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SIMVENTIONS RETIREMENT PLAN 401k Plan overview

Plan NameSIMVENTIONS RETIREMENT PLAN
Plan identification number 001

SIMVENTIONS 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.

401k Sponsoring company profile

SIMVENTIONS, INC. has sponsored the creation of one or more 401k plans.

Company Name:SIMVENTIONS, INC.
Employer identification number (EIN):541992646
NAIC Classification:541512
NAIC Description:Computer Systems Design Services

Additional information about SIMVENTIONS, INC.

Jurisdiction of Incorporation: Virginia Secretary of State
Incorporation Date: 2000-05-01
Company Identification Number: 0539422
Legal Registered Office Address: 100 RIVERSIDE PARKWAY

FREDERICKSBURG
United States of America (USA)
22406-1016

More information about SIMVENTIONS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SIMVENTIONS 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
0012019-01-01
0012018-01-01
0012017-01-01STEPHEN M GOSS STEPHEN M GOSS2018-10-11
0012016-01-01STEPHEN GOSS STEPHEN GOSS2017-09-22
0012015-01-01STEPHEN GOSS STEPHEN GOSS2016-10-04
0012014-01-01STEPHEN GOSS STEPHEN GOSS2015-10-09
0012013-01-01STEPHEN GOSS2014-07-11 STEPHEN GOSS2014-07-11
0012012-01-01STEPHEN GOSS2013-06-25 STEPHEN GOSS2013-06-25
0012011-01-01STEPHEN GOSS2012-08-01 STEPHEN GOSS2012-08-01
0012010-01-01STEPHEN GOSS2011-09-12 STEPHEN GOSS2011-09-12

Plan Statistics for SIMVENTIONS RETIREMENT PLAN

401k plan membership statisitcs for SIMVENTIONS RETIREMENT PLAN

Measure Date Value
2022: SIMVENTIONS RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01416
Total number of active participants reported on line 7a of the Form 55002022-01-01311
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01101
Total of all active and inactive participants2022-01-01412
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-01414
Number of participants with account balances2022-01-01409
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: SIMVENTIONS RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01396
Total number of active participants reported on line 7a of the Form 55002021-01-01301
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01107
Total of all active and inactive participants2021-01-01408
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01409
Number of participants with account balances2021-01-01404
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: SIMVENTIONS RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01347
Total number of active participants reported on line 7a of the Form 55002020-01-01299
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0179
Total of all active and inactive participants2020-01-01378
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01379
Number of participants with account balances2020-01-01373
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: SIMVENTIONS RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01334
Total number of active participants reported on line 7a of the Form 55002019-01-01272
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0174
Total of all active and inactive participants2019-01-01346
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01347
Number of participants with account balances2019-01-01339
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: SIMVENTIONS RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01299
Total number of active participants reported on line 7a of the Form 55002018-01-01240
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0182
Total of all active and inactive participants2018-01-01322
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01323
Number of participants with account balances2018-01-01313
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: SIMVENTIONS RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01253
Total number of active participants reported on line 7a of the Form 55002017-01-01219
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0163
Total of all active and inactive participants2017-01-01282
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01283
Number of participants with account balances2017-01-01277
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: SIMVENTIONS RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01219
Total number of active participants reported on line 7a of the Form 55002016-01-01218
Number of other retired or separated participants entitled to future benefits2016-01-0135
Total of all active and inactive participants2016-01-01253
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01253
Number of participants with account balances2016-01-01246
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: SIMVENTIONS RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01189
Total number of active participants reported on line 7a of the Form 55002015-01-01207
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0112
Total of all active and inactive participants2015-01-01219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01219
Number of participants with account balances2015-01-01170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: SIMVENTIONS RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01143
Total number of active participants reported on line 7a of the Form 55002014-01-01165
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0111
Total of all active and inactive participants2014-01-01176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01176
Number of participants with account balances2014-01-01135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010

Financial Data on SIMVENTIONS RETIREMENT PLAN

Measure Date Value
2022 : SIMVENTIONS RETIREMENT PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-1,322,689
Total of all expenses incurred2022-12-31$3,860,455
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,731,258
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$5,638,770
Value of total assets at end of year2022-12-31$38,889,704
Value of total assets at beginning of year2022-12-31$44,072,848
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$129,197
Total interest from all sources2022-12-31$234,454
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,476,239
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,476,239
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$2,967,511
Participant contributions at end of year2022-12-31$403,206
Participant contributions at beginning of year2022-12-31$200,191
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,390,527
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-5,183,144
Value of net assets at end of year (total assets less liabilities)2022-12-31$38,889,704
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$44,072,848
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 registered invesment companies (eg mutual funds) at end of year2022-12-31$30,893,992
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$35,260,192
Value of interest in pooled separate accounts at beginning of year2022-12-31$0
Interest on participant loans2022-12-31$13,344
Interest earned on other investments2022-12-31$221,110
Value of interest in common/collective trusts at end of year2022-12-31$2,466,266
Value of interest in common/collective trusts at beginning of year2022-12-31$3,242,096
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$5,126,240
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$5,370,369
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-7,713,960
Net investment gain or loss from common/collective trusts2022-12-31$-958,192
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,280,732
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,731,258
Contract administrator fees2022-12-31$129,197
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 name2022-12-31FORVIS, LLP
Accountancy firm EIN2022-12-31440160260
2021 : SIMVENTIONS RETIREMENT PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$11,167,985
Total of all expenses incurred2021-12-31$2,957,035
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,802,603
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$5,223,191
Value of total assets at end of year2021-12-31$44,072,848
Value of total assets at beginning of year2021-12-31$35,861,898
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$154,432
Total income from rents2021-12-31$0
Total interest from all sources2021-12-31$158,108
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,006,631
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$2,006,631
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$2,925,327
Participant contributions at end of year2021-12-31$200,191
Participant contributions at beginning of year2021-12-31$165,051
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,069,703
Other income not declared elsewhere2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$8,210,950
Value of net assets at end of year (total assets less liabilities)2021-12-31$44,072,848
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$35,861,898
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 registered invesment companies (eg mutual funds) at end of year2021-12-31$35,260,192
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$31,025,928
Value of interest in pooled separate accounts at end of year2021-12-31$0
Value of interest in pooled separate accounts at beginning of year2021-12-31$0
Income. Interest from loans (other than to participants)2021-12-31$7,818
Interest earned on other investments2021-12-31$150,290
Value of interest in common/collective trusts at end of year2021-12-31$3,242,096
Value of interest in common/collective trusts at beginning of year2021-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2021-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$5,370,369
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$4,670,919
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,605,868
Net investment gain/loss from pooled separate accounts2021-12-31$55,719
Net investment gain or loss from common/collective trusts2021-12-31$118,468
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,228,161
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,802,603
Contract administrator fees2021-12-31$154,432
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 name2021-12-31FORVIS, LLP
Accountancy firm EIN2021-12-31440160260
2020 : SIMVENTIONS RETIREMENT PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$8,947,821
Total of all expenses incurred2020-12-31$1,493,279
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,397,415
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$4,211,462
Value of total assets at end of year2020-12-31$35,861,898
Value of total assets at beginning of year2020-12-31$28,407,356
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$95,864
Total interest from all sources2020-12-31$8,559
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$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$2,601,054
Participant contributions at end of year2020-12-31$165,051
Participant contributions at beginning of year2020-12-31$138,301
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$487,260
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$7,454,542
Value of net assets at end of year (total assets less liabilities)2020-12-31$35,861,898
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$28,407,356
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 registered invesment companies (eg mutual funds) at end of year2020-12-31$31,025,928
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$25,570,213
Value of interest in pooled separate accounts at end of year2020-12-31$0
Value of interest in pooled separate accounts at beginning of year2020-12-31$10
Interest on participant loans2020-12-31$8,559
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$4,670,919
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$2,698,832
Net investment gain/loss from pooled separate accounts2020-12-31$4,727,800
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$1,123,148
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,397,415
Contract administrator fees2020-12-31$95,864
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 name2020-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2020-12-31560747981
2019 : SIMVENTIONS RETIREMENT PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$8,643,127
Total of all expenses incurred2019-12-31$1,788,749
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,708,494
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,539,039
Value of total assets at end of year2019-12-31$28,407,356
Value of total assets at beginning of year2019-12-31$21,552,978
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$80,255
Total interest from all sources2019-12-31$10,452
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$2,280,663
Participant contributions at end of year2019-12-31$138,301
Participant contributions at beginning of year2019-12-31$196,983
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$267,766
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$6,854,378
Value of net assets at end of year (total assets less liabilities)2019-12-31$28,407,356
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$21,552,978
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 registered invesment companies (eg mutual funds) at end of year2019-12-31$25,570,213
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$19,109,475
Value of interest in pooled separate accounts at end of year2019-12-31$10
Value of interest in pooled separate accounts at beginning of year2019-12-31$8
Interest on participant loans2019-12-31$10,452
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,698,832
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,246,512
Net investment gain/loss from pooled separate accounts2019-12-31$5,093,636
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$990,610
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,708,494
Contract administrator fees2019-12-31$80,255
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2019-12-31560747981
2018 : SIMVENTIONS RETIREMENT PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-2,371,227
Total unrealized appreciation/depreciation of assets2018-12-31$-2,371,227
Total income from all sources (including contributions)2018-12-31$2,100,244
Total of all expenses incurred2018-12-31$591,571
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$518,563
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,405,086
Value of total assets at end of year2018-12-31$21,552,978
Value of total assets at beginning of year2018-12-31$20,044,305
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$73,008
Total interest from all sources2018-12-31$12,504
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,990,121
Participant contributions at end of year2018-12-31$196,983
Participant contributions at beginning of year2018-12-31$287,658
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$542,113
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$1,508,673
Value of net assets at end of year (total assets less liabilities)2018-12-31$21,552,978
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$20,044,305
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 registered invesment companies (eg mutual funds) at end of year2018-12-31$19,109,475
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$17,758,178
Value of interest in pooled separate accounts at end of year2018-12-31$8
Value of interest in pooled separate accounts at beginning of year2018-12-31$858
Interest on participant loans2018-12-31$12,504
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$2,246,512
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,997,611
Net investment gain/loss from pooled separate accounts2018-12-31$1,053,881
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$872,852
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$518,563
Contract administrator fees2018-12-31$73,008
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 name2018-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2018-12-31560747981
2017 : SIMVENTIONS RETIREMENT PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$6,108,409
Total of all expenses incurred2017-12-31$1,629,453
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,582,954
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,333,985
Value of total assets at end of year2017-12-31$20,044,305
Value of total assets at beginning of year2017-12-31$15,565,349
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$46,499
Total interest from all sources2017-12-31$93,904
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,824,309
Participant contributions at end of year2017-12-31$287,658
Participant contributions at beginning of year2017-12-31$213,892
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$654,639
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$4,478,956
Value of net assets at end of year (total assets less liabilities)2017-12-31$20,044,305
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$15,565,349
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 registered invesment companies (eg mutual funds) at end of year2017-12-31$17,758,178
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$376,034
Value of interest in pooled separate accounts at end of year2017-12-31$858
Value of interest in pooled separate accounts at beginning of year2017-12-31$12,131,113
Interest on participant loans2017-12-31$11,315
Interest earned on other investments2017-12-31$82,589
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,997,611
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$2,844,310
Net investment gain/loss from pooled separate accounts2017-12-31$2,680,520
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$855,037
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,582,954
Contract administrator fees2017-12-31$46,499
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 name2017-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2017-12-31560747981
2016 : SIMVENTIONS RETIREMENT PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$3,541,849
Total of all expenses incurred2016-12-31$433,056
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$430,175
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,649,259
Value of total assets at end of year2016-12-31$15,565,349
Value of total assets at beginning of year2016-12-31$12,456,556
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,881
Total interest from all sources2016-12-31$84,616
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,611,595
Participant contributions at end of year2016-12-31$213,892
Participant contributions at beginning of year2016-12-31$159,712
Assets. Other investments not covered elsewhere at end of year2016-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$324,888
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$234,924
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$3,108,793
Value of net assets at end of year (total assets less liabilities)2016-12-31$15,565,349
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$12,456,556
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 registered invesment companies (eg mutual funds) at end of year2016-12-31$376,034
Value of interest in pooled separate accounts at end of year2016-12-31$12,131,113
Value of interest in pooled separate accounts at beginning of year2016-12-31$9,592,362
Interest on participant loans2016-12-31$7,780
Interest earned on other investments2016-12-31$76,836
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$2,844,310
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$2,379,594
Net investment gain/loss from pooled separate accounts2016-12-31$807,974
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$802,740
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$430,175
Contract administrator fees2016-12-31$2,881
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 name2016-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2016-12-31560747981
2015 : SIMVENTIONS RETIREMENT PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$2,423,360
Total of all expenses incurred2015-12-31$622,074
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$614,667
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,460,789
Value of total assets at end of year2015-12-31$12,456,556
Value of total assets at beginning of year2015-12-31$10,655,270
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$7,407
Total interest from all sources2015-12-31$66,190
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,288,342
Participant contributions at end of year2015-12-31$159,712
Participant contributions at beginning of year2015-12-31$68,900
Assets. Other investments not covered elsewhere at end of year2015-12-31$324,888
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$558,430
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$1,801,286
Value of net assets at end of year (total assets less liabilities)2015-12-31$12,456,556
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$10,655,270
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$9,592,362
Value of interest in pooled separate accounts at beginning of year2015-12-31$8,809,223
Interest on participant loans2015-12-31$5,024
Interest earned on other investments2015-12-31$61,166
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$2,379,594
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,777,147
Net investment gain/loss from pooled separate accounts2015-12-31$-103,619
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$614,017
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$614,667
Contract administrator fees2015-12-31$7,407
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 name2015-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2015-12-31560747981
2014 : SIMVENTIONS RETIREMENT PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$3,449,524
Total of all expenses incurred2014-12-31$65,713
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$58,973
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,935,622
Value of total assets at end of year2014-12-31$10,655,270
Value of total assets at beginning of year2014-12-31$7,271,459
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$6,740
Total interest from all sources2014-12-31$41,170
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,067,638
Participant contributions at end of year2014-12-31$68,900
Participant contributions at beginning of year2014-12-31$33,449
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,350,654
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$3,383,811
Value of net assets at end of year (total assets less liabilities)2014-12-31$10,655,270
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$7,271,459
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$8,809,223
Value of interest in pooled separate accounts at beginning of year2014-12-31$6,374,209
Interest on participant loans2014-12-31$2,273
Interest earned on other investments2014-12-31$38,897
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,777,147
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$863,801
Net investment gain/loss from pooled separate accounts2014-12-31$472,732
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$517,330
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$58,973
Contract administrator fees2014-12-31$6,740
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 name2014-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2014-12-31560747981

Form 5500 Responses for SIMVENTIONS RETIREMENT PLAN

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

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number781619-01
Policy instance 1
Insurance contract or identification number781619-01
Number of Individuals Covered422
Insurance policy start date2022-01-01
Insurance policy end date2022-10-28
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number781619-01
Policy instance 2
Insurance contract or identification number781619-01
Number of Individuals Covered76
Insurance policy start date2022-10-29
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 83308-1
Policy instance 1
Insurance contract or identification numberRM 83308-1
Number of Individuals Covered401
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 83308-1
Policy instance 1
Insurance contract or identification numberRM 83308-1
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $2,156
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,078
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 83308-1
Policy instance 1
Insurance contract or identification numberRM 83308-1
Number of Individuals Covered339
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $2,551
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,456
Amount paid for insurance broker fees0
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 83308-1
Policy instance 1
Insurance contract or identification numberRM 83308-1
Number of Individuals Covered313
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $2,338
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,258
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 83308-1
Policy instance 1
Insurance contract or identification numberRM 83308-1
Number of Individuals Covered277
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $5,406
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,228
Insurance broker organization code?3
Insurance broker nameJEFFREY C. GRAVES
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 83308-1
Policy instance 1
Insurance contract or identification numberRM 83308-1
Number of Individuals Covered170
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $23,255
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $22,511
Insurance broker organization code?3
Insurance broker nameJEFFREY C. GRAVES
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 83308-1
Policy instance 1
Insurance contract or identification numberRM 83308-1
Number of Individuals Covered135
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $19,527
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $18,289
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameJEFFREY C. GRAVES

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