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JAMES MOTOR CO RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameJAMES MOTOR CO RETIREMENT SAVINGS PLAN
Plan identification number 001

JAMES MOTOR CO RETIREMENT SAVINGS 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • 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)).
  • Life insurance

401k Sponsoring company profile

JAMES MOTOR COMPANY has sponsored the creation of one or more 401k plans.

Company Name:JAMES MOTOR COMPANY
Employer identification number (EIN):610493751
NAIC Classification:441110
NAIC Description:New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES MOTOR CO RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-03-01
0012021-03-01
0012020-03-01
0012019-03-01
0012018-03-01CHRIS HARRIS
0012017-03-01CHRIS HARRIS
0012016-03-01JULIA ANN BENGERT
0012015-03-01JULIA ANN BENGERT
0012014-03-01JULIA ANN BENGERT
0012013-03-01JULIA ANN BENGERT
0012012-03-01JULIA ANN BENGERT
0012011-03-01JULIA ANN BENGERT
0012010-03-01JULIA ANN BENGERT
0012009-03-01JULIA ANN BENGERT

Plan Statistics for JAMES MOTOR CO RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for JAMES MOTOR CO RETIREMENT SAVINGS PLAN

Measure Date Value
2018: JAMES MOTOR CO RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-03-0160
Total number of active participants reported on line 7a of the Form 55002018-03-0148
Number of retired or separated participants receiving benefits2018-03-015
Number of other retired or separated participants entitled to future benefits2018-03-013
Total of all active and inactive participants2018-03-0156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-03-010
Total participants2018-03-0156
Number of participants with account balances2018-03-0148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-03-011
2017: JAMES MOTOR CO RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-03-0164
Total number of active participants reported on line 7a of the Form 55002017-03-0146
Number of retired or separated participants receiving benefits2017-03-010
Number of other retired or separated participants entitled to future benefits2017-03-0112
Total of all active and inactive participants2017-03-0158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-03-010
Total participants2017-03-0158
Number of participants with account balances2017-03-0150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-03-016
2016: JAMES MOTOR CO RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-03-0165
Total number of active participants reported on line 7a of the Form 55002016-03-0146
Number of retired or separated participants receiving benefits2016-03-010
Number of other retired or separated participants entitled to future benefits2016-03-019
Total of all active and inactive participants2016-03-0155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-03-010
Total participants2016-03-0155
Number of participants with account balances2016-03-0148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-03-013
2015: JAMES MOTOR CO RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-03-0164
Total number of active participants reported on line 7a of the Form 55002015-03-0144
Number of retired or separated participants receiving benefits2015-03-0113
Total of all active and inactive participants2015-03-0157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-03-010
Total participants2015-03-0157
Number of participants with account balances2015-03-0150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-03-014
2014: JAMES MOTOR CO RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-03-0161
Total number of active participants reported on line 7a of the Form 55002014-03-0145
Number of other retired or separated participants entitled to future benefits2014-03-0112
Total of all active and inactive participants2014-03-0157
Total participants2014-03-0157
Number of participants with account balances2014-03-0149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-03-012
2013: JAMES MOTOR CO RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-03-0162
Total number of active participants reported on line 7a of the Form 55002013-03-0150
Number of other retired or separated participants entitled to future benefits2013-03-019
Total of all active and inactive participants2013-03-0159
Total participants2013-03-0159
Number of participants with account balances2013-03-0147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-03-011
2012: JAMES MOTOR CO RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-03-0157
Total number of active participants reported on line 7a of the Form 55002012-03-0147
Number of retired or separated participants receiving benefits2012-03-010
Number of other retired or separated participants entitled to future benefits2012-03-018
Total of all active and inactive participants2012-03-0155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-03-010
Total participants2012-03-0155
Number of participants with account balances2012-03-0145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-03-010
2011: JAMES MOTOR CO RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-03-0161
Total number of active participants reported on line 7a of the Form 55002011-03-0146
Number of retired or separated participants receiving benefits2011-03-010
Number of other retired or separated participants entitled to future benefits2011-03-017
Total of all active and inactive participants2011-03-0153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-03-010
Total participants2011-03-0153
Number of participants with account balances2011-03-0142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-03-013
2010: JAMES MOTOR CO RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-03-0159
Total number of active participants reported on line 7a of the Form 55002010-03-0149
Number of retired or separated participants receiving benefits2010-03-010
Number of other retired or separated participants entitled to future benefits2010-03-016
Total of all active and inactive participants2010-03-0155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-03-010
Total participants2010-03-0155
Number of participants with account balances2010-03-0143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-03-010
2009: JAMES MOTOR CO RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-03-0155
Total number of active participants reported on line 7a of the Form 55002009-03-0149
Number of other retired or separated participants entitled to future benefits2009-03-017
Total of all active and inactive participants2009-03-0156
Total participants2009-03-0156
Number of participants with account balances2009-03-0141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-03-010

Financial Data on JAMES MOTOR CO RETIREMENT SAVINGS PLAN

Measure Date Value
2019 : JAMES MOTOR CO RETIREMENT SAVINGS PLAN 2019 401k financial data
Total income from all sources2019-02-28$385,077
Expenses. Total of all expenses incurred2019-02-28$640,881
Benefits paid (including direct rollovers)2019-02-28$625,733
Total plan assets at end of year2019-02-28$5,368,426
Total plan assets at beginning of year2019-02-28$5,624,230
Value of fidelity bond covering the plan2019-02-28$500,000
Total contributions received or receivable from participants2019-02-28$177,421
Expenses. Other expenses not covered elsewhere2019-02-28$15,148
Contributions received from other sources (not participants or employers)2019-02-28$26,291
Other income received2019-02-28$117,361
Net income (gross income less expenses)2019-02-28$-255,804
Net plan assets at end of year (total assets less liabilities)2019-02-28$5,368,426
Net plan assets at beginning of year (total assets less liabilities)2019-02-28$5,624,230
Assets. Value of participant loans2019-02-28$54,134
Assets. Value of assets in partnership/joint-venture interests2019-02-28$96,000
Total contributions received or receivable from employer(s)2019-02-28$64,004
2018 : JAMES MOTOR CO RETIREMENT SAVINGS PLAN 2018 401k financial data
Transfers to/from the plan2018-02-28$0
Total income from all sources2018-02-28$945,766
Expenses. Total of all expenses incurred2018-02-28$196,342
Benefits paid (including direct rollovers)2018-02-28$180,651
Total plan assets at end of year2018-02-28$5,624,230
Total plan assets at beginning of year2018-02-28$4,874,806
Value of fidelity bond covering the plan2018-02-28$500,000
Total contributions received or receivable from participants2018-02-28$171,807
Expenses. Other expenses not covered elsewhere2018-02-28$15,691
Contributions received from other sources (not participants or employers)2018-02-28$4,965
Other income received2018-02-28$710,485
Net income (gross income less expenses)2018-02-28$749,424
Net plan assets at end of year (total assets less liabilities)2018-02-28$5,624,230
Net plan assets at beginning of year (total assets less liabilities)2018-02-28$4,874,806
Assets. Value of participant loans2018-02-28$73,989
Assets. Value of assets in partnership/joint-venture interests2018-02-28$96,000
Total contributions received or receivable from employer(s)2018-02-28$58,509
2017 : JAMES MOTOR CO RETIREMENT SAVINGS PLAN 2017 401k financial data
Total income from all sources2017-02-28$1,008,091
Expenses. Total of all expenses incurred2017-02-28$243,503
Benefits paid (including direct rollovers)2017-02-28$228,017
Total plan assets at end of year2017-02-28$4,874,806
Total plan assets at beginning of year2017-02-28$4,110,218
Value of fidelity bond covering the plan2017-02-28$475,000
Total contributions received or receivable from participants2017-02-28$166,256
Expenses. Other expenses not covered elsewhere2017-02-28$12,978
Other income received2017-02-28$785,071
Net income (gross income less expenses)2017-02-28$764,588
Net plan assets at end of year (total assets less liabilities)2017-02-28$4,874,806
Net plan assets at beginning of year (total assets less liabilities)2017-02-28$4,110,218
Assets. Value of participant loans2017-02-28$89,992
Assets. Value of assets in partnership/joint-venture interests2017-02-28$101,000
Total contributions received or receivable from employer(s)2017-02-28$56,764
Expenses. Administrative service providers (salaries,fees and commissions)2017-02-28$2,508
2016 : JAMES MOTOR CO RETIREMENT SAVINGS PLAN 2016 401k financial data
Total income from all sources2016-02-29$-107,543
Expenses. Total of all expenses incurred2016-02-29$147,344
Benefits paid (including direct rollovers)2016-02-29$130,367
Total plan assets at end of year2016-02-29$4,110,218
Total plan assets at beginning of year2016-02-29$4,365,105
Value of fidelity bond covering the plan2016-02-29$420,000
Total contributions received or receivable from participants2016-02-29$59,605
Expenses. Other expenses not covered elsewhere2016-02-29$15,202
Other income received2016-02-29$-307,860
Net income (gross income less expenses)2016-02-29$-254,887
Net plan assets at end of year (total assets less liabilities)2016-02-29$4,110,218
Net plan assets at beginning of year (total assets less liabilities)2016-02-29$4,365,105
Assets. Value of participant loans2016-02-29$83,697
Assets. Value of assets in partnership/joint-venture interests2016-02-29$101,000
Total contributions received or receivable from employer(s)2016-02-29$140,712
Expenses. Administrative service providers (salaries,fees and commissions)2016-02-29$1,775
2015 : JAMES MOTOR CO RETIREMENT SAVINGS PLAN 2015 401k financial data
Total income from all sources2015-02-28$532,387
Expenses. Total of all expenses incurred2015-02-28$105,951
Benefits paid (including direct rollovers)2015-02-28$82,560
Total plan assets at end of year2015-02-28$4,365,105
Total plan assets at beginning of year2015-02-28$3,938,669
Value of fidelity bond covering the plan2015-02-28$420,000
Total contributions received or receivable from participants2015-02-28$154,626
Expenses. Other expenses not covered elsewhere2015-02-28$18,793
Other income received2015-02-28$319,339
Net income (gross income less expenses)2015-02-28$426,436
Net plan assets at end of year (total assets less liabilities)2015-02-28$4,365,105
Net plan assets at beginning of year (total assets less liabilities)2015-02-28$3,938,669
Assets. Value of participant loans2015-02-28$65,358
Assets. Value of assets in partnership/joint-venture interests2015-02-28$101,000
Total contributions received or receivable from employer(s)2015-02-28$58,422
Value of corrective distributions2015-02-28$4,598
2014 : JAMES MOTOR CO RETIREMENT SAVINGS PLAN 2014 401k financial data
Total income from all sources2014-02-28$932,441
Expenses. Total of all expenses incurred2014-02-28$125,688
Benefits paid (including direct rollovers)2014-02-28$107,217
Total plan assets at end of year2014-02-28$3,938,669
Total plan assets at beginning of year2014-02-28$3,131,916
Value of fidelity bond covering the plan2014-02-28$375,000
Total contributions received or receivable from participants2014-02-28$166,006
Expenses. Other expenses not covered elsewhere2014-02-28$18,471
Other income received2014-02-28$710,090
Net income (gross income less expenses)2014-02-28$806,753
Net plan assets at end of year (total assets less liabilities)2014-02-28$3,938,669
Net plan assets at beginning of year (total assets less liabilities)2014-02-28$3,131,916
Assets. Value of participant loans2014-02-28$65,146
Assets. Value of assets in partnership/joint-venture interests2014-02-28$100,000
Total contributions received or receivable from employer(s)2014-02-28$56,345
2013 : JAMES MOTOR CO RETIREMENT SAVINGS PLAN 2013 401k financial data
Total plan liabilities at beginning of year2013-02-28$0
Total income from all sources2013-02-28$486,222
Expenses. Total of all expenses incurred2013-02-28$34,314
Benefits paid (including direct rollovers)2013-02-28$20,105
Total plan assets at end of year2013-02-28$3,131,916
Total plan assets at beginning of year2013-02-28$2,680,008
Value of fidelity bond covering the plan2013-02-28$300,000
Total contributions received or receivable from participants2013-02-28$150,679
Expenses. Other expenses not covered elsewhere2013-02-28$14,209
Contributions received from other sources (not participants or employers)2013-02-28$43,426
Other income received2013-02-28$242,880
Net income (gross income less expenses)2013-02-28$451,908
Net plan assets at end of year (total assets less liabilities)2013-02-28$3,131,916
Net plan assets at beginning of year (total assets less liabilities)2013-02-28$2,680,008
Assets. Value of participant loans2013-02-28$50,227
Assets. Value of assets in partnership/joint-venture interests2013-02-28$100,000
Total contributions received or receivable from employer(s)2013-02-28$49,237
2012 : JAMES MOTOR CO RETIREMENT SAVINGS PLAN 2012 401k financial data
Total plan liabilities at end of year2012-02-29$0
Total plan liabilities at beginning of year2012-02-29$0
Total income from all sources2012-02-29$195,424
Expenses. Total of all expenses incurred2012-02-29$66,125
Benefits paid (including direct rollovers)2012-02-29$49,820
Total plan assets at end of year2012-02-29$2,680,008
Total plan assets at beginning of year2012-02-29$2,550,709
Value of fidelity bond covering the plan2012-02-29$250,000
Total contributions received or receivable from participants2012-02-29$128,425
Expenses. Other expenses not covered elsewhere2012-02-29$16,305
Contributions received from other sources (not participants or employers)2012-02-29$6,517
Other income received2012-02-29$10,538
Net income (gross income less expenses)2012-02-29$129,299
Net plan assets at end of year (total assets less liabilities)2012-02-29$2,680,008
Net plan assets at beginning of year (total assets less liabilities)2012-02-29$2,550,709
Assets. Value of participant loans2012-02-29$38,537
Assets. Value of assets in partnership/joint-venture interests2012-02-29$100,000
Total contributions received or receivable from employer(s)2012-02-29$49,944
2011 : JAMES MOTOR CO RETIREMENT SAVINGS PLAN 2011 401k financial data
Total plan liabilities at end of year2011-02-28$0
Total plan liabilities at beginning of year2011-02-28$0
Total income from all sources2011-02-28$567,225
Expenses. Total of all expenses incurred2011-02-28$68,465
Benefits paid (including direct rollovers)2011-02-28$52,054
Total plan assets at end of year2011-02-28$2,550,709
Total plan assets at beginning of year2011-02-28$2,051,949
Value of fidelity bond covering the plan2011-02-28$250,000
Total contributions received or receivable from participants2011-02-28$136,316
Expenses. Other expenses not covered elsewhere2011-02-28$16,411
Contributions received from other sources (not participants or employers)2011-02-28$6,510
Other income received2011-02-28$374,993
Net income (gross income less expenses)2011-02-28$498,760
Net plan assets at end of year (total assets less liabilities)2011-02-28$2,550,709
Net plan assets at beginning of year (total assets less liabilities)2011-02-28$2,051,949
Assets. Value of participant loans2011-02-28$35,595
Assets. Value of assets in partnership/joint-venture interests2011-02-28$100,000
Total contributions received or receivable from employer(s)2011-02-28$49,406
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-02-28$0

Form 5500 Responses for JAMES MOTOR CO RETIREMENT SAVINGS PLAN

2018: JAMES MOTOR CO RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-03-01Type of plan entitySingle employer plan
2018-03-01Submission has been amendedNo
2018-03-01This submission is the final filingNo
2018-03-01This return/report is a short plan year return/report (less than 12 months)No
2018-03-01Plan is a collectively bargained planNo
2018-03-01Plan funding arrangement – InsuranceYes
2018-03-01Plan funding arrangement – TrustYes
2018-03-01Plan benefit arrangement – InsuranceYes
2018-03-01Plan benefit arrangement - TrustYes
2017: JAMES MOTOR CO RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-03-01Type of plan entitySingle employer plan
2017-03-01Submission has been amendedNo
2017-03-01This submission is the final filingNo
2017-03-01This return/report is a short plan year return/report (less than 12 months)No
2017-03-01Plan is a collectively bargained planNo
2017-03-01Plan funding arrangement – InsuranceYes
2017-03-01Plan funding arrangement – TrustYes
2017-03-01Plan benefit arrangement – InsuranceYes
2017-03-01Plan benefit arrangement - TrustYes
2016: JAMES MOTOR CO RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-03-01Type of plan entitySingle employer plan
2016-03-01Submission has been amendedNo
2016-03-01This submission is the final filingNo
2016-03-01This return/report is a short plan year return/report (less than 12 months)No
2016-03-01Plan is a collectively bargained planNo
2016-03-01Plan funding arrangement – InsuranceYes
2016-03-01Plan funding arrangement – TrustYes
2016-03-01Plan benefit arrangement – InsuranceYes
2016-03-01Plan benefit arrangement - TrustYes
2015: JAMES MOTOR CO RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-03-01Type of plan entitySingle employer plan
2015-03-01Submission has been amendedNo
2015-03-01This submission is the final filingNo
2015-03-01This return/report is a short plan year return/report (less than 12 months)No
2015-03-01Plan is a collectively bargained planNo
2015-03-01Plan funding arrangement – InsuranceYes
2015-03-01Plan funding arrangement – TrustYes
2015-03-01Plan benefit arrangement – InsuranceYes
2015-03-01Plan benefit arrangement - TrustYes
2014: JAMES MOTOR CO RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-03-01Type of plan entitySingle employer plan
2014-03-01Submission has been amendedNo
2014-03-01This submission is the final filingNo
2014-03-01This return/report is a short plan year return/report (less than 12 months)No
2014-03-01Plan is a collectively bargained planNo
2014-03-01Plan funding arrangement – InsuranceYes
2014-03-01Plan funding arrangement – TrustYes
2014-03-01Plan benefit arrangement – InsuranceYes
2014-03-01Plan benefit arrangement - TrustYes
2013: JAMES MOTOR CO RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-03-01Type of plan entitySingle employer plan
2013-03-01Submission has been amendedNo
2013-03-01This submission is the final filingNo
2013-03-01This return/report is a short plan year return/report (less than 12 months)No
2013-03-01Plan is a collectively bargained planNo
2013-03-01Plan funding arrangement – InsuranceYes
2013-03-01Plan funding arrangement – TrustYes
2013-03-01Plan benefit arrangement – InsuranceYes
2013-03-01Plan benefit arrangement - TrustYes
2012: JAMES MOTOR CO RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-03-01Type of plan entitySingle employer plan
2012-03-01Submission has been amendedNo
2012-03-01This submission is the final filingNo
2012-03-01This return/report is a short plan year return/report (less than 12 months)No
2012-03-01Plan is a collectively bargained planNo
2012-03-01Plan funding arrangement – InsuranceYes
2012-03-01Plan funding arrangement – TrustYes
2012-03-01Plan benefit arrangement – InsuranceYes
2012-03-01Plan benefit arrangement - TrustYes
2011: JAMES MOTOR CO RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-03-01Type of plan entitySingle employer plan
2011-03-01Submission has been amendedNo
2011-03-01This submission is the final filingNo
2011-03-01This return/report is a short plan year return/report (less than 12 months)No
2011-03-01Plan is a collectively bargained planNo
2011-03-01Plan funding arrangement – InsuranceYes
2011-03-01Plan funding arrangement – TrustYes
2011-03-01Plan benefit arrangement – InsuranceYes
2011-03-01Plan benefit arrangement - TrustYes
2010: JAMES MOTOR CO RETIREMENT SAVINGS PLAN 2010 form 5500 responses
2010-03-01Type of plan entitySingle employer plan
2010-03-01Submission has been amendedNo
2010-03-01This submission is the final filingNo
2010-03-01This return/report is a short plan year return/report (less than 12 months)No
2010-03-01Plan is a collectively bargained planNo
2010-03-01Plan funding arrangement – InsuranceYes
2010-03-01Plan funding arrangement – TrustYes
2010-03-01Plan benefit arrangement – InsuranceYes
2010-03-01Plan benefit arrangement - TrustYes
2009: JAMES MOTOR CO RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-03-01Type of plan entitySingle employer plan
2009-03-01Submission has been amendedNo
2009-03-01This submission is the final filingNo
2009-03-01This return/report is a short plan year return/report (less than 12 months)No
2009-03-01Plan is a collectively bargained planNo
2009-03-01Plan funding arrangement – InsuranceYes
2009-03-01Plan funding arrangement – TrustYes
2009-03-01Plan benefit arrangement – InsuranceYes
2009-03-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number41813
Policy instance 2
Insurance contract or identification number41813
Number of Individuals Covered10
Insurance policy start date2018-03-01
Insurance policy end date2019-02-28
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $0
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 80821-1
Policy instance 1
Insurance contract or identification numberRM 80821-1
Number of Individuals Covered48
Insurance policy start date2018-03-01
Insurance policy end date2019-02-28
Total amount of commissions paid to insurance brokerUSD $18,860
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $18,860
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number41813
Policy instance 2
Insurance contract or identification number41813
Number of Individuals Covered10
Insurance policy start date2017-03-01
Insurance policy end date2018-02-28
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $0
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 80821-1
Policy instance 1
Insurance contract or identification numberRM 80821-1
Number of Individuals Covered50
Insurance policy start date2017-03-01
Insurance policy end date2018-02-28
Total amount of commissions paid to insurance brokerUSD $17,363
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $17,363
Insurance broker organization code?3
Insurance broker nameCATHERINE LEAR CHATFIELD
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 80821-1
Policy instance 1
Insurance contract or identification numberRM 80821-1
Number of Individuals Covered44
Insurance policy start date2015-03-01
Insurance policy end date2016-02-29
Total amount of commissions paid to insurance brokerUSD $13,485
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,485
Insurance broker organization code?3
Insurance broker nameCATHERINE LEAR CHATFIELD
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number41813
Policy instance 2
Insurance contract or identification number41813
Number of Individuals Covered10
Insurance policy start date2015-03-01
Insurance policy end date2016-02-28
Total amount of commissions paid to insurance brokerUSD $37
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $0
Commission paid to Insurance BrokerUSD $37
Insurance broker organization code?3
Insurance broker nameCATHERINE CHATFIELD
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 80821-1-1
Policy instance 1
Insurance contract or identification numberRM 80821-1-1
Number of Individuals Covered49
Insurance policy start date2014-03-01
Insurance policy end date2015-02-28
Total amount of commissions paid to insurance brokerUSD $13,890
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,161
Insurance broker organization code?3
Insurance broker nameERIC BRYANT
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number41813
Policy instance 2
Insurance contract or identification number41813
Number of Individuals Covered11
Insurance policy start date2014-03-01
Insurance policy end date2015-02-28
Total amount of commissions paid to insurance brokerUSD $34
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,700
Commission paid to Insurance BrokerUSD $34
Insurance broker organization code?3
Insurance broker nameCATHERINE CHATFIELD
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number41813
Policy instance 2
Insurance contract or identification number41813
Number of Individuals Covered11
Insurance policy start date2013-03-01
Insurance policy end date2014-02-28
Total amount of commissions paid to insurance brokerUSD $45
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $34
Insurance broker organization code?3
Insurance broker nameKEVIN COLLINS
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 80821-1-1
Policy instance 1
Insurance contract or identification numberRM 80821-1-1
Number of Individuals Covered47
Insurance policy start date2013-03-01
Insurance policy end date2014-02-28
Total amount of commissions paid to insurance brokerUSD $14,307
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,702
Insurance broker organization code?3
Insurance broker nameERIC BRYANT
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 80821-1-1
Policy instance 1
Insurance contract or identification numberRM 80821-1-1
Number of Individuals Covered57
Insurance policy start date2012-03-01
Insurance policy end date2013-02-28
Total amount of commissions paid to insurance brokerUSD $12,229
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,229
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameCATHERINE CHATFIELD
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number41813
Policy instance 2
Insurance contract or identification number41813
Number of Individuals Covered11
Insurance policy start date2012-03-01
Insurance policy end date2013-02-28
Total amount of commissions paid to insurance brokerUSD $69
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,978
Commission paid to Insurance BrokerUSD $46
Insurance broker organization code?3
Insurance broker nameKEVIN COLLINS
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number41813
Policy instance 1
Insurance contract or identification number41813
Number of Individuals Covered11
Insurance policy start date2011-03-01
Insurance policy end date2012-02-29
Total amount of commissions paid to insurance brokerUSD $449
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $14,754
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 80821-1-1
Policy instance 2
Insurance contract or identification numberRM 80821-1-1
Number of Individuals Covered42
Insurance policy start date2011-03-01
Insurance policy end date2012-02-29
Total amount of commissions paid to insurance brokerUSD $10,346
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number41813
Policy instance 2
Insurance contract or identification number41813
Insurance policy start date2010-03-01
Insurance policy end date2011-02-28
Life Insurance Welfare BenefitYes
Insurance broker organization code?3
Insurance broker nameKEVIN COLLINS
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 80821-1-1
Policy instance 1
Insurance contract or identification numberRM 80821-1-1
Number of Individuals Covered43
Insurance policy start date2010-03-01
Insurance policy end date2011-02-28
Total amount of commissions paid to insurance brokerUSD $8,585
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,585
Insurance broker organization code?3
Insurance broker nameCATHERINE CHATFIELD

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