributions (assets) at end of year2021-12-31$236,843
Employer contributions (assets) at beginning of year2021-12-31$240,640
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$9,145,712
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
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 name2021-12-31HOOD & ASSOCIATES CPA'S
Accountancy firm EIN2021-12-31731432162
2020 : MIDWEST ATC SERVICE, INC. 401(K) & PENSION PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$15,568,871
Total of all expenses incurred2020-12-31$5,763,843
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$5,677,193
Expenses. Certain deemed distributions of participant loans2020-12-31$48,724
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$5,174,170
Value of total assets at end of year2020-12-31$63,754,752
Value of total assets at beginning of year2020-12-31$53,949,724
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$37,926
Total interest from all sources2020-12-31$248,842
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$12,180
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$1,871,573
Participant contributions at end of year2020-12-31$1,838,460
Participant contributions at beginning of year2020-12-31$1,965,052
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$64,329
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$2,989
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$2,871
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$3,756
Administrative expenses (other) incurred2020-12-31$15,190
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$9,805,028
Value of net assets at end of year (total assets less liabilities)2020-12-31$63,754,752
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$53,949,724
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$10,556
Value of interest in pooled separate accounts at end of year2020-12-31$51,744,175
Value of interest in pooled separate accounts at beginning of year2020-12-31$42,733,176
Interest on participant loans2020-12-31$101,521
Interest earned on other investments2020-12-31$147,321
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$9,928,606
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$8,940,634
Net investment gain/loss from pooled separate accounts2020-12-31$10,145,859
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
Contributions received in cash from employer2020-12-31$3,299,608
Employer contributions (assets) at end of year2020-12-31$240,640
Employer contributions (assets) at beginning of year2020-12-31$242,777
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$5,677,193
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
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 name2020-12-31COCHRAN HEAD VICK & CO, P.C.
Accountancy firm EIN2020-12-31481028532
2019 : MIDWEST ATC SERVICE, INC. 401(K) & PENSION PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$13,558,271
Total of all expenses incurred2019-12-31$6,768,319
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$6,724,088
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$5,160,713
Value of total assets at end of year2019-12-31$53,949,724
Value of total assets at beginning of year2019-12-31$47,159,772
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$44,231
Total interest from all sources2019-12-31$258,721
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$1,885,614
Participant contributions at end of year2019-12-31$1,965,052
Participant contributions at beginning of year2019-12-31$2,093,983
Participant contributions at end of year2019-12-31$64,329
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$107,514
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$3,756
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$528
Administrative expenses (other) incurred2019-12-31$18,205
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$6,789,952
Value of net assets at end of year (total assets less liabilities)2019-12-31$53,949,724
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$47,159,772
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$26,026
Value of interest in pooled separate accounts at end of year2019-12-31$42,733,176
Value of interest in pooled separate accounts at beginning of year2019-12-31$34,955,915
Interest on participant loans2019-12-31$112,167
Interest earned on other investments2019-12-31$146,554
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$8,940,634
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$9,872,578
Net investment gain/loss from pooled separate accounts2019-12-31$8,138,837
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$3,167,585
Employer contributions (assets) at end of year2019-12-31$242,777
Employer contributions (assets) at beginning of year2019-12-31$236,768
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$6,724,088
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
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 name2019-12-31COCHRAN HEAD VICK & CO, P.A.
Accountancy firm EIN2019-12-31481028532
2018 : MIDWEST ATC SERVICE, INC. 401(K) & PENSION PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$3,329,312
Total of all expenses incurred2018-12-31$5,428,852
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$5,394,089
Expenses. Certain deemed distributions of participant loans2018-12-31$53
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$5,645,420
Value of total assets at end of year2018-12-31$47,159,772
Value of total assets at beginning of year2018-12-31$49,259,312
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$34,710
Total interest from all sources2018-12-31$213,514
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$1,933,330
Participant contributions at end of year2018-12-31$2,093,983
Participant contributions at beginning of year2018-12-31$1,890,347
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$366,172
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$528
Other income not declared elsewhere2018-12-31$43,781
Administrative expenses (other) incurred2018-12-31$21,095
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,099,540
Value of net assets at end of year (total assets less liabilities)2018-12-31$47,159,772
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$49,259,312
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$13,615
Value of interest in pooled separate accounts at end of year2018-12-31$34,955,915
Value of interest in pooled separate accounts at beginning of year2018-12-31$39,056,841
Interest on participant loans2018-12-31$98,303
Interest earned on other investments2018-12-31$115,211
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$9,872,578
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$7,860,201
Net investment gain/loss from pooled separate accounts2018-12-31$-2,573,403
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$3,345,918
Employer contributions (assets) at end of year2018-12-31$236,768
Employer contributions (assets) at beginning of year2018-12-31$451,923
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$5,394,089
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
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 name2018-12-31COCHRAN HEAD VICK & CO, P.A.
Accountancy firm EIN2018-12-31481028532
2017 : MIDWEST ATC SERVICE, INC. 401(K) & PENSION PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$10,758,800
Total of all expenses incurred2017-12-31$4,528,997
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,488,168
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$5,282,528
Value of total assets at end of year2017-12-31$49,259,312
Value of total assets at beginning of year2017-12-31$43,029,509
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$40,829
Total interest from all sources2017-12-31$173,956
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 period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,863,821
Participant contributions at end of year2017-12-31$1,890,347
Participant contributions at beginning of year2017-12-31$1,901,120
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$76,192
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$19,145
Administrative expenses (other) incurred2017-12-31$31,968
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$6,229,803
Value of net assets at end of year (total assets less liabilities)2017-12-31$49,259,312
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$43,029,509
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$8,861
Value of interest in pooled separate accounts at end of year2017-12-31$39,056,841
Value of interest in pooled separate accounts at beginning of year2017-12-31$32,175,108
Interest on participant loans2017-12-31$84,812
Interest earned on other investments2017-12-31$89,144
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$7,860,201
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$8,461,842
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$-19,156
Net investment gain/loss from pooled separate accounts2017-12-31$5,321,472
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$3,399,562
Employer contributions (assets) at end of year2017-12-31$451,923
Employer contributions (assets) at beginning of year2017-12-31$415,247
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$4,488,168
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
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 name2017-12-31COCHRAN HEAD VICK & CO, P.A.
Accountancy firm EIN2017-12-31481028532
2016 : MIDWEST ATC SERVICE, INC. 401(K) & PENSION PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$6,885,980
Total of all expenses incurred2016-12-31$3,521,351
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,447,252
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$5,649,262
Value of total assets at end of year2016-12-31$43,029,509
Value of total assets at beginning of year2016-12-31$39,664,880
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$74,099
Total interest from all sources2016-12-31$73,557
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$1,707,179
Participant contributions at end of year2016-12-31$1,901,120
Participant contributions at beginning of year2016-12-31$1,694,595
Participant contributions at end of year2016-12-31$76,192
Participant contributions at beginning of year2016-12-31$58,157
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$586,581
Other income not declared elsewhere2016-12-31$100,269
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$3,364,629
Value of net assets at end of year (total assets less liabilities)2016-12-31$43,029,509
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$39,664,880
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$32,175,108
Value of interest in pooled separate accounts at beginning of year2016-12-31$29,668,522
Interest on participant loans2016-12-31$73,557
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$8,461,842
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$7,831,786
Net investment gain/loss from pooled separate accounts2016-12-31$1,062,892
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$3,355,502
Employer contributions (assets) at end of year2016-12-31$415,247
Employer contributions (assets) at beginning of year2016-12-31$411,820
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,447,252
Contract administrator fees2016-12-31$74,099
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 name2016-12-31COCHRAN HEAD VICK & CO, P.A.
Accountancy firm EIN2016-12-31481028532
2015 : MIDWEST ATC SERVICE, INC. 401(K) & PENSION PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$5,420,849
Total of all expenses incurred2015-12-31$3,241,291
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,169,081
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$5,290,063
Value of total assets at end of year2015-12-31$39,664,880
Value of total assets at beginning of year2015-12-31$37,485,322
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$72,210
Total interest from all sources2015-12-31$65,512
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$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,642,549
Participant contributions at end of year2015-12-31$1,694,595
Participant contributions at beginning of year2015-12-31$1,515,307
Participant contributions at end of year2015-12-31$58,157
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$537,938
Other income not declared elsewhere2015-12-31$100,001
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$2,179,558
Value of net assets at end of year (total assets less liabilities)2015-12-31$39,664,880
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$37,485,322
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$29,668,522
Value of interest in pooled separate accounts at beginning of year2015-12-31$28,064,039
Interest on participant loans2015-12-31$65,512
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$7,831,786
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$7,905,976
Net investment gain/loss from pooled separate accounts2015-12-31$-34,727
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$3,109,576
Employer contributions (assets) at end of year2015-12-31$411,820
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,169,081
Contract administrator fees2015-12-31$72,210
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
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 name2015-12-31COCHRAN HEAD VICK & CO, P.A.
Accountancy firm EIN2015-12-31481028532
2014 : MIDWEST ATC SERVICE, INC. 401(K) & PENSION PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$6,763,102
Total of all expenses incurred2014-12-31$3,798,248
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,714,664
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$4,277,001
Value of total assets at end of year2014-12-31$37,485,322
Value of total assets at beginning of year2014-12-31$34,520,468
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$83,584
Total interest from all sources2014-12-31$53,911
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$500,000
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$1,361,765
Participant contributions at end of year2014-12-31$1,515,307
Participant contributions at beginning of year2014-12-31$1,406,648
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$137,969
Other income not declared elsewhere2014-12-31$109,341
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$2,964,854
Value of net assets at end of year (total assets less liabilities)2014-12-31$37,485,322
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$34,520,468
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$28,064,039
Value of interest in pooled separate accounts at beginning of year2014-12-31$24,708,635
Interest on participant loans2014-12-31$53,911
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$7,905,976
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$8,187,107
Net investment gain/loss from pooled separate accounts2014-12-31$2,322,849
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$2,777,267
Employer contributions (assets) at beginning of year2014-12-31$218,078
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,714,664
Contract administrator fees2014-12-31$83,584
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 name2014-12-31COCHRAN HEAD VICK & CO., P.A.
Accountancy firm EIN2014-12-31481028532
2013 : MIDWEST ATC SERVICE, INC. 401(K) & PENSION PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$9,320,535
Total of all expenses incurred2013-12-31$2,760,855
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,603,342
Expenses. Certain deemed distributions of participant loans2013-12-31$72,242
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,445,023
Value of total assets at end of year2013-12-31$34,520,468
Value of total assets at beginning of year2013-12-31$27,960,788
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$85,271
Total interest from all sources2013-12-31$56,869
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
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$1,431,856
Participant contributions at end of year2013-12-31$1,406,648
Participant contributions at beginning of year2013-12-31$1,206,684
Participant contributions at beginning of year2013-12-31$49,616
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$82,937
Other income not declared elsewhere2013-12-31$112,522
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$6,559,680
Value of net assets at end of year (total assets less liabilities)2013-12-31$34,520,468
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$27,960,788
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$24,708,635
Value of interest in pooled separate accounts at beginning of year2013-12-31$19,056,567
Interest on participant loans2013-12-31$56,869
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$8,187,107
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$7,420,422
Net investment gain/loss from pooled separate accounts2013-12-31$4,706,121
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$2,930,230
Employer contributions (assets) at end of year2013-12-31$218,078
Employer contributions (assets) at beginning of year2013-12-31$227,499
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,603,342
Contract administrator fees2013-12-31$85,271
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 name2013-12-31COCHRAN HEAD VICK & CO., P.A.
Accountancy firm EIN2013-12-31481028532
2012 : MIDWEST ATC SERVICE, INC. 401(K) & PENSION 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$6,894,035
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,994,149
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,877,773
Expenses. Certain deemed distributions of participant loans2012-12-31$44,505
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$4,620,466
Value of total assets at end of year2012-12-31$27,960,788
Value of total assets at beginning of year2012-12-31$23,060,902
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$71,871
Total interest from all sources2012-12-31$43,891
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
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$1,457,858
Participant contributions at end of year2012-12-31$1,206,684
Participant contributions at beginning of year2012-12-31$938,771
Participant contributions at end of year2012-12-31$49,616
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$245,700
Other income not declared elsewhere2012-12-31$121,958
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$4,899,886
Value of net assets at end of year (total assets less liabilities)2012-12-31$27,960,788
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$23,060,902
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$19,056,567
Value of interest in pooled separate accounts at beginning of year2012-12-31$14,894,092
Interest on participant loans2012-12-31$43,891
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$7,420,422
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$7,014,402
Net investment gain/loss from pooled separate accounts2012-12-31$2,107,720
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 contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$2,916,908
Employer contributions (assets) at end of year2012-12-31$227,499
Employer contributions (assets) at beginning of year2012-12-31$213,637
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,877,773
Contract administrator fees2012-12-31$71,871
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
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 name2012-12-31COCHRAN HEAD VICK & CO., P.A.
Accountancy firm EIN2012-12-31481028532
2011 : MIDWEST ATC SERVICE, INC. 401(K) & PENSION 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$4,106,986
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,983,529
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,838,459
Expenses. Certain deemed distributions of participant loans2011-12-31$23,007
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$4,378,710
Value of total assets at end of year2011-12-31$23,060,902
Value of total assets at beginning of year2011-12-31$20,937,445
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$122,063
Total interest from all sources2011-12-31$34,707
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,581,060
Participant contributions at end of year2011-12-31$938,771
Participant contributions at beginning of year2011-12-31$596,855
Participant contributions at beginning of year2011-12-31$48,229
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$6,722
Other income not declared elsewhere2011-12-31$155,836
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$2,123,457
Value of net assets at end of year (total assets less liabilities)2011-12-31$23,060,902
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$20,937,445
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$14,894,092
Value of interest in pooled separate accounts at beginning of year2011-12-31$14,133,089
Interest on participant loans2011-12-31$34,707
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$7,014,402
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$5,945,633
Net investment gain/loss from pooled separate accounts2011-12-31$-462,267
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$2,790,928
Employer contributions (assets) at end of year2011-12-31$213,637
Employer contributions (assets) at beginning of year2011-12-31$213,639
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,838,459
Contract administrator fees2011-12-31$122,063
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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 name2011-12-31COCHRAN HEAD VICK & CO., P.C.
Accountancy firm EIN2011-12-31481028532
2010 : MIDWEST ATC SERVICE, INC. 401(K) & PENSION 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$6,341,914
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,148,518
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,024,606
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$4,248,161
Value of total assets at end of year2010-12-31$20,937,445
Value of total assets at beginning of year2010-12-31$15,744,049
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$123,912
Total interest from all sources2010-12-31$17,218
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,534,229
Participant contributions at end of year2010-12-31$596,855
Participant contributions at beginning of year2010-12-31$121,924
Participant contributions at end of year2010-12-31$48,229
Participant contributions at beginning of year2010-12-31$102,661
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$70,470
Other income not declared elsewhere2010-12-31$143,391
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$5,193,396
Value of net assets at end of year (total assets less liabilities)2010-12-31$20,937,445
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$15,744,049
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$14,133,089
Value of interest in pooled separate accounts at beginning of year2010-12-31$10,466,873
Interest on participant loans2010-12-31$17,218
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$5,945,633
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$4,860,509
Net investment gain/loss from pooled separate accounts2010-12-31$1,933,144
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
Contributions received in cash from employer2010-12-31$2,643,462
Employer contributions (assets) at end of year2010-12-31$213,639
Employer contributions (assets) at beginning of year2010-12-31$192,082
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,024,606
Contract administrator fees2010-12-31$123,912
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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 name2010-12-31COCHRAN HEAD VICK & CO., P.C.
Accountancy firm EIN2010-12-31481028532
2009 : MIDWEST ATC SERVICE, INC. 401(K) & PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for MIDWEST ATC SERVICE, INC. 401(K) & PENSION PLAN

2022: MIDWEST ATC SERVICE, INC. 401(K) & PENSION PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
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: MIDWEST ATC SERVICE, INC. 401(K) & PENSION PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
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: MIDWEST ATC SERVICE, INC. 401(K) & PENSION PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
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: MIDWEST ATC SERVICE, INC. 401(K) & PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
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: MIDWEST ATC SERVICE, INC. 401(K) & PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
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: MIDWEST ATC SERVICE, INC. 401(K) & PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
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: MIDWEST ATC SERVICE, INC. 401(K) & PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
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: MIDWEST ATC SERVICE, INC. 401(K) & PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
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: MIDWEST ATC SERVICE, INC. 401(K) & PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MIDWEST ATC SERVICE, INC. 401(K) & PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MIDWEST ATC SERVICE, INC. 401(K) & PENSION 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: MIDWEST ATC SERVICE, INC. 401(K) & PENSION 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: MIDWEST ATC SERVICE, INC. 401(K) & PENSION PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
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
2009: MIDWEST ATC SERVICE, INC. 401(K) & PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number995088
Policy instance 1
Insurance contract or identification number995088
Number of Individuals Covered1056
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $132,709
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $132,709
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number995088
Policy instance 1
Insurance contract or identification number995088
Number of Individuals Covered924
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $157,665
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $157,665
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number995088
Policy instance 1
Insurance contract or identification number995088
Number of Individuals Covered932
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $131,557
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $131,557
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number995088
Policy instance 1
Insurance contract or identification number995088
Number of Individuals Covered893
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $121,415
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $121,415
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number995088
Policy instance 1
Insurance contract or identification number995088
Number of Individuals Covered861
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $155,372
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $155,372
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number995088
Policy instance 1
Insurance contract or identification number995088
Number of Individuals Covered808
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $154,291
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $154,291
Insurance broker organization code?3
Insurance broker nameBRIAN MCGOLDRICK
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number995088
Policy instance 1
Insurance contract or identification number995088
Number of Individuals Covered785
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $131,280
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $131,280
Insurance broker organization code?3
Insurance broker nameBRIAN MCGOLDRICK
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number995088
Policy instance 1
Insurance contract or identification number995088
Number of Individuals Covered909
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $124,441
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $124,441
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameBRIAN MCGOLDRICK
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number995088
Policy instance 1
Insurance contract or identification number995088
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $118,363
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $118,363
Insurance broker organization code?3
Insurance broker nameBRIAN MCGOLDRICK
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number995088
Policy instance 1
Insurance contract or identification number995088
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $106,786
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $106,786
Insurance broker organization code?3
Insurance broker nameBRIAN MCGOLDRICK
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number995088
Policy instance 1
Insurance contract or identification number995088
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $96,642
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number995088
Policy instance 1
Insurance contract or identification number995088
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $84,704
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $84,704
Insurance broker organization code?3
Insurance broker nameBRIAN MCGOLDRICK

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