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UTILITY SERVICE CO, INC 401K PLAN 401k Plan overview

Plan NameUTILITY SERVICE CO, INC 401K PLAN
Plan identification number 001

UTILITY SERVICE CO, INC 401K 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name:UTILITY SERVICE CO, INC
Employer identification number (EIN):581920989
NAIC Classification:811310
NAIC Description:Commercial and Industrial Machinery and Equipment (except Automotive and Electronic) Repair and Maintenance

Additional information about UTILITY SERVICE CO, INC

Jurisdiction of Incorporation: Georgia Department of States Corporations Division
Incorporation Date: 2001-09-11
Company Identification Number: 97768
Legal Registered Office Address: 535 Courtney Hodges Boulevard

Perry
United States of America (USA)
31069

More information about UTILITY SERVICE CO, INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UTILITY SERVICE CO, INC 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01DAVID H. WILSON
0012013-01-01DAVID H. WILSON
0012012-01-01DAVID H. WILSON DAVID H. WILSON2013-10-03
0012011-01-01DAVID H. WILSON
0012009-01-01DEBORAH WILSON DEBORAH WILSON2010-10-13

Plan Statistics for UTILITY SERVICE CO, INC 401K PLAN

401k plan membership statisitcs for UTILITY SERVICE CO, INC 401K PLAN

Measure Date Value
2022: UTILITY SERVICE CO, INC 401K PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01481
Total number of active participants reported on line 7a of the Form 55002022-01-01351
Number of retired or separated participants receiving benefits2022-01-012
Number of other retired or separated participants entitled to future benefits2022-01-01336
Total of all active and inactive participants2022-01-01689
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-014
Total participants2022-01-01693
Number of participants with account balances2022-01-01693
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0127
2021: UTILITY SERVICE CO, INC 401K PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01572
Total number of active participants reported on line 7a of the Form 55002021-01-01331
Number of retired or separated participants receiving benefits2021-01-012
Number of other retired or separated participants entitled to future benefits2021-01-01148
Total of all active and inactive participants2021-01-01481
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01481
Number of participants with account balances2021-01-01477
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: UTILITY SERVICE CO, INC 401K PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01693
Total number of active participants reported on line 7a of the Form 55002020-01-01493
Number of retired or separated participants receiving benefits2020-01-0153
Number of other retired or separated participants entitled to future benefits2020-01-0123
Total of all active and inactive participants2020-01-01569
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-01571
Number of participants with account balances2020-01-01142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-013
2019: UTILITY SERVICE CO, INC 401K PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01632
Total number of active participants reported on line 7a of the Form 55002019-01-01563
Number of retired or separated participants receiving benefits2019-01-0112
Number of other retired or separated participants entitled to future benefits2019-01-01129
Total of all active and inactive participants2019-01-01704
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01704
Number of participants with account balances2019-01-01608
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-016
2018: UTILITY SERVICE CO, INC 401K PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01681
Total number of active participants reported on line 7a of the Form 55002018-01-01554
Number of retired or separated participants receiving benefits2018-01-0110
Number of other retired or separated participants entitled to future benefits2018-01-0166
Total of all active and inactive participants2018-01-01630
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-01632
Number of participants with account balances2018-01-01547
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0114
2017: UTILITY SERVICE CO, INC 401K PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01619
Total number of active participants reported on line 7a of the Form 55002017-01-01509
Number of retired or separated participants receiving benefits2017-01-0113
Number of other retired or separated participants entitled to future benefits2017-01-01152
Total of all active and inactive participants2017-01-01674
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01674
Number of participants with account balances2017-01-01590
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0142
2016: UTILITY SERVICE CO, INC 401K PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01475
Total number of active participants reported on line 7a of the Form 55002016-01-01416
Number of retired or separated participants receiving benefits2016-01-015
Number of other retired or separated participants entitled to future benefits2016-01-01136
Total of all active and inactive participants2016-01-01557
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01557
Number of participants with account balances2016-01-01485
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0120
2015: UTILITY SERVICE CO, INC 401K PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01386
Total number of active participants reported on line 7a of the Form 55002015-01-01342
Number of retired or separated participants receiving benefits2015-01-015
Number of other retired or separated participants entitled to future benefits2015-01-0169
Total of all active and inactive participants2015-01-01416
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01416
Number of participants with account balances2015-01-01340
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0124
2014: UTILITY SERVICE CO, INC 401K PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01326
Total number of active participants reported on line 7a of the Form 55002014-01-01317
Number of retired or separated participants receiving benefits2014-01-017
Number of other retired or separated participants entitled to future benefits2014-01-0163
Total of all active and inactive participants2014-01-01387
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01387
Number of participants with account balances2014-01-01314
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: UTILITY SERVICE CO, INC 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01291
Total number of active participants reported on line 7a of the Form 55002013-01-01282
Number of retired or separated participants receiving benefits2013-01-017
Number of other retired or separated participants entitled to future benefits2013-01-0138
Total of all active and inactive participants2013-01-01327
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01327
Number of participants with account balances2013-01-01253
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: UTILITY SERVICE CO, INC 401K PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01247
Total number of active participants reported on line 7a of the Form 55002012-01-01234
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0118
Total of all active and inactive participants2012-01-01252
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01252
Number of participants with account balances2012-01-01185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: UTILITY SERVICE CO, INC 401K PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01261
Total number of active participants reported on line 7a of the Form 55002011-01-01230
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0116
Total of all active and inactive participants2011-01-01246
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01247
Number of participants with account balances2011-01-01179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: UTILITY SERVICE CO, INC 401K PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01248
Total number of active participants reported on line 7a of the Form 55002009-01-01241
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0141
Total of all active and inactive participants2009-01-01282
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01282
Number of participants with account balances2009-01-01198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on UTILITY SERVICE CO, INC 401K PLAN

Measure Date Value
2022 : UTILITY SERVICE CO, INC 401K PLAN 2022 401k financial data
Total transfer of assets to this plan2022-12-31$7
Total income from all sources (including contributions)2022-12-31$-1,120,570
Total of all expenses incurred2022-12-31$1,347,653
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,188,242
Value of total corrective distributions2022-12-31$72,069
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,164,277
Value of total assets at end of year2022-12-31$20,715,118
Value of total assets at beginning of year2022-12-31$23,183,334
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$87,342
Total interest from all sources2022-12-31$38,303
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$223,011
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$223,011
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,792,425
Participant contributions at end of year2022-12-31$262,567
Participant contributions at beginning of year2022-12-31$315,737
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$59,131
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$418
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$412
Administrative expenses (other) incurred2022-12-31$39,707
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,468,223
Value of net assets at end of year (total assets less liabilities)2022-12-31$20,715,118
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$23,183,334
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$47,635
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$13,421,828
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$15,422,533
Interest on participant loans2022-12-31$12,861
Interest earned on other investments2022-12-31$25,442
Value of interest in common/collective trusts at end of year2022-12-31$5,400,029
Value of interest in common/collective trusts at beginning of year2022-12-31$6,005,968
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,630,276
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,438,684
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,981,794
Net investment gain or loss from common/collective trusts2022-12-31$-564,367
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$312,721
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,188,242
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MCNAIR, MCLEMORE, MIDDLEBROOKS
Accountancy firm EIN2022-12-31581094351
2021 : UTILITY SERVICE CO, INC 401K PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$5,650,591
Total of all expenses incurred2021-12-31$16,183,705
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$16,119,779
Expenses. Certain deemed distributions of participant loans2021-12-31$-45,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,959,864
Value of total assets at end of year2021-12-31$23,183,334
Value of total assets at beginning of year2021-12-31$33,716,448
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$108,926
Total interest from all sources2021-12-31$39,604
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$300,721
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$300,721
Administrative expenses professional fees incurred2021-12-31$5,500
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,811,150
Participant contributions at end of year2021-12-31$315,737
Participant contributions at beginning of year2021-12-31$328,350
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$148,713
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$412
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Administrative expenses (other) incurred2021-12-31$81,061
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-10,533,114
Value of net assets at end of year (total assets less liabilities)2021-12-31$23,183,334
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$33,716,448
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$22,365
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$15,422,533
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$33,388,098
Interest on participant loans2021-12-31$13,118
Interest earned on other investments2021-12-31$26,486
Value of interest in common/collective trusts at end of year2021-12-31$6,005,968
Value of interest in common/collective trusts at beginning of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,438,684
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,502,293
Net investment gain or loss from common/collective trusts2021-12-31$848,109
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$16,119,779
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MCNAIR, MCLEMORE, MIDDLEBROOKS
Accountancy firm EIN2021-12-31581094351
2020 : UTILITY SERVICE CO, INC 401K PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$5,814,689
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$3,184,308
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,116,319
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,407,312
Value of total assets at end of year2020-12-31$33,716,448
Value of total assets at beginning of year2020-12-31$31,086,067
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$67,989
Total interest from all sources2020-12-31$18,043
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$67,989
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$2,384,045
Participant contributions at end of year2020-12-31$328,350
Participant contributions at beginning of year2020-12-31$411,559
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$60,677
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$23,267
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,630,381
Value of net assets at end of year (total assets less liabilities)2020-12-31$33,716,448
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$31,086,067
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$33,388,098
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$30,580,543
Interest on participant loans2020-12-31$18,043
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,389,334
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$33,288
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,116,319
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31MCNAIR, MCLEMORE, MIDDLEBROOKS
Accountancy firm EIN2020-12-31581094351
2019 : UTILITY SERVICE CO, INC 401K PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$8,292,416
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$5,121,444
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$5,004,256
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,526,752
Value of total assets at end of year2019-12-31$31,086,067
Value of total assets at beginning of year2019-12-31$27,915,095
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$117,188
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$55,552
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,366,274
Participant contributions at end of year2019-12-31$411,559
Participant contributions at beginning of year2019-12-31$397,713
Participant contributions at end of year2019-12-31$60,677
Participant contributions at beginning of year2019-12-31$85,775
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$127,190
Other income not declared elsewhere2019-12-31$61,636
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$3,170,972
Value of net assets at end of year (total assets less liabilities)2019-12-31$31,086,067
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$27,915,095
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$30,580,543
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$27,392,600
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$5,704,028
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$33,288
Employer contributions (assets) at end of year2019-12-31$33,288
Employer contributions (assets) at beginning of year2019-12-31$39,007
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$5,004,256
Contract administrator fees2019-12-31$61,636
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MCNAIR, MCLEMORE, MIDDLEBROOKS
Accountancy firm EIN2019-12-31581094351
2018 : UTILITY SERVICE CO, INC 401K PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,127,294
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,066,048
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,990,220
Expenses. Certain deemed distributions of participant loans2018-12-31$4,159
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,073,806
Value of total assets at end of year2018-12-31$27,915,095
Value of total assets at beginning of year2018-12-31$28,853,849
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$71,669
Total interest from all sources2018-12-31$17,495
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$71,669
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,234,995
Participant contributions at end of year2018-12-31$397,713
Participant contributions at beginning of year2018-12-31$344,436
Participant contributions at end of year2018-12-31$85,775
Participant contributions at beginning of year2018-12-31$60,445
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$755,877
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-938,754
Value of net assets at end of year (total assets less liabilities)2018-12-31$27,915,095
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$28,853,849
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$27,392,600
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$28,448,968
Interest on participant loans2018-12-31$17,495
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,964,007
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$82,934
Employer contributions (assets) at end of year2018-12-31$39,007
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,990,220
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MCNAIR, MCLEMORE, MIDDLEBROOKS
Accountancy firm EIN2018-12-31581094351
2017 : UTILITY SERVICE CO, INC 401K PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$11,292,824
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$4,360,747
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$937,366
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$904,466
Value of total corrective distributions2017-12-31$8,970
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,862,479
Value of total assets at end of year2017-12-31$28,853,849
Value of total assets at beginning of year2017-12-31$14,137,644
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$23,930
Total interest from all sources2017-12-31$6,487
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,725,680
Participant contributions at end of year2017-12-31$344,436
Participant contributions at beginning of year2017-12-31$124,933
Participant contributions at end of year2017-12-31$60,445
Participant contributions at beginning of year2017-12-31$48,619
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$94,893
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$3,423,381
Value of net assets at end of year (total assets less liabilities)2017-12-31$28,853,849
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$14,137,644
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$28,448,968
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$0
Value of interest in pooled separate accounts at end of year2017-12-31$0
Value of interest in pooled separate accounts at beginning of year2017-12-31$13,315,405
Interest on participant loans2017-12-31$6,487
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$537,121
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,491,781
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$41,906
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$111,566
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$904,466
Contract administrator fees2017-12-31$23,930
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 name2017-12-31MCNAIR, MCLEMORE, MIDDLEBROOKS
Accountancy firm EIN2017-12-31581094351
2016 : UTILITY SERVICE CO, INC 401K PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$2,236,659
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$2,752,708
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$918,951
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$908,250
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,701,544
Value of total assets at end of year2016-12-31$14,137,644
Value of total assets at beginning of year2016-12-31$10,067,228
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$10,701
Total interest from all sources2016-12-31$13,586
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,517,948
Participant contributions at end of year2016-12-31$124,933
Participant contributions at beginning of year2016-12-31$66,259
Participant contributions at end of year2016-12-31$48,619
Participant contributions at beginning of year2016-12-31$33,444
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$71,233
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$1,833,757
Value of net assets at end of year (total assets less liabilities)2016-12-31$14,137,644
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$10,067,228
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$13,315,405
Value of interest in pooled separate accounts at beginning of year2016-12-31$9,470,988
Interest on participant loans2016-12-31$3,831
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$9,755
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$537,121
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$402,665
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,037,578
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$112,363
Employer contributions (assets) at end of year2016-12-31$111,566
Employer contributions (assets) at beginning of year2016-12-31$93,872
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$908,250
Contract administrator fees2016-12-31$10,701
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 name2016-12-31MCNAIR, MCLEMORE, MIDDLEBROOKS
Accountancy firm EIN2016-12-31581094351
2015 : UTILITY SERVICE CO, INC 401K 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$1,346,730
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$549,923
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$543,989
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,456,690
Value of total assets at end of year2015-12-31$10,067,228
Value of total assets at beginning of year2015-12-31$9,270,421
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$5,934
Total interest from all sources2015-12-31$4,220
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$5,934
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
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$1,273,322
Participant contributions at end of year2015-12-31$66,259
Participant contributions at beginning of year2015-12-31$0
Participant contributions at end of year2015-12-31$33,444
Participant contributions at beginning of year2015-12-31$1,420
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$89,496
Other income not declared elsewhere2015-12-31$4,793
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$796,807
Value of net assets at end of year (total assets less liabilities)2015-12-31$10,067,228
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$9,270,421
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$9,470,988
Value of interest in pooled separate accounts at beginning of year2015-12-31$8,807,154
Interest on participant loans2015-12-31$866
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$3,354
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$402,665
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$374,197
Net investment gain/loss from pooled separate accounts2015-12-31$-118,973
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$93,872
Employer contributions (assets) at end of year2015-12-31$93,872
Employer contributions (assets) at beginning of year2015-12-31$87,650
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$543,989
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 name2015-12-31MCNAIR, MCLEMORE, MIDDLEBROOKS
Accountancy firm EIN2015-12-31581094351
2014 : UTILITY SERVICE CO, INC 401K PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,853,134
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$200,074
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$195,786
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,333,651
Value of total assets at end of year2014-12-31$9,270,421
Value of total assets at beginning of year2014-12-31$7,617,361
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$4,288
Total interest from all sources2014-12-31$2,744
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$4,288
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
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$1,155,965
Participant contributions at end of year2014-12-31$1,420
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$90,036
Other income not declared elsewhere2014-12-31$4,156
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$1,653,060
Value of net assets at end of year (total assets less liabilities)2014-12-31$9,270,421
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$7,617,361
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$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$0
Value of interest in pooled separate accounts at end of year2014-12-31$8,807,154
Value of interest in pooled separate accounts at beginning of year2014-12-31$7,101,140
Interest earned on other investments2014-12-31$2,744
Value of interest in common/collective trusts at end of year2014-12-31$0
Value of interest in common/collective trusts at beginning of year2014-12-31$167,204
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$374,197
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$349,017
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$0
Net investment gain/loss from pooled separate accounts2014-12-31$512,516
Net investment gain or loss from common/collective trusts2014-12-31$67
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$87,650
Employer contributions (assets) at end of year2014-12-31$87,650
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$195,786
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
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 name2014-12-31MCNAIR, MCLEMORE, MIDDLEBROOKS
Accountancy firm EIN2014-12-31581094351
2013 : UTILITY SERVICE CO, INC 401K 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$2,206,508
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,161,595
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,159,658
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$880,935
Value of total assets at end of year2013-12-31$7,617,361
Value of total assets at beginning of year2013-12-31$7,572,448
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,937
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$20,233
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$20,233
Administrative expenses professional fees incurred2013-12-31$1,937
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 period2013-12-31Yes
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$880,935
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$460
Other income not declared elsewhere2013-12-31$2,809
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$44,913
Value of net assets at end of year (total assets less liabilities)2013-12-31$7,617,361
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$7,572,448
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$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$6,654,312
Value of interest in pooled separate accounts at end of year2013-12-31$7,101,140
Value of interest in pooled separate accounts at beginning of year2013-12-31$0
Value of interest in common/collective trusts at end of year2013-12-31$167,204
Value of interest in common/collective trusts at beginning of year2013-12-31$916,553
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$1,123
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,123
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$349,017
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,302,531
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,159,658
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
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 name2013-12-31MCNAIR, MCLEMORE, MIDDLEBROOKS
Accountancy firm EIN2013-12-31581094351
2012 : UTILITY SERVICE CO, INC 401K 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$1,621,605
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,294,234
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,290,299
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$817,438
Value of total assets at end of year2012-12-31$7,572,448
Value of total assets at beginning of year2012-12-31$7,245,077
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$3,935
Total interest from all sources2012-12-31$2
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$253,951
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$253,951
Administrative expenses professional fees incurred2012-12-31$3,935
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$817,438
Participant contributions at end of year2012-12-31$460
Participant contributions at beginning of year2012-12-31$1,071
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$327,371
Value of net assets at end of year (total assets less liabilities)2012-12-31$7,572,448
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$7,245,077
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$6,654,312
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$5,964,607
Value of interest in common/collective trusts at end of year2012-12-31$916,553
Value of interest in common/collective trusts at beginning of year2012-12-31$1,276,155
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,123
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$3,244
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$3,244
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$2
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$539,060
Net investment gain or loss from common/collective trusts2012-12-31$11,154
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,290,299
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 name2012-12-31MCNAIR, MCLEMORE, MIDDLEBROOKS
Accountancy firm EIN2012-12-31581094351
2011 : UTILITY SERVICE CO, INC 401K 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$578,491
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$854,889
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$841,250
Value of total corrective distributions2011-12-31$13,550
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$796,744
Value of total assets at end of year2011-12-31$7,245,077
Value of total assets at beginning of year2011-12-31$7,521,475
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$89
Total interest from all sources2011-12-31$0
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
Administrative expenses professional fees incurred2011-12-31$89
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$796,744
Participant contributions at end of year2011-12-31$1,071
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-276,398
Value of net assets at end of year (total assets less liabilities)2011-12-31$7,245,077
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$7,521,475
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 registered invesment companies (eg mutual funds) at end of year2011-12-31$5,964,607
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$5,799,137
Value of interest in common/collective trusts at end of year2011-12-31$1,276,155
Value of interest in common/collective trusts at beginning of year2011-12-31$1,717,043
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$3,244
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$5,295
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$5,295
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-235,872
Net investment gain or loss from common/collective trusts2011-12-31$17,619
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$841,250
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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 name2011-12-31MCNAIR, MCLEMORE, MIDDLEBROOKS
Accountancy firm EIN2011-12-31581094351
2010 : UTILITY SERVICE CO, INC 401K PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,474,109
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$266,688
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$240,554
Value of total corrective distributions2010-12-31$25,619
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$774,585
Value of total assets at end of year2010-12-31$7,521,475
Value of total assets at beginning of year2010-12-31$6,314,054
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$515
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$515
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$749,410
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$25,175
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,207,421
Value of net assets at end of year (total assets less liabilities)2010-12-31$7,521,475
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$6,314,054
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$5,799,137
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$4,762,233
Value of interest in common/collective trusts at end of year2010-12-31$1,717,043
Value of interest in common/collective trusts at beginning of year2010-12-31$1,546,663
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$5,295
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$5,158
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$5,158
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$667,852
Net investment gain or loss from common/collective trusts2010-12-31$31,672
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$240,554
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MCNAIR, MCLEMORE, MIDDLEBROOKS
Accountancy firm EIN2010-12-31581094351
2009 : UTILITY SERVICE CO, INC 401K PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for UTILITY SERVICE CO, INC 401K PLAN

2022: UTILITY SERVICE CO, INC 401K PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: UTILITY SERVICE CO, INC 401K PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: UTILITY SERVICE CO, INC 401K 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: UTILITY SERVICE CO, INC 401K 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: UTILITY SERVICE CO, INC 401K 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: UTILITY SERVICE CO, INC 401K 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: UTILITY SERVICE CO, INC 401K 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: UTILITY SERVICE CO, INC 401K 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: UTILITY SERVICE CO, INC 401K 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: UTILITY SERVICE CO, INC 401K 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: UTILITY SERVICE CO, INC 401K 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: UTILITY SERVICE CO, INC 401K 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: UTILITY SERVICE CO, INC 401K PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberQK63176
Policy instance 1
Insurance contract or identification numberQK63176
Number of Individuals Covered693
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberQK63176
Policy instance 1
Insurance contract or identification numberQK63176
Number of Individuals Covered477
Insurance policy start date2021-01-04
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number601250-000
Policy instance 1
Insurance contract or identification number601250-000
Number of Individuals Covered590
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $2,920
Total amount of fees paid to insurance companyUSD $0
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
Commission paid to Insurance BrokerUSD $1,460
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
Insurance broker nameMERRILL LYNCH LIFE
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number601250-000
Policy instance 1
Insurance contract or identification number601250-000
Number of Individuals Covered340
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $30,973
Total amount of fees paid to insurance companyUSD $4,687
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 $30,973
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
Insurance broker nameRETIREMENT STRATEGIES, INC.
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number601250-000
Policy instance 1
Insurance contract or identification number601250-000
Number of Individuals Covered314
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $21,240
Total amount of fees paid to insurance companyUSD $4,823
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $21,240
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
Insurance broker nameRETIREMENT STRATEGIES, INC.
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number601250-000
Policy instance 1
Insurance contract or identification number601250-000
Number of Individuals Covered253
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $39,893
Total amount of fees paid to insurance companyUSD $9,681
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $39,893
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
Insurance broker nameRETIREMENT STRATEGIES, INC.

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