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STRATEGIC OUTSOURCING, INC. MULTIPLE EMPLOYER 401(K) PLAN 401k Plan overview

Plan NameSTRATEGIC OUTSOURCING, INC. MULTIPLE EMPLOYER 401(K) PLAN
Plan identification number 002

STRATEGIC OUTSOURCING, INC. MULTIPLE EMPLOYER 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

TRINET HR II HOLDINGS, INC has sponsored the creation of one or more 401k plans.

Company Name:TRINET HR II HOLDINGS, INC
Employer identification number (EIN):561952356
NAIC Classification:561300

Additional information about TRINET HR II HOLDINGS, INC

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 2575913

More information about TRINET HR II HOLDINGS, INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STRATEGIC OUTSOURCING, INC. MULTIPLE EMPLOYER 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01
0022013-01-01CHRIS LOGAN
0022012-01-01JENNIFER WALLACE-HAYES
0022011-01-01KERIM FIDEL KERIM FIDEL2012-10-11
0022009-01-01KERIM FIDEL

Plan Statistics for STRATEGIC OUTSOURCING, INC. MULTIPLE EMPLOYER 401(K) PLAN

401k plan membership statisitcs for STRATEGIC OUTSOURCING, INC. MULTIPLE EMPLOYER 401(K) PLAN

Measure Date Value
2017: STRATEGIC OUTSOURCING, INC. MULTIPLE EMPLOYER 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0124,966
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-010
Total of all active and inactive participants2017-01-010
Total participants2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: STRATEGIC OUTSOURCING, INC. MULTIPLE EMPLOYER 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0124,847
Total number of active participants reported on line 7a of the Form 55002016-01-0122,294
Number of other retired or separated participants entitled to future benefits2016-01-012,672
Total of all active and inactive participants2016-01-0124,966
Total participants2016-01-0124,966
Number of participants with account balances2016-01-019,967
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01274
2015: STRATEGIC OUTSOURCING, INC. MULTIPLE EMPLOYER 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0127,396
Total number of active participants reported on line 7a of the Form 55002015-01-0121,272
Number of other retired or separated participants entitled to future benefits2015-01-012,423
Total of all active and inactive participants2015-01-0123,695
Total participants2015-01-0123,695
Number of participants with account balances2015-01-019,963
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01197
2014: STRATEGIC OUTSOURCING, INC. MULTIPLE EMPLOYER 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0123,612
Total number of active participants reported on line 7a of the Form 55002014-01-0122,816
Number of other retired or separated participants entitled to future benefits2014-01-013,375
Total of all active and inactive participants2014-01-0126,191
Total participants2014-01-0126,191
Number of participants with account balances2014-01-019,938
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01315
2013: STRATEGIC OUTSOURCING, INC. MULTIPLE EMPLOYER 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0120,780
Total number of active participants reported on line 7a of the Form 55002013-01-0120,085
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-012,585
Total of all active and inactive participants2013-01-0122,672
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-013
Total participants2013-01-0122,675
Number of participants with account balances2013-01-018,508
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01214
2012: STRATEGIC OUTSOURCING, INC. MULTIPLE EMPLOYER 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0123,213
Total number of active participants reported on line 7a of the Form 55002012-01-0118,596
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-012,180
Total of all active and inactive participants2012-01-0120,777
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-013
Total participants2012-01-0120,780
Number of participants with account balances2012-01-017,473
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01111
2011: STRATEGIC OUTSOURCING, INC. MULTIPLE EMPLOYER 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0119,769
Total number of active participants reported on line 7a of the Form 55002011-01-0119,431
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-012,074
Total of all active and inactive participants2011-01-0121,506
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-0121,508
Number of participants with account balances2011-01-017,225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01150
2009: STRATEGIC OUTSOURCING, INC. MULTIPLE EMPLOYER 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0115,489
Total number of active participants reported on line 7a of the Form 55002009-01-0113,797
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-011,546
Total of all active and inactive participants2009-01-0115,344
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-0115,346
Number of participants with account balances2009-01-015,201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01231

Financial Data on STRATEGIC OUTSOURCING, INC. MULTIPLE EMPLOYER 401(K) PLAN

Measure Date Value
2017 : STRATEGIC OUTSOURCING, INC. MULTIPLE EMPLOYER 401(K) PLAN 2017 401k financial data
Total transfer of assets to this plan2017-12-31$32,112,302
Total transfer of assets from this plan2017-12-31$335,423,678
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$653,192
Total income from all sources (including contributions)2017-12-31$51,724,851
Total of all expenses incurred2017-12-31$20,982,663
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$20,743,515
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$25,799,703
Value of total assets at end of year2017-12-31$0
Value of total assets at beginning of year2017-12-31$273,222,380
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$239,148
Total interest from all sources2017-12-31$313,662
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
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$19,364,874
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$6,700,327
Participant contributions at beginning of year2017-12-31$571,214
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$4,106,696
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$653,192
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$30,742,188
Value of net assets at end of year (total assets less liabilities)2017-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$272,569,188
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$0
Value of interest in pooled separate accounts at beginning of year2017-12-31$239,878,524
Interest on participant loans2017-12-31$157,988
Interest earned on other investments2017-12-31$155,674
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$24,808,828
Net investment gain/loss from pooled separate accounts2017-12-31$25,611,486
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$2,328,133
Employer contributions (assets) at beginning of year2017-12-31$1,263,487
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$20,743,515
Contract administrator fees2017-12-31$239,148
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 PBGC2017-12-31Yes
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 name2017-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2017-12-31431947695
2016 : STRATEGIC OUTSOURCING, INC. MULTIPLE EMPLOYER 401(K) PLAN 2016 401k financial data
Total transfer of assets to this plan2016-12-31$35,030,688
Total transfer of assets from this plan2016-12-31$86,476,896
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$653,192
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$567,403
Total income from all sources (including contributions)2016-12-31$59,149,667
Total of all expenses incurred2016-12-31$26,747,289
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$25,641,965
Value of total corrective distributions2016-12-31$653,192
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$41,502,131
Value of total assets at end of year2016-12-31$273,222,380
Value of total assets at beginning of year2016-12-31$292,180,421
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$452,132
Total interest from all sources2016-12-31$266,173
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
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$28,064,876
Participant contributions at end of year2016-12-31$6,700,327
Participant contributions at beginning of year2016-12-31$7,137,956
Participant contributions at end of year2016-12-31$571,214
Participant contributions at beginning of year2016-12-31$493,478
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$4,471,811
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$653,192
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$567,403
Other income not declared elsewhere2016-12-31$309,829
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$32,402,378
Value of net assets at end of year (total assets less liabilities)2016-12-31$272,569,188
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$291,613,018
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$239,878,524
Value of interest in pooled separate accounts at beginning of year2016-12-31$254,777,862
Interest on participant loans2016-12-31$266,173
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$24,808,828
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$27,598,218
Net investment gain/loss from pooled separate accounts2016-12-31$17,071,534
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$8,965,444
Employer contributions (assets) at end of year2016-12-31$1,263,487
Employer contributions (assets) at beginning of year2016-12-31$2,172,907
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$25,641,965
Contract administrator fees2016-12-31$452,132
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 name2016-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2016-12-31431947695
2015 : STRATEGIC OUTSOURCING, INC. MULTIPLE EMPLOYER 401(K) PLAN 2015 401k financial data
Total transfer of assets to this plan2015-12-31$39,412,185
Total transfer of assets from this plan2015-12-31$42,684,670
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$567,403
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$465,596
Total income from all sources (including contributions)2015-12-31$44,543,464
Total of all expenses incurred2015-12-31$28,661,616
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$27,635,023
Value of total corrective distributions2015-12-31$509,711
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$46,638,835
Value of total assets at end of year2015-12-31$292,180,421
Value of total assets at beginning of year2015-12-31$279,469,251
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$516,882
Total interest from all sources2015-12-31$271,840
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
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$30,599,802
Participant contributions at end of year2015-12-31$7,137,956
Participant contributions at beginning of year2015-12-31$6,819,941
Participant contributions at end of year2015-12-31$493,478
Participant contributions at beginning of year2015-12-31$327,534
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$6,557,147
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$567,403
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$465,596
Other income not declared elsewhere2015-12-31$331,003
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$15,881,848
Value of net assets at end of year (total assets less liabilities)2015-12-31$291,613,018
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$279,003,655
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$254,777,862
Value of interest in pooled separate accounts at beginning of year2015-12-31$244,717,551
Interest on participant loans2015-12-31$271,840
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$27,598,218
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$25,617,929
Net investment gain/loss from pooled separate accounts2015-12-31$-2,698,214
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$9,481,886
Employer contributions (assets) at end of year2015-12-31$2,172,907
Employer contributions (assets) at beginning of year2015-12-31$1,986,296
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$27,635,023
Contract administrator fees2015-12-31$516,882
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
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 name2015-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2015-12-31431947695
2014 : STRATEGIC OUTSOURCING, INC. MULTIPLE EMPLOYER 401(K) PLAN 2014 401k financial data
Total transfer of assets to this plan2014-12-31$48,856,150
Total transfer of assets from this plan2014-12-31$24,300,958
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$465,596
Total income from all sources (including contributions)2014-12-31$53,707,238
Total of all expenses incurred2014-12-31$33,561,800
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$33,070,884
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$38,219,366
Value of total assets at end of year2014-12-31$279,469,251
Value of total assets at beginning of year2014-12-31$234,303,025
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$490,916
Total interest from all sources2014-12-31$272,530
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$2,000,000
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$26,195,852
Participant contributions at end of year2014-12-31$6,819,941
Participant contributions at beginning of year2014-12-31$6,258,999
Participant contributions at end of year2014-12-31$327,534
Participant contributions at beginning of year2014-12-31$235,823
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$4,131,566
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$465,596
Other income not declared elsewhere2014-12-31$276,560
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$20,145,438
Value of net assets at end of year (total assets less liabilities)2014-12-31$279,003,655
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$234,303,025
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 beginning of year2014-12-31$939,390
Value of interest in pooled separate accounts at end of year2014-12-31$244,717,551
Value of interest in pooled separate accounts at beginning of year2014-12-31$197,097,575
Interest on participant loans2014-12-31$272,530
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$25,617,929
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$28,062,848
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,897
Net investment gain/loss from pooled separate accounts2014-12-31$14,936,885
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$7,891,948
Employer contributions (assets) at end of year2014-12-31$1,986,296
Employer contributions (assets) at beginning of year2014-12-31$1,708,390
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$33,070,884
Contract administrator fees2014-12-31$490,916
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2014-12-31431947695
2013 : STRATEGIC OUTSOURCING, INC. MULTIPLE EMPLOYER 401(K) PLAN 2013 401k financial data
Total transfer of assets to this plan2013-12-31$52,777,998
Total transfer of assets from this plan2013-12-31$24,614,946
Total income from all sources (including contributions)2013-12-31$65,059,371
Total of all expenses incurred2013-12-31$39,390,201
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$38,380,231
Expenses. Certain deemed distributions of participant loans2013-12-31$27,796
Value of total corrective distributions2013-12-31$503,258
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$35,346,096
Value of total assets at end of year2013-12-31$234,303,025
Value of total assets at beginning of year2013-12-31$180,470,803
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$478,916
Total interest from all sources2013-12-31$260,627
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$2,000,000
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$23,034,971
Participant contributions at end of year2013-12-31$6,258,999
Participant contributions at beginning of year2013-12-31$5,597,888
Participant contributions at end of year2013-12-31$235,823
Assets. Other investments not covered elsewhere at end of year2013-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$1,249,071
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$2,649,441
Other income not declared elsewhere2013-12-31$411,710
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$25,669,170
Value of net assets at end of year (total assets less liabilities)2013-12-31$234,303,025
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$180,470,803
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$939,390
Value of interest in pooled separate accounts at end of year2013-12-31$197,097,575
Value of interest in pooled separate accounts at beginning of year2013-12-31$143,336,025
Interest on participant loans2013-12-31$260,627
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$28,062,848
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$30,287,819
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$7,490
Net investment gain/loss from pooled separate accounts2013-12-31$29,033,448
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$9,661,684
Employer contributions (assets) at end of year2013-12-31$1,708,390
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$38,380,231
Contract administrator fees2013-12-31$478,916
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2013-12-31431947695
2012 : STRATEGIC OUTSOURCING, INC. MULTIPLE EMPLOYER 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$36,839,176
Total transfer of assets from this plan2012-12-31$38,067,257
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$41,484,933
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$16,737,595
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$15,922,269
Value of total corrective distributions2012-12-31$362,657
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$25,684,822
Value of total assets at end of year2012-12-31$180,470,803
Value of total assets at beginning of year2012-12-31$156,951,546
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$452,669
Total interest from all sources2012-12-31$205,980
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$2,000,000
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$18,176,791
Participant contributions at end of year2012-12-31$5,597,888
Participant contributions at beginning of year2012-12-31$5,137,213
Assets. Other investments not covered elsewhere at end of year2012-12-31$1,249,071
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$5,152,229
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,923,414
Other income not declared elsewhere2012-12-31$519,000
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$24,747,338
Value of net assets at end of year (total assets less liabilities)2012-12-31$180,470,803
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$156,951,546
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$143,336,025
Value of interest in pooled separate accounts at beginning of year2012-12-31$116,537,374
Interest on participant loans2012-12-31$205,980
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$30,287,819
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$30,124,730
Net investment gain/loss from pooled separate accounts2012-12-31$15,075,131
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$5,584,617
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$15,922,269
Contract administrator fees2012-12-31$452,669
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 name2012-12-31GRANT THORNTON
Accountancy firm EIN2012-12-31366055558
2011 : STRATEGIC OUTSOURCING, INC. MULTIPLE EMPLOYER 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$48,914,495
Total transfer of assets from this plan2011-12-31$11,784,719
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$19,756,351
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$15,726,661
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$15,075,803
Value of total corrective distributions2011-12-31$250,844
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$22,844,376
Value of total assets at end of year2011-12-31$156,951,546
Value of total assets at beginning of year2011-12-31$115,792,080
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$400,014
Total interest from all sources2011-12-31$183,128
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$2,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$15,817,252
Participant contributions at end of year2011-12-31$5,137,213
Participant contributions at beginning of year2011-12-31$3,297,368
Assets. Other investments not covered elsewhere at end of year2011-12-31$5,152,229
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$901,121
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$2,477,069
Other income not declared elsewhere2011-12-31$617,918
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$4,029,690
Value of net assets at end of year (total assets less liabilities)2011-12-31$156,951,546
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$115,792,080
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$116,537,374
Value of interest in pooled separate accounts at beginning of year2011-12-31$87,686,476
Interest on participant loans2011-12-31$183,128
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$30,124,730
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$23,907,115
Net investment gain/loss from pooled separate accounts2011-12-31$-3,889,071
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$4,550,055
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$15,075,803
Contract administrator fees2011-12-31$400,014
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 name2011-12-31GRANT THORNTON
Accountancy firm EIN2011-12-31366055558
2010 : STRATEGIC OUTSOURCING, INC. MULTIPLE EMPLOYER 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$25,876,022
Total transfer of assets from this plan2010-12-31$9,060,713
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$27,310,676
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$10,144,559
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$9,343,640
Value of total corrective distributions2010-12-31$434,199
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$16,183,844
Value of total assets at end of year2010-12-31$115,792,080
Value of total assets at beginning of year2010-12-31$81,810,654
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$366,720
Total interest from all sources2010-12-31$138,981
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$2,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$11,563,047
Participant contributions at end of year2010-12-31$3,297,368
Participant contributions at beginning of year2010-12-31$2,674,029
Assets. Other investments not covered elsewhere at end of year2010-12-31$901,121
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$14,070
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$1,029,241
Other income not declared elsewhere2010-12-31$618,436
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$17,166,117
Value of net assets at end of year (total assets less liabilities)2010-12-31$115,792,080
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$81,810,654
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$87,686,476
Value of interest in pooled separate accounts at beginning of year2010-12-31$56,504,266
Interest on participant loans2010-12-31$138,981
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$23,907,115
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$22,618,289
Net investment gain/loss from pooled separate accounts2010-12-31$10,369,415
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$3,591,556
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$9,343,640
Contract administrator fees2010-12-31$366,720
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 name2010-12-31GRANT THORNTON
Accountancy firm EIN2010-12-31366055558
2009 : STRATEGIC OUTSOURCING, INC. MULTIPLE EMPLOYER 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for STRATEGIC OUTSOURCING, INC. MULTIPLE EMPLOYER 401(K) PLAN

2017: STRATEGIC OUTSOURCING, INC. MULTIPLE EMPLOYER 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulitple employer plan
2017-01-01This submission is the final filingYes
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: STRATEGIC OUTSOURCING, INC. MULTIPLE EMPLOYER 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulitple employer plan
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: STRATEGIC OUTSOURCING, INC. MULTIPLE EMPLOYER 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulitple employer plan
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: STRATEGIC OUTSOURCING, INC. MULTIPLE EMPLOYER 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulitple employer plan
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: STRATEGIC OUTSOURCING, INC. MULTIPLE EMPLOYER 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulitple employer plan
2013-01-01Submission has been amendedYes
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: STRATEGIC OUTSOURCING, INC. MULTIPLE EMPLOYER 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulitple employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: STRATEGIC OUTSOURCING, INC. MULTIPLE EMPLOYER 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulitple employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: STRATEGIC OUTSOURCING, INC. MULTIPLE EMPLOYER 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulitple employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number931007
Policy instance 1
Insurance contract or identification number931007
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number931007
Policy instance 1
Insurance contract or identification number931007
Number of Individuals Covered9963
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number931007
Policy instance 1
Insurance contract or identification number931007
Number of Individuals Covered9938
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number931007
Policy instance 1
Insurance contract or identification number931007
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number931007
Policy instance 1
Insurance contract or identification number931007
Number of Individuals Covered20108
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
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?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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number931007
Policy instance 1
Insurance contract or identification number931007
Number of Individuals Covered21508
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
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?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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number931007
Policy instance 1
Insurance contract or identification number931007
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?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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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