MATTERN & CRAIG, INC. has sponsored the creation of one or more 401k plans.
Additional information about MATTERN & CRAIG, INC.
Submission information for form 5500 for 401k plan MATTERN & CRAIG, INC. EMPLOYEE STOCK OWNERSHIP PLAN
401k plan membership statisitcs for MATTERN & CRAIG, INC. EMPLOYEE STOCK OWNERSHIP PLAN
| Measure | Date | Value |
|---|
| 2023: MATTERN & CRAIG, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-01-01 | 109 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 74 |
| Number of retired or separated participants receiving benefits | 2023-01-01 | 12 |
| Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 29 |
| Total of all active and inactive participants | 2023-01-01 | 115 |
| Total participants | 2023-01-01 | 115 |
| Number of participants with account balances | 2023-01-01 | 115 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 1 |
| 2022: MATTERN & CRAIG, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 104 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 64 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 10 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 36 |
| Total of all active and inactive participants | 2022-01-01 | 110 |
| Total participants | 2022-01-01 | 110 |
| Number of participants with account balances | 2022-01-01 | 109 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 4 |
| 2021: MATTERN & CRAIG, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 107 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 63 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 9 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 32 |
| Total of all active and inactive participants | 2021-01-01 | 104 |
| Total participants | 2021-01-01 | 104 |
| Number of participants with account balances | 2021-01-01 | 104 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 7 |
| 2020: MATTERN & CRAIG, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 102 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 67 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 9 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 31 |
| Total of all active and inactive participants | 2020-01-01 | 107 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 107 |
| Number of participants with account balances | 2020-01-01 | 107 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 8 |
| 2019: MATTERN & CRAIG, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 94 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 70 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 7 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 25 |
| Total of all active and inactive participants | 2019-01-01 | 102 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 102 |
| Number of participants with account balances | 2019-01-01 | 102 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 4 |
| 2018: MATTERN & CRAIG, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 81 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 60 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 5 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 27 |
| Total of all active and inactive participants | 2018-01-01 | 92 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 92 |
| Number of participants with account balances | 2018-01-01 | 92 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 1 |
| 2017: MATTERN & CRAIG, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 82 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 51 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 6 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 25 |
| Total of all active and inactive participants | 2017-01-01 | 82 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 82 |
| Number of participants with account balances | 2017-01-01 | 80 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| 2016: MATTERN & CRAIG, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 85 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 49 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 7 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 28 |
| Total of all active and inactive participants | 2016-01-01 | 84 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 84 |
| Number of participants with account balances | 2016-01-01 | 81 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 5 |
| 2015: MATTERN & CRAIG, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 89 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 59 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 9 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 19 |
| Total of all active and inactive participants | 2015-01-01 | 87 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 87 |
| Number of participants with account balances | 2015-01-01 | 84 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 3 |
| 2014: MATTERN & CRAIG, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 92 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 58 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 22 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 12 |
| Total of all active and inactive participants | 2014-01-01 | 92 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 1 |
| Total participants | 2014-01-01 | 93 |
| Number of participants with account balances | 2014-01-01 | 89 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 1 |
| 2013: MATTERN & CRAIG, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 86 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 59 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 15 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 19 |
| Total of all active and inactive participants | 2013-01-01 | 93 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 93 |
| Number of participants with account balances | 2013-01-01 | 91 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 1 |
| 2012: MATTERN & CRAIG, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 88 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 52 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 12 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 24 |
| Total of all active and inactive participants | 2012-01-01 | 88 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 88 |
| Number of participants with account balances | 2012-01-01 | 86 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 4 |
| 2011: MATTERN & CRAIG, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 88 |
| 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 | 13 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 22 |
| Total of all active and inactive participants | 2011-01-01 | 88 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 88 |
| Number of participants with account balances | 2011-01-01 | 86 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 2 |
| 2009: MATTERN & CRAIG, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 102 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 55 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 17 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 23 |
| Total of all active and inactive participants | 2009-01-01 | 95 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 95 |
| Number of participants with account balances | 2009-01-01 | 95 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 1 |
| Measure | Date | Value |
|---|
| 2023 : MATTERN & CRAIG, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2023 401k financial data |
|---|
| Total income from all sources | 2023-12-31 | $541,553 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $338,366 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $338,366 |
| Total plan assets at end of year | 2023-12-31 | $5,298,894 |
| Total plan assets at beginning of year | 2023-12-31 | $5,095,707 |
| Value of fidelity bond covering the plan | 2023-12-31 | $225,000 |
| Other income received | 2023-12-31 | $175,553 |
| Net income (gross income less expenses) | 2023-12-31 | $203,187 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $5,298,894 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $5,095,707 |
| Assets. Value of employer securities | 2023-12-31 | $4,734,373 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $366,000 |
| 2022 : MATTERN & CRAIG, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $734,536 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $245,760 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $245,760 |
| Total plan assets at end of year | 2022-12-31 | $5,095,707 |
| Total plan assets at beginning of year | 2022-12-31 | $4,606,931 |
| Value of fidelity bond covering the plan | 2022-12-31 | $225,000 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $1,238 |
| Other income received | 2022-12-31 | $272,498 |
| Net income (gross income less expenses) | 2022-12-31 | $488,776 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $5,095,707 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $4,606,931 |
| Assets. Value of employer securities | 2022-12-31 | $4,572,615 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $460,800 |
| 2021 : MATTERN & CRAIG, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $415,270 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $235,884 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $235,884 |
| Total plan assets at end of year | 2021-12-31 | $4,606,931 |
| Total plan assets at beginning of year | 2021-12-31 | $4,427,545 |
| Value of fidelity bond covering the plan | 2021-12-31 | $225,000 |
| Other income received | 2021-12-31 | $108,270 |
| Net income (gross income less expenses) | 2021-12-31 | $179,386 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $4,606,931 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $4,427,545 |
| Assets. Value of employer securities | 2021-12-31 | $4,063,679 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $307,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| 2020 : MATTERN & CRAIG, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $299,269 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $219,743 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $219,743 |
| Total plan assets at end of year | 2020-12-31 | $4,427,545 |
| Total plan assets at beginning of year | 2020-12-31 | $4,348,019 |
| Value of fidelity bond covering the plan | 2020-12-31 | $225,000 |
| Other income received | 2020-12-31 | $-10,699 |
| Net income (gross income less expenses) | 2020-12-31 | $79,526 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $4,427,545 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $4,348,019 |
| Assets. Value of employer securities | 2020-12-31 | $3,819,248 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $309,968 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| 2019 : MATTERN & CRAIG, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $411,560 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $122,116 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $122,116 |
| Total plan assets at end of year | 2019-12-31 | $4,348,019 |
| Total plan assets at beginning of year | 2019-12-31 | $4,058,575 |
| Value of fidelity bond covering the plan | 2019-12-31 | $300,000 |
| Other income received | 2019-12-31 | $201,560 |
| Net income (gross income less expenses) | 2019-12-31 | $289,444 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $4,348,019 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $4,058,575 |
| Assets. Value of employer securities | 2019-12-31 | $3,819,248 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $210,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| 2018 : MATTERN & CRAIG, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $458,193 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $177,065 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $177,065 |
| Total plan assets at end of year | 2018-12-31 | $4,058,575 |
| Total plan assets at beginning of year | 2018-12-31 | $3,777,447 |
| Value of fidelity bond covering the plan | 2018-12-31 | $300,000 |
| Other income received | 2018-12-31 | $80,923 |
| Net income (gross income less expenses) | 2018-12-31 | $281,128 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $4,058,575 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $3,777,447 |
| Assets. Value of employer securities | 2018-12-31 | $3,614,450 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $377,270 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2017 : MATTERN & CRAIG, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $290,542 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $170,200 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $170,200 |
| Total plan assets at end of year | 2017-12-31 | $3,777,447 |
| Total plan assets at beginning of year | 2017-12-31 | $3,657,105 |
| Value of fidelity bond covering the plan | 2017-12-31 | $300,000 |
| Other income received | 2017-12-31 | $100,542 |
| Net income (gross income less expenses) | 2017-12-31 | $120,342 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $3,777,447 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $3,657,105 |
| Assets. Value of employer securities | 2017-12-31 | $3,518,057 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $190,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : MATTERN & CRAIG, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $237,470 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $117,325 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $117,325 |
| Total plan assets at end of year | 2016-12-31 | $3,657,105 |
| Total plan assets at beginning of year | 2016-12-31 | $3,536,960 |
| Value of fidelity bond covering the plan | 2016-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
| Other income received | 2016-12-31 | $57,470 |
| Net income (gross income less expenses) | 2016-12-31 | $120,145 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $3,657,105 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $3,536,960 |
| Assets. Value of employer securities | 2016-12-31 | $3,378,298 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $180,000 |
| 2015 : MATTERN & CRAIG, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $210,970 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $138,967 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $138,967 |
| Total plan assets at end of year | 2015-12-31 | $3,536,960 |
| Total plan assets at beginning of year | 2015-12-31 | $3,464,957 |
| Value of fidelity bond covering the plan | 2015-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
| Other income received | 2015-12-31 | $17,970 |
| Net income (gross income less expenses) | 2015-12-31 | $72,003 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $3,536,960 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $3,464,957 |
| Assets. Value of employer securities | 2015-12-31 | $3,318,316 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $193,000 |
| 2014 : MATTERN & CRAIG, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $337,076 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $266,449 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $266,449 |
| Total plan assets at end of year | 2014-12-31 | $3,464,957 |
| Total plan assets at beginning of year | 2014-12-31 | $3,394,330 |
| Value of fidelity bond covering the plan | 2014-12-31 | $100,000 |
| Other income received | 2014-12-31 | $132,076 |
| Net income (gross income less expenses) | 2014-12-31 | $70,627 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $3,464,957 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $3,394,330 |
| Assets. Value of employer securities | 2014-12-31 | $3,299,833 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $205,000 |
| 2013 : MATTERN & CRAIG, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data |
|---|
| Total plan liabilities at end of year | 2013-12-31 | $0 |
| Total plan liabilities at beginning of year | 2013-12-31 | $0 |
| Total income from all sources | 2013-12-31 | $342,835 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $134,794 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $134,794 |
| Total plan assets at end of year | 2013-12-31 | $3,394,330 |
| Total plan assets at beginning of year | 2013-12-31 | $3,186,289 |
| Value of fidelity bond covering the plan | 2013-12-31 | $100,000 |
| Other income received | 2013-12-31 | $142,835 |
| Net income (gross income less expenses) | 2013-12-31 | $208,041 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $3,394,330 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $3,186,289 |
| Assets. Value of employer securities | 2013-12-31 | $3,164,197 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $200,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2012 : MATTERN & CRAIG, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data |
|---|
| Total plan liabilities at end of year | 2012-12-31 | $0 |
| Total plan liabilities at beginning of year | 2012-12-31 | $0 |
| Total income from all sources | 2012-12-31 | $340,132 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $101,336 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $101,336 |
| Total plan assets at end of year | 2012-12-31 | $3,186,289 |
| Total plan assets at beginning of year | 2012-12-31 | $2,947,493 |
| Value of fidelity bond covering the plan | 2012-12-31 | $100,000 |
| Other income received | 2012-12-31 | $151,132 |
| Net income (gross income less expenses) | 2012-12-31 | $238,796 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $3,186,289 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,947,493 |
| Assets. Value of employer securities | 2012-12-31 | $3,017,795 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $189,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2011 : MATTERN & CRAIG, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data |
|---|
| Total plan liabilities at end of year | 2011-12-31 | $0 |
| Total plan liabilities at beginning of year | 2011-12-31 | $0 |
| Total income from all sources | 2011-12-31 | $333,601 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $179,414 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $179,414 |
| Total plan assets at end of year | 2011-12-31 | $2,947,493 |
| Total plan assets at beginning of year | 2011-12-31 | $2,793,306 |
| Value of fidelity bond covering the plan | 2011-12-31 | $100,000 |
| Other income received | 2011-12-31 | $134,601 |
| Net income (gross income less expenses) | 2011-12-31 | $154,187 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $2,947,493 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,793,306 |
| Assets. Value of employer securities | 2011-12-31 | $2,862,390 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $199,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : MATTERN & CRAIG, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k financial data |
|---|
| Total plan liabilities at end of year | 2010-12-31 | $0 |
| Total plan liabilities at beginning of year | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $358,452 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $164,242 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $164,242 |
| Total plan assets at end of year | 2010-12-31 | $2,793,306 |
| Total plan assets at beginning of year | 2010-12-31 | $2,599,096 |
| Value of fidelity bond covering the plan | 2010-12-31 | $100,000 |
| Other income received | 2010-12-31 | $182,452 |
| Net income (gross income less expenses) | 2010-12-31 | $194,210 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $2,793,306 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,599,096 |
| Assets. Value of employer securities | 2010-12-31 | $2,723,368 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $176,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2009 : MATTERN & CRAIG, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| 2023: MATTERN & CRAIG, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Plan funding arrangement – Insurance | Yes |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: MATTERN & CRAIG, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Plan funding arrangement – Insurance | Yes |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: MATTERN & CRAIG, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Plan funding arrangement – Insurance | Yes |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: MATTERN & CRAIG, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: MATTERN & CRAIG, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: MATTERN & CRAIG, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: MATTERN & CRAIG, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: MATTERN & CRAIG, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: MATTERN & CRAIG, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: MATTERN & CRAIG, INC. EMPLOYEE STOCK OWNERSHIP 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 |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: MATTERN & CRAIG, INC. EMPLOYEE STOCK OWNERSHIP 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 |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: MATTERN & CRAIG, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 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 |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: MATTERN & CRAIG, INC. EMPLOYEE STOCK OWNERSHIP 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 |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: MATTERN & CRAIG, INC. EMPLOYEE STOCK OWNERSHIP 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 |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66680 ) |
| Policy contract number | 0308310 |
| Policy instance | 1 |
| Insurance contract or identification number | 0308310 |
|
| NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66680 ) |
| Policy contract number | 0308310 |
| Policy instance | 1 |
| Insurance contract or identification number | 0308310 | | Insurance broker organization code? | 3 |
|
| NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66680 ) |
| Policy contract number | 0308310 |
| Policy instance | 1 |
| Insurance contract or identification number | 0308310 | | Insurance broker organization code? | 3 |
|
| NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66680 ) |
| Policy contract number | 0308310 |
| Policy instance | 1 |
| Insurance contract or identification number | 0308310 | | Number of Individuals Covered | 1 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 1 | | Commission paid to Insurance Broker | USD $0 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 |
|
| NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66680 ) |
| Policy contract number | 0308310 |
| Policy instance | 1 |
| Insurance contract or identification number | 0308310 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 1 | | 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? | No | | 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 | | Commission paid to Insurance Broker | USD $0 | | Insurance broker organization code? | 3 |
|
| NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66680 ) |
| Policy contract number | 0308310 |
| Policy instance | 1 |
| Insurance contract or identification number | 0308310 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 1 | | 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? | No | | 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 | | Commission paid to Insurance Broker | USD $0 | | Insurance broker organization code? | 3 |
|
| NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66680 ) |
| Policy contract number | 0308310 |
| Policy instance | 1 |
| Insurance contract or identification number | 0308310 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $82 | | Total amount of fees paid to insurance company | USD $21 | | Are there contracts with allocated funds for individual policies? | 1 | | 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? | No | | 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 | | Commission paid to Insurance Broker | USD $82 | | Amount paid for insurance broker fees | 21 | | Additional information about fees paid to insurance broker | NON-MONETARY COMPENSATION | | Insurance broker organization code? | 3 | | Insurance broker name | JUSTIN BARHAM |
|
| NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66680 ) |
| Policy contract number | 0308310 |
| Policy instance | 1 |
| Insurance contract or identification number | 0308310 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $68 | | Total amount of fees paid to insurance company | USD $16 | | Are there contracts with allocated funds for individual policies? | Yes | | 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? | No | | 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 | | Commission paid to Insurance Broker | USD $68 | | Amount paid for insurance broker fees | 16 | | Additional information about fees paid to insurance broker | NON-MONETARY COMPENSATION | | Insurance broker organization code? | 3 | | Insurance broker name | JUSTIN BARHAM |
|
| NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66680 ) |
| Policy contract number | 0308310 |
| Policy instance | 1 |
| Insurance contract or identification number | 0308310 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $61 | | Total amount of fees paid to insurance company | USD $13 | | Are there contracts with allocated funds for individual policies? | Yes | | 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? | No | | 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 | | Commission paid to Insurance Broker | USD $61 | | Amount paid for insurance broker fees | 13 | | Additional information about fees paid to insurance broker | FEES | | Insurance broker organization code? | 3 | | Insurance broker name | JUSTIN BARHAM |
|
| NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66680 ) |
| Policy contract number | 0308310 |
| Policy instance | 1 |
| Insurance contract or identification number | 0308310 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $56 | | Total amount of fees paid to insurance company | USD $15 | | Are there contracts with allocated funds for individual policies? | Yes | | 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? | No | | 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 | | Commission paid to Insurance Broker | USD $51 | | Amount paid for insurance broker fees | 14 | | Additional information about fees paid to insurance broker | FEES | | Insurance broker organization code? | 3 | | Insurance broker name | TODD FRANKLIN HEARP |
|
| NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66680 ) |
| Policy contract number | 0308310 |
| Policy instance | 1 |
| Insurance contract or identification number | 0308310 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $50 | | Total amount of fees paid to insurance company | USD $11 | | Are there contracts with allocated funds for individual policies? | Yes | | 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? | No | | 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 | | Commission paid to Insurance Broker | USD $50 | | Amount paid for insurance broker fees | 11 | | Additional information about fees paid to insurance broker | FEES | | Insurance broker organization code? | 3 | | Insurance broker name | TODD FRANKLIN HEARP |
|
| NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66680 ) |
| Policy contract number | 0308310 |
| Policy instance | 1 |
| Insurance contract or identification number | 0308310 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $45 | | Total amount of fees paid to insurance company | USD $10 | | Are there contracts with allocated funds for individual policies? | Yes | | 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? | No | | 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 |
|
| NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66680 ) |
| Policy contract number | 0308310 |
| Policy instance | 1 |
| Insurance contract or identification number | 0308310 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $41 | | Total amount of fees paid to insurance company | USD $9 | | Are there contracts with allocated funds for individual policies? | Yes | | 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? | No | | 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 | | Commission paid to Insurance Broker | USD $41 | | Amount paid for insurance broker fees | 9 | | Additional information about fees paid to insurance broker | NON-MONETARY COMPENSATION | | Insurance broker organization code? | 3 | | Insurance broker name | ROBERT T. BARHAM, JR. |
|
