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DRILLERS SERVICE RETIREMENT PLAN 401k Plan overview

Plan NameDRILLERS SERVICE RETIREMENT PLAN
Plan identification number 002

DRILLERS SERVICE 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.
  • Life insurance

401k Sponsoring company profile

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

Company Name:DRILLERS SERVICE, INC.
Employer identification number (EIN):560598253
NAIC Classification:441110
NAIC Description:New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DRILLERS SERVICE RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01KEVIN HANCOCK
0022016-01-01KEVIN HANCOCK
0022015-01-01RICHARD REDDEN
0022014-01-01RICHARD REDDEN
0022013-01-01RICHARD A. REDDEN
0022012-01-01RICHARD A. REDDEN
0022011-01-01RICHARD REDDEN
0022009-01-01MELISSA SHRONCE
0022009-01-01RICHARD A. REDDEN
0022008-01-01RICHARD A. REDDEN

Plan Statistics for DRILLERS SERVICE RETIREMENT PLAN

401k plan membership statisitcs for DRILLERS SERVICE RETIREMENT PLAN

Measure Date Value
2020: DRILLERS SERVICE RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01152
Total number of active participants reported on line 7a of the Form 55002020-01-010
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-010
Number of participants with account balances2020-01-010
2019: DRILLERS SERVICE RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01171
Total number of active participants reported on line 7a of the Form 55002019-01-01134
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0116
Total of all active and inactive participants2019-01-01150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-01152
Number of participants with account balances2019-01-01152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: DRILLERS SERVICE RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01240
Total number of active participants reported on line 7a of the Form 55002018-01-01143
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0126
Total of all active and inactive participants2018-01-01169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-01171
Number of participants with account balances2018-01-0166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: DRILLERS SERVICE RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01229
Total number of active participants reported on line 7a of the Form 55002017-01-01213
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0127
Total of all active and inactive participants2017-01-01240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-01242
Number of participants with account balances2017-01-01174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: DRILLERS SERVICE RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01213
Total number of active participants reported on line 7a of the Form 55002016-01-01190
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0121
Total of all active and inactive participants2016-01-01211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01212
Number of participants with account balances2016-01-01168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-012
2015: DRILLERS SERVICE RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01217
Total number of active participants reported on line 7a of the Form 55002015-01-01175
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0114
Total of all active and inactive participants2015-01-01189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-01191
Number of participants with account balances2015-01-01148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: DRILLERS SERVICE RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01207
Total number of active participants reported on line 7a of the Form 55002014-01-01172
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0129
Total of all active and inactive participants2014-01-01201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01202
Number of participants with account balances2014-01-01159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: DRILLERS SERVICE RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01262
Total number of active participants reported on line 7a of the Form 55002013-01-01160
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0136
Total of all active and inactive participants2013-01-01196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01196
Number of participants with account balances2013-01-01161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: DRILLERS SERVICE RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01284
Total number of active participants reported on line 7a of the Form 55002012-01-01167
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0179
Total of all active and inactive participants2012-01-01246
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01246
Number of participants with account balances2012-01-01227
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: DRILLERS SERVICE RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01283
Total number of active participants reported on line 7a of the Form 55002011-01-01182
Number of other retired or separated participants entitled to future benefits2011-01-0189
Total of all active and inactive participants2011-01-01271
Total participants2011-01-01271
Number of participants with account balances2011-01-01238
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-018
2009: DRILLERS SERVICE RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01281
Total number of active participants reported on line 7a of the Form 55002009-01-01174
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01110
Total of all active and inactive participants2009-01-01284
Total participants2009-01-01284
Number of participants with account balances2009-01-01268
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
2008: DRILLERS SERVICE RETIREMENT PLAN 2008 401k membership
Total participants, beginning-of-year2008-01-01293
Total number of active participants reported on line 7a of the Form 55002008-01-01221
Number of other retired or separated participants entitled to future benefits2008-01-0159
Total of all active and inactive participants2008-01-01280
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-01-011
Total participants2008-01-01281
Number of participants with account balances2008-01-01262
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-01-0113

Financial Data on DRILLERS SERVICE RETIREMENT PLAN

Measure Date Value
2020 : DRILLERS SERVICE RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-05-22$0
Total transfer of assets from this plan2020-05-22$11,129,335
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-05-22$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-05-22$0
Total income from all sources (including contributions)2020-05-22$2,222
Total loss/gain on sale of assets2020-05-22$0
Total of all expenses incurred2020-05-22$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-05-22$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-05-22$0
Value of total assets at end of year2020-05-22$0
Value of total assets at beginning of year2020-05-22$11,127,113
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-05-22$0
Total interest from all sources2020-05-22$0
Total dividends received (eg from common stock, registered investment company shares)2020-05-22$130
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-05-22Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2020-05-22$0
Total dividends received from registered investment company shares (eg mutual funds)2020-05-22$130
Assets. Real estate other than employer real property at end of year2020-05-22$0
Assets. Real estate other than employer real property at beginning of year2020-05-22$0
Was this plan covered by a fidelity bond2020-05-22Yes
Value of fidelity bond cover2020-05-22$1,000,000
If this is an individual account plan, was there a blackout period2020-05-22Yes
Were there any nonexempt tranactions with any party-in-interest2020-05-22No
Contributions received from participants2020-05-22$0
Participant contributions at end of year2020-05-22$0
Participant contributions at beginning of year2020-05-22$176,107
Participant contributions at end of year2020-05-22$0
Participant contributions at beginning of year2020-05-22$0
Income. Received or receivable in cash from other sources (including rollovers)2020-05-22$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-05-22No
Value of net income/loss2020-05-22$2,222
Value of net assets at end of year (total assets less liabilities)2020-05-22$0
Value of net assets at beginning of year (total assets less liabilities)2020-05-22$11,127,113
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-05-22No
Were any loans by the plan or fixed income obligations due to the plan in default2020-05-22No
Were any leases to which the plan was party in default or uncollectible2020-05-22No
Investment advisory and management fees2020-05-22$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-05-22$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-05-22$10,754,942
Interest on participant loans2020-05-22$0
Income. Interest from loans (other than to participants)2020-05-22$0
Value of interest in common/collective trusts at end of year2020-05-22$0
Value of interest in common/collective trusts at beginning of year2020-05-22$182,045
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-05-22$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-05-22$14,019
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-05-22$14,019
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-05-22$0
Expenses. Payments to insurance carriers foe the provision of benefits2020-05-22$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-05-22$2,092
Net investment gain or loss from common/collective trusts2020-05-22$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-05-22No
Was there a failure to transmit to the plan any participant contributions2020-05-22No
Has the plan failed to provide any benefit when due under the plan2020-05-22No
Contributions received in cash from employer2020-05-22$0
Employer contributions (assets) at end of year2020-05-22$0
Employer contributions (assets) at beginning of year2020-05-22$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-05-22$0
Contract administrator fees2020-05-22$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-05-22Yes
Did the plan have assets held for investment2020-05-22No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-05-22No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-05-22Yes
Opinion of an independent qualified public accountant for this plan2020-05-22Disclaimer
Accountancy firm name2020-05-22DAVIDSON, HOLLAND, WHITESELL & CO.
Accountancy firm EIN2020-05-22561706742
2019 : DRILLERS SERVICE RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$3,446,293
Total loss/gain on sale of assets2019-12-31$66,557
Total of all expenses incurred2019-12-31$1,721,014
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,705,413
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,310,576
Value of total assets at end of year2019-12-31$11,127,113
Value of total assets at beginning of year2019-12-31$9,401,834
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$15,601
Total interest from all sources2019-12-31$8,724
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$178,751
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$178,751
Assets. Real estate other than employer real property at end of year2019-12-31$0
Assets. Real estate other than employer real property at beginning of year2019-12-31$222,000
Administrative expenses professional fees incurred2019-12-31$9,225
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
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$0
Participant contributions at end of year2019-12-31$176,107
Participant contributions at beginning of year2019-12-31$161,310
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,310,576
Other income not declared elsewhere2019-12-31$7,828
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
Income. Non cash contributions2019-12-31$0
Value of net income/loss2019-12-31$1,725,279
Value of net assets at end of year (total assets less liabilities)2019-12-31$11,127,113
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$9,401,834
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$10,754,942
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$7,452,899
Interest on participant loans2019-12-31$8,724
Value of interest in common/collective trusts at end of year2019-12-31$182,045
Value of interest in common/collective trusts at beginning of year2019-12-31$265,902
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$14,019
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,299,723
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,299,723
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$8,714
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,869,870
Net investment gain or loss from common/collective trusts2019-12-31$3,987
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$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,696,699
Contract administrator fees2019-12-31$6,376
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
Aggregate proceeds on sale of assets2019-12-31$288,557
Aggregate carrying amount (costs) on sale of assets2019-12-31$222,000
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 name2019-12-31DAVIDSON, HOLLAND, WHITESELL & CO.
Accountancy firm EIN2019-12-31561706742
2018 : DRILLERS SERVICE RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-153,401
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,257,659
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,244,476
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$299,363
Value of total assets at end of year2018-12-31$9,401,834
Value of total assets at beginning of year2018-12-31$10,812,894
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$13,183
Total interest from all sources2018-12-31$28,711
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$130,080
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$130,080
Assets. Real estate other than employer real property at end of year2018-12-31$222,000
Assets. Real estate other than employer real property at beginning of year2018-12-31$222,000
Administrative expenses professional fees incurred2018-12-31$11,976
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$6,063
Participant contributions at end of year2018-12-31$161,310
Participant contributions at beginning of year2018-12-31$128,319
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$6,063
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$293,300
Other income not declared elsewhere2018-12-31$7,086
Administrative expenses (other) incurred2018-12-31$1,207
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,411,060
Value of net assets at end of year (total assets less liabilities)2018-12-31$9,401,834
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$10,812,894
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$7,452,899
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$8,747,676
Interest on participant loans2018-12-31$6,216
Value of interest in common/collective trusts at end of year2018-12-31$265,902
Value of interest in common/collective trusts at beginning of year2018-12-31$326,235
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$1,299,723
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$1,382,601
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$1,382,601
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$22,495
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$9,551
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-623,806
Net investment gain or loss from common/collective trusts2018-12-31$5,165
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$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,234,925
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 name2018-12-31DAVIDSON, HOLLAND, WHITESELL & CO.
Accountancy firm EIN2018-12-31561706742
2017 : DRILLERS SERVICE RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$3,449,291
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,554,275
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,545,115
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,869,562
Value of total assets at end of year2017-12-31$10,812,894
Value of total assets at beginning of year2017-12-31$8,917,878
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$9,160
Total interest from all sources2017-12-31$14,664
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$119,797
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$119,797
Assets. Real estate other than employer real property at end of year2017-12-31$222,000
Assets. Real estate other than employer real property at beginning of year2017-12-31$222,000
Administrative expenses professional fees incurred2017-12-31$1,950
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$559,819
Participant contributions at end of year2017-12-31$128,319
Participant contributions at beginning of year2017-12-31$117,311
Participant contributions at end of year2017-12-31$6,063
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,309,743
Administrative expenses (other) incurred2017-12-31$1,202
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$1,895,016
Value of net assets at end of year (total assets less liabilities)2017-12-31$10,812,894
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$8,917,878
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$8,747,676
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$7,200,014
Interest on participant loans2017-12-31$5,427
Value of interest in common/collective trusts at end of year2017-12-31$326,235
Value of interest in common/collective trusts at beginning of year2017-12-31$221,878
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$1,382,601
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$1,156,675
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$1,156,675
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$9,237
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$14,429
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,441,832
Net investment gain or loss from common/collective trusts2017-12-31$3,436
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,530,686
Contract administrator fees2017-12-31$6,008
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 name2017-12-31DAVIDSON, HOLLAND, WHITESELL & CO.
Accountancy firm EIN2017-12-31561706742
2016 : DRILLERS SERVICE RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,142,506
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$152,921
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$148,561
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$572,454
Value of total assets at end of year2016-12-31$8,917,878
Value of total assets at beginning of year2016-12-31$7,928,293
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$4,360
Total interest from all sources2016-12-31$9,003
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$99,555
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$99,555
Assets. Real estate other than employer real property at end of year2016-12-31$222,000
Assets. Real estate other than employer real property at beginning of year2016-12-31$222,000
Administrative expenses professional fees incurred2016-12-31$2,997
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
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$572,326
Participant contributions at end of year2016-12-31$117,311
Participant contributions at beginning of year2016-12-31$86,406
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$4,789
Administrative expenses (other) incurred2016-12-31$1,363
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$989,585
Value of net assets at end of year (total assets less liabilities)2016-12-31$8,917,878
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$7,928,293
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$7,200,014
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$6,272,613
Interest on participant loans2016-12-31$4,497
Value of interest in common/collective trusts at end of year2016-12-31$221,878
Value of interest in common/collective trusts at beginning of year2016-12-31$261,886
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$1,156,675
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$1,080,599
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$1,080,599
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$4,506
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$17,455
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$458,162
Net investment gain or loss from common/collective trusts2016-12-31$3,332
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$128
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$131,106
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 name2016-12-31DAVIDSON, HOLLAND, WHITESELL & CO.
Accountancy firm EIN2016-12-31561706742
2015 : DRILLERS SERVICE RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$539,615
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$443,568
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$435,951
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$459,640
Value of total assets at end of year2015-12-31$7,928,293
Value of total assets at beginning of year2015-12-31$7,832,246
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$7,617
Total interest from all sources2015-12-31$7,104
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$88,430
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$88,430
Assets. Real estate other than employer real property at end of year2015-12-31$222,000
Assets. Real estate other than employer real property at beginning of year2015-12-31$222,000
Administrative expenses professional fees incurred2015-12-31$6,254
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$459,640
Participant contributions at end of year2015-12-31$86,406
Participant contributions at beginning of year2015-12-31$120,220
Participant contributions at end of year2015-12-31$4,789
Participant contributions at beginning of year2015-12-31$0
Administrative expenses (other) incurred2015-12-31$1,363
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$96,047
Value of net assets at end of year (total assets less liabilities)2015-12-31$7,928,293
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$7,832,246
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 registered invesment companies (eg mutual funds) at end of year2015-12-31$6,272,613
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$6,164,413
Interest on participant loans2015-12-31$4,633
Value of interest in common/collective trusts at end of year2015-12-31$261,886
Value of interest in common/collective trusts at beginning of year2015-12-31$247,030
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$1,080,599
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,078,583
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,078,583
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$2,471
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$15,503
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-15,559
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$420,448
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 name2015-12-31DAVIDSON, HOLLAND, WHITESELL & CO.
Accountancy firm EIN2015-12-31561706742
2014 : DRILLERS SERVICE RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,056,312
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$973,444
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$964,615
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$566,773
Value of total assets at end of year2014-12-31$7,832,246
Value of total assets at beginning of year2014-12-31$7,749,378
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$8,829
Total interest from all sources2014-12-31$5,047
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$104,232
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$104,232
Assets. Real estate other than employer real property at end of year2014-12-31$222,000
Assets. Real estate other than employer real property at beginning of year2014-12-31$222,000
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
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$566,773
Participant contributions at end of year2014-12-31$120,220
Participant contributions at beginning of year2014-12-31$116,330
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$13,246
Administrative expenses (other) incurred2014-12-31$2,700
Total non interest bearing cash at end of year2014-12-31$7,001
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$82,868
Value of net assets at end of year (total assets less liabilities)2014-12-31$7,832,246
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$7,749,378
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 registered invesment companies (eg mutual funds) at end of year2014-12-31$6,411,443
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$6,377,204
Interest on participant loans2014-12-31$5,047
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,071,582
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,033,844
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,033,844
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$380,260
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$951,369
Contract administrator fees2014-12-31$6,129
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$0
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 name2014-12-31DAVIDSON, HOLLAND, WHITESELL & CO.
Accountancy firm EIN2014-12-31561706742
2013 : DRILLERS SERVICE RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,837,136
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$997,614
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$954,111
Expenses. Certain deemed distributions of participant loans2013-12-31$33,697
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$459,735
Value of total assets at end of year2013-12-31$7,749,378
Value of total assets at beginning of year2013-12-31$6,909,856
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$9,806
Total interest from all sources2013-12-31$5,999
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$88,265
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$88,265
Assets. Real estate other than employer real property at end of year2013-12-31$222,000
Assets. Real estate other than employer real property at beginning of year2013-12-31$222,000
Administrative expenses professional fees incurred2013-12-31$1,750
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$457,140
Participant contributions at end of year2013-12-31$116,330
Participant contributions at beginning of year2013-12-31$163,347
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$20,805
Administrative expenses (other) incurred2013-12-31$1,329
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$839,522
Value of net assets at end of year (total assets less liabilities)2013-12-31$7,749,378
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$6,909,856
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$6,377,204
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$5,364,678
Interest on participant loans2013-12-31$5,908
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,033,844
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$966,077
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$966,077
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$91
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,283,137
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$2,595
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$933,306
Contract administrator fees2013-12-31$6,727
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$193,754
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31DAVIDSON, HOLLAND, WHITESELL & CO.
Accountancy firm EIN2013-12-31561706742
2012 : DRILLERS SERVICE RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$931,696
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$852,217
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$845,714
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$404,154
Value of total assets at end of year2012-12-31$6,909,856
Value of total assets at beginning of year2012-12-31$6,830,377
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$6,503
Total interest from all sources2012-12-31$19,950
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$96,786
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$96,786
Assets. Real estate other than employer real property at end of year2012-12-31$222,000
Assets. Real estate other than employer real property at beginning of year2012-12-31$283,000
Administrative expenses professional fees incurred2012-12-31$5,287
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$404,154
Participant contributions at end of year2012-12-31$163,347
Participant contributions at beginning of year2012-12-31$152,430
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$5,504
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$21,638
Other income not declared elsewhere2012-12-31$-61,000
Administrative expenses (other) incurred2012-12-31$1,216
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$79,479
Value of net assets at end of year (total assets less liabilities)2012-12-31$6,909,856
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$6,830,377
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$5,364,678
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$5,310,419
Interest on participant loans2012-12-31$7,319
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$966,077
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$124,919
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$124,919
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$12,631
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$797,124
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$471,806
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$824,076
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$193,754
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$156,981
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31DAVIDSON, HOLLAND, WHITESELL & CO.
Accountancy firm EIN2012-12-31561706742
2011 : DRILLERS SERVICE RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-114,709
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$364,822
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$429,076
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$384,001
Expenses. Certain deemed distributions of participant loans2011-12-31$10,931
Value of total corrective distributions2011-12-31$10,931
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$411,965
Value of total assets at end of year2011-12-31$6,462,552
Value of total assets at beginning of year2011-12-31$6,526,806
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$34,144
Total interest from all sources2011-12-31$36,824
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$2,315
Assets. Real estate other than employer real property at end of year2011-12-31$283,000
Assets. Real estate other than employer real property at beginning of year2011-12-31$283,000
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$411,965
Participant contributions at end of year2011-12-31$152,430
Participant contributions at beginning of year2011-12-31$146,123
Participant contributions at end of year2011-12-31$5,504
Participant contributions at beginning of year2011-12-31$0
Other income not declared elsewhere2011-12-31$3,504
Administrative expenses (other) incurred2011-12-31$540
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-64,254
Value of net assets at end of year (total assets less liabilities)2011-12-31$6,462,552
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$6,526,806
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$33,604
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$5,165,679
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$5,247,686
Value of interest in pooled separate accounts at end of year2011-12-31$0
Value of interest in pooled separate accounts at beginning of year2011-12-31$0
Interest on participant loans2011-12-31$7,226
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$58,815
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$814
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$814
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$29,598
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$797,124
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$849,183
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$15,086
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-87,471
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$0
Income. Dividends from common stock2011-12-31$3,121
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$368,915
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$156,981
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$263,004
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31DAVIDSON, HOLLAND, WHITESELL & CO.
Accountancy firm EIN2011-12-31561706742
2010 : DRILLERS SERVICE RETIREMENT PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$-57,000
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$20,008
Total unrealized appreciation/depreciation of assets2010-12-31$-57,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,008,022
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$969,331
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$937,358
Expenses. Certain deemed distributions of participant loans2010-12-31$8,522
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$408,223
Value of total assets at end of year2010-12-31$6,526,806
Value of total assets at beginning of year2010-12-31$6,488,115
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$23,451
Total interest from all sources2010-12-31$37,767
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$1,638
Assets. Real estate other than employer real property at end of year2010-12-31$283,000
Assets. Real estate other than employer real property at beginning of year2010-12-31$340,000
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$408,223
Participant contributions at end of year2010-12-31$146,123
Participant contributions at beginning of year2010-12-31$48,446
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$6,412
Other income not declared elsewhere2010-12-31$5,843
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Income. Non cash contributions2010-12-31$0
Value of net income/loss2010-12-31$38,691
Value of net assets at end of year (total assets less liabilities)2010-12-31$6,526,806
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$6,488,115
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$23,451
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$5,247,686
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$4,977,762
Value of interest in pooled separate accounts at end of year2010-12-31$0
Value of interest in pooled separate accounts at beginning of year2010-12-31$0
Interest on participant loans2010-12-31$4,602
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$814
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$6,506
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$6,506
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$33,165
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$849,183
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,076,766
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$24,351
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$613,189
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$0
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$32,223
Income. Dividends from common stock2010-12-31$2,209
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$913,007
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$263,004
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$199,164
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31DAVIDSON, HOLLAND, WHITESELL & CO.
Accountancy firm EIN2010-12-31561706742
2009 : DRILLERS SERVICE RETIREMENT PLAN 2009 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2009-12-31$86,345
Total unrealized appreciation/depreciation of assets2009-12-31$86,345
Total income from all sources (including contributions)2009-12-31$1,946,333
Total of all expenses incurred2009-12-31$478,485
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2009-12-31$461,833
Expenses. Certain deemed distributions of participant loans2009-12-31$8,659
Value of total corrective distributions2009-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2009-12-31$930,648
Value of total assets at end of year2009-12-31$6,932,560
Value of total assets at beginning of year2009-12-31$5,464,712
Total of administrative expenses incurred including professional, contract, advisory and management fees2009-12-31$7,993
Total interest from all sources2009-12-31$44,924
Total dividends received (eg from common stock, registered investment company shares)2009-12-31$5,012
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2009-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2009-12-31$1,501
Assets. Real estate other than employer real property at end of year2009-12-31$340,000
Assets. Real estate other than employer real property at beginning of year2009-12-31$340,000
Was this plan covered by a fidelity bond2009-12-31Yes
Value of fidelity bond cover2009-12-31$1,000,000
If this is an individual account plan, was there a blackout period2009-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$0
Amount contributed by the employer to the plan for this plan year2009-12-31$0
Were there any nonexempt tranactions with any party-in-interest2009-12-31No
Contributions received from participants2009-12-31$538,259
Participant contributions at end of year2009-12-31$48,446
Participant contributions at beginning of year2009-12-31$15,687
Participant contributions at end of year2009-12-31$6,412
Participant contributions at beginning of year2009-12-31$6,508
Income. Received or receivable in cash from other sources (including rollovers)2009-12-31$85,045
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2009-12-31$500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2009-12-31No
Income. Non cash contributions2009-12-31$0
Value of net income/loss2009-12-31$1,467,848
Value of net assets at end of year (total assets less liabilities)2009-12-31$6,932,560
Value of net assets at beginning of year (total assets less liabilities)2009-12-31$5,464,712
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2009-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2009-12-31No
Were any leases to which the plan was party in default or uncollectible2009-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2009-12-31$5,108,352
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2009-12-31$98,441
Value of interest in pooled separate accounts at end of year2009-12-31$0
Value of interest in pooled separate accounts at beginning of year2009-12-31$3,669,599
Interest on participant loans2009-12-31$1,268
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2009-12-31$121,197
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2009-12-31$100,632
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2009-12-31$100,632
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2009-12-31$43,656
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2009-12-31$1,076,766
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2009-12-31$1,044,035
Expenses. Payments to insurance carriers foe the provision of benefits2009-12-31$23,815
Net investment gain/loss from registered investment companies (e.g. mutual funds)2009-12-31$827,441
Net investment gain/loss from pooled separate accounts2009-12-31$51,963
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2009-12-31No
Was there a failure to transmit to the plan any participant contributions2009-12-31No
Has the plan failed to provide any benefit when due under the plan2009-12-31No
Contributions received in cash from employer2009-12-31$307,344
Employer contributions (assets) at end of year2009-12-31$32,223
Employer contributions (assets) at beginning of year2009-12-31$66,212
Income. Dividends from common stock2009-12-31$3,511
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2009-12-31$437,518
Contract administrator fees2009-12-31$7,993
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32009-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2009-12-31$199,164
Assets. Corporate common stocks other than exployer securities at beginning of year2009-12-31$123,598
Did the plan have assets held for investment2009-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2009-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2009-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2009-12-31Yes
Opinion of an independent qualified public accountant for this plan2009-12-31Disclaimer
Accountancy firm name2009-12-31DAVIDSON, HOLLAND, WHITESELL & CO
Accountancy firm EIN2009-12-31561706742
2008 : DRILLERS SERVICE RETIREMENT PLAN 2008 401k financial data
Unrealized appreciation/depreciation of real estate assets2008-12-31$82,411
Unrealized appreciation/depreciation of other (non real estate) assets2008-12-31$-30,882
Total unrealized appreciation/depreciation of assets2008-12-31$51,529
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2008-12-31$3,568,630
Total income from all sources (including contributions)2008-12-31$-1,017,070
Total of all expenses incurred2008-12-31$346,005
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2008-12-31$319,306
Expenses. Certain deemed distributions of participant loans2008-12-31$956
Value of total corrective distributions2008-12-31$25,099
Total contributions o plan (from employers,participants, others, non cash contrinutions)2008-12-31$1,079,578
Value of total assets at end of year2008-12-31$5,464,712
Value of total assets at beginning of year2008-12-31$10,396,417
Total of administrative expenses incurred including professional, contract, advisory and management fees2008-12-31$644
Total interest from all sources2008-12-31$46,385
Total dividends received (eg from common stock, registered investment company shares)2008-12-31$1,641
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2008-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2008-12-31$809
Assets. Real estate other than employer real property at end of year2008-12-31$340,000
Assets. Real estate other than employer real property at beginning of year2008-12-31$0
Was this plan covered by a fidelity bond2008-12-31Yes
Value of fidelity bond cover2008-12-31$500,000
If this is an individual account plan, was there a blackout period2008-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2008-12-31$0
Were there any nonexempt tranactions with any party-in-interest2008-12-31No
Contributions received from participants2008-12-31$690,647
Participant contributions at end of year2008-12-31$15,687
Participant contributions at beginning of year2008-12-31$22,905
Participant contributions at end of year2008-12-31$6,508
Participant contributions at beginning of year2008-12-31$7,408
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2008-12-31$3,543,531
Administrative expenses (other) incurred2008-12-31$644
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2008-12-31No
Value of net income/loss2008-12-31$-1,363,075
Value of net assets at end of year (total assets less liabilities)2008-12-31$5,464,712
Value of net assets at beginning of year (total assets less liabilities)2008-12-31$6,827,787
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2008-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2008-12-31No
Were any leases to which the plan was party in default or uncollectible2008-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2008-12-31$98,441
Value of interest in pooled separate accounts at end of year2008-12-31$3,669,599
Value of interest in pooled separate accounts at beginning of year2008-12-31$8,554,676
Interest on participant loans2008-12-31$967
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2008-12-31$100,632
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2008-12-31$45,418
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2008-12-31$1,044,035
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2008-12-31$1,807,925
Expenses. Payments to insurance carriers foe the provision of benefits2008-12-31$24,630
Net investment gain/loss from registered investment companies (e.g. mutual funds)2008-12-31$-51,367
Net investment gain/loss from pooled separate accounts2008-12-31$-2,144,836
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2008-12-31No
Was there a failure to transmit to the plan any participant contributions2008-12-31No
Has the plan failed to provide any benefit when due under the plan2008-12-31No
Contributions received in cash from employer2008-12-31$388,931
Employer contributions (assets) at end of year2008-12-31$66,212
Employer contributions (assets) at beginning of year2008-12-31$3,503
Income. Dividends from common stock2008-12-31$832
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2008-12-31$294,676
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32008-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2008-12-31$123,598
Liabilities. Value of benefit claims payable at beginning of year2008-12-31$25,099
Did the plan have assets held for investment2008-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2008-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2008-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2008-12-31Yes
Opinion of an independent qualified public accountant for this plan2008-12-31Disclaimer
Accountancy firm name2008-12-31DAVIDSON, HOLLAND, WHITESELL & CO
Accountancy firm EIN2008-12-31561706742

Form 5500 Responses for DRILLERS SERVICE RETIREMENT PLAN

2020: DRILLERS SERVICE 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 filingYes
2020-01-01This return/report is a short plan year return/report (less than 12 months)Yes
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: DRILLERS SERVICE 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: DRILLERS SERVICE 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: DRILLERS SERVICE 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: DRILLERS SERVICE 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: DRILLERS SERVICE 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: DRILLERS SERVICE 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
2013: DRILLERS SERVICE RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: DRILLERS SERVICE RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: DRILLERS SERVICE RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: DRILLERS SERVICE RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes
2008: DRILLERS SERVICE RETIREMENT PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedYes
2008-01-01Plan funding arrangement – InsuranceYes
2008-01-01Plan funding arrangement – TrustYes
2008-01-01Plan benefit arrangement – InsuranceYes
2008-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GENWORTH LIFE AND ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65536 )
Policy contract numberS0004058
Policy instance 2
Insurance contract or identification numberS0004058
Number of Individuals Covered4
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $1,219
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 )
Policy contract number99400012
Policy instance 1
Insurance contract or identification number99400012
Number of Individuals Covered5
Insurance policy start date2018-02-01
Insurance policy end date2019-01-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $3,177
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GENWORTH LIFE AND ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65536 )
Policy contract numberS0004058
Policy instance 2
Insurance contract or identification numberS0004058
Number of Individuals Covered10
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $4,876
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 )
Policy contract number99400012
Policy instance 1
Insurance contract or identification number99400012
Number of Individuals Covered7
Insurance policy start date2017-02-01
Insurance policy end date2018-01-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $3,507
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GENWORTH LIFE AND ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65536 )
Policy contract numberS0004058
Policy instance 2
Insurance contract or identification numberS0004058
Number of Individuals Covered10
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $10,463
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker nameINSURANCE MARKETING CONCEPTS, INC.
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 )
Policy contract number99400012
Policy instance 1
Insurance contract or identification number99400012
Number of Individuals Covered7
Insurance policy start date2016-02-01
Insurance policy end date2017-01-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $3,967
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GENWORTH LIFE AND ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65536 )
Policy contract numberS0004058
Policy instance 2
Insurance contract or identification numberS0004058
Number of Individuals Covered16
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $11,881
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 )
Policy contract number99400012
Policy instance 1
Insurance contract or identification number99400012
Number of Individuals Covered7
Insurance policy start date2014-02-01
Insurance policy end date2015-01-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $3,622
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 )
Policy contract number99400012
Policy instance 1
Insurance contract or identification number99400012
Number of Individuals Covered8
Insurance policy start date2013-02-01
Insurance policy end date2014-01-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GENWORTH LIFE AND ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65536 )
Policy contract numberS0004058
Policy instance 2
Insurance contract or identification numberS0004058
Number of Individuals Covered16
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 )
Policy contract number99400012
Policy instance 1
Insurance contract or identification number99400012
Number of Individuals Covered10
Insurance policy start date2012-02-01
Insurance policy end date2013-01-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GENWORTH LIFE AND ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65536 )
Policy contract numberS0004058
Policy instance 2
Insurance contract or identification numberS0004058
Number of Individuals Covered14
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $576
Total amount of fees paid to insurance companyUSD $0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $216
Insurance broker organization code?3
Insurance broker nameINSURANCE MARKETING CONCEPTS, INC.
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberCI-71558
Policy instance 1
Insurance contract or identification numberCI-71558
Number of Individuals Covered0
Insurance policy start date2012-01-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GENWORTH LIFE AND ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65536 )
Policy contract numberS0004058
Policy instance 3
Insurance contract or identification numberS0004058
Number of Individuals Covered14
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $576
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $216
Insurance broker organization code?3
Insurance broker nameINSURANCE MARKETING CONCEPTS, INC.
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 )
Policy contract number99400012
Policy instance 2
Insurance contract or identification number99400012
Number of Individuals Covered10
Insurance policy start date2012-02-01
Insurance policy end date2013-01-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GENWORTH LIFE AND ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65536 )
Policy contract numberS0004058
Policy instance 3
Insurance contract or identification numberS0004058
Number of Individuals Covered14
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $576
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 )
Policy contract number99400012
Policy instance 2
Insurance contract or identification number99400012
Number of Individuals Covered12
Insurance policy start date2011-02-01
Insurance policy end date2012-01-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberCI-7155800
Policy instance 1
Insurance contract or identification numberCI-7155800
Number of Individuals Covered57
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $4,266
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for 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
GENWORTH LIFE AND ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65536 )
Policy contract numberD0001137
Policy instance 3
Insurance contract or identification numberD0001137
Number of Individuals Covered14
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 )
Policy contract number99400012
Policy instance 2
Insurance contract or identification number99400012
Number of Individuals Covered12
Insurance policy start date2010-02-01
Insurance policy end date2011-01-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberCI-7155800
Policy instance 1
Insurance contract or identification numberCI-7155800
Number of Individuals Covered283
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $4,792
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberCI-7155800
Policy instance 1
Insurance contract or identification numberCI-7155800
Number of Individuals Covered268
Insurance policy start date2009-01-01
Insurance policy end date2009-12-31
Total amount of commissions paid to insurance brokerUSD $6,272
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for 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
Other information about contractCOMPLETE INVESTOR
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 )
Policy contract number99400012
Policy instance 2
Insurance contract or identification number99400012
Number of Individuals Covered15
Insurance policy start date2009-02-01
Insurance policy end date2010-01-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GENWORTH LIFE AND ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65536 )
Policy contract numberD0001137
Policy instance 3
Insurance contract or identification numberD0001137
Number of Individuals Covered16
Insurance policy start date2009-01-01
Insurance policy end date2009-12-31
Total amount of commissions paid to insurance brokerUSD $786
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GENWORTH LIFE AND ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65536 )
Policy contract numberD0001137
Policy instance 3
Insurance contract or identification numberD0001137
Number of Individuals Covered16
Insurance policy start date2008-01-01
Insurance policy end date2008-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 )
Policy contract number99400012
Policy instance 2
Insurance contract or identification number99400012
Number of Individuals Covered15
Insurance policy start date2008-01-01
Insurance policy end date2008-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberCI-7155800
Policy instance 1
Insurance contract or identification numberCI-7155800
Number of Individuals Covered262
Insurance policy start date2008-01-01
Insurance policy end date2008-12-31
Total amount of commissions paid to insurance brokerUSD $48,711
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for 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
Other information about contractCOMPLETE INVESTOR
Commission paid to Insurance BrokerUSD $48,711
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?5
Insurance broker nameFBA INC. DBA JACKIE TURPIN

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