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NASHVILLE ASSN OF MUSICIANS LU 257 401k Plan overview

Plan NameNASHVILLE ASSN OF MUSICIANS LU 257
Plan identification number 501

NASHVILLE ASSN OF MUSICIANS LU 257 Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Dental
  • Vision
  • Death benefits (include travel accident but not life insurance)

401k Sponsoring company profile

NASHVILLE ASSN OF MUSICIANS LU 257 has sponsored the creation of one or more 401k plans.

Company Name:NASHVILLE ASSN OF MUSICIANS LU 257
Employer identification number (EIN):620390107
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NASHVILLE ASSN OF MUSICIANS LU 257

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-01-01
5012021-01-01
5012020-01-01
5012019-01-01
5012019-01-01
5012018-01-01
5012018-01-01
5012017-01-01DAVID W. POMEROY VINCE SANTORO2018-10-15
5012016-01-01DAVID W. POMEROY VINCE SANTORO2017-10-03
5012015-01-01DAVID W. POMEROY VINCE SANTORO2016-10-07
5012015-01-01DAVID W. POMEROY VINCE SANTORO2016-10-07
5012014-01-01DAVID W. POMEROY VINCE SANTORO2015-10-13
5012014-01-01DAVID W. POMEROY VINCE SANTORO2015-10-13
5012013-01-01DAVID W. POMEROY CRAIG KRAMPF2014-10-11
5012012-01-01DAVID W POMEROY CRAIG KRAMPF2013-10-04
5012011-01-01DAVID W. POMEROY CRAIG KRAMPF2012-10-12
5012010-01-01DAVID W POMEROY CRAIG KRAMPF2011-09-22
5012009-01-01DAVID W POMEROY CRAIG KRAMPF2010-09-15
5012009-01-01DAVID W POMEROY CRAIG KRAMPF2010-09-16

Plan Statistics for NASHVILLE ASSN OF MUSICIANS LU 257

401k plan membership statisitcs for NASHVILLE ASSN OF MUSICIANS LU 257

Measure Date Value
2022: NASHVILLE ASSN OF MUSICIANS LU 257 2022 401k membership
Total participants, beginning-of-year2022-01-012,027
Total number of active participants reported on line 7a of the Form 55002022-01-012,097
Total of all active and inactive participants2022-01-012,097
2021: NASHVILLE ASSN OF MUSICIANS LU 257 2021 401k membership
Total participants, beginning-of-year2021-01-011,926
Total number of active participants reported on line 7a of the Form 55002021-01-012,027
Total of all active and inactive participants2021-01-012,027
2020: NASHVILLE ASSN OF MUSICIANS LU 257 2020 401k membership
Total participants, beginning-of-year2020-01-012,136
Total number of active participants reported on line 7a of the Form 55002020-01-011,926
Total of all active and inactive participants2020-01-011,926
2019: NASHVILLE ASSN OF MUSICIANS LU 257 2019 401k membership
Total participants, beginning-of-year2019-01-01280
Total number of active participants reported on line 7a of the Form 55002019-01-01299
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-01299
2018: NASHVILLE ASSN OF MUSICIANS LU 257 2018 401k membership
Total participants, beginning-of-year2018-01-012,240
Total number of active participants reported on line 7a of the Form 55002018-01-012,169
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-012,169
2017: NASHVILLE ASSN OF MUSICIANS LU 257 2017 401k membership
Total participants, beginning-of-year2017-01-012,222
Total number of active participants reported on line 7a of the Form 55002017-01-012,240
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-012,240
2016: NASHVILLE ASSN OF MUSICIANS LU 257 2016 401k membership
Total participants, beginning-of-year2016-01-012,253
Total number of active participants reported on line 7a of the Form 55002016-01-012,222
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-012,222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-012,222
Number of participants with account balances2016-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: NASHVILLE ASSN OF MUSICIANS LU 257 2015 401k membership
Total participants, beginning-of-year2015-01-012,264
Total number of active participants reported on line 7a of the Form 55002015-01-012,253
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-012,253
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-012,253
Number of participants with account balances2015-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: NASHVILLE ASSN OF MUSICIANS LU 257 2014 401k membership
Total participants, beginning-of-year2014-01-012,329
Total number of active participants reported on line 7a of the Form 55002014-01-010
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-010
Number of participants with account balances2014-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: NASHVILLE ASSN OF MUSICIANS LU 257 2013 401k membership
Total participants, beginning-of-year2013-01-012,369
Total number of active participants reported on line 7a of the Form 55002013-01-012,329
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-012,329
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-012,329
Number of participants with account balances2013-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: NASHVILLE ASSN OF MUSICIANS LU 257 2012 401k membership
Total participants, beginning-of-year2012-01-012,411
Total number of active participants reported on line 7a of the Form 55002012-01-012,369
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-012,369
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-012,369
Number of participants with account balances2012-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: NASHVILLE ASSN OF MUSICIANS LU 257 2011 401k membership
Total participants, beginning-of-year2011-01-012,461
Total number of active participants reported on line 7a of the Form 55002011-01-012,411
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-012,411
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-012,411
Number of participants with account balances2011-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: NASHVILLE ASSN OF MUSICIANS LU 257 2010 401k membership
Total participants, beginning-of-year2010-01-012,552
Total number of active participants reported on line 7a of the Form 55002010-01-012,461
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-012,461
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-012,461
Number of participants with account balances2010-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: NASHVILLE ASSN OF MUSICIANS LU 257 2009 401k membership
Total participants, beginning-of-year2009-01-012,613
Total number of active participants reported on line 7a of the Form 55002009-01-012,552
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-012,552
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-012,552
Number of participants with account balances2009-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010
Number of employers contributing to the scheme2009-01-010

Financial Data on NASHVILLE ASSN OF MUSICIANS LU 257

Measure Date Value
2022 : NASHVILLE ASSN OF MUSICIANS LU 257 2022 401k financial data
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
2021 : NASHVILLE ASSN OF MUSICIANS LU 257 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$27,069
Total unrealized appreciation/depreciation of assets2021-12-31$27,069
Total income from all sources (including contributions)2021-12-31$121,808
Total of all expenses incurred2021-12-31$142,948
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$134,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$91,937
Value of total assets at end of year2021-12-31$632,459
Value of total assets at beginning of year2021-12-31$653,599
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$8,948
Total interest from all sources2021-12-31$3
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,799
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$2,799
Administrative expenses professional fees incurred2021-12-31$8,948
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$91,937
Participant contributions at end of year2021-12-31$414,250
Participant contributions at beginning of year2021-12-31$478,357
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-21,140
Value of net assets at end of year (total assets less liabilities)2021-12-31$632,459
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$653,599
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$173,429
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$153,562
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$44,780
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$21,680
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$21,680
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$3
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$134,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MARCUM, LLP
Accountancy firm EIN2021-12-31111986323
2020 : NASHVILLE ASSN OF MUSICIANS LU 257 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$14,163
Total unrealized appreciation/depreciation of assets2020-12-31$14,163
Total income from all sources (including contributions)2020-12-31$115,255
Total of all expenses incurred2020-12-31$84,525
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$77,500
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$98,072
Value of total assets at end of year2020-12-31$653,599
Value of total assets at beginning of year2020-12-31$622,869
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$7,025
Total interest from all sources2020-12-31$6
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$3,014
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$3,014
Administrative expenses professional fees incurred2020-12-31$7,025
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$98,072
Participant contributions at end of year2020-12-31$478,357
Participant contributions at beginning of year2020-12-31$459,670
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$30,730
Value of net assets at end of year (total assets less liabilities)2020-12-31$653,599
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$622,869
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$153,562
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$136,384
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$21,680
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$26,815
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$26,815
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$6
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$77,500
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MARCUM, LLP
Accountancy firm EIN2020-12-31111986323
2019 : NASHVILLE ASSN OF MUSICIANS LU 257 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$27,103
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$27,103
Total unrealized appreciation/depreciation of assets2019-12-31$27,103
Total unrealized appreciation/depreciation of assets2019-12-31$27,103
Total income from all sources (including contributions)2019-12-31$149,966
Total income from all sources (including contributions)2019-12-31$149,966
Total of all expenses incurred2019-12-31$97,950
Total of all expenses incurred2019-12-31$97,950
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$92,500
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$92,500
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$119,639
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$119,639
Value of total assets at end of year2019-12-31$622,869
Value of total assets at end of year2019-12-31$622,869
Value of total assets at beginning of year2019-12-31$570,853
Value of total assets at beginning of year2019-12-31$570,853
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$5,450
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$5,450
Total interest from all sources2019-12-31$13
Total interest from all sources2019-12-31$13
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$3,211
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$3,211
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$3,211
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$3,211
Administrative expenses professional fees incurred2019-12-31$5,450
Administrative expenses professional fees incurred2019-12-31$5,450
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$450,000
Value of fidelity bond cover2019-12-31$450,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$119,639
Contributions received from participants2019-12-31$119,639
Participant contributions at end of year2019-12-31$459,670
Participant contributions at end of year2019-12-31$459,670
Participant contributions at beginning of year2019-12-31$425,742
Participant contributions at beginning of year2019-12-31$425,742
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$52,016
Value of net income/loss2019-12-31$52,016
Value of net assets at end of year (total assets less liabilities)2019-12-31$622,869
Value of net assets at end of year (total assets less liabilities)2019-12-31$622,869
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$570,853
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$570,853
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$136,384
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$136,384
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$115,511
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$115,511
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$26,815
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$26,815
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$29,600
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$29,600
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$29,600
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$29,600
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$13
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$13
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$92,500
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$92,500
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31MARCUM, LLP
Accountancy firm name2019-12-31MARCUM, LLP
Accountancy firm EIN2019-12-31111986323
Accountancy firm EIN2019-12-31111986323
2018 : NASHVILLE ASSN OF MUSICIANS LU 257 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-5,440
Total unrealized appreciation/depreciation of assets2018-12-31$-5,440
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$147,564
Total of all expenses incurred2018-12-31$113,320
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$107,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$149,486
Value of total assets at end of year2018-12-31$570,853
Value of total assets at beginning of year2018-12-31$536,609
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$6,320
Total interest from all sources2018-12-31$20
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$3,498
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$3,498
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$450,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$149,486
Participant contributions at end of year2018-12-31$425,742
Participant contributions at beginning of year2018-12-31$371,413
Administrative expenses (other) incurred2018-12-31$6,320
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$34,244
Value of net assets at end of year (total assets less liabilities)2018-12-31$570,853
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$536,609
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$115,511
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$157,328
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$29,600
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$7,868
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$7,868
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$20
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$107,000
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31CPA CONSULTING GROUP PLLC
Accountancy firm EIN2018-12-31621836110
2017 : NASHVILLE ASSN OF MUSICIANS LU 257 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$14,566
Total unrealized appreciation/depreciation of assets2017-12-31$14,566
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$8,000
Total income from all sources (including contributions)2017-12-31$169,976
Total of all expenses incurred2017-12-31$122,500
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$119,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$150,994
Value of total assets at end of year2017-12-31$536,609
Value of total assets at beginning of year2017-12-31$497,133
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$3,500
Total interest from all sources2017-12-31$27
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$4,389
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$4,389
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$450,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$150,994
Participant contributions at end of year2017-12-31$371,413
Participant contributions at beginning of year2017-12-31$276,732
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$8,000
Administrative expenses (other) incurred2017-12-31$3,500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$47,476
Value of net assets at end of year (total assets less liabilities)2017-12-31$536,609
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$489,133
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$157,328
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$198,267
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$7,868
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$22,134
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$22,134
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$27
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$119,000
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31CPA CONSULTING GROUP PLLC
Accountancy firm EIN2017-12-31621836110
2016 : NASHVILLE ASSN OF MUSICIANS LU 257 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$6,273
Total unrealized appreciation/depreciation of assets2016-12-31$6,273
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$8,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$8,000
Total income from all sources (including contributions)2016-12-31$151,858
Total loss/gain on sale of assets2016-12-31$438
Total of all expenses incurred2016-12-31$168,363
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$164,250
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$140,381
Value of total assets at end of year2016-12-31$497,133
Value of total assets at beginning of year2016-12-31$513,638
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$4,113
Total interest from all sources2016-12-31$77
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$4,689
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$4,689
Administrative expenses professional fees incurred2016-12-31$4,000
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$450,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$140,381
Participant contributions at end of year2016-12-31$276,732
Participant contributions at beginning of year2016-12-31$262,923
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$8,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$8,000
Administrative expenses (other) incurred2016-12-31$113
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-16,505
Value of net assets at end of year (total assets less liabilities)2016-12-31$489,133
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$505,638
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$198,267
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$192,884
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$22,134
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$57,831
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$57,831
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$77
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$164,250
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$6,000
Aggregate carrying amount (costs) on sale of assets2016-12-31$5,562
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31DAVID P. GUENTHER, CPA
Accountancy firm EIN2016-12-31621643664
2015 : NASHVILLE ASSN OF MUSICIANS LU 257 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-3,207
Total unrealized appreciation/depreciation of assets2015-12-31$-3,207
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$8,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$8,000
Total income from all sources (including contributions)2015-12-31$230,254
Total of all expenses incurred2015-12-31$316,118
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$312,085
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$111,485
Value of total assets at end of year2015-12-31$513,638
Value of total assets at beginning of year2015-12-31$599,502
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$4,033
Total interest from all sources2015-12-31$885
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$4,091
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$4,091
Administrative expenses professional fees incurred2015-12-31$4,000
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$450,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$111,485
Participant contributions at end of year2015-12-31$262,923
Participant contributions at beginning of year2015-12-31$248,433
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$8,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$8,000
Other income not declared elsewhere2015-12-31$117,000
Administrative expenses (other) incurred2015-12-31$33
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-85,864
Value of net assets at end of year (total assets less liabilities)2015-12-31$505,638
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$591,502
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$192,884
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$191,491
Value of interest in common/collective trusts at end of year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$57,831
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$159,578
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$159,578
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$885
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$56,085
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$256,000
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31DAVID P. GUENTHER, CPA
Accountancy firm EIN2015-12-31621643664
2014 : NASHVILLE ASSN OF MUSICIANS LU 257 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$10,171
Total unrealized appreciation/depreciation of assets2014-12-31$10,171
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$8,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$8,000
Total income from all sources (including contributions)2014-12-31$324,865
Total of all expenses incurred2014-12-31$455,872
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$451,372
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$101,940
Value of total assets at end of year2014-12-31$599,502
Value of total assets at beginning of year2014-12-31$730,509
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$4,500
Total interest from all sources2014-12-31$1,129
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$4,625
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$4,625
Administrative expenses professional fees incurred2014-12-31$4,500
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$450,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$101,940
Participant contributions at end of year2014-12-31$248,433
Participant contributions at beginning of year2014-12-31$218,852
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$8,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$8,000
Other income not declared elsewhere2014-12-31$207,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-131,007
Value of net assets at end of year (total assets less liabilities)2014-12-31$591,502
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$722,509
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$191,491
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$176,624
Value of interest in common/collective trusts at end of year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$159,578
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$335,033
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$335,033
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$1,129
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$259,372
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$192,000
Did the plan have assets held for investment2014-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31DAVID P. GUENTHER, CPA
Accountancy firm EIN2014-12-31621643664
2013 : NASHVILLE ASSN OF MUSICIANS LU 257 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$7,120
Total unrealized appreciation/depreciation of assets2013-12-31$7,120
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$8,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$8,000
Total income from all sources (including contributions)2013-12-31$405,949
Total of all expenses incurred2013-12-31$302,312
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$297,797
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$96,304
Value of total assets at end of year2013-12-31$730,509
Value of total assets at beginning of year2013-12-31$626,873
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$4,515
Total interest from all sources2013-12-31$1,199
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$4,326
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$4,326
Administrative expenses professional fees incurred2013-12-31$4,500
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$450,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$96,304
Participant contributions at end of year2013-12-31$218,852
Participant contributions at beginning of year2013-12-31$328,164
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$8,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$8,000
Other income not declared elsewhere2013-12-31$297,000
Administrative expenses (other) incurred2013-12-31$15
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$103,637
Value of net assets at end of year (total assets less liabilities)2013-12-31$722,509
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$618,873
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$176,624
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$165,184
Interest earned on other investments2013-12-31$898
Value of interest in common/collective trusts at end of year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$335,033
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$133,525
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$133,525
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$301
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$108,297
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Employer contributions (assets) at end of year2013-12-31$218,852
Employer contributions (assets) at beginning of year2013-12-31$328,164
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$189,500
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31DAVID P. GUENTHER, CPA
Accountancy firm EIN2013-12-31621643664
2012 : NASHVILLE ASSN OF MUSICIANS LU 257 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$5,996
Total unrealized appreciation/depreciation of assets2012-12-31$5,996
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$8,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$8,000
Total income from all sources (including contributions)2012-12-31$604,330
Total of all expenses incurred2012-12-31$480,155
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$476,971
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$95,781
Value of total assets at end of year2012-12-31$626,873
Value of total assets at beginning of year2012-12-31$502,698
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$3,184
Total interest from all sources2012-12-31$2,721
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$4,832
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$4,832
Administrative expenses professional fees incurred2012-12-31$3,135
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$450,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$95,781
Participant contributions at end of year2012-12-31$328,164
Participant contributions at beginning of year2012-12-31$305,948
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$8,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$8,000
Other income not declared elsewhere2012-12-31$495,000
Administrative expenses (other) incurred2012-12-31$49
Total non interest bearing cash at beginning of year2012-12-31$10,511
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$124,175
Value of net assets at end of year (total assets less liabilities)2012-12-31$618,873
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$494,698
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$165,184
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$154,350
Interest earned on other investments2012-12-31$2,490
Value of interest in common/collective trusts at end of year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$133,525
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$31,889
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$31,889
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$231
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$262,971
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$214,000
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31DAVID P. GUENTHER, CPA
Accountancy firm EIN2012-12-31621643664
2011 : NASHVILLE ASSN OF MUSICIANS LU 257 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$4,169
Total unrealized appreciation/depreciation of assets2011-12-31$4,169
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$8,000
Total income from all sources (including contributions)2011-12-31$595,503
Total of all expenses incurred2011-12-31$512,888
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$509,787
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$163,407
Value of total assets at end of year2011-12-31$196,750
Value of total assets at beginning of year2011-12-31$197,715
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$3,101
Total interest from all sources2011-12-31$3,107
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$4,820
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$4,820
Administrative expenses professional fees incurred2011-12-31$2,900
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$450,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$163,407
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$8,000
Other income not declared elsewhere2011-12-31$420,000
Administrative expenses (other) incurred2011-12-31$201
Total non interest bearing cash at end of year2011-12-31$10,511
Total non interest bearing cash at beginning of year2011-12-31$20,597
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$82,615
Value of net assets at end of year (total assets less liabilities)2011-12-31$188,750
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$197,715
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$154,350
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$145,244
Interest earned on other investments2011-12-31$3,042
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$31,889
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$31,874
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$31,874
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$65
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$252,787
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$257,000
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31RONALD H. STEWART, CPA
Accountancy firm EIN2011-12-31621072414
2010 : NASHVILLE ASSN OF MUSICIANS LU 257 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$10,280
Total unrealized appreciation/depreciation of assets2010-12-31$10,280
Total income from all sources (including contributions)2010-12-31$340,922
Total loss/gain on sale of assets2010-12-31$-9,012
Total of all expenses incurred2010-12-31$318,490
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$315,676
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$213,574
Value of total assets at end of year2010-12-31$197,715
Value of total assets at beginning of year2010-12-31$273,646
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,814
Total interest from all sources2010-12-31$434
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$5,646
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$5,646
Administrative expenses professional fees incurred2010-12-31$2,814
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$450,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$213,574
Other income not declared elsewhere2010-12-31$120,000
Total non interest bearing cash at end of year2010-12-31$20,597
Total non interest bearing cash at beginning of year2010-12-31$17,472
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$22,432
Value of net assets at end of year (total assets less liabilities)2010-12-31$197,715
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$273,646
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$145,244
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$213,329
Interest earned on other investments2010-12-31$411
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$31,874
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$42,845
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$42,845
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$23
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$166,676
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$149,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$75,000
Aggregate carrying amount (costs) on sale of assets2010-12-31$84,012
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31RONALD H STEWART, CPA
Accountancy firm EIN2010-12-31621072414

Form 5500 Responses for NASHVILLE ASSN OF MUSICIANS LU 257

2022: NASHVILLE ASSN OF MUSICIANS LU 257 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – General assets of the sponsorYes
2022-01-01Plan benefit arrangement – General assets of the sponsorYes
2021: NASHVILLE ASSN OF MUSICIANS LU 257 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: NASHVILLE ASSN OF MUSICIANS LU 257 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: NASHVILLE ASSN OF MUSICIANS LU 257 2019 form 5500 responses
2019-01-01Type of plan entityMulitple employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: NASHVILLE ASSN OF MUSICIANS LU 257 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01First time form 5500 has been submittedYes
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: NASHVILLE ASSN OF MUSICIANS LU 257 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: NASHVILLE ASSN OF MUSICIANS LU 257 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: NASHVILLE ASSN OF MUSICIANS LU 257 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: NASHVILLE ASSN OF MUSICIANS LU 257 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: NASHVILLE ASSN OF MUSICIANS LU 257 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: NASHVILLE ASSN OF MUSICIANS LU 257 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: NASHVILLE ASSN OF MUSICIANS LU 257 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: NASHVILLE ASSN OF MUSICIANS LU 257 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: NASHVILLE ASSN OF MUSICIANS LU 257 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

BLUECROSS BLUESHIELD OF TENNESSEE, INC. (National Association of Insurance Commissioners NAIC id number: 54518 )
Policy contract number130453
Policy instance 1
Insurance contract or identification number130453
Number of Individuals Covered299
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $71,303
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $13,066
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $30,946
Insurance broker organization code?3
BLUECROSS BLUESHIELD OF TENNESSEE, INC. (National Association of Insurance Commissioners NAIC id number: 54518 )
Policy contract number130453
Policy instance 1
Insurance contract or identification number130453
Number of Individuals Covered318
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $50,956
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $22,656
Insurance broker organization code?3
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number794050
Policy instance 2
Insurance contract or identification number794050
Number of Individuals Covered129
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $3,800
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $29,742
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1900
Additional information about fees paid to insurance brokerBONUSES
Insurance broker organization code?3
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract number01-016499-00
Policy instance 1
Insurance contract or identification number01-016499-00
Number of Individuals Covered2033
Insurance policy start date2014-10-01
Insurance policy end date2015-03-31
Total amount of fees paid to insurance companyUSD $6,707
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees6707
Additional information about fees paid to insurance brokerGROUP MARKETING SUPPORT FEE
Insurance broker organization code?3
Insurance broker nameSTEALTH BENEFIT SOLUTIONS LLC
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract number01-016499-00
Policy instance 1
Insurance contract or identification number01-016499-00
Number of Individuals Covered2246
Insurance policy start date2013-10-01
Insurance policy end date2014-09-30
Total amount of commissions paid to insurance brokerUSD $43,371
Total amount of fees paid to insurance companyUSD $11,032
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $240,729
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $43,371
Amount paid for insurance broker fees11032
Additional information about fees paid to insurance brokerWRITING AGENT
Insurance broker organization code?3
Insurance broker nameSTHEALTH BENEFIT SOLUTIONS LLC
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract numberLIFE
Policy instance 1
Insurance contract or identification numberLIFE
Number of Individuals Covered2105
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $39,446
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $262,971
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $39,446
Additional information about fees paid to insurance brokerWRITING AGENT
Insurance broker organization code?3
Insurance broker nameANTHONY FAKOURI
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract numberLIFE
Policy instance 1
Insurance contract or identification numberLIFE
Number of Individuals Covered2102
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $39,446
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $262,971
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $39,446
Additional information about fees paid to insurance brokerWRITING AGENT
Insurance broker organization code?3
Insurance broker nameANTHONY FAKOURI
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract numberLIFE
Policy instance 1
Insurance contract or identification numberLIFE
Number of Individuals Covered2102
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $39,446
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $262,971
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGROUP POLICY BASIC LIFE INSURANCE
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract numberLIFE
Policy instance 1
Insurance contract or identification numberLIFE
Number of Individuals Covered2024
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $33,335
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGROUP POLICY BASIC LIFE INSURANCE
Commission paid to Insurance BrokerUSD $33,335
Additional information about fees paid to insurance brokerWRITING AGENT
Insurance broker organization code?3
Insurance broker nameANTHONY FAKOURI

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