BLAU MECHANICAL, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BLAUMECHANICALINCEMPLOYEEPROFITSHARINGTRUST
| Measure | Date | Value |
|---|
| 2021: BLAUMECHANICALINCEMPLOYEEPROFITSHARINGTRUST 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-11-01 | 37 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-11-01 | 26 |
| Number of retired or separated participants receiving benefits | 2021-11-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-11-01 | 9 |
| Total of all active and inactive participants | 2021-11-01 | 35 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-11-01 | 0 |
| Total participants | 2021-11-01 | 35 |
| Number of participants with account balances | 2021-11-01 | 35 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-11-01 | 0 |
| 2020: BLAUMECHANICALINCEMPLOYEEPROFITSHARINGTRUST 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-11-01 | 41 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-11-01 | 26 |
| Number of retired or separated participants receiving benefits | 2020-11-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-11-01 | 10 |
| Total of all active and inactive participants | 2020-11-01 | 36 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-11-01 | 1 |
| Total participants | 2020-11-01 | 37 |
| Number of participants with account balances | 2020-11-01 | 37 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-11-01 | 0 |
| 2019: BLAUMECHANICALINCEMPLOYEEPROFITSHARINGTRUST 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-11-01 | 41 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-11-01 | 30 |
| Number of retired or separated participants receiving benefits | 2019-11-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-11-01 | 10 |
| Total of all active and inactive participants | 2019-11-01 | 40 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-11-01 | 1 |
| Total participants | 2019-11-01 | 41 |
| Number of participants with account balances | 2019-11-01 | 41 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-11-01 | 0 |
| 2018: BLAUMECHANICALINCEMPLOYEEPROFITSHARINGTRUST 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-11-01 | 43 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-11-01 | 31 |
| Number of retired or separated participants receiving benefits | 2018-11-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-11-01 | 10 |
| Total of all active and inactive participants | 2018-11-01 | 41 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-11-01 | 0 |
| Total participants | 2018-11-01 | 41 |
| Number of participants with account balances | 2018-11-01 | 31 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-11-01 | 0 |
| 2017: BLAUMECHANICALINCEMPLOYEEPROFITSHARINGTRUST 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-11-01 | 43 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-11-01 | 32 |
| Number of retired or separated participants receiving benefits | 2017-11-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2017-11-01 | 10 |
| Total of all active and inactive participants | 2017-11-01 | 43 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-11-01 | 0 |
| Total participants | 2017-11-01 | 43 |
| Number of participants with account balances | 2017-11-01 | 43 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-11-01 | 0 |
| 2016: BLAUMECHANICALINCEMPLOYEEPROFITSHARINGTRUST 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-11-01 | 44 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-11-01 | 31 |
| Number of retired or separated participants receiving benefits | 2016-11-01 | 3 |
| Number of other retired or separated participants entitled to future benefits | 2016-11-01 | 9 |
| Total of all active and inactive participants | 2016-11-01 | 43 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-11-01 | 0 |
| Total participants | 2016-11-01 | 43 |
| Number of participants with account balances | 2016-11-01 | 42 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-11-01 | 0 |
| 2015: BLAUMECHANICALINCEMPLOYEEPROFITSHARINGTRUST 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-11-01 | 43 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-11-01 | 31 |
| Number of retired or separated participants receiving benefits | 2015-11-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-11-01 | 14 |
| Total of all active and inactive participants | 2015-11-01 | 45 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-11-01 | 0 |
| Total participants | 2015-11-01 | 45 |
| Number of participants with account balances | 2015-11-01 | 44 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-11-01 | 0 |
| 2014: BLAUMECHANICALINCEMPLOYEEPROFITSHARINGTRUST 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-11-01 | 48 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-11-01 | 32 |
| Number of retired or separated participants receiving benefits | 2014-11-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-11-01 | 11 |
| Total of all active and inactive participants | 2014-11-01 | 43 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-11-01 | 0 |
| Total participants | 2014-11-01 | 43 |
| Number of participants with account balances | 2014-11-01 | 43 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-11-01 | 0 |
| 2013: BLAUMECHANICALINCEMPLOYEEPROFITSHARINGTRUST 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-11-01 | 46 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-11-01 | 31 |
| Number of retired or separated participants receiving benefits | 2013-11-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-11-01 | 17 |
| Total of all active and inactive participants | 2013-11-01 | 48 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-11-01 | 0 |
| Total participants | 2013-11-01 | 48 |
| Number of participants with account balances | 2013-11-01 | 48 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-11-01 | 0 |
| 2012: BLAUMECHANICALINCEMPLOYEEPROFITSHARINGTRUST 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-11-01 | 50 |
| Total of all active and inactive participants | 2012-11-01 | 0 |
| Total participants | 2012-11-01 | 0 |
| Number of participants with account balances | 2012-11-01 | 45 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-11-01 | 0 |
| 2011: BLAUMECHANICALINCEMPLOYEEPROFITSHARINGTRUST 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-11-01 | 51 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-11-01 | 0 |
| Number of retired or separated participants receiving benefits | 2011-11-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-11-01 | 0 |
| Total of all active and inactive participants | 2011-11-01 | 0 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-11-01 | 0 |
| Total participants | 2011-11-01 | 0 |
| Number of participants with account balances | 2011-11-01 | 50 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-11-01 | 1 |
| 2010: BLAUMECHANICALINCEMPLOYEEPROFITSHARINGTRUST 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-11-01 | 53 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-11-01 | 0 |
| Number of retired or separated participants receiving benefits | 2010-11-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-11-01 | 0 |
| Total of all active and inactive participants | 2010-11-01 | 0 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-11-01 | 0 |
| Total participants | 2010-11-01 | 0 |
| Number of participants with account balances | 2010-11-01 | 51 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-11-01 | 2 |
| 2009: BLAUMECHANICALINCEMPLOYEEPROFITSHARINGTRUST 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-11-01 | 47 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-11-01 | 0 |
| Number of retired or separated participants receiving benefits | 2009-11-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-11-01 | 0 |
| Total of all active and inactive participants | 2009-11-01 | 0 |
| Total participants | 2009-11-01 | 0 |
| Number of participants with account balances | 2009-11-01 | 53 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-11-01 | 1 |
| 2008: BLAUMECHANICALINCEMPLOYEEPROFITSHARINGTRUST 2008 401k membership |
|---|
| Total participants, beginning-of-year | 2008-11-01 | 50 |
| Total number of active participants reported on line 7a of the Form 5500 | 2008-11-01 | 47 |
| Number of retired or separated participants receiving benefits | 2008-11-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2008-11-01 | 0 |
| Total of all active and inactive participants | 2008-11-01 | 49 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2008-11-01 | 1 |
| Total participants | 2008-11-01 | 50 |
| Number of participants with account balances | 2008-11-01 | 47 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2008-11-01 | 3 |
| Measure | Date | Value |
|---|
| 2022 : BLAUMECHANICALINCEMPLOYEEPROFITSHARINGTRUST 2022 401k financial data |
|---|
| Total income from all sources | 2022-10-31 | $-703,027 |
| Expenses. Total of all expenses incurred | 2022-10-31 | $1,527,140 |
| Benefits paid (including direct rollovers) | 2022-10-31 | $1,463,884 |
| Total plan assets at end of year | 2022-10-31 | $7,319,211 |
| Total plan assets at beginning of year | 2022-10-31 | $9,549,378 |
| Value of fidelity bond covering the plan | 2022-10-31 | $500,000 |
| Other income received | 2022-10-31 | $-994,849 |
| Net income (gross income less expenses) | 2022-10-31 | $-2,230,167 |
| Net plan assets at end of year (total assets less liabilities) | 2022-10-31 | $7,319,211 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-10-31 | $9,549,378 |
| Total contributions received or receivable from employer(s) | 2022-10-31 | $291,822 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-10-31 | $63,256 |
| 2021 : BLAUMECHANICALINCEMPLOYEEPROFITSHARINGTRUST 2021 401k financial data |
|---|
| Total income from all sources | 2021-10-31 | $2,459,123 |
| Expenses. Total of all expenses incurred | 2021-10-31 | $1,530,908 |
| Benefits paid (including direct rollovers) | 2021-10-31 | $1,530,908 |
| Total plan assets at end of year | 2021-10-31 | $9,549,378 |
| Total plan assets at beginning of year | 2021-10-31 | $8,621,163 |
| Value of fidelity bond covering the plan | 2021-10-31 | $500,000 |
| Other income received | 2021-10-31 | $2,173,057 |
| Net income (gross income less expenses) | 2021-10-31 | $928,215 |
| Net plan assets at end of year (total assets less liabilities) | 2021-10-31 | $9,549,378 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-10-31 | $8,621,163 |
| Total contributions received or receivable from employer(s) | 2021-10-31 | $286,066 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-10-31 | $0 |
| 2020 : BLAUMECHANICALINCEMPLOYEEPROFITSHARINGTRUST 2020 401k financial data |
|---|
| Total income from all sources | 2020-10-31 | $912,176 |
| Expenses. Total of all expenses incurred | 2020-10-31 | $277,593 |
| Benefits paid (including direct rollovers) | 2020-10-31 | $211,610 |
| Total plan assets at end of year | 2020-10-31 | $8,621,163 |
| Total plan assets at beginning of year | 2020-10-31 | $7,986,580 |
| Value of fidelity bond covering the plan | 2020-10-31 | $500,000 |
| Other income received | 2020-10-31 | $634,175 |
| Net income (gross income less expenses) | 2020-10-31 | $634,583 |
| Net plan assets at end of year (total assets less liabilities) | 2020-10-31 | $8,621,163 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-10-31 | $7,986,580 |
| Total contributions received or receivable from employer(s) | 2020-10-31 | $278,001 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-10-31 | $65,983 |
| 2019 : BLAUMECHANICALINCEMPLOYEEPROFITSHARINGTRUST 2019 401k financial data |
|---|
| Total income from all sources | 2019-10-31 | $1,163,658 |
| Expenses. Total of all expenses incurred | 2019-10-31 | $225,442 |
| Benefits paid (including direct rollovers) | 2019-10-31 | $165,809 |
| Total plan assets at end of year | 2019-10-31 | $7,986,580 |
| Total plan assets at beginning of year | 2019-10-31 | $7,048,364 |
| Value of fidelity bond covering the plan | 2019-10-31 | $500,000 |
| Other income received | 2019-10-31 | $887,064 |
| Net income (gross income less expenses) | 2019-10-31 | $938,216 |
| Net plan assets at end of year (total assets less liabilities) | 2019-10-31 | $7,986,580 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-10-31 | $7,048,364 |
| Total contributions received or receivable from employer(s) | 2019-10-31 | $276,594 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-10-31 | $59,633 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-10-31 | $0 |
| 2018 : BLAUMECHANICALINCEMPLOYEEPROFITSHARINGTRUST 2018 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-10-31 | $0 |
| 2017 : BLAUMECHANICALINCEMPLOYEEPROFITSHARINGTRUST 2017 401k financial data |
|---|
| Total plan liabilities at end of year | 2017-10-31 | $0 |
| Total plan liabilities at beginning of year | 2017-10-31 | $0 |
| Total income from all sources | 2017-10-31 | $1,269,454 |
| Expenses. Total of all expenses incurred | 2017-10-31 | $2,088,229 |
| Benefits paid (including direct rollovers) | 2017-10-31 | $2,021,447 |
| Total plan assets at end of year | 2017-10-31 | $7,527,465 |
| Total plan assets at beginning of year | 2017-10-31 | $8,346,240 |
| Value of fidelity bond covering the plan | 2017-10-31 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2017-10-31 | $11,171 |
| Other income received | 2017-10-31 | $929,787 |
| Net income (gross income less expenses) | 2017-10-31 | $-818,775 |
| Net plan assets at end of year (total assets less liabilities) | 2017-10-31 | $7,527,465 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-10-31 | $8,346,240 |
| Total contributions received or receivable from employer(s) | 2017-10-31 | $339,667 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-10-31 | $55,611 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-10-31 | $0 |
| 2016 : BLAUMECHANICALINCEMPLOYEEPROFITSHARINGTRUST 2016 401k financial data |
|---|
| Total plan liabilities at end of year | 2016-10-31 | $0 |
| Total plan liabilities at beginning of year | 2016-10-31 | $0 |
| Total income from all sources | 2016-10-31 | $808,832 |
| Expenses. Total of all expenses incurred | 2016-10-31 | $1,209,987 |
| Benefits paid (including direct rollovers) | 2016-10-31 | $1,146,902 |
| Total plan assets at end of year | 2016-10-31 | $8,346,240 |
| Total plan assets at beginning of year | 2016-10-31 | $8,747,395 |
| Value of fidelity bond covering the plan | 2016-10-31 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2016-10-31 | $10,609 |
| Other income received | 2016-10-31 | $513,149 |
| Net income (gross income less expenses) | 2016-10-31 | $-401,155 |
| Net plan assets at end of year (total assets less liabilities) | 2016-10-31 | $8,346,240 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-10-31 | $8,747,395 |
| Total contributions received or receivable from employer(s) | 2016-10-31 | $295,683 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-10-31 | $52,476 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-10-31 | $0 |
| 2015 : BLAUMECHANICALINCEMPLOYEEPROFITSHARINGTRUST 2015 401k financial data |
|---|
| Total plan liabilities at end of year | 2015-10-31 | $0 |
| Total plan liabilities at beginning of year | 2015-10-31 | $0 |
| Total income from all sources | 2015-10-31 | $465,222 |
| Expenses. Total of all expenses incurred | 2015-10-31 | $1,012,974 |
| Benefits paid (including direct rollovers) | 2015-10-31 | $943,372 |
| Total plan assets at end of year | 2015-10-31 | $8,747,395 |
| Total plan assets at beginning of year | 2015-10-31 | $9,295,147 |
| Value of fidelity bond covering the plan | 2015-10-31 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2015-10-31 | $12,126 |
| Other income received | 2015-10-31 | $107,373 |
| Net income (gross income less expenses) | 2015-10-31 | $-547,752 |
| Net plan assets at end of year (total assets less liabilities) | 2015-10-31 | $8,747,395 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-10-31 | $9,295,147 |
| Total contributions received or receivable from employer(s) | 2015-10-31 | $357,849 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-10-31 | $57,476 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-10-31 | $0 |
| 2014 : BLAUMECHANICALINCEMPLOYEEPROFITSHARINGTRUST 2014 401k financial data |
|---|
| Total income from all sources | 2014-10-31 | $3,661,979 |
| Expenses. Total of all expenses incurred | 2014-10-31 | $249,203 |
| Benefits paid (including direct rollovers) | 2014-10-31 | $178,027 |
| Total plan assets at end of year | 2014-10-31 | $9,295,147 |
| Total plan assets at beginning of year | 2014-10-31 | $5,882,371 |
| Value of fidelity bond covering the plan | 2014-10-31 | $100,000 |
| Expenses. Other expenses not covered elsewhere | 2014-10-31 | $12,746 |
| Other income received | 2014-10-31 | $3,356,403 |
| Net income (gross income less expenses) | 2014-10-31 | $3,412,776 |
| Net plan assets at end of year (total assets less liabilities) | 2014-10-31 | $9,295,147 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-10-31 | $5,882,371 |
| Total contributions received or receivable from employer(s) | 2014-10-31 | $305,576 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-10-31 | $58,430 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-10-31 | $0 |
| 2013 : BLAUMECHANICALINCEMPLOYEEPROFITSHARINGTRUST 2013 401k financial data |
|---|
| Total income from all sources | 2013-10-31 | $556,090 |
| Expenses. Total of all expenses incurred | 2013-10-31 | $1,805,318 |
| Benefits paid (including direct rollovers) | 2013-10-31 | $1,736,595 |
| Total plan assets at end of year | 2013-10-31 | $5,882,371 |
| Total plan assets at beginning of year | 2013-10-31 | $7,131,599 |
| Value of fidelity bond covering the plan | 2013-10-31 | $100,000 |
| Expenses. Other expenses not covered elsewhere | 2013-10-31 | $68,723 |
| Other income received | 2013-10-31 | $312,180 |
| Net income (gross income less expenses) | 2013-10-31 | $-1,249,228 |
| Net plan assets at end of year (total assets less liabilities) | 2013-10-31 | $5,882,371 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-10-31 | $7,131,599 |
| Total contributions received or receivable from employer(s) | 2013-10-31 | $243,910 |
| Funding deficiency by the employer to the plan for this plan year | 2013-10-31 | $-243,810 |
| Minimum employer required contribution for this plan year | 2013-10-31 | $100 |
| Amount contributed by the employer to the plan for this plan year | 2013-10-31 | $243,910 |
| 2012 : BLAUMECHANICALINCEMPLOYEEPROFITSHARINGTRUST 2012 401k financial data |
|---|
| Total income from all sources | 2012-10-31 | $1,293,813 |
| Expenses. Total of all expenses incurred | 2012-10-31 | $257,626 |
| Benefits paid (including direct rollovers) | 2012-10-31 | $198,079 |
| Total plan assets at end of year | 2012-10-31 | $7,131,599 |
| Total plan assets at beginning of year | 2012-10-31 | $6,095,412 |
| Value of fidelity bond covering the plan | 2012-10-31 | $10,000 |
| Expenses. Other expenses not covered elsewhere | 2012-10-31 | $59,547 |
| Other income received | 2012-10-31 | $1,001,357 |
| Net income (gross income less expenses) | 2012-10-31 | $1,036,187 |
| Net plan assets at end of year (total assets less liabilities) | 2012-10-31 | $7,131,599 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-10-31 | $6,095,412 |
| Total contributions received or receivable from employer(s) | 2012-10-31 | $292,456 |
| Funding deficiency by the employer to the plan for this plan year | 2012-10-31 | $-292,356 |
| Minimum employer required contribution for this plan year | 2012-10-31 | $100 |
| Amount contributed by the employer to the plan for this plan year | 2012-10-31 | $292,456 |
| 2011 : BLAUMECHANICALINCEMPLOYEEPROFITSHARINGTRUST 2011 401k financial data |
|---|
| Total income from all sources | 2011-10-31 | $541,454 |
| Expenses. Total of all expenses incurred | 2011-10-31 | $229,324 |
| Benefits paid (including direct rollovers) | 2011-10-31 | $213,353 |
| Total plan assets at end of year | 2011-10-31 | $6,095,412 |
| Total plan assets at beginning of year | 2011-10-31 | $5,783,282 |
| Value of fidelity bond covering the plan | 2011-10-31 | $10,000 |
| Expenses. Other expenses not covered elsewhere | 2011-10-31 | $15,971 |
| Other income received | 2011-10-31 | $220,732 |
| Net income (gross income less expenses) | 2011-10-31 | $312,130 |
| Net plan assets at end of year (total assets less liabilities) | 2011-10-31 | $6,095,412 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-10-31 | $5,783,282 |
| Total contributions received or receivable from employer(s) | 2011-10-31 | $320,722 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-10-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2011-10-31 | $-320,620 |
| Minimum employer required contribution for this plan year | 2011-10-31 | $100 |
| Amount contributed by the employer to the plan for this plan year | 2011-10-31 | $320,720 |
| 2010 : BLAUMECHANICALINCEMPLOYEEPROFITSHARINGTRUST 2010 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-10-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2010-10-31 | $-325,326 |
| Minimum employer required contribution for this plan year | 2010-10-31 | $100 |
| Amount contributed by the employer to the plan for this plan year | 2010-10-31 | $325,426 |
| 2009 : BLAUMECHANICALINCEMPLOYEEPROFITSHARINGTRUST 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-10-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2009-10-31 | $-302,888 |
| Minimum employer required contribution for this plan year | 2009-10-31 | $100 |
| Amount contributed by the employer to the plan for this plan year | 2009-10-31 | $302,988 |
| 2021: BLAUMECHANICALINCEMPLOYEEPROFITSHARINGTRUST 2021 form 5500 responses |
|---|
| 2021-11-01 | Type of plan entity | Single employer plan |
| 2021-11-01 | Submission has been amended | No |
| 2021-11-01 | This submission is the final filing | No |
| 2021-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-11-01 | Plan is a collectively bargained plan | No |
| 2021-11-01 | Plan funding arrangement – Insurance | Yes |
| 2021-11-01 | Plan funding arrangement – Trust | Yes |
| 2021-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-11-01 | Plan benefit arrangement - Trust | Yes |
| 2020: BLAUMECHANICALINCEMPLOYEEPROFITSHARINGTRUST 2020 form 5500 responses |
|---|
| 2020-11-01 | Type of plan entity | Single employer plan |
| 2020-11-01 | Submission has been amended | No |
| 2020-11-01 | This submission is the final filing | No |
| 2020-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-11-01 | Plan is a collectively bargained plan | No |
| 2020-11-01 | Plan funding arrangement – Insurance | Yes |
| 2020-11-01 | Plan funding arrangement – Trust | Yes |
| 2020-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-11-01 | Plan benefit arrangement - Trust | Yes |
| 2019: BLAUMECHANICALINCEMPLOYEEPROFITSHARINGTRUST 2019 form 5500 responses |
|---|
| 2019-11-01 | Type of plan entity | Single employer plan |
| 2019-11-01 | Submission has been amended | No |
| 2019-11-01 | This submission is the final filing | No |
| 2019-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-11-01 | Plan is a collectively bargained plan | No |
| 2019-11-01 | Plan funding arrangement – Insurance | Yes |
| 2019-11-01 | Plan funding arrangement – Trust | Yes |
| 2019-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-11-01 | Plan benefit arrangement - Trust | Yes |
| 2018: BLAUMECHANICALINCEMPLOYEEPROFITSHARINGTRUST 2018 form 5500 responses |
|---|
| 2018-11-01 | Type of plan entity | Single employer plan |
| 2018-11-01 | Submission has been amended | No |
| 2018-11-01 | This submission is the final filing | No |
| 2018-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-11-01 | Plan is a collectively bargained plan | No |
| 2018-11-01 | Plan funding arrangement – Insurance | Yes |
| 2018-11-01 | Plan funding arrangement – Trust | Yes |
| 2018-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-11-01 | Plan benefit arrangement - Trust | Yes |
| 2017: BLAUMECHANICALINCEMPLOYEEPROFITSHARINGTRUST 2017 form 5500 responses |
|---|
| 2017-11-01 | Type of plan entity | Single employer plan |
| 2017-11-01 | Submission has been amended | No |
| 2017-11-01 | This submission is the final filing | No |
| 2017-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-11-01 | Plan is a collectively bargained plan | No |
| 2017-11-01 | Plan funding arrangement – Insurance | Yes |
| 2017-11-01 | Plan funding arrangement – Trust | Yes |
| 2017-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-11-01 | Plan benefit arrangement - Trust | Yes |
| 2016: BLAUMECHANICALINCEMPLOYEEPROFITSHARINGTRUST 2016 form 5500 responses |
|---|
| 2016-11-01 | Type of plan entity | Single employer plan |
| 2016-11-01 | Submission has been amended | No |
| 2016-11-01 | This submission is the final filing | No |
| 2016-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-11-01 | Plan is a collectively bargained plan | No |
| 2016-11-01 | Plan funding arrangement – Insurance | Yes |
| 2016-11-01 | Plan funding arrangement – Trust | Yes |
| 2016-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-11-01 | Plan benefit arrangement - Trust | Yes |
| 2015: BLAUMECHANICALINCEMPLOYEEPROFITSHARINGTRUST 2015 form 5500 responses |
|---|
| 2015-11-01 | Type of plan entity | Single employer plan |
| 2015-11-01 | Submission has been amended | No |
| 2015-11-01 | This submission is the final filing | No |
| 2015-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-11-01 | Plan is a collectively bargained plan | No |
| 2015-11-01 | Plan funding arrangement – Insurance | Yes |
| 2015-11-01 | Plan funding arrangement – Trust | Yes |
| 2015-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-11-01 | Plan benefit arrangement - Trust | Yes |
| 2014: BLAUMECHANICALINCEMPLOYEEPROFITSHARINGTRUST 2014 form 5500 responses |
|---|
| 2014-11-01 | Type of plan entity | Single employer plan |
| 2014-11-01 | Submission has been amended | No |
| 2014-11-01 | This submission is the final filing | No |
| 2014-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-11-01 | Plan is a collectively bargained plan | No |
| 2014-11-01 | Plan funding arrangement – Insurance | Yes |
| 2014-11-01 | Plan funding arrangement – Trust | Yes |
| 2014-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-11-01 | Plan benefit arrangement - Trust | Yes |
| 2013: BLAUMECHANICALINCEMPLOYEEPROFITSHARINGTRUST 2013 form 5500 responses |
|---|
| 2013-11-01 | Type of plan entity | Single employer plan |
| 2013-11-01 | Submission has been amended | No |
| 2013-11-01 | This submission is the final filing | No |
| 2013-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-11-01 | Plan is a collectively bargained plan | No |
| 2013-11-01 | Plan funding arrangement – Insurance | Yes |
| 2013-11-01 | Plan funding arrangement – Trust | Yes |
| 2013-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-11-01 | Plan benefit arrangement - Trust | Yes |
| 2012: BLAUMECHANICALINCEMPLOYEEPROFITSHARINGTRUST 2012 form 5500 responses |
|---|
| 2012-11-01 | Type of plan entity | Single employer plan |
| 2012-11-01 | Submission has been amended | No |
| 2012-11-01 | This submission is the final filing | No |
| 2012-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-11-01 | Plan is a collectively bargained plan | No |
| 2012-11-01 | Plan funding arrangement – Insurance | Yes |
| 2012-11-01 | Plan funding arrangement – Trust | Yes |
| 2012-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-11-01 | Plan benefit arrangement - Trust | Yes |
| 2011: BLAUMECHANICALINCEMPLOYEEPROFITSHARINGTRUST 2011 form 5500 responses |
|---|
| 2011-11-01 | Type of plan entity | Single employer plan |
| 2011-11-01 | Submission has been amended | No |
| 2011-11-01 | This submission is the final filing | No |
| 2011-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-11-01 | Plan is a collectively bargained plan | No |
| 2011-11-01 | Plan funding arrangement – Insurance | Yes |
| 2011-11-01 | Plan funding arrangement – Trust | Yes |
| 2011-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-11-01 | Plan benefit arrangement - Trust | Yes |
| 2010: BLAUMECHANICALINCEMPLOYEEPROFITSHARINGTRUST 2010 form 5500 responses |
|---|
| 2010-11-01 | Type of plan entity | Single employer plan |
| 2010-11-01 | Submission has been amended | No |
| 2010-11-01 | This submission is the final filing | No |
| 2010-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-11-01 | Plan is a collectively bargained plan | No |
| 2010-11-01 | Plan funding arrangement – Insurance | Yes |
| 2010-11-01 | Plan funding arrangement – Trust | Yes |
| 2010-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-11-01 | Plan benefit arrangement - Trust | Yes |
| 2009: BLAUMECHANICALINCEMPLOYEEPROFITSHARINGTRUST 2009 form 5500 responses |
|---|
| 2009-11-01 | Type of plan entity | Single employer plan |
| 2009-11-01 | Submission has been amended | No |
| 2009-11-01 | This submission is the final filing | No |
| 2009-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-11-01 | Plan is a collectively bargained plan | No |
| 2009-11-01 | Plan funding arrangement – Insurance | Yes |
| 2009-11-01 | Plan funding arrangement – Trust | Yes |
| 2009-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-11-01 | Plan benefit arrangement - Trust | Yes |
| 2008: BLAUMECHANICALINCEMPLOYEEPROFITSHARINGTRUST 2008 form 5500 responses |
|---|
| 2008-11-01 | Type of plan entity | Single employer plan |
| 2008-11-01 | Submission has been amended | No |
| 2008-11-01 | This submission is the final filing | No |
| 2008-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2008-11-01 | Plan is a collectively bargained plan | No |
| 2008-11-01 | Plan funding arrangement – Insurance | Yes |
| 2008-11-01 | Plan funding arrangement – Trust | Yes |
| 2008-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2008-11-01 | Plan benefit arrangement - Trust | Yes |
| THE OHIO NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67172 ) |
| Policy contract number | VARIOUS |
| Policy instance | 3 |
| Insurance contract or identification number | VARIOUS | | Number of Individuals Covered | 1 | | Insurance policy start date | 2021-02-01 | | Insurance policy end date | 2022-01-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No |
|
| NORTHWESTERN MUTUAL LIFE INS. (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | VARIOUS |
| Policy instance | 2 |
| Insurance contract or identification number | VARIOUS | | Number of Individuals Covered | 4 | | Insurance policy start date | 2021-02-01 | | Insurance policy end date | 2022-01-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No |
|
| GREAT WEST LIFE (National Association of Insurance Commissioners NAIC id number: 80705 ) |
| Policy contract number | VARIOUS |
| Policy instance | 1 |
| Insurance contract or identification number | VARIOUS | | Number of Individuals Covered | 4 | | Insurance policy start date | 2021-11-01 | | Insurance policy end date | 2022-10-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No |
|
| THE OHIO NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67172 ) |
| Policy contract number | VARIOUS |
| Policy instance | 3 |
| Insurance contract or identification number | VARIOUS | | Number of Individuals Covered | 2 | | Insurance policy start date | 2020-02-01 | | Insurance policy end date | 2021-01-31 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No |
|
| NORTHWESTERN MUTUAL LIFE INS. (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | VARIOUS |
| Policy instance | 2 |
| Insurance contract or identification number | VARIOUS | | Number of Individuals Covered | 4 | | Insurance policy start date | 2020-02-01 | | Insurance policy end date | 2021-01-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No |
|
| GREAT WEST LIFE (National Association of Insurance Commissioners NAIC id number: 80705 ) |
| Policy contract number | VARIOUS |
| Policy instance | 1 |
| Insurance contract or identification number | VARIOUS | | Number of Individuals Covered | 5 | | Insurance policy start date | 2020-11-01 | | Insurance policy end date | 2021-10-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No |
|
| THE OHIO NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67172 ) |
| Policy contract number | VARIOUS |
| Policy instance | 3 |
| Insurance contract or identification number | VARIOUS | | Number of Individuals Covered | 2 | | Insurance policy start date | 2019-02-01 | | Insurance policy end date | 2020-01-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No |
|
| NORTHWESTERN MUTUAL LIFE INS. (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | VARIOUS |
| Policy instance | 2 |
| Insurance contract or identification number | VARIOUS | | Number of Individuals Covered | 4 | | Insurance policy start date | 2019-02-01 | | Insurance policy end date | 2020-01-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No |
|
| GREAT WEST LIFE (National Association of Insurance Commissioners NAIC id number: 80705 ) |
| Policy contract number | VARIOUS |
| Policy instance | 1 |
| Insurance contract or identification number | VARIOUS | | Number of Individuals Covered | 5 | | Insurance policy start date | 2019-11-01 | | Insurance policy end date | 2020-10-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No |
|
| THE OHIO NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67172 ) |
| Policy contract number | VARIOUS |
| Policy instance | 3 |
| Insurance contract or identification number | VARIOUS | | Number of Individuals Covered | 4 | | Insurance policy start date | 2018-02-01 | | Insurance policy end date | 2019-01-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No |
|
| NORTHWESTERN MUTUAL LIFE INS. (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | VARIOUS |
| Policy instance | 2 |
| Insurance contract or identification number | VARIOUS | | Number of Individuals Covered | 6 | | Insurance policy start date | 2018-02-01 | | Insurance policy end date | 2019-01-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No |
|
| GREAT WEST LIFE (National Association of Insurance Commissioners NAIC id number: 80705 ) |
| Policy contract number | VARIOUS |
| Policy instance | 1 |
| Insurance contract or identification number | VARIOUS | | Number of Individuals Covered | 6 | | Insurance policy start date | 2018-11-01 | | Insurance policy end date | 2019-10-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No |
|
| THE OHIO NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67172 ) |
| Policy contract number | VARIOUS |
| Policy instance | 3 |
| Insurance contract or identification number | VARIOUS | | Number of Individuals Covered | 4 | | Insurance policy start date | 2017-02-01 | | Insurance policy end date | 2018-01-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No |
|
| NORTHWESTERN MUTUAL LIFE INS. (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | VARIOUS |
| Policy instance | 2 |
| Insurance contract or identification number | VARIOUS | | Number of Individuals Covered | 7 | | Insurance policy start date | 2017-02-01 | | Insurance policy end date | 2018-01-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No |
|
| GREAT WEST LIFE (National Association of Insurance Commissioners NAIC id number: 80705 ) |
| Policy contract number | VARIOUS |
| Policy instance | 1 |
| Insurance contract or identification number | VARIOUS | | Number of Individuals Covered | 10 | | Insurance policy start date | 2017-11-01 | | Insurance policy end date | 2018-10-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No |
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