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MEYER -HESTAN 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameMEYER -HESTAN 401(K) RETIREMENT PLAN
Plan identification number 001

MEYER -HESTAN 401(K) 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) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MEYER CORPORATION US has sponsored the creation of one or more 401k plans.

Company Name:MEYER CORPORATION US
Employer identification number (EIN):510257175
NAIC Classification:333310

Additional information about MEYER CORPORATION US

Jurisdiction of Incorporation: Colorado Department of State
Incorporation Date: 2005-06-22
Company Identification Number: 20051242607
Legal Registered Office Address: 20755 E Bellewood Pl

Aurora
United States of America (USA)
80015

More information about MEYER CORPORATION US

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MEYER -HESTAN 401(K) RETIREMENT 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
0012020-01-01
0012019-01-01
0012018-01-01JENNIFER A BLEDSOE JENNIFER A BLEDSOE2019-07-17
0012017-01-01JENNIFER BLEDSOE JENNIFER BLEDSOE2018-06-29
0012016-01-01JENNIFER A. BLEDSOE JENNIFER A. BLEDSOE2017-07-14
0012015-01-01JENNIFER A. BLEDSOE JENNIFER A. BLEDSOE2016-07-20
0012014-01-01JENNIFER A. BLEDSOE JENNIFER A. BLEDSOE2015-07-07
0012013-01-01JENNIFER BLEDSOE JENNIFER BLEDSOE2014-06-23
0012012-01-01JENNIFER BLEDSOE JENNIFER BLEDSOE2013-07-03
0012011-01-01JENNIFER BLEDSOE
0012009-01-01JENNIFER BLEDSOE JENNIFER BLEDSOE2010-07-13

Plan Statistics for MEYER -HESTAN 401(K) RETIREMENT PLAN

401k plan membership statisitcs for MEYER -HESTAN 401(K) RETIREMENT PLAN

Measure Date Value
2022: MEYER -HESTAN 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01688
Total number of active participants reported on line 7a of the Form 55002022-01-01398
Number of retired or separated participants receiving benefits2022-01-014
Number of other retired or separated participants entitled to future benefits2022-01-01257
Total of all active and inactive participants2022-01-01659
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01660
Number of participants with account balances2022-01-01636
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0123
2021: MEYER -HESTAN 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01658
Total number of active participants reported on line 7a of the Form 55002021-01-01416
Number of retired or separated participants receiving benefits2021-01-014
Number of other retired or separated participants entitled to future benefits2021-01-01240
Total of all active and inactive participants2021-01-01660
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01661
Number of participants with account balances2021-01-01637
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0118
2020: MEYER -HESTAN 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01732
Total number of active participants reported on line 7a of the Form 55002020-01-01425
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-01221
Total of all active and inactive participants2020-01-01648
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01648
Number of participants with account balances2020-01-01617
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0127
2019: MEYER -HESTAN 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01732
Total number of active participants reported on line 7a of the Form 55002019-01-01511
Number of retired or separated participants receiving benefits2019-01-013
Number of other retired or separated participants entitled to future benefits2019-01-01208
Total of all active and inactive participants2019-01-01722
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01722
Number of participants with account balances2019-01-01684
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0133
2018: MEYER -HESTAN 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01665
Total number of active participants reported on line 7a of the Form 55002018-01-01519
Number of retired or separated participants receiving benefits2018-01-014
Number of other retired or separated participants entitled to future benefits2018-01-01156
Total of all active and inactive participants2018-01-01679
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01680
Number of participants with account balances2018-01-01635
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0118
2017: MEYER -HESTAN 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01632
Total number of active participants reported on line 7a of the Form 55002017-01-01487
Number of retired or separated participants receiving benefits2017-01-013
Number of other retired or separated participants entitled to future benefits2017-01-01160
Total of all active and inactive participants2017-01-01650
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-01652
Number of participants with account balances2017-01-01617
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0124
2016: MEYER -HESTAN 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01552
Total number of active participants reported on line 7a of the Form 55002016-01-01507
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-0199
Total of all active and inactive participants2016-01-01608
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01609
Number of participants with account balances2016-01-01575
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0114
2015: MEYER -HESTAN 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01525
Total number of active participants reported on line 7a of the Form 55002015-01-01431
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-0196
Total of all active and inactive participants2015-01-01528
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01528
Number of participants with account balances2015-01-01507
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0113
2014: MEYER -HESTAN 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01501
Total number of active participants reported on line 7a of the Form 55002014-01-01412
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-0193
Total of all active and inactive participants2014-01-01506
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01506
Number of participants with account balances2014-01-01481
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0112
2013: MEYER -HESTAN 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01454
Total number of active participants reported on line 7a of the Form 55002013-01-01413
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-0172
Total of all active and inactive participants2013-01-01486
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01486
Number of participants with account balances2013-01-01454
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-014
2012: MEYER -HESTAN 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01439
Total number of active participants reported on line 7a of the Form 55002012-01-01386
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0159
Total of all active and inactive participants2012-01-01445
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01445
Number of participants with account balances2012-01-01422
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0112
2011: MEYER -HESTAN 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01419
Total number of active participants reported on line 7a of the Form 55002011-01-01356
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0155
Total of all active and inactive participants2011-01-01411
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01411
Number of participants with account balances2011-01-01382
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-016
2009: MEYER -HESTAN 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01385
Total number of active participants reported on line 7a of the Form 55002009-01-01352
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0135
Total of all active and inactive participants2009-01-01387
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01387
Number of participants with account balances2009-01-01333
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0111

Financial Data on MEYER -HESTAN 401(K) RETIREMENT PLAN

Measure Date Value
2022 : MEYER -HESTAN 401(K) RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-8,780,247
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$7,448,315
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$7,421,422
Expenses. Certain deemed distributions of participant loans2022-12-31$8,064
Value of total corrective distributions2022-12-31$1,459
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$5,049,221
Value of total assets at end of year2022-12-31$59,735,927
Value of total assets at beginning of year2022-12-31$75,964,489
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$17,370
Total interest from all sources2022-12-31$143,888
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$2,876,629
Participant contributions at end of year2022-12-31$830,993
Participant contributions at beginning of year2022-12-31$977,762
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$252,365
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-16,228,562
Value of net assets at end of year (total assets less liabilities)2022-12-31$59,735,927
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$75,964,489
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in pooled separate accounts at end of year2022-12-31$54,599,928
Value of interest in pooled separate accounts at beginning of year2022-12-31$71,283,594
Interest on participant loans2022-12-31$53,011
Interest earned on other investments2022-12-31$90,877
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$4,305,006
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$3,703,133
Net investment gain/loss from pooled separate accounts2022-12-31$-13,973,356
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,920,227
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$7,421,422
Contract administrator fees2022-12-31$17,370
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 name2022-12-31SENSIBA LLP
Accountancy firm EIN2022-12-31942370906
2021 : MEYER -HESTAN 401(K) RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$17,040,984
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$13,506,265
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$13,478,024
Expenses. Certain deemed distributions of participant loans2021-12-31$2,158
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$5,840,198
Value of total assets at end of year2021-12-31$75,964,489
Value of total assets at beginning of year2021-12-31$72,429,770
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$26,083
Total interest from all sources2021-12-31$145,242
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
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$2,891,321
Participant contributions at end of year2021-12-31$977,762
Participant contributions at beginning of year2021-12-31$918,794
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,133,190
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$3,534,719
Value of net assets at end of year (total assets less liabilities)2021-12-31$75,964,489
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$72,429,770
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in pooled separate accounts at end of year2021-12-31$71,283,594
Value of interest in pooled separate accounts at beginning of year2021-12-31$67,845,684
Interest on participant loans2021-12-31$57,299
Interest earned on other investments2021-12-31$87,943
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$3,703,133
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$3,665,292
Net investment gain/loss from pooled separate accounts2021-12-31$11,055,544
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,815,687
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$13,478,024
Contract administrator fees2021-12-31$26,083
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 name2021-12-31SENSIBA SAN FILIPPO LLP
Accountancy firm EIN2021-12-31942370906
2020 : MEYER -HESTAN 401(K) 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$15,621,023
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$12,786,315
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$12,762,472
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$5,353,635
Value of total assets at end of year2020-12-31$72,429,770
Value of total assets at beginning of year2020-12-31$69,595,062
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$23,843
Total interest from all sources2020-12-31$169,086
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
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$2,804,437
Participant contributions at end of year2020-12-31$918,794
Participant contributions at beginning of year2020-12-31$995,076
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$651,710
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$2,834,708
Value of net assets at end of year (total assets less liabilities)2020-12-31$72,429,770
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$69,595,062
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$67,845,684
Value of interest in pooled separate accounts at beginning of year2020-12-31$65,237,836
Interest on participant loans2020-12-31$65,290
Interest earned on other investments2020-12-31$103,796
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$3,665,292
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$3,362,150
Net investment gain/loss from pooled separate accounts2020-12-31$10,098,302
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$1,897,488
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$12,762,472
Contract administrator fees2020-12-31$23,843
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 name2020-12-31SENSIBA SAN FILIPPO LLP
Accountancy firm EIN2020-12-31942370906
2019 : MEYER -HESTAN 401(K) 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$18,727,181
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,687,671
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,655,451
Expenses. Certain deemed distributions of participant loans2019-12-31$17,881
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$5,971,359
Value of total assets at end of year2019-12-31$69,595,062
Value of total assets at beginning of year2019-12-31$53,555,552
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$14,339
Total interest from all sources2019-12-31$155,335
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$3,240,823
Participant contributions at end of year2019-12-31$995,076
Participant contributions at beginning of year2019-12-31$747,707
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$671,870
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$16,039,510
Value of net assets at end of year (total assets less liabilities)2019-12-31$69,595,062
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$53,555,552
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$65,237,836
Value of interest in pooled separate accounts at beginning of year2019-12-31$49,680,666
Interest on participant loans2019-12-31$58,969
Interest earned on other investments2019-12-31$96,366
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$3,362,150
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$3,127,179
Net investment gain/loss from pooled separate accounts2019-12-31$12,600,487
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$2,058,666
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,655,451
Contract administrator fees2019-12-31$14,339
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 name2019-12-31SENSIBA SAN FILIPPO LLP
Accountancy firm EIN2019-12-31942370906
2018 : MEYER -HESTAN 401(K) 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$1,890,397
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$4,527,732
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$4,507,580
Expenses. Certain deemed distributions of participant loans2018-12-31$3,153
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$5,034,702
Value of total assets at end of year2018-12-31$53,555,552
Value of total assets at beginning of year2018-12-31$56,192,887
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$16,999
Total interest from all sources2018-12-31$139,497
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
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$3,072,413
Participant contributions at end of year2018-12-31$747,707
Participant contributions at beginning of year2018-12-31$976,402
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$496,779
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,637,335
Value of net assets at end of year (total assets less liabilities)2018-12-31$53,555,552
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$56,192,887
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$49,680,666
Value of interest in pooled separate accounts at beginning of year2018-12-31$52,239,297
Interest on participant loans2018-12-31$50,539
Interest earned on other investments2018-12-31$88,958
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$3,127,179
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$2,977,188
Net investment gain/loss from pooled separate accounts2018-12-31$-3,283,802
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$1,465,510
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$4,507,580
Contract administrator fees2018-12-31$16,999
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 name2018-12-31SENSIBA SAN FILIPPO LLP
Accountancy firm EIN2018-12-31942370906
2017 : MEYER -HESTAN 401(K) RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$12,871,515
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,732,075
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,706,165
Expenses. Certain deemed distributions of participant loans2017-12-31$13,565
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$5,238,962
Value of total assets at end of year2017-12-31$56,192,887
Value of total assets at beginning of year2017-12-31$46,053,447
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$12,345
Total interest from all sources2017-12-31$137,099
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
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$3,021,177
Participant contributions at end of year2017-12-31$976,402
Participant contributions at beginning of year2017-12-31$1,121,049
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$171,565
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$10,139,440
Value of net assets at end of year (total assets less liabilities)2017-12-31$56,192,887
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$46,053,447
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$52,239,297
Value of interest in pooled separate accounts at beginning of year2017-12-31$42,806,568
Interest on participant loans2017-12-31$57,045
Interest earned on other investments2017-12-31$80,054
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$2,977,188
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$2,125,830
Net investment gain/loss from pooled separate accounts2017-12-31$7,495,454
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$2,046,220
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,706,165
Contract administrator fees2017-12-31$12,345
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 name2017-12-31SENSIBA SAN FILIPPO LLP
Accountancy firm EIN2017-12-31942370906
2016 : MEYER -HESTAN 401(K) RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$7,633,071
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$3,596,964
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,581,321
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,718,150
Value of total assets at end of year2016-12-31$46,053,447
Value of total assets at beginning of year2016-12-31$42,017,340
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$15,643
Total interest from all sources2016-12-31$124,016
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,500,000
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$2,720,972
Participant contributions at end of year2016-12-31$1,121,049
Participant contributions at beginning of year2016-12-31$1,115,913
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$155,707
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$4,036,107
Value of net assets at end of year (total assets less liabilities)2016-12-31$46,053,447
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$42,017,340
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$42,806,568
Value of interest in pooled separate accounts at beginning of year2016-12-31$38,985,501
Interest on participant loans2016-12-31$61,078
Interest earned on other investments2016-12-31$62,938
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$2,125,830
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,915,926
Net investment gain/loss from pooled separate accounts2016-12-31$2,790,905
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$1,841,471
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,581,321
Contract administrator fees2016-12-31$15,643
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 name2016-12-31SENSIBA SAN FILIPPO LLP
Accountancy firm EIN2016-12-31942370906
2015 : MEYER -HESTAN 401(K) RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$3,952,933
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$3,408,934
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,399,455
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$4,222,601
Value of total assets at end of year2015-12-31$42,017,340
Value of total assets at beginning of year2015-12-31$41,473,341
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$9,479
Total interest from all sources2015-12-31$117,495
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,500,000
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$2,417,034
Participant contributions at end of year2015-12-31$1,115,913
Participant contributions at beginning of year2015-12-31$1,145,753
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$171,347
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$543,999
Value of net assets at end of year (total assets less liabilities)2015-12-31$42,017,340
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$41,473,341
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$38,985,501
Value of interest in pooled separate accounts at beginning of year2015-12-31$38,491,399
Interest on participant loans2015-12-31$62,481
Interest earned on other investments2015-12-31$55,014
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,915,926
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,836,189
Net investment gain/loss from pooled separate accounts2015-12-31$-387,163
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,634,220
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,399,455
Contract administrator fees2015-12-31$9,479
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 name2015-12-31SENSIBA SAN FILIPPO LLP
Accountancy firm EIN2015-12-31942370906
2014 : MEYER -HESTAN 401(K) RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$6,911,450
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,301,626
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,293,852
Expenses. Certain deemed distributions of participant loans2014-12-31$2,265
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$4,381,901
Value of total assets at end of year2014-12-31$41,473,341
Value of total assets at beginning of year2014-12-31$36,863,517
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$5,509
Total interest from all sources2014-12-31$117,006
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$750,000
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$2,320,503
Participant contributions at end of year2014-12-31$1,145,753
Participant contributions at beginning of year2014-12-31$1,064,861
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$517,511
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$4,609,824
Value of net assets at end of year (total assets less liabilities)2014-12-31$41,473,341
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$36,863,517
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$38,491,399
Value of interest in pooled separate accounts at beginning of year2014-12-31$34,521,552
Interest on participant loans2014-12-31$64,449
Interest earned on other investments2014-12-31$52,557
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,836,189
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,277,104
Net investment gain/loss from pooled separate accounts2014-12-31$2,412,543
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$1,543,887
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,293,852
Contract administrator fees2014-12-31$5,509
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
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 name2014-12-31SENSIBA SAN FILIPPO LLP
Accountancy firm EIN2014-12-31942370906
2013 : MEYER -HESTAN 401(K) RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$9,718,533
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$874,391
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$858,769
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,457,674
Value of total assets at end of year2013-12-31$36,863,517
Value of total assets at beginning of year2013-12-31$28,019,375
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$15,622
Total interest from all sources2013-12-31$105,080
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
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$750,000
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$2,019,923
Participant contributions at end of year2013-12-31$1,064,861
Participant contributions at beginning of year2013-12-31$1,082,910
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$39,378
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$8,844,142
Value of net assets at end of year (total assets less liabilities)2013-12-31$36,863,517
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$28,019,375
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$34,521,552
Value of interest in pooled separate accounts at beginning of year2013-12-31$25,839,633
Interest on participant loans2013-12-31$68,586
Interest earned on other investments2013-12-31$36,494
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,277,104
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,096,832
Net investment gain/loss from pooled separate accounts2013-12-31$6,155,779
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$1,398,373
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$858,769
Contract administrator fees2013-12-31$15,622
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
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 name2013-12-31SENSIBA SAN FILIPPO LLP
Accountancy firm EIN2013-12-31942370906
2012 : MEYER -HESTAN 401(K) RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$6,216,949
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$923,963
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$919,672
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,249,914
Value of total assets at end of year2012-12-31$28,019,375
Value of total assets at beginning of year2012-12-31$22,726,389
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$4,291
Total interest from all sources2012-12-31$108,441
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$1,793,709
Participant contributions at end of year2012-12-31$1,082,910
Participant contributions at beginning of year2012-12-31$1,138,466
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$177,045
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$5,292,986
Value of net assets at end of year (total assets less liabilities)2012-12-31$28,019,375
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$22,726,389
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$25,839,633
Value of interest in pooled separate accounts at beginning of year2012-12-31$20,712,184
Interest on participant loans2012-12-31$72,697
Interest earned on other investments2012-12-31$35,744
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,096,832
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$875,739
Net investment gain/loss from pooled separate accounts2012-12-31$2,858,594
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$1,279,160
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$919,672
Contract administrator fees2012-12-31$4,291
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 name2012-12-31SENSIBA SAN FILIPPO LLP
Accountancy firm EIN2012-12-31942370906
2011 : MEYER -HESTAN 401(K) RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$2,408,046
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,375,850
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,369,429
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,048,712
Value of total assets at end of year2011-12-31$22,726,389
Value of total assets at beginning of year2011-12-31$21,694,193
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$6,421
Total interest from all sources2011-12-31$105,617
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$1,627,104
Participant contributions at end of year2011-12-31$1,138,466
Participant contributions at beginning of year2011-12-31$1,084,021
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$287,387
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$1,032,196
Value of net assets at end of year (total assets less liabilities)2011-12-31$22,726,389
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$21,694,193
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$20,712,184
Value of interest in pooled separate accounts at beginning of year2011-12-31$19,776,689
Interest on participant loans2011-12-31$73,649
Interest earned on other investments2011-12-31$31,968
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$875,739
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$833,483
Net investment gain/loss from pooled separate accounts2011-12-31$-746,283
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$1,134,221
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,369,429
Contract administrator fees2011-12-31$6,421
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 name2011-12-31SENSIBA SAN FILIPPO, LLP
Accountancy firm EIN2011-12-31942370906
2010 : MEYER -HESTAN 401(K) RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$5,162,139
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$316,916
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$308,876
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,675,362
Value of total assets at end of year2010-12-31$21,694,193
Value of total assets at beginning of year2010-12-31$16,848,970
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$8,040
Total interest from all sources2010-12-31$96,454
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$1,000,000
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$1,525,654
Participant contributions at end of year2010-12-31$1,084,021
Participant contributions at beginning of year2010-12-31$801,844
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$106,157
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$4,845,223
Value of net assets at end of year (total assets less liabilities)2010-12-31$21,694,193
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$16,848,970
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$19,776,689
Value of interest in pooled separate accounts at beginning of year2010-12-31$15,308,289
Interest on participant loans2010-12-31$62,229
Interest earned on other investments2010-12-31$34,225
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$833,483
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$738,837
Net investment gain/loss from pooled separate accounts2010-12-31$2,390,323
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$1,043,551
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$308,876
Contract administrator fees2010-12-31$8,040
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 name2010-12-31SENSIBA SAN FILIPPO, LLP
Accountancy firm EIN2010-12-31942370906
2009 : MEYER -HESTAN 401(K) RETIREMENT 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 MEYER -HESTAN 401(K) RETIREMENT PLAN

2022: MEYER -HESTAN 401(K) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulitple employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MEYER -HESTAN 401(K) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulitple employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MEYER -HESTAN 401(K) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulitple employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MEYER -HESTAN 401(K) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulitple 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: MEYER -HESTAN 401(K) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulitple 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: MEYER -HESTAN 401(K) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulitple 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: MEYER -HESTAN 401(K) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulitple employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MEYER -HESTAN 401(K) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulitple employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MEYER -HESTAN 401(K) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulitple employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MEYER -HESTAN 401(K) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulitple employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MEYER -HESTAN 401(K) RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulitple 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: MEYER -HESTAN 401(K) RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: MEYER -HESTAN 401(K) RETIREMENT 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

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number061225
Policy instance 1
Insurance contract or identification number061225
Number of Individuals Covered660
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $44,354
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
Commission paid to Insurance BrokerUSD $16,463
Insurance broker organization code?3
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number061225
Policy instance 1
Insurance contract or identification number061225
Number of Individuals Covered661
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $51,356
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
Commission paid to Insurance BrokerUSD $41,085
Insurance broker organization code?3
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number061225
Policy instance 1
Insurance contract or identification number061225
Number of Individuals Covered648
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $48,717
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
Commission paid to Insurance BrokerUSD $38,974
Insurance broker organization code?3
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number061225
Policy instance 1
Insurance contract or identification number061225
Number of Individuals Covered722
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $48,080
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
Commission paid to Insurance BrokerUSD $38,464
Insurance broker organization code?3
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number061225
Policy instance 1
Insurance contract or identification number061225
Number of Individuals Covered680
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $46,177
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
Commission paid to Insurance BrokerUSD $36,941
Insurance broker organization code?3
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number061225
Policy instance 1
Insurance contract or identification number061225
Number of Individuals Covered652
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $44,150
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 BenefitYes
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
Commission paid to Insurance BrokerUSD $35,320
Insurance broker organization code?3
Insurance broker nameMICHAEL A SCHMITZ

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