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CONVOYANT 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameCONVOYANT 401(K) PROFIT SHARING PLAN
Plan identification number 001

CONVOYANT 401(K) PROFIT SHARING 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.
  • 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

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

Company Name:CONVOYANT LLC
Employer identification number (EIN):571195391
NAIC Classification:541519
NAIC Description:Other Computer Related Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CONVOYANT 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01NATHAN MAYFIELD2023-07-20 NATHAN MAYFIELD2023-07-20
0012022-01-01NATHAN MAYFIELD2023-11-02 NATHAN MAYFIELD2023-11-02
0012021-01-01NATHAN MAYFIELD2022-10-06 NATHAN MAYFIELD2022-10-06
0012020-01-01
0012019-01-01
0012018-01-01NATHAN MAYFIELD NATHAN MAYFIELD2019-04-30
0012017-01-01WILLIAM MAYFIELD WILLIAM MAYFIELD2018-07-27
0012016-01-01JAMES MAYFIELD JAMES MAYFIELD2017-10-10
0012015-01-01WILLIAM MAYFIELD WILLIAM MAYFIELD2016-09-15
0012014-01-01JAMES MAYFIELD JAMES MAYFIELD2015-05-08
0012013-01-01JAMES MAYFIELD JAMES MAYFIELD2014-10-13
0012012-01-01JAMES MAYFIELD JAMES MAYFIELD2013-10-08

Plan Statistics for CONVOYANT 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for CONVOYANT 401(K) PROFIT SHARING PLAN

Measure Date Value
2020: CONVOYANT 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0163
Total number of active participants reported on line 7a of the Form 55002020-01-0151
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0128
Total of all active and inactive participants2020-01-0179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0179
Number of participants with account balances2020-01-0157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: CONVOYANT 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0155
Total number of active participants reported on line 7a of the Form 55002019-01-0147
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0117
Total of all active and inactive participants2019-01-0164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0164
Number of participants with account balances2019-01-0154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: CONVOYANT 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0152
Total number of active participants reported on line 7a of the Form 55002018-01-0138
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0114
Total of all active and inactive participants2018-01-0152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0152
Number of participants with account balances2018-01-0143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: CONVOYANT 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0140
Total number of active participants reported on line 7a of the Form 55002017-01-0137
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0116
Total of all active and inactive participants2017-01-0153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0153
Number of participants with account balances2017-01-0140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: CONVOYANT 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0118
Total number of active participants reported on line 7a of the Form 55002016-01-0119
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-016
Total of all active and inactive participants2016-01-0125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0125
Number of participants with account balances2016-01-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: CONVOYANT 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0113
Total number of active participants reported on line 7a of the Form 55002015-01-0115
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-012
Total of all active and inactive participants2015-01-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0117
Number of participants with account balances2015-01-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: CONVOYANT 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0111
Total number of active participants reported on line 7a of the Form 55002014-01-0110
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-012
Total of all active and inactive participants2014-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0112
Number of participants with account balances2014-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: CONVOYANT 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0112
Total number of active participants reported on line 7a of the Form 55002013-01-018
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-012
Total of all active and inactive participants2013-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0110
Number of participants with account balances2013-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: CONVOYANT 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0110
Total number of active participants reported on line 7a of the Form 55002012-01-0111
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0111
Number of participants with account balances2012-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010

Financial Data on CONVOYANT 401(K) PROFIT SHARING PLAN

Measure Date Value
2020 : CONVOYANT 401(K) PROFIT SHARING PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$287,253
Expenses. Total of all expenses incurred2020-12-31$4,378
Benefits paid (including direct rollovers)2020-12-31$3,616
Total plan assets at end of year2020-12-31$819,022
Total plan assets at beginning of year2020-12-31$536,147
Total contributions received or receivable from participants2020-12-31$42,861
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$48,102
Other income received2020-12-31$120,354
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$282,875
Net plan assets at end of year (total assets less liabilities)2020-12-31$819,022
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$536,147
Assets. Value of participant loans2020-12-31$11,771
Total contributions received or receivable from employer(s)2020-12-31$75,936
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$762
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : CONVOYANT 401(K) PROFIT SHARING PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$191,488
Expenses. Total of all expenses incurred2019-12-31$58,638
Benefits paid (including direct rollovers)2019-12-31$56,889
Total plan assets at end of year2019-12-31$536,147
Total plan assets at beginning of year2019-12-31$403,297
Total contributions received or receivable from participants2019-12-31$34,933
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$92,873
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$132,850
Net plan assets at end of year (total assets less liabilities)2019-12-31$536,147
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$403,297
Assets. Value of participant loans2019-12-31$16,473
Total contributions received or receivable from employer(s)2019-12-31$63,682
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$1,749
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : CONVOYANT 401(K) PROFIT SHARING PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$75,045
Expenses. Total of all expenses incurred2018-12-31$36,160
Benefits paid (including direct rollovers)2018-12-31$34,715
Total plan assets at end of year2018-12-31$403,297
Total plan assets at beginning of year2018-12-31$364,412
Total contributions received or receivable from participants2018-12-31$40,377
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-27,545
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$38,885
Net plan assets at end of year (total assets less liabilities)2018-12-31$403,297
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$364,412
Assets. Value of participant loans2018-12-31$20,882
Total contributions received or receivable from employer(s)2018-12-31$62,213
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$1,445
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : CONVOYANT 401(K) PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$120,633
Expenses. Total of all expenses incurred2017-12-31$28,767
Benefits paid (including direct rollovers)2017-12-31$24,640
Total plan assets at end of year2017-12-31$364,412
Total plan assets at beginning of year2017-12-31$272,546
Total contributions received or receivable from participants2017-12-31$28,861
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$43,108
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$91,866
Net plan assets at end of year (total assets less liabilities)2017-12-31$364,412
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$272,546
Total contributions received or receivable from employer(s)2017-12-31$48,664
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$4,127
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : CONVOYANT 401(K) PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$93,780
Expenses. Total of all expenses incurred2016-12-31$3,066
Benefits paid (including direct rollovers)2016-12-31$0
Total plan assets at end of year2016-12-31$272,546
Total plan assets at beginning of year2016-12-31$181,832
Total contributions received or receivable from participants2016-12-31$36,872
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$12,782
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$90,714
Net plan assets at end of year (total assets less liabilities)2016-12-31$272,546
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$181,832
Total contributions received or receivable from employer(s)2016-12-31$44,126
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$3,066
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : CONVOYANT 401(K) PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$76,041
Expenses. Total of all expenses incurred2015-12-31$2,319
Benefits paid (including direct rollovers)2015-12-31$0
Total plan assets at end of year2015-12-31$181,832
Total plan assets at beginning of year2015-12-31$108,110
Total contributions received or receivable from participants2015-12-31$42,277
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$342
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$73,722
Net plan assets at end of year (total assets less liabilities)2015-12-31$181,832
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$108,110
Total contributions received or receivable from employer(s)2015-12-31$33,422
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$2,319
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : CONVOYANT 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$63,476
Expenses. Total of all expenses incurred2014-12-31$0
Total plan assets at end of year2014-12-31$108,110
Total plan assets at beginning of year2014-12-31$44,634
Total contributions received or receivable from participants2014-12-31$32,805
Other income received2014-12-31$4,376
Net income (gross income less expenses)2014-12-31$63,476
Net plan assets at end of year (total assets less liabilities)2014-12-31$108,110
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$44,634
Total contributions received or receivable from employer(s)2014-12-31$26,295
2013 : CONVOYANT 401(K) PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$8,634
Expenses. Total of all expenses incurred2013-12-31$1,806
Benefits paid (including direct rollovers)2013-12-31$759
Total plan assets at end of year2013-12-31$44,634
Total plan assets at beginning of year2013-12-31$37,806
Total contributions received or receivable from participants2013-12-31$5,516
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$3,118
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$6,828
Net plan assets at end of year (total assets less liabilities)2013-12-31$44,634
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$37,806
Total contributions received or receivable from employer(s)2013-12-31$0
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$1,047
2012 : CONVOYANT 401(K) PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$37,808
Expenses. Total of all expenses incurred2012-12-31$2
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$37,806
Total plan assets at beginning of year2012-12-31$0
Total contributions received or receivable from participants2012-12-31$1,406
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$15
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$37,806
Net plan assets at end of year (total assets less liabilities)2012-12-31$37,806
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$0
Total contributions received or receivable from employer(s)2012-12-31$36,387
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$2

Form 5500 Responses for CONVOYANT 401(K) PROFIT SHARING PLAN

2020: CONVOYANT 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CONVOYANT 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CONVOYANT 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CONVOYANT 401(K) PROFIT SHARING 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: CONVOYANT 401(K) PROFIT SHARING 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: CONVOYANT 401(K) PROFIT SHARING 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: CONVOYANT 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CONVOYANT 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CONVOYANT 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01First time form 5500 has been submittedYes
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

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number803683-000
Policy instance 1
Insurance contract or identification number803683-000
Number of Individuals Covered0
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 $138
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees138
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
Insurance broker namePRECISION PLANNING, INC.
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number803683-000
Policy instance 1
Insurance contract or identification number803683-000
Number of Individuals Covered17
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 $0
Are there contracts with allocated funds for group deferred annuity?Yes
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker namePRECISION PLANNING, INC.
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number803683-000
Policy instance 1
Insurance contract or identification number803683-000
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $19
Total amount of fees paid to insurance companyUSD $32
Are there contracts with allocated funds for group deferred annuity?Yes
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $19
Insurance broker organization code?3
Amount paid for insurance broker fees32
Insurance broker namePRECISION PLANNING, INC.
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number803683-000
Policy instance 1
Insurance contract or identification number803683-000
Number of Individuals Covered10
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $123
Total amount of fees paid to insurance companyUSD $11
Are there contracts with allocated funds for group deferred annuity?Yes
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $105
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameSFA INSURANCE SERVICES, INC.
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number803683-000
Policy instance 1
Insurance contract or identification number803683-000
Number of Individuals Covered10
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $1
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for group deferred annuity?Yes
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
Insurance broker nameRICHARD M. VISSER

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