Logo

HUBBARD & DRAKE GENERAL/MECHANICAL CONTRACTORS, INC. 401(K) PSP 401k Plan overview

Plan NameHUBBARD & DRAKE GENERAL/MECHANICAL CONTRACTORS, INC. 401(K) PSP
Plan identification number 003

HUBBARD & DRAKE GENERAL/MECHANICAL CONTRACTORS, INC. 401(K) PSP Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

HUBBARD & DRAKE GENERAL/MECHANICAL CONTRACTORS, INC. has sponsored the creation of one or more 401k plans.

Company Name:HUBBARD & DRAKE GENERAL/MECHANICAL CONTRACTORS, INC.
Employer identification number (EIN):630887505
NAIC Classification:238210
NAIC Description:Electrical Contractors and Other Wiring Installation Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HUBBARD & DRAKE GENERAL/MECHANICAL CONTRACTORS, INC. 401(K) PSP

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01BRIAN BEIDLEMAN2024-09-05
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01JOCELYN HUBBARD
0032016-01-01JOCELYN HUBBARD
0032015-01-01JOCELYN HUBBARD
0032014-01-01LLOYD V. CRAWFORD
0032013-01-01JOCELYN HUBBARD
0032012-01-01JOCELYN HUBBARD
0032011-01-01JOCELYN HUBBARD
0032009-01-01JOCELYN HUBBARD

Plan Statistics for HUBBARD & DRAKE GENERAL/MECHANICAL CONTRACTORS, INC. 401(K) PSP

401k plan membership statisitcs for HUBBARD & DRAKE GENERAL/MECHANICAL CONTRACTORS, INC. 401(K) PSP

Measure Date Value
2023: HUBBARD & DRAKE GENERAL/MECHANICAL CONTRACTORS, INC. 401(K) PSP 2023 401k membership
Total participants, beginning-of-year2023-01-01121
Total number of active participants reported on line 7a of the Form 55002023-01-01127
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-01110
Total of all active and inactive participants2023-01-01237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01237
Number of participants with account balances2023-01-01210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: HUBBARD & DRAKE GENERAL/MECHANICAL CONTRACTORS, INC. 401(K) PSP 2022 401k membership
Total participants, beginning-of-year2022-01-01213
Total number of active participants reported on line 7a of the Form 55002022-01-01126
Number of retired or separated participants receiving benefits2022-01-018
Number of other retired or separated participants entitled to future benefits2022-01-0194
Total of all active and inactive participants2022-01-01228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01229
Number of participants with account balances2022-01-01205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: HUBBARD & DRAKE GENERAL/MECHANICAL CONTRACTORS, INC. 401(K) PSP 2021 401k membership
Total participants, beginning-of-year2021-01-01208
Total number of active participants reported on line 7a of the Form 55002021-01-01126
Number of retired or separated participants receiving benefits2021-01-018
Number of other retired or separated participants entitled to future benefits2021-01-0179
Total of all active and inactive participants2021-01-01213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01213
Number of participants with account balances2021-01-01192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: HUBBARD & DRAKE GENERAL/MECHANICAL CONTRACTORS, INC. 401(K) PSP 2020 401k membership
Total participants, beginning-of-year2020-01-01192
Total number of active participants reported on line 7a of the Form 55002020-01-01134
Number of retired or separated participants receiving benefits2020-01-019
Number of other retired or separated participants entitled to future benefits2020-01-0165
Total of all active and inactive participants2020-01-01208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01208
Number of participants with account balances2020-01-01177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: HUBBARD & DRAKE GENERAL/MECHANICAL CONTRACTORS, INC. 401(K) PSP 2019 401k membership
Total participants, beginning-of-year2019-01-01199
Total number of active participants reported on line 7a of the Form 55002019-01-01125
Number of retired or separated participants receiving benefits2019-01-019
Number of other retired or separated participants entitled to future benefits2019-01-0158
Total of all active and inactive participants2019-01-01192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01192
Number of participants with account balances2019-01-01162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: HUBBARD & DRAKE GENERAL/MECHANICAL CONTRACTORS, INC. 401(K) PSP 2018 401k membership
Total participants, beginning-of-year2018-01-01188
Total number of active participants reported on line 7a of the Form 55002018-01-01134
Number of retired or separated participants receiving benefits2018-01-0110
Number of other retired or separated participants entitled to future benefits2018-01-0155
Total of all active and inactive participants2018-01-01199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01199
Number of participants with account balances2018-01-01166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: HUBBARD & DRAKE GENERAL/MECHANICAL CONTRACTORS, INC. 401(K) PSP 2017 401k membership
Total participants, beginning-of-year2017-01-01183
Total number of active participants reported on line 7a of the Form 55002017-01-01133
Number of retired or separated participants receiving benefits2017-01-016
Number of other retired or separated participants entitled to future benefits2017-01-0149
Total of all active and inactive participants2017-01-01188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01188
Number of participants with account balances2017-01-01155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: HUBBARD & DRAKE GENERAL/MECHANICAL CONTRACTORS, INC. 401(K) PSP 2016 401k membership
Total participants, beginning-of-year2016-01-01187
Total number of active participants reported on line 7a of the Form 55002016-01-01130
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0153
Total of all active and inactive participants2016-01-01183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01183
Number of participants with account balances2016-01-01146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: HUBBARD & DRAKE GENERAL/MECHANICAL CONTRACTORS, INC. 401(K) PSP 2015 401k membership
Total participants, beginning-of-year2015-01-01170
Total number of active participants reported on line 7a of the Form 55002015-01-01136
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0151
Total of all active and inactive participants2015-01-01187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01187
Number of participants with account balances2015-01-01146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-013
2014: HUBBARD & DRAKE GENERAL/MECHANICAL CONTRACTORS, INC. 401(K) PSP 2014 401k membership
Total participants, beginning-of-year2014-01-01162
Total number of active participants reported on line 7a of the Form 55002014-01-01135
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0135
Total of all active and inactive participants2014-01-01170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01170
Number of participants with account balances2014-01-01117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-013
2013: HUBBARD & DRAKE GENERAL/MECHANICAL CONTRACTORS, INC. 401(K) PSP 2013 401k membership
Total participants, beginning-of-year2013-01-01155
Total number of active participants reported on line 7a of the Form 55002013-01-01119
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0143
Total of all active and inactive participants2013-01-01162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01162
Number of participants with account balances2013-01-01154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0119
2012: HUBBARD & DRAKE GENERAL/MECHANICAL CONTRACTORS, INC. 401(K) PSP 2012 401k membership
Total participants, beginning-of-year2012-01-01180
Total number of active participants reported on line 7a of the Form 55002012-01-01115
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0139
Total of all active and inactive participants2012-01-01155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01155
Number of participants with account balances2012-01-01150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0114
2011: HUBBARD & DRAKE GENERAL/MECHANICAL CONTRACTORS, INC. 401(K) PSP 2011 401k membership
Total participants, beginning-of-year2011-01-01165
Total number of active participants reported on line 7a of the Form 55002011-01-01113
Number of retired or separated participants receiving benefits2011-01-012
Number of other retired or separated participants entitled to future benefits2011-01-0163
Total of all active and inactive participants2011-01-01178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-01180
Number of participants with account balances2011-01-01168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0115
2009: HUBBARD & DRAKE GENERAL/MECHANICAL CONTRACTORS, INC. 401(K) PSP 2009 401k membership
Total participants, beginning-of-year2009-01-01173
Total number of active participants reported on line 7a of the Form 55002009-01-0194
Number of retired or separated participants receiving benefits2009-01-012
Number of other retired or separated participants entitled to future benefits2009-01-0153
Total of all active and inactive participants2009-01-01149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-01151
Number of participants with account balances2009-01-01147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0126

Financial Data on HUBBARD & DRAKE GENERAL/MECHANICAL CONTRACTORS, INC. 401(K) PSP

Measure Date Value
2023 : HUBBARD & DRAKE GENERAL/MECHANICAL CONTRACTORS, INC. 401(K) PSP 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$4,158
Total income from all sources (including contributions)2023-12-31$1,469,674
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$513,836
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$465,489
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$689,396
Value of total assets at end of year2023-12-31$6,130,436
Value of total assets at beginning of year2023-12-31$5,178,756
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$48,347
Total interest from all sources2023-12-31$11,600
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$1,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$442,821
Participant contributions at end of year2023-12-31$214,571
Participant contributions at beginning of year2023-12-31$202,507
Participant contributions at end of year2023-12-31$0
Participant contributions at beginning of year2023-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-12-31$4,158
Other income not declared elsewhere2023-12-31$4,158
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$955,838
Value of net assets at end of year (total assets less liabilities)2023-12-31$6,130,436
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$5,174,598
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$5,883,094
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$4,946,833
Interest on participant loans2023-12-31$11,600
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$32,771
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$29,416
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$764,520
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$246,575
Employer contributions (assets) at end of year2023-12-31$0
Employer contributions (assets) at beginning of year2023-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$465,489
Contract administrator fees2023-12-31$48,347
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31ANGLIN REICHMANN ARMSTRONG, P.C.
Accountancy firm EIN2023-12-31631262841
2022 : HUBBARD & DRAKE GENERAL/MECHANICAL CONTRACTORS, INC. 401(K) PSP 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$4,158
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$4,125
Total income from all sources (including contributions)2022-12-31$-47,878
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$378,360
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$332,701
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$681,250
Value of total assets at end of year2022-12-31$5,178,756
Value of total assets at beginning of year2022-12-31$5,604,961
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$45,659
Total interest from all sources2022-12-31$8,858
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$23,215
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$431,979
Participant contributions at end of year2022-12-31$202,507
Participant contributions at beginning of year2022-12-31$225,940
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$82
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$4,158
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$4,125
Administrative expenses (other) incurred2022-12-31$2,425
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-426,238
Value of net assets at end of year (total assets less liabilities)2022-12-31$5,174,598
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$5,600,836
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$20,019
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$4,946,833
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$5,352,413
Interest on participant loans2022-12-31$8,689
Interest earned on other investments2022-12-31$169
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$29,416
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$26,462
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-737,986
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$249,271
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$64
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$332,701
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31ANGLIN REICHMANN ARMSTRONG, P.C.
Accountancy firm EIN2022-12-31631262841
2021 : HUBBARD & DRAKE GENERAL/MECHANICAL CONTRACTORS, INC. 401(K) PSP 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$4,125
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$3,787
Total income from all sources (including contributions)2021-12-31$1,168,675
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$423,854
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$374,324
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$606,335
Value of total assets at end of year2021-12-31$5,604,961
Value of total assets at beginning of year2021-12-31$4,859,802
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$49,530
Total interest from all sources2021-12-31$9,322
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$26,868
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$485,980
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$375,181
Participant contributions at end of year2021-12-31$225,940
Participant contributions at beginning of year2021-12-31$207,661
Participant contributions at end of year2021-12-31$82
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$4,477
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$4,125
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$3,787
Administrative expenses (other) incurred2021-12-31$2,200
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$744,821
Value of net assets at end of year (total assets less liabilities)2021-12-31$5,600,836
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$4,856,015
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$20,462
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$5,352,413
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$4,627,808
Interest on participant loans2021-12-31$9,097
Interest earned on other investments2021-12-31$225
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$26,462
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$24,333
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$553,018
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$226,677
Employer contributions (assets) at end of year2021-12-31$64
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$374,324
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31ANGLIN REICHMANN ARMSTRONG, P.C.
Accountancy firm EIN2021-12-31631262841
2020 : HUBBARD & DRAKE GENERAL/MECHANICAL CONTRACTORS, INC. 401(K) PSP 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$3,787
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$3,787
Total income from all sources (including contributions)2020-12-31$1,367,080
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$217,848
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$203,056
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$758,184
Value of total assets at end of year2020-12-31$4,859,802
Value of total assets at beginning of year2020-12-31$3,710,570
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$14,792
Total interest from all sources2020-12-31$2,021
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$8,894
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$311,878
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$337,318
Participant contributions at end of year2020-12-31$207,661
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$207,828
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$3,787
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$3,787
Administrative expenses (other) incurred2020-12-31$1,475
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,149,232
Value of net assets at end of year (total assets less liabilities)2020-12-31$4,856,015
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$3,706,783
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$4,423
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$4,627,808
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$3,687,484
Interest on participant loans2020-12-31$1,793
Interest earned on other investments2020-12-31$228
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$24,333
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$22,693
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$606,875
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$213,038
Employer contributions (assets) at beginning of year2020-12-31$393
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$203,056
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31ANGLIN REICHAMANN ARMSTRONG, P.C.
Accountancy firm EIN2020-12-31631262841
2019 : HUBBARD & DRAKE GENERAL/MECHANICAL CONTRACTORS, INC. 401(K) PSP 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$3,787
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$3,787
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$3,787
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$3,787
Total income from all sources (including contributions)2019-12-31$1,082,341
Total income from all sources (including contributions)2019-12-31$1,082,341
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$582,466
Total of all expenses incurred2019-12-31$582,466
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$577,152
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$577,152
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$512,539
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$512,539
Value of total assets at end of year2019-12-31$3,710,570
Value of total assets at end of year2019-12-31$3,710,570
Value of total assets at beginning of year2019-12-31$3,210,695
Value of total assets at beginning of year2019-12-31$3,210,695
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$5,314
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$5,314
Total interest from all sources2019-12-31$219
Total interest from all sources2019-12-31$219
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$3,439
Administrative expenses professional fees incurred2019-12-31$3,439
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$311,878
Value of fidelity bond cover2019-12-31$311,878
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$314,508
Contributions received from participants2019-12-31$314,508
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$3,787
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$3,787
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$3,787
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$3,787
Administrative expenses (other) incurred2019-12-31$1,875
Administrative expenses (other) incurred2019-12-31$1,875
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$499,875
Value of net income/loss2019-12-31$499,875
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,706,783
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,706,783
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,206,908
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,206,908
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$3,687,484
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$3,687,484
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,190,641
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,190,641
Interest earned on other investments2019-12-31$219
Interest earned on other investments2019-12-31$219
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$22,693
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$22,693
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$20,054
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$20,054
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$569,583
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$569,583
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$198,031
Contributions received in cash from employer2019-12-31$198,031
Employer contributions (assets) at end of year2019-12-31$393
Employer contributions (assets) at end of year2019-12-31$393
Employer contributions (assets) at beginning of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$577,152
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$577,152
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31ANGLIN REICHAMANN ARMSTRONG, P.C.
Accountancy firm name2019-12-31ANGLIN REICHAMANN ARMSTRONG, P.C.
Accountancy firm EIN2019-12-31631262841
Accountancy firm EIN2019-12-31631262841
2018 : HUBBARD & DRAKE GENERAL/MECHANICAL CONTRACTORS, INC. 401(K) PSP 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$3,787
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$3,228
Total income from all sources (including contributions)2018-12-31$250,059
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$158,702
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$153,945
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$474,399
Value of total assets at end of year2018-12-31$3,210,695
Value of total assets at beginning of year2018-12-31$3,118,779
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$4,757
Total interest from all sources2018-12-31$115
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$3,257
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$311,878
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$278,944
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$30
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$3,787
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$3,228
Administrative expenses (other) incurred2018-12-31$1,500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$91,357
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,206,908
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,115,551
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$3,190,641
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$3,080,321
Interest earned on other investments2018-12-31$115
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$20,054
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$37,829
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-224,455
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$195,455
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$599
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$153,945
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31ANGLIN REICHMANN ARMSTRONG, P.C.
Accountancy firm EIN2018-12-31631262841
2017 : HUBBARD & DRAKE GENERAL/MECHANICAL CONTRACTORS, INC. 401(K) PSP 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$3,228
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$3,042
Total income from all sources (including contributions)2017-12-31$852,884
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$129,937
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$124,931
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$473,299
Value of total assets at end of year2017-12-31$3,118,779
Value of total assets at beginning of year2017-12-31$2,395,646
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$5,006
Total interest from all sources2017-12-31$31
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$3,806
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$311,878
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$275,201
Participant contributions at end of year2017-12-31$30
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,252
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$314
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$3,228
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$3,042
Administrative expenses (other) incurred2017-12-31$1,200
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$722,947
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,115,551
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,392,604
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$3,080,321
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,364,211
Interest earned on other investments2017-12-31$31
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$37,829
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$31,435
Net investment gain/loss from pooled separate accounts2017-12-31$379,554
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$196,846
Employer contributions (assets) at end of year2017-12-31$599
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$124,617
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31ANGLIN REICHMANN ARMSTRONG, P.C.
Accountancy firm EIN2017-12-31631262841
2016 : HUBBARD & DRAKE GENERAL/MECHANICAL CONTRACTORS, INC. 401(K) PSP 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$3,042
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$538
Total income from all sources (including contributions)2016-12-31$682,069
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$191,329
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$182,283
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$516,042
Value of total assets at end of year2016-12-31$2,395,646
Value of total assets at beginning of year2016-12-31$1,902,402
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$9,046
Total interest from all sources2016-12-31$43
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$273,303
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$52,091
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$2,376
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$3,042
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$538
Administrative expenses (other) incurred2016-12-31$2,105
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$490,740
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,392,604
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,901,864
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$2,364,211
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,842,267
Interest earned on other investments2016-12-31$43
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$31,435
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$60,135
Net investment gain/loss from pooled separate accounts2016-12-31$165,984
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$190,648
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$179,907
Contract administrator fees2016-12-31$6,941
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31ANGLIN REICHMANN SNELLGROVE ARMSTRO
Accountancy firm EIN2016-12-31631262841
2015 : HUBBARD & DRAKE GENERAL/MECHANICAL CONTRACTORS, INC. 401(K) PSP 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$538
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$614
Total income from all sources (including contributions)2015-12-31$510,187
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$112,155
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$104,387
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$540,693
Value of total assets at end of year2015-12-31$1,902,402
Value of total assets at beginning of year2015-12-31$1,504,446
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$7,768
Total interest from all sources2015-12-31$36
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$306,593
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$26,204
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$34
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$538
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$614
Administrative expenses (other) incurred2015-12-31$1,055
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$398,032
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,901,864
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,503,832
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,842,267
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,439,084
Interest earned on other investments2015-12-31$36
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$60,135
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$65,362
Net investment gain/loss from pooled separate accounts2015-12-31$-30,542
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$207,896
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$104,353
Contract administrator fees2015-12-31$6,713
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31ANGLIN REICHMANN SNELLGROVE ARMSTRO
Accountancy firm EIN2015-12-31631262841
2014 : HUBBARD & DRAKE GENERAL/MECHANICAL CONTRACTORS, INC. 401(K) PSP 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$614
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,565
Total income from all sources (including contributions)2014-12-31$177,359
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$57,350
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$49,679
Value of total corrective distributions2014-12-31$110
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$112,322
Value of total assets at end of year2014-12-31$1,504,446
Value of total assets at beginning of year2014-12-31$1,385,388
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$7,561
Total interest from all sources2014-12-31$38
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$100,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$111,509
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$813
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$508
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$614
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$1,565
Administrative expenses (other) incurred2014-12-31$7,561
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$120,009
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,503,832
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,383,823
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,439,084
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,321,608
Interest earned on other investments2014-12-31$38
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$65,362
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$63,780
Net investment gain/loss from pooled separate accounts2014-12-31$64,999
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$49,171
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31ANGLIN REICHMANN SNELLGROVE ARMSTRO
Accountancy firm EIN2014-12-31631262841
2013 : HUBBARD & DRAKE GENERAL/MECHANICAL CONTRACTORS, INC. 401(K) PSP 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,565
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$3,859
Total income from all sources (including contributions)2013-12-31$280,710
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$27,924
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$18,965
Value of total corrective distributions2013-12-31$1,565
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$90,369
Value of total assets at end of year2013-12-31$1,385,388
Value of total assets at beginning of year2013-12-31$1,134,896
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$7,394
Total interest from all sources2013-12-31$250
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$100,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$90,369
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$1,565
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$3,859
Administrative expenses (other) incurred2013-12-31$7,394
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$252,786
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,383,823
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,131,037
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,321,608
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,070,351
Interest earned on other investments2013-12-31$250
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$63,780
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$64,545
Net investment gain/loss from pooled separate accounts2013-12-31$190,091
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$18,965
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31ANGLIN REICHMANN SNELLGROVE ARMSTRO
Accountancy firm EIN2013-12-31631262841
2012 : HUBBARD & DRAKE GENERAL/MECHANICAL CONTRACTORS, INC. 401(K) PSP 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$3,859
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$2,371
Total income from all sources (including contributions)2012-12-31$232,039
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$100,107
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$86,343
Value of total corrective distributions2012-12-31$3,403
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$112,381
Value of total assets at end of year2012-12-31$1,134,896
Value of total assets at beginning of year2012-12-31$1,001,476
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$10,361
Total interest from all sources2012-12-31$256
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$100,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$112,381
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$3,859
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$2,371
Administrative expenses (other) incurred2012-12-31$10,361
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$131,932
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,131,037
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$999,105
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,070,351
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$941,694
Interest earned on other investments2012-12-31$256
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$64,545
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$59,782
Net investment gain/loss from pooled separate accounts2012-12-31$119,402
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$86,343
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31ANGLIN REICHMANN SNELLGROVE ARMSTRO
Accountancy firm EIN2012-12-31631262841
2011 : HUBBARD & DRAKE GENERAL/MECHANICAL CONTRACTORS, INC. 401(K) PSP 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-163
Total unrealized appreciation/depreciation of assets2011-12-31$-163
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$2,371
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$2,203
Total income from all sources (including contributions)2011-12-31$90,133
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$94,228
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$79,848
Value of total corrective distributions2011-12-31$2,371
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$99,252
Value of total assets at end of year2011-12-31$1,001,476
Value of total assets at beginning of year2011-12-31$1,005,403
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$12,009
Total interest from all sources2011-12-31$241
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$100,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$99,252
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$2,371
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$2,203
Administrative expenses (other) incurred2011-12-31$12,009
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-4,095
Value of net assets at end of year (total assets less liabilities)2011-12-31$999,105
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,003,200
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$941,694
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$979,213
Interest earned on other investments2011-12-31$241
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$59,782
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$26,190
Net investment gain/loss from pooled separate accounts2011-12-31$-9,197
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$79,848
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31ANGLIN REICHMANN SNELLGROVE ARMSTRO
Accountancy firm EIN2011-12-31631262841
2010 : HUBBARD & DRAKE GENERAL/MECHANICAL CONTRACTORS, INC. 401(K) PSP 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$431
Total unrealized appreciation/depreciation of assets2010-12-31$431
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$2,203
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$3,079
Total income from all sources (including contributions)2010-12-31$210,426
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$78,582
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$65,587
Value of total corrective distributions2010-12-31$2,203
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$87,341
Value of total assets at end of year2010-12-31$1,005,403
Value of total assets at beginning of year2010-12-31$874,435
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$10,792
Total interest from all sources2010-12-31$857
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$100,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$87,341
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$2,203
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$3,079
Administrative expenses (other) incurred2010-12-31$10,792
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$131,844
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,003,200
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$871,356
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$979,213
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$817,956
Interest earned on other investments2010-12-31$857
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$26,190
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$56,479
Net investment gain/loss from pooled separate accounts2010-12-31$121,797
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$65,587
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31ANGLIN REICHMANN SNELLGROVE ARMSTRO
Accountancy firm EIN2010-12-31631262841
2009 : HUBBARD & DRAKE GENERAL/MECHANICAL CONTRACTORS, INC. 401(K) PSP 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for HUBBARD & DRAKE GENERAL/MECHANICAL CONTRACTORS, INC. 401(K) PSP

2023: HUBBARD & DRAKE GENERAL/MECHANICAL CONTRACTORS, INC. 401(K) PSP 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: HUBBARD & DRAKE GENERAL/MECHANICAL CONTRACTORS, INC. 401(K) PSP 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: HUBBARD & DRAKE GENERAL/MECHANICAL CONTRACTORS, INC. 401(K) PSP 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: HUBBARD & DRAKE GENERAL/MECHANICAL CONTRACTORS, INC. 401(K) PSP 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: HUBBARD & DRAKE GENERAL/MECHANICAL CONTRACTORS, INC. 401(K) PSP 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: HUBBARD & DRAKE GENERAL/MECHANICAL CONTRACTORS, INC. 401(K) PSP 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: HUBBARD & DRAKE GENERAL/MECHANICAL CONTRACTORS, INC. 401(K) PSP 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: HUBBARD & DRAKE GENERAL/MECHANICAL CONTRACTORS, INC. 401(K) PSP 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: HUBBARD & DRAKE GENERAL/MECHANICAL CONTRACTORS, INC. 401(K) PSP 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: HUBBARD & DRAKE GENERAL/MECHANICAL CONTRACTORS, INC. 401(K) PSP 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: HUBBARD & DRAKE GENERAL/MECHANICAL CONTRACTORS, INC. 401(K) PSP 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: HUBBARD & DRAKE GENERAL/MECHANICAL CONTRACTORS, INC. 401(K) PSP 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: HUBBARD & DRAKE GENERAL/MECHANICAL CONTRACTORS, INC. 401(K) PSP 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: HUBBARD & DRAKE GENERAL/MECHANICAL CONTRACTORS, INC. 401(K) PSP 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number18472
Policy instance 1
Insurance contract or identification number18472
Number of Individuals Covered242
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $3,450
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number18472
Policy instance 1
Insurance contract or identification number18472
Number of Individuals Covered230
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,425
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
Amount paid for insurance broker fees2425
Additional information about fees paid to insurance brokerTPA FEES PAID
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number18472
Policy instance 1
Insurance contract or identification number18472
Number of Individuals Covered237
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,200
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
Amount paid for insurance broker fees2200
Additional information about fees paid to insurance brokerTPA FEES PAID
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number18472
Policy instance 1
Insurance contract or identification number18472
Number of Individuals Covered214
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,475
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
Amount paid for insurance broker fees1475
Additional information about fees paid to insurance brokerTPA FEES PAID
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number18472
Policy instance 1
Insurance contract or identification number18472
Number of Individuals Covered189
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,875
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
Amount paid for insurance broker fees1875
Additional information about fees paid to insurance brokerTPA FEES PAID
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number18472
Policy instance 1
Insurance contract or identification number18472
Number of Individuals Covered199
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,500
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
Amount paid for insurance broker fees1500
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number18472
Policy instance 1
Insurance contract or identification number18472
Number of Individuals Covered187
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $11,124
Total amount of fees paid to insurance companyUSD $1,200
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 $11,124
Insurance broker organization code?3
Amount paid for insurance broker fees1200
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker nameFINANCIAL CONSULTING GROUP
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number18472
Policy instance 1
Insurance contract or identification number18472
Number of Individuals Covered251
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $9,568
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?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 $8,518
Insurance broker organization code?3
Insurance broker nameFINANCIAL CONSULTING GROUP
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number18472
Policy instance 1
Insurance contract or identification number18472
Number of Individuals Covered214
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $8,480
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?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 $7,222
Insurance broker organization code?3
Insurance broker nameFINANCIAL CONSULTING GROUP
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number18472
Policy instance 1
Insurance contract or identification number18472
Number of Individuals Covered195
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $8,589
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?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 $6,180
Insurance broker organization code?3
Insurance broker nameFINANCIAL CONSULTING GROUP
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number18472
Policy instance 1
Insurance contract or identification number18472
Number of Individuals Covered188
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $7,999
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?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 $5,483
Insurance broker organization code?3
Insurance broker nameFINANCIAL CONSULTING GROUP
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number18472
Policy instance 1
Insurance contract or identification number18472
Number of Individuals Covered272
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $5,533
Total amount of fees paid to insurance companyUSD $101
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number18472
Policy instance 1
Insurance contract or identification number18472
Number of Individuals Covered245
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $4,849
Total amount of fees paid to insurance companyUSD $27
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?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 $4,412
Insurance broker organization code?3
Amount paid for insurance broker fees27
Additional information about fees paid to insurance brokerREDEMPTION FEES
Insurance broker nameVANGUARD GROUP, INC.

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1