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COMMERCIAL DESIGN SERVICES INC 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan NameCOMMERCIAL DESIGN SERVICES INC 401 K PROFIT SHARING PLAN TRUST
Plan identification number 001

COMMERCIAL DESIGN SERVICES INC 401 K PROFIT SHARING PLAN TRUST 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

COMMERCIAL DESIGN SERVICES INC has sponsored the creation of one or more 401k plans.

Company Name:COMMERCIAL DESIGN SERVICES INC
Employer identification number (EIN):592925127
NAIC Classification:442110
NAIC Description:Furniture Stores

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COMMERCIAL DESIGN SERVICES INC 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01STEWART DAVIS2023-08-31
0012021-01-01STEWART DAVIS2022-09-16
0012020-01-01STEWART DAVIS2021-09-22
0012019-01-01STEWART DAVIS2020-08-31
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01STEWART DAVIS2016-07-26
0012014-01-01STEWART DAVIS2015-09-10
0012013-01-01STEWART DAVIS2014-07-28
0012012-01-01COMMERCIAL DESIGN SERVICES INC2013-07-25
0012011-01-01COMMERCIAL DESIGN SERVICES INC2012-07-19
0012010-01-01COMMERCIAL DESIGN SERVICES INC2011-07-25

Plan Statistics for COMMERCIAL DESIGN SERVICES INC 401 K PROFIT SHARING PLAN TRUST

401k plan membership statisitcs for COMMERCIAL DESIGN SERVICES INC 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2022: COMMERCIAL DESIGN SERVICES INC 401 K PROFIT SHARING PLAN TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01133
Total number of active participants reported on line 7a of the Form 55002022-01-01116
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-016
Total of all active and inactive participants2022-01-01122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01122
Number of participants with account balances2022-01-01112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: COMMERCIAL DESIGN SERVICES INC 401 K PROFIT SHARING PLAN TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01133
Total number of active participants reported on line 7a of the Form 55002021-01-01120
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-015
Total of all active and inactive participants2021-01-01125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01125
Number of participants with account balances2021-01-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: COMMERCIAL DESIGN SERVICES INC 401 K PROFIT SHARING PLAN TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01130
Total number of active participants reported on line 7a of the Form 55002020-01-01119
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-018
Total of all active and inactive participants2020-01-01127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01127
Number of participants with account balances2020-01-01111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: COMMERCIAL DESIGN SERVICES INC 401 K PROFIT SHARING PLAN TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01126
Total number of active participants reported on line 7a of the Form 55002019-01-01110
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-018
Total of all active and inactive participants2019-01-01118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01118
Number of participants with account balances2019-01-01116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010

Financial Data on COMMERCIAL DESIGN SERVICES INC 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2022 : COMMERCIAL DESIGN SERVICES INC 401 K PROFIT SHARING PLAN TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-515,559
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,043,261
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$942,796
Value of total corrective distributions2022-12-31$17,206
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$975,263
Value of total assets at end of year2022-12-31$7,668,448
Value of total assets at beginning of year2022-12-31$9,227,268
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$83,259
Total interest from all sources2022-12-31$8,257
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$201,407
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$201,407
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$642,084
Participant contributions at end of year2022-12-31$163,914
Participant contributions at beginning of year2022-12-31$146,737
Participant contributions at end of year2022-12-31$43
Participant contributions at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$30,584
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,558,820
Value of net assets at end of year (total assets less liabilities)2022-12-31$7,668,448
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$9,227,268
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$30,584
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$7,128,677
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$8,637,842
Interest on participant loans2022-12-31$7,511
Interest earned on other investments2022-12-31$746
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$42,635
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$162,159
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,731,070
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$333,179
Employer contributions (assets) at end of year2022-12-31$333,179
Employer contributions (assets) at beginning of year2022-12-31$280,530
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$942,796
Contract administrator fees2022-12-31$52,675
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 name2022-12-31ASSURANCE DIMENSIONS
Accountancy firm EIN2022-12-31263429295
2021 : COMMERCIAL DESIGN SERVICES INC 401 K PROFIT SHARING PLAN TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$2,065,183
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$921,556
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$902,797
Value of total corrective distributions2021-12-31$449
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,014,531
Value of total assets at end of year2021-12-31$9,227,268
Value of total assets at beginning of year2021-12-31$8,083,641
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$18,310
Total interest from all sources2021-12-31$6,126
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$283,484
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$283,484
Administrative expenses professional fees incurred2021-12-31$535
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 period2021-12-31Yes
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$565,823
Participant contributions at end of year2021-12-31$146,737
Participant contributions at beginning of year2021-12-31$122,360
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$168,178
Other income not declared elsewhere2021-12-31$632
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$1,143,627
Value of net assets at end of year (total assets less liabilities)2021-12-31$9,227,268
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$8,083,641
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$8,637,842
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$7,650,525
Interest on participant loans2021-12-31$5,777
Interest earned on other investments2021-12-31$349
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$162,159
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$760,410
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 contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$280,530
Employer contributions (assets) at end of year2021-12-31$280,530
Employer contributions (assets) at beginning of year2021-12-31$310,756
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$902,797
Contract administrator fees2021-12-31$17,775
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
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 name2021-12-31ASSURANCE DIMENSIONS
Accountancy firm EIN2021-12-31263429295
2020 : COMMERCIAL DESIGN SERVICES INC 401 K PROFIT SHARING PLAN TRUST 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$1,792,416
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,114,429
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,111,539
Value of total corrective distributions2020-12-31$1,112
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$842,247
Value of total assets at end of year2020-12-31$8,083,641
Value of total assets at beginning of year2020-12-31$7,405,654
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,778
Total interest from all sources2020-12-31$6,567
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
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$531,491
Participant contributions at end of year2020-12-31$122,360
Participant contributions at beginning of year2020-12-31$126,568
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$355
Other income not declared elsewhere2020-12-31$709
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$677,987
Value of net assets at end of year (total assets less liabilities)2020-12-31$8,083,641
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$7,405,654
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$7,650,525
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$6,997,804
Interest on participant loans2020-12-31$6,567
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$942,893
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 contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$310,756
Employer contributions (assets) at end of year2020-12-31$310,756
Employer contributions (assets) at beginning of year2020-12-31$280,927
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,111,539
Contract administrator fees2020-12-31$1,778
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 name2020-12-31ASSURANCE DIMENSIONS
Accountancy firm EIN2020-12-31263429295
2019 : COMMERCIAL DESIGN SERVICES INC 401 K PROFIT SHARING PLAN TRUST 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$1,950,348
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$358,687
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$354,080
Expenses. Certain deemed distributions of participant loans2019-12-31$2,073
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$756,966
Value of total assets at end of year2019-12-31$7,405,654
Value of total assets at beginning of year2019-12-31$5,813,993
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,534
Total interest from all sources2019-12-31$8,263
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$1,470
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$470,502
Participant contributions at end of year2019-12-31$126,568
Participant contributions at beginning of year2019-12-31$137,646
Participant contributions at end of year2019-12-31$355
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$5,537
Other income not declared elsewhere2019-12-31$648
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$1,591,661
Value of net assets at end of year (total assets less liabilities)2019-12-31$7,405,654
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,813,993
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$6,997,804
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,428,925
Interest on participant loans2019-12-31$8,263
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,184,471
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$280,927
Employer contributions (assets) at end of year2019-12-31$280,927
Employer contributions (assets) at beginning of year2019-12-31$247,422
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$354,080
Contract administrator fees2019-12-31$1,064
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 name2019-12-31ASSURANCE DIMENSIONS
Accountancy firm EIN2019-12-31263429295

Form 5500 Responses for COMMERCIAL DESIGN SERVICES INC 401 K PROFIT SHARING PLAN TRUST

2022: COMMERCIAL DESIGN SERVICES INC 401 K PROFIT SHARING PLAN TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
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: COMMERCIAL DESIGN SERVICES INC 401 K PROFIT SHARING PLAN TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
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: COMMERCIAL DESIGN SERVICES INC 401 K PROFIT SHARING PLAN TRUST 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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: COMMERCIAL DESIGN SERVICES INC 401 K PROFIT SHARING PLAN TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number514126-01
Policy instance 1
Insurance contract or identification number514126-01
Number of Individuals Covered5
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number112420
Policy instance 1
Insurance contract or identification number112420
Number of Individuals Covered0
Insurance policy start date2021-01-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,361
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees2361
Additional information about fees paid to insurance brokerTPA FEES AND COMPENSATION
Insurance broker organization code?5
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number514126-01
Policy instance 2
Insurance contract or identification number514126-01
Number of Individuals Covered118
Insurance policy start date2021-06-01
Insurance policy end date2021-12-31
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
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number112420
Policy instance 1
Insurance contract or identification number112420
Number of Individuals Covered111
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $4,433
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees4433
Additional information about fees paid to insurance brokerTPA FEES AND COMPENSATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number112420
Policy instance 1
Insurance contract or identification number112420
Number of Individuals Covered116
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $4,719
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees4719
Additional information about fees paid to insurance brokerTPA FEES AND COMPENSATION
Insurance broker organization code?5

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