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WORKFORCE ESSENTIALS, INC. TSA RETIREMENT PLAN 401k Plan overview

Plan NameWORKFORCE ESSENTIALS, INC. TSA RETIREMENT PLAN
Plan identification number 001

WORKFORCE ESSENTIALS, INC. TSA RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

WORKFORCE ESSENTIALS, INC has sponsored the creation of one or more 401k plans.

Company Name:WORKFORCE ESSENTIALS, INC
Employer identification number (EIN):621498440
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Additional information about WORKFORCE ESSENTIALS, INC

Jurisdiction of Incorporation: Tennessee Secretary of State Division of Business Services
Incorporation Date:
Company Identification Number: 000385474

More information about WORKFORCE ESSENTIALS, INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WORKFORCE ESSENTIALS, INC. TSA RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-07-01
0012021-07-01
0012020-07-01
0012019-07-01
0012018-07-01
0012017-07-01MARLA RYE
0012016-07-01MARLA RYE
0012015-07-01MARLA RYE
0012014-07-01MARLA RYE
0012013-07-01MARLA RYE
0012012-07-01MARLA RYE
0012011-07-01MARLA RYE
0012009-07-01MARLA RYE
0012009-07-01MARLA RYE

Plan Statistics for WORKFORCE ESSENTIALS, INC. TSA RETIREMENT PLAN

401k plan membership statisitcs for WORKFORCE ESSENTIALS, INC. TSA RETIREMENT PLAN

Measure Date Value
2022: WORKFORCE ESSENTIALS, INC. TSA RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-07-01196
Total number of active participants reported on line 7a of the Form 55002022-07-01167
Number of retired or separated participants receiving benefits2022-07-010
Number of other retired or separated participants entitled to future benefits2022-07-0168
Total of all active and inactive participants2022-07-01235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-07-010
Total participants2022-07-01235
Number of participants with account balances2022-07-01129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-07-013
2021: WORKFORCE ESSENTIALS, INC. TSA RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01189
Total number of active participants reported on line 7a of the Form 55002021-07-01171
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-0129
Total of all active and inactive participants2021-07-01200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-01200
Number of participants with account balances2021-07-0195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-013
2020: WORKFORCE ESSENTIALS, INC. TSA RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01188
Total number of active participants reported on line 7a of the Form 55002020-07-01117
Number of other retired or separated participants entitled to future benefits2020-07-0120
Total of all active and inactive participants2020-07-01137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-01137
Number of participants with account balances2020-07-0172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-010
2019: WORKFORCE ESSENTIALS, INC. TSA RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01235
Total number of active participants reported on line 7a of the Form 55002019-07-01160
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-0127
Total of all active and inactive participants2019-07-01187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01187
Number of participants with account balances2019-07-0179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-014
2018: WORKFORCE ESSENTIALS, INC. TSA RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01246
Total number of active participants reported on line 7a of the Form 55002018-07-01169
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-0134
Total of all active and inactive participants2018-07-01203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-011
Total participants2018-07-01204
Number of participants with account balances2018-07-0183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-017
2017: WORKFORCE ESSENTIALS, INC. TSA RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01231
Total number of active participants reported on line 7a of the Form 55002017-07-01222
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-0124
Total of all active and inactive participants2017-07-01246
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01246
Number of participants with account balances2017-07-0184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-014
2016: WORKFORCE ESSENTIALS, INC. TSA RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01223
Total number of active participants reported on line 7a of the Form 55002016-07-01204
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-0127
Total of all active and inactive participants2016-07-01231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01231
Number of participants with account balances2016-07-0187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-012
2015: WORKFORCE ESSENTIALS, INC. TSA RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01172
Total number of active participants reported on line 7a of the Form 55002015-07-01134
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-0133
Total of all active and inactive participants2015-07-01167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01167
Number of participants with account balances2015-07-0191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-013
2014: WORKFORCE ESSENTIALS, INC. TSA RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01167
Total number of active participants reported on line 7a of the Form 55002014-07-01144
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-0128
Total of all active and inactive participants2014-07-01172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01172
Number of participants with account balances2014-07-0190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
2013: WORKFORCE ESSENTIALS, INC. TSA RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01130
Total number of active participants reported on line 7a of the Form 55002013-07-01135
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-0132
Total of all active and inactive participants2013-07-01167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01167
Number of participants with account balances2013-07-0189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-019
2012: WORKFORCE ESSENTIALS, INC. TSA RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01145
Total number of active participants reported on line 7a of the Form 55002012-07-01103
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-0127
Total of all active and inactive participants2012-07-01130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01130
Number of participants with account balances2012-07-0199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-0110
2011: WORKFORCE ESSENTIALS, INC. TSA RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01163
Total number of active participants reported on line 7a of the Form 55002011-07-01118
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0127
Total of all active and inactive participants2011-07-01145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01145
Number of participants with account balances2011-07-01109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-0112
2009: WORKFORCE ESSENTIALS, INC. TSA RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01221
Total number of active participants reported on line 7a of the Form 55002009-07-01252
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-0115
Total of all active and inactive participants2009-07-01267
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01267
Number of participants with account balances2009-07-01105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-015

Financial Data on WORKFORCE ESSENTIALS, INC. TSA RETIREMENT PLAN

Measure Date Value
2023 : WORKFORCE ESSENTIALS, INC. TSA RETIREMENT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$0
Total income from all sources (including contributions)2023-06-30$715,481
Total loss/gain on sale of assets2023-06-30$0
Total of all expenses incurred2023-06-30$263,513
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-06-30$238,831
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-06-30$299,827
Value of total assets at end of year2023-06-30$4,683,140
Value of total assets at beginning of year2023-06-30$4,231,172
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-06-30$24,682
Total interest from all sources2023-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2023-06-30$357,782
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2023-06-30$357,782
Was this plan covered by a fidelity bond2023-06-30Yes
Value of fidelity bond cover2023-06-30$500,000
If this is an individual account plan, was there a blackout period2023-06-30No
Were there any nonexempt tranactions with any party-in-interest2023-06-30No
Contributions received from participants2023-06-30$160,754
Participant contributions at end of year2023-06-30$0
Participant contributions at beginning of year2023-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2023-06-30$59,444
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Value of net income/loss2023-06-30$451,968
Value of net assets at end of year (total assets less liabilities)2023-06-30$4,683,140
Value of net assets at beginning of year (total assets less liabilities)2023-06-30$4,231,172
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-06-30No
Were any leases to which the plan was party in default or uncollectible2023-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-06-30$4,540,806
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-06-30$4,093,406
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-06-30$142,334
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-06-30$137,766
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-06-30$57,872
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-06-30No
Was there a failure to transmit to the plan any participant contributions2023-06-30No
Has the plan failed to provide any benefit when due under the plan2023-06-30No
Contributions received in cash from employer2023-06-30$79,629
Employer contributions (assets) at end of year2023-06-30$0
Employer contributions (assets) at beginning of year2023-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-06-30$238,831
Contract administrator fees2023-06-30$24,682
Did the plan have assets held for investment2023-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-06-30No
Opinion of an independent qualified public accountant for this plan2023-06-30Unqualified
Accountancy firm name2023-06-30SKIBBIE CPA INC.
Accountancy firm EIN2023-06-30270851321
2022 : WORKFORCE ESSENTIALS, INC. TSA RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$-474,487
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$801,075
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$775,656
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$218,847
Value of total assets at end of year2022-06-30$4,231,172
Value of total assets at beginning of year2022-06-30$5,506,734
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$25,419
Total interest from all sources2022-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$425,279
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$425,279
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$131,802
Participant contributions at end of year2022-06-30$0
Participant contributions at beginning of year2022-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$12,967
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-1,275,562
Value of net assets at end of year (total assets less liabilities)2022-06-30$4,231,172
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$5,506,734
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Investment advisory and management fees2022-06-30$23,719
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$4,093,406
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$5,028,323
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$137,766
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$478,224
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-1,118,613
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$74,078
Employer contributions (assets) at end of year2022-06-30$0
Employer contributions (assets) at beginning of year2022-06-30$187
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$775,656
Contract administrator fees2022-06-30$1,700
Liabilities. Value of benefit claims payable at end of year2022-06-30$0
Liabilities. Value of benefit claims payable at beginning of year2022-06-30$0
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30SKIBBIE CPA INC.
Accountancy firm EIN2022-06-30270851321
2021 : WORKFORCE ESSENTIALS, INC. TSA RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$1,500,407
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$306,622
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$306,622
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$273,281
Value of total assets at end of year2021-06-30$5,506,734
Value of total assets at beginning of year2021-06-30$4,312,949
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$0
Total interest from all sources2021-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$0
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$145,386
Participant contributions at end of year2021-06-30$0
Participant contributions at beginning of year2021-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$38,042
Other income not declared elsewhere2021-06-30$1,227,126
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$1,193,785
Value of net assets at end of year (total assets less liabilities)2021-06-30$5,506,734
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$4,312,949
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$5,028,323
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$4,224,232
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$478,224
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$86,934
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$89,853
Employer contributions (assets) at end of year2021-06-30$187
Employer contributions (assets) at beginning of year2021-06-30$1,783
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$306,622
Liabilities. Value of benefit claims payable at end of year2021-06-30$0
Liabilities. Value of benefit claims payable at beginning of year2021-06-30$0
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Unqualified
Accountancy firm name2021-06-30SKIBBIE CPA INC.
Accountancy firm EIN2021-06-30270851321
2020 : WORKFORCE ESSENTIALS, INC. TSA RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$905,713
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$204,605
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$204,605
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$722,182
Value of total assets at end of year2020-06-30$4,312,949
Value of total assets at beginning of year2020-06-30$3,611,841
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$0
Total interest from all sources2020-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$0
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$361,185
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$163,320
Participant contributions at end of year2020-06-30$0
Participant contributions at beginning of year2020-06-30$31
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$463,222
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$701,108
Value of net assets at end of year (total assets less liabilities)2020-06-30$4,312,949
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$3,611,841
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$4,224,232
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$3,524,454
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$86,934
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$86,261
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$183,531
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$95,640
Employer contributions (assets) at end of year2020-06-30$1,783
Employer contributions (assets) at beginning of year2020-06-30$1,095
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$204,605
Liabilities. Value of benefit claims payable at end of year2020-06-30$0
Liabilities. Value of benefit claims payable at beginning of year2020-06-30$0
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30No
Opinion of an independent qualified public accountant for this plan2020-06-30Unqualified
Accountancy firm name2020-06-30SKIBBIE CPA INC.
Accountancy firm EIN2020-06-30270851321
2019 : WORKFORCE ESSENTIALS, INC. TSA RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$487,323
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$277,866
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$277,866
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$288,769
Value of total assets at end of year2019-06-30$3,611,841
Value of total assets at beginning of year2019-06-30$3,402,384
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$0
Total interest from all sources2019-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$0
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$361,185
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$178,558
Participant contributions at end of year2019-06-30$31
Participant contributions at beginning of year2019-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$25,586
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$209,457
Value of net assets at end of year (total assets less liabilities)2019-06-30$3,611,841
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$3,402,384
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$3,524,454
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$3,313,802
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$86,261
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$87,232
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$198,554
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$84,625
Employer contributions (assets) at end of year2019-06-30$1,095
Employer contributions (assets) at beginning of year2019-06-30$1,350
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$277,866
Liabilities. Value of benefit claims payable at end of year2019-06-30$0
Liabilities. Value of benefit claims payable at beginning of year2019-06-30$0
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30No
Opinion of an independent qualified public accountant for this plan2019-06-30Unqualified
Accountancy firm name2019-06-30SKIBBIE CPA INC.
Accountancy firm EIN2019-06-30270851321
2018 : WORKFORCE ESSENTIALS, INC. TSA RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$576,001
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$742,879
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$742,879
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$280,146
Value of total assets at end of year2018-06-30$3,402,384
Value of total assets at beginning of year2018-06-30$3,569,262
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$0
Total interest from all sources2018-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$0
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$356,927
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$173,858
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$10,889
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$-166,878
Value of net assets at end of year (total assets less liabilities)2018-06-30$3,402,384
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$3,569,262
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$3,313,802
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$3,455,478
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$87,232
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$112,979
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$295,855
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$95,399
Employer contributions (assets) at end of year2018-06-30$1,350
Employer contributions (assets) at beginning of year2018-06-30$805
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$742,879
Liabilities. Value of benefit claims payable at end of year2018-06-30$0
Liabilities. Value of benefit claims payable at beginning of year2018-06-30$0
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30No
Opinion of an independent qualified public accountant for this plan2018-06-30Unqualified
Accountancy firm name2018-06-30SKIBBIE CPA INC.
Accountancy firm EIN2018-06-30270851321
2017 : WORKFORCE ESSENTIALS, INC. TSA RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$681,623
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$461,176
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$461,176
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$248,836
Value of total assets at end of year2017-06-30$3,569,262
Value of total assets at beginning of year2017-06-30$3,348,815
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$0
Total interest from all sources2017-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$0
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$356,926
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$158,814
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$220,447
Value of net assets at end of year (total assets less liabilities)2017-06-30$3,569,262
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$3,348,815
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$3,455,478
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$3,249,541
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$112,979
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$96,525
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$432,787
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$90,022
Employer contributions (assets) at end of year2017-06-30$805
Employer contributions (assets) at beginning of year2017-06-30$2,749
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$461,176
Liabilities. Value of benefit claims payable at end of year2017-06-30$0
Liabilities. Value of benefit claims payable at beginning of year2017-06-30$0
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30No
Opinion of an independent qualified public accountant for this plan2017-06-30Unqualified
Accountancy firm name2017-06-30SKIBBIE CPA INC.
Accountancy firm EIN2017-06-30270851321
2016 : WORKFORCE ESSENTIALS, INC. TSA RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$241,637
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$122,650
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$122,650
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$270,159
Value of total assets at end of year2016-06-30$3,348,815
Value of total assets at beginning of year2016-06-30$3,229,828
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$0
Total interest from all sources2016-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$0
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$334,882
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$146,886
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$11,597
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$118,987
Value of net assets at end of year (total assets less liabilities)2016-06-30$3,348,815
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$3,229,828
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$3,249,541
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$3,176,409
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$96,525
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$52,536
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-28,522
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$111,676
Employer contributions (assets) at end of year2016-06-30$2,749
Employer contributions (assets) at beginning of year2016-06-30$883
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$122,650
Liabilities. Value of benefit claims payable at end of year2016-06-30$0
Liabilities. Value of benefit claims payable at beginning of year2016-06-30$0
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30SCOTT SKIBBIE, INC.
Accountancy firm EIN2016-06-30270851321
2015 : WORKFORCE ESSENTIALS, INC. TSA RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$203,680
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$229,047
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$229,047
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$178,230
Value of total assets at end of year2015-06-30$3,229,828
Value of total assets at beginning of year2015-06-30$3,255,195
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$0
Total interest from all sources2015-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$0
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$325,520
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$119,887
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$-25,367
Value of net assets at end of year (total assets less liabilities)2015-06-30$3,229,828
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$3,255,195
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$3,176,409
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$3,196,975
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$52,536
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$58,220
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$25,450
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$58,343
Employer contributions (assets) at end of year2015-06-30$883
Employer contributions (assets) at beginning of year2015-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$229,047
Liabilities. Value of benefit claims payable at end of year2015-06-30$0
Liabilities. Value of benefit claims payable at beginning of year2015-06-30$0
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30SCOTT SKIBBIE, INC.
Accountancy firm EIN2015-06-30270851321
2014 : WORKFORCE ESSENTIALS, INC. TSA RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$694,454
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$207,151
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$206,470
Value of total corrective distributions2014-06-30$681
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$214,305
Value of total assets at end of year2014-06-30$3,255,195
Value of total assets at beginning of year2014-06-30$2,767,892
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$0
Total interest from all sources2014-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$0
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$325,520
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$119,932
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$487,303
Value of net assets at end of year (total assets less liabilities)2014-06-30$3,255,195
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$2,767,892
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$3,196,975
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$2,694,273
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$58,220
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$72,298
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$480,149
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$94,373
Employer contributions (assets) at end of year2014-06-30$0
Employer contributions (assets) at beginning of year2014-06-30$1,321
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$206,470
Liabilities. Value of benefit claims payable at end of year2014-06-30$0
Liabilities. Value of benefit claims payable at beginning of year2014-06-30$0
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30SCOTT SKIBBIE, INC.
Accountancy firm EIN2014-06-30270851321
2013 : WORKFORCE ESSENTIALS, INC. TSA RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$230
Total income from all sources (including contributions)2013-06-30$630,009
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$150,793
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$150,793
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$322,938
Value of total assets at end of year2013-06-30$2,767,892
Value of total assets at beginning of year2013-06-30$2,288,906
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$0
Total interest from all sources2013-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$0
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$276,790
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$158,057
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$42,011
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$479,216
Value of net assets at end of year (total assets less liabilities)2013-06-30$2,767,892
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$2,288,676
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$2,694,273
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$2,220,376
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$72,298
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$68,530
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$307,071
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$122,870
Employer contributions (assets) at end of year2013-06-30$1,321
Employer contributions (assets) at beginning of year2013-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$150,793
Liabilities. Value of benefit claims payable at end of year2013-06-30$0
Liabilities. Value of benefit claims payable at beginning of year2013-06-30$230
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30SCOTT SKIBBIE, INC.
Accountancy firm EIN2013-06-30270851321
2012 : WORKFORCE ESSENTIALS, INC. TSA RETIREMENT PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$230
Total income from all sources (including contributions)2012-06-30$254,428
Total of all expenses incurred2012-06-30$85,841
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$85,841
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$298,572
Value of total assets at end of year2012-06-30$2,288,906
Value of total assets at beginning of year2012-06-30$2,120,089
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$250,000
If this is an individual account plan, was there a blackout period2012-06-30No
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$171,546
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$2,041
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$168,587
Value of net assets at end of year (total assets less liabilities)2012-06-30$2,288,676
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$2,120,089
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$2,220,376
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$2,072,978
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$68,530
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$47,111
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-44,144
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$124,985
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$85,841
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-06-30No
Liabilities. Value of benefit claims payable at end of year2012-06-30$230
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30SCOTT SKIBBIE, INC.
Accountancy firm EIN2012-06-30270851321
2011 : WORKFORCE ESSENTIALS, INC. TSA RETIREMENT PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-06-30$699,231
Total of all expenses incurred2011-06-30$40,372
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$40,372
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$347,114
Value of total assets at end of year2011-06-30$2,120,089
Value of total assets at beginning of year2011-06-30$1,461,230
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$250,000
If this is an individual account plan, was there a blackout period2011-06-30No
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$173,525
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$46,369
Total non interest bearing cash at beginning of year2011-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$658,859
Value of net assets at end of year (total assets less liabilities)2011-06-30$2,120,089
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$1,461,230
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$2,072,978
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$1,428,531
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$47,111
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$28,737
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$352,117
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$127,220
Employer contributions (assets) at beginning of year2011-06-30$3,962
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$40,372
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-06-30No
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30SCOTT SKIBBIE, INC.
Accountancy firm EIN2011-06-30270851321

Form 5500 Responses for WORKFORCE ESSENTIALS, INC. TSA RETIREMENT PLAN

2022: WORKFORCE ESSENTIALS, INC. TSA RETIREMENT PLAN 2022 form 5500 responses
2022-07-01Type of plan entitySingle employer plan
2022-07-01Submission has been amendedNo
2022-07-01This submission is the final filingNo
2022-07-01This return/report is a short plan year return/report (less than 12 months)No
2022-07-01Plan is a collectively bargained planNo
2022-07-01Plan funding arrangement – InsuranceYes
2022-07-01Plan funding arrangement – TrustYes
2022-07-01Plan benefit arrangement – InsuranceYes
2022-07-01Plan benefit arrangement - TrustYes
2021: WORKFORCE ESSENTIALS, INC. TSA RETIREMENT PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: WORKFORCE ESSENTIALS, INC. TSA RETIREMENT PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: WORKFORCE ESSENTIALS, INC. TSA RETIREMENT PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: WORKFORCE ESSENTIALS, INC. TSA RETIREMENT PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: WORKFORCE ESSENTIALS, INC. TSA RETIREMENT PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: WORKFORCE ESSENTIALS, INC. TSA RETIREMENT PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: WORKFORCE ESSENTIALS, INC. TSA RETIREMENT PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: WORKFORCE ESSENTIALS, INC. TSA RETIREMENT PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: WORKFORCE ESSENTIALS, INC. TSA RETIREMENT PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: WORKFORCE ESSENTIALS, INC. TSA RETIREMENT PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedYes
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: WORKFORCE ESSENTIALS, INC. TSA RETIREMENT PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedYes
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2009: WORKFORCE ESSENTIALS, INC. TSA RETIREMENT PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedYes
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR61966-1
Policy instance 1
Insurance contract or identification numberMR61966-1
Number of Individuals Covered11
Insurance policy start date2022-07-01
Insurance policy end date2023-06-30
Total amount of commissions paid to insurance brokerUSD $450
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $450
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR61966-1
Policy instance 1
Insurance contract or identification numberMR61966-1
Number of Individuals Covered138
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $825
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $825
Insurance broker organization code?1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR61966-1
Policy instance 1
Insurance contract or identification numberMR61966-1
Number of Individuals Covered137
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $1,194
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,194
Insurance broker organization code?1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR61966-1
Policy instance 1
Insurance contract or identification numberMR61966-1
Number of Individuals Covered122
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $349
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $349
Insurance broker organization code?1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR61966-1
Policy instance 1
Insurance contract or identification numberMR61966-1
Number of Individuals Covered130
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $423
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $423
Insurance broker organization code?1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR61966-1
Policy instance 1
Insurance contract or identification numberMR61966-1
Number of Individuals Covered126
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $476
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $476
Insurance broker organization code?1
Insurance broker nameCETERA ADVISOIR NETWORKS LLC
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number437-80140
Policy instance 1
Insurance contract or identification number437-80140
Number of Individuals Covered0
Insurance policy start date2016-02-26
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $88
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $88
Insurance broker organization code?4
Insurance broker nameCETERA ADVISOR NETOWRKS LLC
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR61966-1
Policy instance 2
Insurance contract or identification numberMR61966-1
Number of Individuals Covered104
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $315
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $315
Insurance broker organization code?1
Insurance broker nameCETERA ADVISOIR NETWORKS LLC
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number437-80140
Policy instance 1
Insurance contract or identification number437-80140
Number of Individuals Covered94
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $259
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $259
Insurance broker organization code?4
Insurance broker nameCETERA ADVISOR NETOWRKS LLC
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number437-80140
Policy instance 1
Insurance contract or identification number437-80140
Number of Individuals Covered89
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $320
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $258
Insurance broker organization code?4
Insurance broker nameWALNUT STREET SECURITIES INC
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number437-80140
Policy instance 1
Insurance contract or identification number437-80140
Number of Individuals Covered99
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $381
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $381
Insurance broker organization code?4
Insurance broker nameWALNUT STREET SECURITIES INC
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number437-80140
Policy instance 1
Insurance contract or identification number437-80140
Number of Individuals Covered109
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $289
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number437-80140
Policy instance 1
Insurance contract or identification number437-80140
Number of Individuals Covered105
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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