Logo

VUBIQUITY RETIREMENT PLAN 401k Plan overview

Plan NameVUBIQUITY RETIREMENT PLAN
Plan identification number 002

VUBIQUITY 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

VUBIQUITY has sponsored the creation of one or more 401k plans.

Company Name:VUBIQUITY
Employer identification number (EIN):562601316
NAIC Classification:515210
NAIC Description:Cable and Other Subscription Programming

Form 5500 Filing Information

Submission information for form 5500 for 401k plan VUBIQUITY RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022018-01-01MICHAEL SAEGER
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01PETER PRUCNEL
0022013-01-01LAURA LANGEHAUG
0022012-01-01LAURA LANGEHAUG
0022011-01-01LAURA LANGEHAUG

Plan Statistics for VUBIQUITY RETIREMENT PLAN

401k plan membership statisitcs for VUBIQUITY RETIREMENT PLAN

Measure Date Value
2018: VUBIQUITY RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01301
Total number of active participants reported on line 7a of the Form 55002018-01-010
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-010
Number of participants with account balances2018-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: VUBIQUITY RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01302
Total number of active participants reported on line 7a of the Form 55002017-01-01217
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0184
Total of all active and inactive participants2017-01-01301
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01301
Number of participants with account balances2017-01-01278
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: VUBIQUITY RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01290
Total number of active participants reported on line 7a of the Form 55002016-01-01233
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0169
Total of all active and inactive participants2016-01-01302
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01302
Number of participants with account balances2016-01-01275
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: VUBIQUITY RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01302
Total number of active participants reported on line 7a of the Form 55002015-01-01218
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0172
Total of all active and inactive participants2015-01-01290
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01290
Number of participants with account balances2015-01-01260
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: VUBIQUITY RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01288
Total number of active participants reported on line 7a of the Form 55002014-01-01241
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0157
Total of all active and inactive participants2014-01-01298
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01298
Number of participants with account balances2014-01-01244
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: VUBIQUITY RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01284
Total number of active participants reported on line 7a of the Form 55002013-01-01240
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0146
Total of all active and inactive participants2013-01-01286
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01286
Number of participants with account balances2013-01-01232
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: VUBIQUITY RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01261
Total number of active participants reported on line 7a of the Form 55002012-01-01233
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0149
Total of all active and inactive participants2012-01-01282
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01282
Number of participants with account balances2012-01-01226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-012
2011: VUBIQUITY RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01217
Total number of active participants reported on line 7a of the Form 55002011-01-01210
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0147
Total of all active and inactive participants2011-01-01257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01257
Number of participants with account balances2011-01-01209
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-013

Financial Data on VUBIQUITY RETIREMENT PLAN

Measure Date Value
2018 : VUBIQUITY RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-07-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-07-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-07-31$0
Total income from all sources (including contributions)2018-07-31$870,365
Total loss/gain on sale of assets2018-07-31$0
Total of all expenses incurred2018-07-31$22,589,510
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-07-31$22,571,538
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-07-31$327,383
Value of total assets at end of year2018-07-31$0
Value of total assets at beginning of year2018-07-31$21,719,145
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-07-31$17,972
Total interest from all sources2018-07-31$10,677
Total dividends received (eg from common stock, registered investment company shares)2018-07-31$17,511
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-07-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2018-07-31$0
Total dividends received from registered investment company shares (eg mutual funds)2018-07-31$17,511
Was this plan covered by a fidelity bond2018-07-31Yes
Value of fidelity bond cover2018-07-31$1,000,000
If this is an individual account plan, was there a blackout period2018-07-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-07-31$0
Were there any nonexempt tranactions with any party-in-interest2018-07-31No
Contributions received from participants2018-07-31$216,167
Participant contributions at end of year2018-07-31$0
Participant contributions at beginning of year2018-07-31$299,836
Participant contributions at end of year2018-07-31$0
Participant contributions at beginning of year2018-07-31$46,624
Income. Received or receivable in cash from other sources (including rollovers)2018-07-31$3,573
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-07-31No
Value of net income/loss2018-07-31$-21,719,145
Value of net assets at end of year (total assets less liabilities)2018-07-31$0
Value of net assets at beginning of year (total assets less liabilities)2018-07-31$21,719,145
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-07-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-07-31No
Were any leases to which the plan was party in default or uncollectible2018-07-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-07-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-07-31$5,764,335
Value of interest in pooled separate accounts at end of year2018-07-31$0
Value of interest in pooled separate accounts at beginning of year2018-07-31$5,981,840
Interest on participant loans2018-07-31$7,109
Interest earned on other investments2018-07-31$3,568
Value of interest in common/collective trusts at end of year2018-07-31$0
Value of interest in common/collective trusts at beginning of year2018-07-31$9,222,093
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-07-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-07-31$377,865
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-07-31$209,320
Net investment gain/loss from pooled separate accounts2018-07-31$227,609
Net investment gain or loss from common/collective trusts2018-07-31$77,865
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-07-31No
Was there a failure to transmit to the plan any participant contributions2018-07-31No
Has the plan failed to provide any benefit when due under the plan2018-07-31No
Contributions received in cash from employer2018-07-31$107,643
Employer contributions (assets) at end of year2018-07-31$0
Employer contributions (assets) at beginning of year2018-07-31$26,552
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-07-31$22,571,538
Contract administrator fees2018-07-31$17,972
Did the plan have assets held for investment2018-07-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-07-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-07-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-07-31Yes
Opinion of an independent qualified public accountant for this plan2018-07-31Disclaimer
Accountancy firm name2018-07-31BKD, LLP
Accountancy firm EIN2018-07-31440160260
2017 : VUBIQUITY 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$5,809,561
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,335,362
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,308,217
Value of total corrective distributions2017-12-31$12,597
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,529,803
Value of total assets at end of year2017-12-31$21,719,145
Value of total assets at beginning of year2017-12-31$18,244,946
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$14,548
Total interest from all sources2017-12-31$23,290
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$57,435
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$57,435
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$1,583,188
Participant contributions at end of year2017-12-31$299,836
Participant contributions at beginning of year2017-12-31$276,759
Participant contributions at end of year2017-12-31$46,624
Participant contributions at beginning of year2017-12-31$63,525
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$132,610
Other income not declared elsewhere2017-12-31$525
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$3,474,199
Value of net assets at end of year (total assets less liabilities)2017-12-31$21,719,145
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$18,244,946
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$5,764,335
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$4,685,058
Value of interest in pooled separate accounts at end of year2017-12-31$5,981,840
Value of interest in pooled separate accounts at beginning of year2017-12-31$4,953,489
Interest on participant loans2017-12-31$17,452
Interest earned on other investments2017-12-31$5,838
Value of interest in common/collective trusts at end of year2017-12-31$9,222,093
Value of interest in common/collective trusts at beginning of year2017-12-31$7,778,284
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$377,865
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$441,144
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$897,295
Net investment gain/loss from pooled separate accounts2017-12-31$998,662
Net investment gain or loss from common/collective trusts2017-12-31$1,302,551
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$814,005
Employer contributions (assets) at end of year2017-12-31$26,552
Employer contributions (assets) at beginning of year2017-12-31$46,687
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,308,217
Contract administrator fees2017-12-31$14,548
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 name2017-12-31HOLTHOUSE CARLIN & VAN TRIGT LLP
Accountancy firm EIN2017-12-31954345526
2016 : VUBIQUITY 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$4,047,227
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,816,843
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,804,192
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,575,830
Value of total assets at end of year2016-12-31$18,244,946
Value of total assets at beginning of year2016-12-31$17,014,562
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$12,651
Total interest from all sources2016-12-31$17,975
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$48,300
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$48,300
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$1,622,523
Participant contributions at end of year2016-12-31$276,759
Participant contributions at beginning of year2016-12-31$306,968
Participant contributions at end of year2016-12-31$63,525
Participant contributions at beginning of year2016-12-31$60,519
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$89,752
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$1,230,384
Value of net assets at end of year (total assets less liabilities)2016-12-31$18,244,946
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$17,014,562
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$4,685,058
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$4,549,893
Value of interest in pooled separate accounts at end of year2016-12-31$4,953,489
Value of interest in pooled separate accounts at beginning of year2016-12-31$4,717,577
Interest on participant loans2016-12-31$12,412
Interest earned on other investments2016-12-31$5,563
Value of interest in common/collective trusts at end of year2016-12-31$7,778,284
Value of interest in common/collective trusts at beginning of year2016-12-31$6,891,294
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$441,144
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$458,774
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$275,932
Net investment gain/loss from pooled separate accounts2016-12-31$561,792
Net investment gain or loss from common/collective trusts2016-12-31$567,398
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$863,555
Employer contributions (assets) at end of year2016-12-31$46,687
Employer contributions (assets) at beginning of year2016-12-31$29,537
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,804,192
Contract administrator fees2016-12-31$12,651
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 name2016-12-31HOLTHOUSE CARLIN & VAN TRIGT LLP
Accountancy firm EIN2016-12-31954345526
2015 : VUBIQUITY 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$2,532,739
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$3,731,933
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,718,080
Value of total corrective distributions2015-12-31$1,084
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,736,936
Value of total assets at end of year2015-12-31$17,014,562
Value of total assets at beginning of year2015-12-31$18,213,756
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$12,769
Total interest from all sources2015-12-31$18,500
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$49,535
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$49,535
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$1,652,081
Participant contributions at end of year2015-12-31$306,968
Participant contributions at beginning of year2015-12-31$178,743
Participant contributions at end of year2015-12-31$60,519
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$266,039
Other income not declared elsewhere2015-12-31$110
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,199,194
Value of net assets at end of year (total assets less liabilities)2015-12-31$17,014,562
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$18,213,756
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$4,549,893
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$5,190,129
Value of interest in pooled separate accounts at end of year2015-12-31$4,717,577
Value of interest in pooled separate accounts at beginning of year2015-12-31$5,384,580
Interest on participant loans2015-12-31$12,875
Value of interest in common/collective trusts at end of year2015-12-31$6,891,294
Value of interest in common/collective trusts at beginning of year2015-12-31$7,050,334
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$5,625
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$458,774
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$409,970
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-272,342
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$818,816
Employer contributions (assets) at end of year2015-12-31$29,537
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,718,080
Contract administrator fees2015-12-31$12,769
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 name2015-12-31HOLTHOUSE CARLIN & VAN TRIGT LLP
Accountancy firm EIN2015-12-31954345526
2014 : VUBIQUITY 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$3,936,246
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,662,436
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,644,615
Value of total corrective distributions2014-12-31$6,404
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,712,047
Value of total assets at end of year2014-12-31$18,213,756
Value of total assets at beginning of year2014-12-31$15,939,946
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$11,417
Total interest from all sources2014-12-31$13,375
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$46,839
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$46,839
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$1,636,545
Participant contributions at end of year2014-12-31$178,743
Participant contributions at beginning of year2014-12-31$153,551
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$272,503
Other income not declared elsewhere2014-12-31$118
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$2,273,810
Value of net assets at end of year (total assets less liabilities)2014-12-31$18,213,756
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$15,939,946
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$5,190,129
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$4,475,308
Value of interest in pooled separate accounts at end of year2014-12-31$5,384,580
Value of interest in pooled separate accounts at beginning of year2014-12-31$4,970,339
Interest on participant loans2014-12-31$8,535
Interest earned on other investments2014-12-31$4,840
Value of interest in common/collective trusts at end of year2014-12-31$7,050,334
Value of interest in common/collective trusts at beginning of year2014-12-31$5,970,101
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$409,970
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$370,647
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$169,765
Net investment gain/loss from pooled separate accounts2014-12-31$586,178
Net investment gain or loss from common/collective trusts2014-12-31$407,924
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$802,999
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,644,615
Contract administrator fees2014-12-31$11,417
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 name2014-12-31HOLTHOUSE CARLIN & VAN TRIGT LLP
Accountancy firm EIN2014-12-31954345526
2013 : VUBIQUITY 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$5,387,747
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$929,643
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$895,730
Expenses. Certain deemed distributions of participant loans2013-12-31$21,982
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,842,291
Value of total assets at end of year2013-12-31$15,939,946
Value of total assets at beginning of year2013-12-31$11,481,842
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$11,931
Total interest from all sources2013-12-31$8,478
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$32,077
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$32,077
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$1,602,361
Participant contributions at end of year2013-12-31$153,551
Participant contributions at beginning of year2013-12-31$187,421
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$399
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$463,608
Other income not declared elsewhere2013-12-31$-286
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$4,458,104
Value of net assets at end of year (total assets less liabilities)2013-12-31$15,939,946
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$11,481,842
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$4,475,308
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$0
Value of interest in pooled separate accounts at end of year2013-12-31$4,970,339
Value of interest in pooled separate accounts at beginning of year2013-12-31$11,202,777
Interest on participant loans2013-12-31$8,378
Interest earned on other investments2013-12-31$19
Value of interest in common/collective trusts at end of year2013-12-31$5,970,101
Value of interest in common/collective trusts at beginning of year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$767
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$767
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$81
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$370,647
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$90,318
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,505,187
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$776,322
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$160
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$895,730
Contract administrator fees2013-12-31$11,931
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 name2013-12-31HOLTHOUSE CARLIN & VAN TRIGT LLP
Accountancy firm EIN2013-12-31954345526
2012 : VUBIQUITY 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$3,721,020
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$596,755
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$585,707
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,530,372
Value of total assets at end of year2012-12-31$11,481,842
Value of total assets at beginning of year2012-12-31$8,357,577
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$11,048
Total interest from all sources2012-12-31$8,264
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$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$1,454,829
Participant contributions at end of year2012-12-31$187,421
Participant contributions at beginning of year2012-12-31$145,573
Participant contributions at end of year2012-12-31$399
Participant contributions at beginning of year2012-12-31$58,486
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$370,619
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$3,124,265
Value of net assets at end of year (total assets less liabilities)2012-12-31$11,481,842
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$8,357,577
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$11,202,777
Value of interest in pooled separate accounts at beginning of year2012-12-31$8,051,465
Interest on participant loans2012-12-31$7,979
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$767
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$7,726
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$7,726
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$285
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$90,318
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$69,684
Net investment gain/loss from pooled separate accounts2012-12-31$1,182,384
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 contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$704,924
Employer contributions (assets) at end of year2012-12-31$160
Employer contributions (assets) at beginning of year2012-12-31$24,643
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$585,707
Contract administrator fees2012-12-31$11,048
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 name2012-12-31HOLTHOUSE CARLIN & VAN TRIGT LLP
Accountancy firm EIN2012-12-31954345526
2011 : VUBIQUITY RETIREMENT PLAN 2011 401k financial data
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$1,494,856
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$457,986
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$433,460
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,819,707
Value of total assets at end of year2011-12-31$8,357,577
Value of total assets at beginning of year2011-12-31$7,320,707
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$24,526
Total interest from all sources2011-12-31$4,734
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$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
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,188,550
Participant contributions at end of year2011-12-31$145,573
Participant contributions at beginning of year2011-12-31$88,650
Participant contributions at end of year2011-12-31$58,486
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$57,900
Other income not declared elsewhere2011-12-31$1,949
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$1,036,870
Value of net assets at end of year (total assets less liabilities)2011-12-31$8,357,577
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$7,320,707
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$8,051,465
Value of interest in pooled separate accounts at beginning of year2011-12-31$7,188,240
Interest on participant loans2011-12-31$4,485
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$7,726
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$12,027
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$12,027
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$249
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$69,684
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$31,790
Net investment gain/loss from pooled separate accounts2011-12-31$-331,534
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 contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$573,257
Employer contributions (assets) at end of year2011-12-31$24,643
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$433,460
Contract administrator fees2011-12-31$24,526
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 name2011-12-31HOLTHOUSE CARLIN & VAN TRIGT LLP
Accountancy firm EIN2011-12-31954345526

Form 5500 Responses for VUBIQUITY RETIREMENT PLAN

2018: VUBIQUITY 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 filingYes
2018-01-01This return/report is a short plan year return/report (less than 12 months)Yes
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 - TrustYes
2017: VUBIQUITY 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 - TrustYes
2016: VUBIQUITY 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 - TrustYes
2015: VUBIQUITY 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 - TrustYes
2014: VUBIQUITY 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 - TrustYes
2013: VUBIQUITY 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 - TrustYes
2012: VUBIQUITY RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle 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 - TrustYes
2011: VUBIQUITY RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle 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 - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered0
Insurance policy start date2018-01-01
Insurance policy end date2018-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $39
Are there contracts with allocated funds for individual policies?0
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees39
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered286
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $623
Are there contracts with allocated funds for individual policies?0
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees623
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameACTUARIAL BENEFITS CORP.
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered271
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $510
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees510
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameACTUARIAL BENEFITS CORP.
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered278
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $409
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees409
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?5
Insurance broker nameACTUARIAL BENEFITS CORP.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number64826
Policy instance 1
Insurance contract or identification number64826
Number of Individuals Covered0
Insurance policy start date2013-01-01
Insurance policy end date2013-05-13
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $12,949
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees10945
Additional information about fees paid to insurance brokerTPA FEES PAID
Insurance broker organization code?5
Insurance broker nameACTUARIAL BENEFITS CORP.
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 2
Insurance contract or identification number613953
Number of Individuals Covered259
Insurance policy start date2013-03-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $11,322
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees11322
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?5
Insurance broker nameACTUARIAL BENEFITS CORP.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number64826
Policy instance 1
Insurance contract or identification number64826
Number of Individuals Covered238
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $3
Total amount of fees paid to insurance companyUSD $27,297
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
Amount paid for insurance broker fees22340
Additional information about fees paid to insurance brokerTPA FEES PAID
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $3
Insurance broker nameFIDELITY MANAGEMENT & RESEARCH
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number64826
Policy instance 1
Insurance contract or identification number64826
Number of Individuals Covered223
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $29,465
Total amount of fees paid to insurance companyUSD $5,625
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

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1