MERITO, INC has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
---|
2014: MERITO 401(K) PLAN 2014 401k membership |
---|
Total participants, beginning-of-year | 2014-01-01 | 98 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 46 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 6 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 53 |
Total of all active and inactive participants | 2014-01-01 | 105 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 2 |
Total participants | 2014-01-01 | 107 |
Number of participants with account balances | 2014-01-01 | 107 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 3 |
2013: MERITO 401(K) PLAN 2013 401k membership |
---|
Total participants, beginning-of-year | 2013-01-01 | 112 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 70 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 49 |
Total of all active and inactive participants | 2013-01-01 | 123 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 1 |
Total participants | 2013-01-01 | 124 |
Number of participants with account balances | 2013-01-01 | 123 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: MERITO 401(K) PLAN 2012 401k membership |
---|
Total participants, beginning-of-year | 2012-01-01 | 100 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 60 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 50 |
Total of all active and inactive participants | 2012-01-01 | 112 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 1 |
Total participants | 2012-01-01 | 113 |
Number of participants with account balances | 2012-01-01 | 63 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 2 |
2011: MERITO 401(K) PLAN 2011 401k membership |
---|
Total participants, beginning-of-year | 2011-01-01 | 107 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 53 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 54 |
Total of all active and inactive participants | 2011-01-01 | 107 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 107 |
Number of participants with account balances | 2011-01-01 | 107 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2009: MERITO 401(K) PLAN 2009 401k membership |
---|
Total participants, beginning-of-year | 2009-01-01 | 123 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 34 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 85 |
Total of all active and inactive participants | 2009-01-01 | 119 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 1 |
Total participants | 2009-01-01 | 120 |
Number of participants with account balances | 2009-01-01 | 120 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 9 |
Measure | Date | Value |
---|
2014 : MERITO 401(K) PLAN 2014 401k financial data |
---|
Transfers to/from the plan | 2014-12-31 | $94 |
Total income from all sources | 2014-12-31 | $694,938 |
Expenses. Total of all expenses incurred | 2014-12-31 | $707,359 |
Benefits paid (including direct rollovers) | 2014-12-31 | $707,009 |
Total plan assets at end of year | 2014-12-31 | $5,740,003 |
Total plan assets at beginning of year | 2014-12-31 | $5,752,330 |
Value of fidelity bond covering the plan | 2014-12-31 | $450,000 |
Total contributions received or receivable from participants | 2014-12-31 | $227,452 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $350 |
Other income received | 2014-12-31 | $284,829 |
Net income (gross income less expenses) | 2014-12-31 | $-12,421 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $5,740,003 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $5,752,330 |
Assets. Value of participant loans | 2014-12-31 | $64,600 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $182,657 |
Funding deficiency by the employer to the plan for this plan year | 2014-12-31 | $0 |
Minimum employer required contribution for this plan year | 2014-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2014-12-31 | $0 |
2013 : MERITO 401(K) PLAN 2013 401k financial data |
---|
Transfers to/from the plan | 2013-12-31 | $47 |
Total income from all sources | 2013-12-31 | $1,296,060 |
Expenses. Total of all expenses incurred | 2013-12-31 | $226,993 |
Benefits paid (including direct rollovers) | 2013-12-31 | $226,711 |
Total plan assets at end of year | 2013-12-31 | $5,752,330 |
Total plan assets at beginning of year | 2013-12-31 | $4,683,216 |
Value of fidelity bond covering the plan | 2013-12-31 | $450,000 |
Total contributions received or receivable from participants | 2013-12-31 | $304,465 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $282 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
Other income received | 2013-12-31 | $778,298 |
Net income (gross income less expenses) | 2013-12-31 | $1,069,067 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $5,752,330 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $4,683,216 |
Assets. Value of participant loans | 2013-12-31 | $64,600 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $213,297 |
Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
Value of corrective distributions | 2013-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2013-12-31 | $0 |
Minimum employer required contribution for this plan year | 2013-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2013-12-31 | $0 |
2012 : MERITO 401(K) PLAN 2012 401k financial data |
---|
Total income from all sources | 2012-12-31 | $1,050,265 |
Expenses. Total of all expenses incurred | 2012-12-31 | $649,596 |
Benefits paid (including direct rollovers) | 2012-12-31 | $648,598 |
Total plan assets at end of year | 2012-12-31 | $4,683,216 |
Total plan assets at beginning of year | 2012-12-31 | $4,282,547 |
Value of fidelity bond covering the plan | 2012-12-31 | $450,000 |
Total contributions received or receivable from participants | 2012-12-31 | $339,089 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $252 |
Other income received | 2012-12-31 | $463,219 |
Net income (gross income less expenses) | 2012-12-31 | $400,669 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $4,683,216 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $4,282,547 |
Assets. Value of participant loans | 2012-12-31 | $76,400 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $247,957 |
Value of corrective distributions | 2012-12-31 | $746 |
Funding deficiency by the employer to the plan for this plan year | 2012-12-31 | $0 |
Minimum employer required contribution for this plan year | 2012-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $0 |
2011 : MERITO 401(K) PLAN 2011 401k financial data |
---|
Total income from all sources | 2011-12-31 | $379,628 |
Expenses. Total of all expenses incurred | 2011-12-31 | $744,455 |
Benefits paid (including direct rollovers) | 2011-12-31 | $744,284 |
Total plan assets at end of year | 2011-12-31 | $4,282,547 |
Total plan assets at beginning of year | 2011-12-31 | $4,647,374 |
Value of fidelity bond covering the plan | 2011-12-31 | $450,000 |
Total contributions received or receivable from participants | 2011-12-31 | $290,100 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $171 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
Other income received | 2011-12-31 | $-114,968 |
Net income (gross income less expenses) | 2011-12-31 | $-364,827 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $4,282,547 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $4,647,374 |
Assets. Value of participant loans | 2011-12-31 | $121,400 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $204,496 |
Funding deficiency by the employer to the plan for this plan year | 2011-12-31 | $0 |
Minimum employer required contribution for this plan year | 2011-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $0 |
2010 : MERITO 401(K) PLAN 2010 401k financial data |
---|
Transfers to/from the plan | 2010-12-31 | $2,272 |
Total income from all sources | 2010-12-31 | $818,084 |
Expenses. Total of all expenses incurred | 2010-12-31 | $872,721 |
Benefits paid (including direct rollovers) | 2010-12-31 | $872,395 |
Total plan assets at end of year | 2010-12-31 | $4,647,374 |
Total plan assets at beginning of year | 2010-12-31 | $4,699,739 |
Value of fidelity bond covering the plan | 2010-12-31 | $450,000 |
Total contributions received or receivable from participants | 2010-12-31 | $269,879 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $326 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
Other income received | 2010-12-31 | $410,145 |
Net income (gross income less expenses) | 2010-12-31 | $-54,637 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $4,647,374 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $4,699,739 |
Assets. Value of participant loans | 2010-12-31 | $121,400 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $138,060 |
Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
Value of corrective distributions | 2010-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2010-12-31 | $0 |
Minimum employer required contribution for this plan year | 2010-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $0 |
2009 : MERITO 401(K) PLAN 2009 401k financial data |
---|
Funding deficiency by the employer to the plan for this plan year | 2009-12-31 | $0 |
Minimum employer required contribution for this plan year | 2009-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $0 |
2014: MERITO 401(K) PLAN 2014 form 5500 responses |
---|
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Insurance | Yes |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement – Insurance | Yes |
2013: MERITO 401(K) PLAN 2013 form 5500 responses |
---|
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Insurance | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement – Insurance | Yes |
2012: MERITO 401(K) PLAN 2012 form 5500 responses |
---|
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | Yes |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Insurance | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement – Insurance | Yes |
2011: MERITO 401(K) PLAN 2011 form 5500 responses |
---|
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Insurance | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement – Insurance | Yes |
2009: MERITO 401(K) PLAN 2009 form 5500 responses |
---|
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Insurance | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement – Insurance | Yes |
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | GA-822449 |
Policy instance | 1 |
Insurance contract or identification number | GA-822449 | Number of Individuals Covered | 107 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $13,411 | Total amount of fees paid to insurance company | USD $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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Broker | USD $13,411 | Insurance broker organization code? | 3 | Insurance broker name | MERRILL LYNCH LIFE AGENCY INC |
|
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | GA-822449 |
Policy instance | 1 |
Insurance contract or identification number | GA-822449 | Number of Individuals Covered | 123 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $12,290 | Total amount of fees paid to insurance company | USD $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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Broker | USD $12,290 | Insurance broker organization code? | 3 | Insurance broker name | MERRILL LYNCH LIFE AGENCY |
|
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | GA-822449 |
Policy instance | 1 |
Insurance contract or identification number | GA-822449 | Number of Individuals Covered | 63 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $11,590 | Total amount of fees paid to insurance company | USD $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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Broker | USD $11,590 | Insurance broker organization code? | 3 | Insurance broker name | MERRILL LYNCH LIFE AGENCY |
|
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | GA-822449 |
Policy instance | 1 |
Insurance contract or identification number | GA-822449 | Number of Individuals Covered | 107 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $11,341 | Total amount of fees paid to insurance company | USD $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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 |
|
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | GA-822449 |
Policy instance | 1 |
Insurance contract or identification number | GA-822449 | Number of Individuals Covered | 92 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $2,419 | Total amount of fees paid to insurance company | USD $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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Broker | USD $2,419 | Insurance broker organization code? | 3 | Insurance broker name | MERRILL LYNCH LIFE AGENCY |
|