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MISSISSIPPI MANAGEMENT, INC. EMPLOYEE BENEFIT PLAN 401k Plan overview

Plan NameMISSISSIPPI MANAGEMENT, INC. EMPLOYEE BENEFIT PLAN
Plan identification number 501

MISSISSIPPI MANAGEMENT, INC. EMPLOYEE BENEFIT PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance

401k Sponsoring company profile

MISSISSIPPI MANAGEMENT, INC. has sponsored the creation of one or more 401k plans.

Company Name:MISSISSIPPI MANAGEMENT, INC.
Employer identification number (EIN):640434090
NAIC Classification:525100
NAIC Description: Insurance and Employee Benefit Funds

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MISSISSIPPI MANAGEMENT, INC. EMPLOYEE BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012021-10-01
5012020-10-01
5012019-10-01
5012018-10-01
5012018-01-01RENEE STORMES
5012017-01-01RENEE STORMES
5012016-01-01RENEE STORMES
5012015-01-01SHELBY TRUSTY
5012014-01-01SHELBY TRUSTY
5012013-01-01SHELBY TRUSTY
5012012-01-01JAMES E. HART
5012011-01-01JAMES E. HART
5012010-01-01JAMES E. HART
5012009-01-01JAMES E. HART

Plan Statistics for MISSISSIPPI MANAGEMENT, INC. EMPLOYEE BENEFIT PLAN

401k plan membership statisitcs for MISSISSIPPI MANAGEMENT, INC. EMPLOYEE BENEFIT PLAN

Measure Date Value
2021: MISSISSIPPI MANAGEMENT, INC. EMPLOYEE BENEFIT PLAN 2021 401k membership
Total participants, beginning-of-year2021-10-01208
Total number of active participants reported on line 7a of the Form 55002021-10-01222
Total of all active and inactive participants2021-10-01222
2020: MISSISSIPPI MANAGEMENT, INC. EMPLOYEE BENEFIT PLAN 2020 401k membership
Total participants, beginning-of-year2020-10-01214
Total number of active participants reported on line 7a of the Form 55002020-10-01207
Number of retired or separated participants receiving benefits2020-10-011
Total of all active and inactive participants2020-10-01208
2019: MISSISSIPPI MANAGEMENT, INC. EMPLOYEE BENEFIT PLAN 2019 401k membership
Total participants, beginning-of-year2019-10-01293
Total number of active participants reported on line 7a of the Form 55002019-10-01214
Total of all active and inactive participants2019-10-01214
2018: MISSISSIPPI MANAGEMENT, INC. EMPLOYEE BENEFIT PLAN 2018 401k membership
Total participants, beginning-of-year2018-10-01181
Total number of active participants reported on line 7a of the Form 55002018-10-01293
Total of all active and inactive participants2018-10-01293
Total participants, beginning-of-year2018-01-01166
Total number of active participants reported on line 7a of the Form 55002018-01-01181
Total of all active and inactive participants2018-01-01181
2017: MISSISSIPPI MANAGEMENT, INC. EMPLOYEE BENEFIT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01186
Total number of active participants reported on line 7a of the Form 55002017-01-01166
Total of all active and inactive participants2017-01-01166
2016: MISSISSIPPI MANAGEMENT, INC. EMPLOYEE BENEFIT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01175
Total number of active participants reported on line 7a of the Form 55002016-01-01186
Total of all active and inactive participants2016-01-01186
2015: MISSISSIPPI MANAGEMENT, INC. EMPLOYEE BENEFIT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01188
Total number of active participants reported on line 7a of the Form 55002015-01-01175
Total of all active and inactive participants2015-01-01175
2014: MISSISSIPPI MANAGEMENT, INC. EMPLOYEE BENEFIT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01173
Total number of active participants reported on line 7a of the Form 55002014-01-01188
Total of all active and inactive participants2014-01-01188
2013: MISSISSIPPI MANAGEMENT, INC. EMPLOYEE BENEFIT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01204
Total number of active participants reported on line 7a of the Form 55002013-01-01173
Total of all active and inactive participants2013-01-01173
2012: MISSISSIPPI MANAGEMENT, INC. EMPLOYEE BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01221
Total number of active participants reported on line 7a of the Form 55002012-01-01204
Total of all active and inactive participants2012-01-01204
2011: MISSISSIPPI MANAGEMENT, INC. EMPLOYEE BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01232
Total number of active participants reported on line 7a of the Form 55002011-01-01221
Total of all active and inactive participants2011-01-01221
2010: MISSISSIPPI MANAGEMENT, INC. EMPLOYEE BENEFIT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01221
Total number of active participants reported on line 7a of the Form 55002010-01-01202
Total of all active and inactive participants2010-01-01202
2009: MISSISSIPPI MANAGEMENT, INC. EMPLOYEE BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01241
Total number of active participants reported on line 7a of the Form 55002009-01-01221
Total of all active and inactive participants2009-01-01221

Financial Data on MISSISSIPPI MANAGEMENT, INC. EMPLOYEE BENEFIT PLAN

Measure Date Value
2020 : MISSISSIPPI MANAGEMENT, INC. EMPLOYEE BENEFIT PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-09-30$1,484,498
Total of all expenses incurred2020-09-30$1,694,088
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-09-30$1,544,670
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-09-30$1,483,146
Value of total assets at end of year2020-09-30$0
Value of total assets at beginning of year2020-09-30$209,590
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-09-30$149,418
Total interest from all sources2020-09-30$1,352
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-09-30No
Administrative expenses professional fees incurred2020-09-30$24,254
Was this plan covered by a fidelity bond2020-09-30Yes
Value of fidelity bond cover2020-09-30$500,000
If this is an individual account plan, was there a blackout period2020-09-30No
Were there any nonexempt tranactions with any party-in-interest2020-09-30No
Contributions received from participants2020-09-30$700,070
Total non interest bearing cash at end of year2020-09-30$0
Total non interest bearing cash at beginning of year2020-09-30$32,957
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Value of net income/loss2020-09-30$-209,590
Value of net assets at end of year (total assets less liabilities)2020-09-30$0
Value of net assets at beginning of year (total assets less liabilities)2020-09-30$209,590
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-09-30No
Were any leases to which the plan was party in default or uncollectible2020-09-30No
Investment advisory and management fees2020-09-30$450
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-09-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-09-30$176,633
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-09-30$176,633
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-09-30$1,352
Expenses. Payments to insurance carriers foe the provision of benefits2020-09-30$318,128
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-09-30No
Was there a failure to transmit to the plan any participant contributions2020-09-30No
Has the plan failed to provide any benefit when due under the plan2020-09-30No
Contributions received in cash from employer2020-09-30$783,076
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-09-30$1,226,542
Contract administrator fees2020-09-30$124,714
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-09-30No
Did the plan have assets held for investment2020-09-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-09-30No
Opinion of an independent qualified public accountant for this plan2020-09-30Unqualified
Accountancy firm name2020-09-30MATTHEWS, CUTRER, & LINDSAY
Accountancy firm EIN2020-09-30640897081
2019 : MISSISSIPPI MANAGEMENT, INC. EMPLOYEE BENEFIT PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-09-30$1,920,858
Total of all expenses incurred2019-09-30$2,081,730
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-09-30$1,901,440
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-09-30$1,916,117
Value of total assets at end of year2019-09-30$209,590
Value of total assets at beginning of year2019-09-30$370,462
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-09-30$180,290
Total interest from all sources2019-09-30$4,741
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-09-30No
Administrative expenses professional fees incurred2019-09-30$21,009
Was this plan covered by a fidelity bond2019-09-30Yes
Value of fidelity bond cover2019-09-30$500,000
If this is an individual account plan, was there a blackout period2019-09-30No
Were there any nonexempt tranactions with any party-in-interest2019-09-30No
Contributions received from participants2019-09-30$800,438
Total non interest bearing cash at end of year2019-09-30$32,957
Total non interest bearing cash at beginning of year2019-09-30$500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Value of net income/loss2019-09-30$-160,872
Value of net assets at end of year (total assets less liabilities)2019-09-30$209,590
Value of net assets at beginning of year (total assets less liabilities)2019-09-30$370,462
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-09-30No
Were any leases to which the plan was party in default or uncollectible2019-09-30No
Investment advisory and management fees2019-09-30$600
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-09-30$176,633
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-09-30$369,962
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-09-30$369,962
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-09-30$4,741
Expenses. Payments to insurance carriers foe the provision of benefits2019-09-30$351,980
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-09-30No
Was there a failure to transmit to the plan any participant contributions2019-09-30No
Has the plan failed to provide any benefit when due under the plan2019-09-30No
Contributions received in cash from employer2019-09-30$1,115,679
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-09-30$1,549,460
Contract administrator fees2019-09-30$158,681
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-09-30No
Did the plan have assets held for investment2019-09-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-09-30No
Opinion of an independent qualified public accountant for this plan2019-09-30Unqualified
Accountancy firm name2019-09-30LEFOLDT & CO., P.A.
Accountancy firm EIN2019-09-30640854133
2018 : MISSISSIPPI MANAGEMENT, INC. EMPLOYEE BENEFIT PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-09-30$995,338
Total of all expenses incurred2018-09-30$1,034,232
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-09-30$961,370
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-09-30$993,013
Value of total assets at end of year2018-09-30$370,462
Value of total assets at beginning of year2018-09-30$409,356
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-09-30$72,862
Total interest from all sources2018-09-30$2,325
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-09-30No
Was this plan covered by a fidelity bond2018-09-30Yes
Value of fidelity bond cover2018-09-30$500,000
If this is an individual account plan, was there a blackout period2018-09-30No
Were there any nonexempt tranactions with any party-in-interest2018-09-30No
Contributions received from participants2018-09-30$406,442
Total non interest bearing cash at end of year2018-09-30$500
Total non interest bearing cash at beginning of year2018-09-30$409,356
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Value of net income/loss2018-09-30$-38,894
Value of net assets at end of year (total assets less liabilities)2018-09-30$370,462
Value of net assets at beginning of year (total assets less liabilities)2018-09-30$409,356
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-09-30No
Were any leases to which the plan was party in default or uncollectible2018-09-30No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-09-30$369,962
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-09-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-09-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-09-30$2,325
Expenses. Payments to insurance carriers foe the provision of benefits2018-09-30$159,360
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-09-30No
Was there a failure to transmit to the plan any participant contributions2018-09-30No
Has the plan failed to provide any benefit when due under the plan2018-09-30No
Contributions received in cash from employer2018-09-30$586,571
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-09-30$802,010
Contract administrator fees2018-09-30$72,862
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-09-30No
Did the plan have assets held for investment2018-09-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-09-30No
Opinion of an independent qualified public accountant for this plan2018-09-30Unqualified
Accountancy firm name2018-09-30LEFOLDT & CO., P.A.
Accountancy firm EIN2018-09-30640854133
2017 : MISSISSIPPI MANAGEMENT, INC. EMPLOYEE BENEFIT PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$1,717,684
Total of all expenses incurred2017-12-31$1,595,548
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,329,784
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,717,684
Value of total assets at end of year2017-12-31$409,356
Value of total assets at beginning of year2017-12-31$287,220
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$265,764
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$718,869
Administrative expenses (other) incurred2017-12-31$170,076
Total non interest bearing cash at end of year2017-12-31$409,356
Total non interest bearing cash at beginning of year2017-12-31$287,220
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$122,136
Value of net assets at end of year (total assets less liabilities)2017-12-31$409,356
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$287,220
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
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$60,843
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$998,815
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,268,941
Contract administrator fees2017-12-31$95,688
Did the plan have assets held for investment2017-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31LEFOLDT & CO., P.A.
Accountancy firm EIN2017-12-31640854133
2016 : MISSISSIPPI MANAGEMENT, INC. EMPLOYEE BENEFIT PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$1,493,416
Total of all expenses incurred2016-12-31$1,526,138
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,267,401
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,493,416
Value of total assets at end of year2016-12-31$287,220
Value of total assets at beginning of year2016-12-31$319,942
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$258,737
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$531,267
Administrative expenses (other) incurred2016-12-31$166,581
Total non interest bearing cash at end of year2016-12-31$287,220
Total non interest bearing cash at beginning of year2016-12-31$319,942
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-32,722
Value of net assets at end of year (total assets less liabilities)2016-12-31$287,220
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$319,942
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
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$65,513
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$962,149
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,201,888
Contract administrator fees2016-12-31$92,156
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31LEFOLDT & CO., P.A.
Accountancy firm EIN2016-12-31640854133
2015 : MISSISSIPPI MANAGEMENT, INC. EMPLOYEE BENEFIT PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$1,677,247
Total of all expenses incurred2015-12-31$1,763,198
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,516,611
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,677,247
Value of total assets at end of year2015-12-31$319,942
Value of total assets at beginning of year2015-12-31$405,893
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$246,587
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$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$734,782
Administrative expenses (other) incurred2015-12-31$154,448
Total non interest bearing cash at end of year2015-12-31$319,942
Total non interest bearing cash at beginning of year2015-12-31$405,893
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-85,951
Value of net assets at end of year (total assets less liabilities)2015-12-31$319,942
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$405,893
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
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$66,366
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$942,465
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,450,245
Contract administrator fees2015-12-31$92,139
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31LEFOLDT & CO., P.A.
Accountancy firm EIN2015-12-31640854133
2014 : MISSISSIPPI MANAGEMENT, INC. EMPLOYEE BENEFIT PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$1,095,319
Total of all expenses incurred2014-12-31$1,277,863
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,011,233
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,095,193
Value of total assets at end of year2014-12-31$405,893
Value of total assets at beginning of year2014-12-31$588,437
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$266,630
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$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$516,060
Other income not declared elsewhere2014-12-31$126
Administrative expenses (other) incurred2014-12-31$179,355
Total non interest bearing cash at end of year2014-12-31$405,893
Total non interest bearing cash at beginning of year2014-12-31$588,437
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-182,544
Value of net assets at end of year (total assets less liabilities)2014-12-31$405,893
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$588,437
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
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$66,465
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
Contributions received in cash from employer2014-12-31$579,133
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$944,768
Contract administrator fees2014-12-31$87,275
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31LEFOLDT & CO., P.A.
Accountancy firm EIN2014-12-31640854133
2013 : MISSISSIPPI MANAGEMENT, INC. EMPLOYEE BENEFIT PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$1,919,397
Total of all expenses incurred2013-12-31$1,674,461
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,407,656
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,919,389
Value of total assets at end of year2013-12-31$588,437
Value of total assets at beginning of year2013-12-31$343,501
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$266,805
Total interest from all sources2013-12-31$8
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$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$551,110
Administrative expenses (other) incurred2013-12-31$176,270
Total non interest bearing cash at end of year2013-12-31$588,437
Total non interest bearing cash at beginning of year2013-12-31$2,001
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$244,936
Value of net assets at end of year (total assets less liabilities)2013-12-31$588,437
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$343,501
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
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$341,500
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$341,500
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$8
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$77,164
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
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
Contributions received in cash from employer2013-12-31$1,368,279
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,330,492
Contract administrator fees2013-12-31$90,535
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31LEFOLDT & CO., P.A.
Accountancy firm EIN2013-12-31640854133
2012 : MISSISSIPPI MANAGEMENT, INC. EMPLOYEE BENEFIT PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$1,999,539
Total of all expenses incurred2012-12-31$1,978,291
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,689,951
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,999,452
Value of total assets at end of year2012-12-31$343,501
Value of total assets at beginning of year2012-12-31$322,253
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$288,340
Total interest from all sources2012-12-31$87
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$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$585,757
Administrative expenses (other) incurred2012-12-31$191,708
Total non interest bearing cash at end of year2012-12-31$2,001
Total non interest bearing cash at beginning of year2012-12-31$2,253
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$21,248
Value of net assets at end of year (total assets less liabilities)2012-12-31$343,501
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$322,253
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 bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$341,500
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$320,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$320,000
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$87
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$73,903
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
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
Contributions received in cash from employer2012-12-31$1,413,695
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,616,048
Contract administrator fees2012-12-31$96,632
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31LEFOLDT & CO., P.A.
Accountancy firm EIN2012-12-31640854133
2011 : MISSISSIPPI MANAGEMENT, INC. EMPLOYEE BENEFIT PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$1,824,234
Total of all expenses incurred2011-12-31$1,963,971
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,653,252
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,824,112
Value of total assets at end of year2011-12-31$322,253
Value of total assets at beginning of year2011-12-31$461,990
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$310,719
Total interest from all sources2011-12-31$122
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$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$616,177
Administrative expenses (other) incurred2011-12-31$204,423
Total non interest bearing cash at end of year2011-12-31$2,253
Total non interest bearing cash at beginning of year2011-12-31$2,490
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-139,737
Value of net assets at end of year (total assets less liabilities)2011-12-31$322,253
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$461,990
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 bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$320,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$459,500
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$459,500
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$122
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$73,125
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
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
Contributions received in cash from employer2011-12-31$1,207,935
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,580,127
Contract administrator fees2011-12-31$106,296
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31LEFOLDT & CO., P.A.
Accountancy firm EIN2011-12-31640854133
2010 : MISSISSIPPI MANAGEMENT, INC. EMPLOYEE BENEFIT PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$2,023,413
Total of all expenses incurred2010-12-31$1,925,458
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,600,560
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,021,954
Value of total assets at end of year2010-12-31$461,990
Value of total assets at beginning of year2010-12-31$364,035
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$324,898
Total interest from all sources2010-12-31$162
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$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$647,213
Other income not declared elsewhere2010-12-31$1,297
Administrative expenses (other) incurred2010-12-31$221,858
Total non interest bearing cash at end of year2010-12-31$2,490
Total non interest bearing cash at beginning of year2010-12-31$2,035
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$97,955
Value of net assets at end of year (total assets less liabilities)2010-12-31$461,990
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$364,035
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 bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$459,500
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$362,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$362,000
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$162
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$76,846
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
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
Contributions received in cash from employer2010-12-31$1,374,741
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,523,714
Contract administrator fees2010-12-31$103,040
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31LEFOLDT & CO., P.A.
Accountancy firm EIN2010-12-31640854133

Form 5500 Responses for MISSISSIPPI MANAGEMENT, INC. EMPLOYEE BENEFIT PLAN

2021: MISSISSIPPI MANAGEMENT, INC. EMPLOYEE BENEFIT PLAN 2021 form 5500 responses
2021-10-01Type of plan entitySingle employer plan
2021-10-01Plan funding arrangement – InsuranceYes
2021-10-01Plan funding arrangement – General assets of the sponsorYes
2021-10-01Plan benefit arrangement – InsuranceYes
2021-10-01Plan benefit arrangement – General assets of the sponsorYes
2020: MISSISSIPPI MANAGEMENT, INC. EMPLOYEE BENEFIT PLAN 2020 form 5500 responses
2020-10-01Type of plan entitySingle employer plan
2020-10-01Plan funding arrangement – InsuranceYes
2020-10-01Plan funding arrangement – General assets of the sponsorYes
2020-10-01Plan benefit arrangement – InsuranceYes
2020-10-01Plan benefit arrangement – General assets of the sponsorYes
2019: MISSISSIPPI MANAGEMENT, INC. EMPLOYEE BENEFIT PLAN 2019 form 5500 responses
2019-10-01Type of plan entitySingle employer plan
2019-10-01Plan funding arrangement – InsuranceYes
2019-10-01Plan funding arrangement – TrustYes
2019-10-01Plan benefit arrangement – InsuranceYes
2019-10-01Plan benefit arrangement - TrustYes
2018: MISSISSIPPI MANAGEMENT, INC. EMPLOYEE BENEFIT PLAN 2018 form 5500 responses
2018-10-01Type of plan entitySingle employer plan
2018-10-01Plan funding arrangement – InsuranceYes
2018-10-01Plan funding arrangement – TrustYes
2018-10-01Plan benefit arrangement – InsuranceYes
2018-10-01Plan benefit arrangement - TrustYes
2018-01-01Type of plan entitySingle employer plan
2018-01-01This return/report is a short plan year return/report (less than 12 months)Yes
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: MISSISSIPPI MANAGEMENT, INC. EMPLOYEE BENEFIT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
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: MISSISSIPPI MANAGEMENT, INC. EMPLOYEE BENEFIT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
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: MISSISSIPPI MANAGEMENT, INC. EMPLOYEE BENEFIT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MISSISSIPPI MANAGEMENT, INC. EMPLOYEE BENEFIT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MISSISSIPPI MANAGEMENT, INC. EMPLOYEE BENEFIT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MISSISSIPPI MANAGEMENT, INC. EMPLOYEE BENEFIT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MISSISSIPPI MANAGEMENT, INC. EMPLOYEE BENEFIT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: MISSISSIPPI MANAGEMENT, INC. EMPLOYEE BENEFIT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: MISSISSIPPI MANAGEMENT, INC. EMPLOYEE BENEFIT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
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

RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberGL 164899
Policy instance 4
Insurance contract or identification numberGL 164899
Number of Individuals Covered568
Insurance policy start date2021-10-01
Insurance policy end date2022-09-30
Total amount of commissions paid to insurance brokerUSD $1,377
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $14,265
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,377
Insurance broker organization code?3
WESTPORT INSURANCE CORP (National Association of Insurance Commissioners NAIC id number: 34207 )
Policy contract number417004414678
Policy instance 3
Insurance contract or identification number417004414678
Number of Individuals Covered202
Insurance policy start date2021-10-01
Insurance policy end date2022-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $215,974
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberGL 149220
Policy instance 2
Insurance contract or identification numberGL 149220
Number of Individuals Covered143
Insurance policy start date2021-10-01
Insurance policy end date2022-09-30
Total amount of commissions paid to insurance brokerUSD $6,812
Total amount of fees paid to insurance companyUSD $1,294
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $45,416
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,812
Amount paid for insurance broker fees1294
Additional information about fees paid to insurance brokerADMINISTRATIVE FEES
Insurance broker organization code?3
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number417002414678
Policy instance 1
Insurance contract or identification number417002414678
Number of Individuals Covered188
Insurance policy start date2021-10-01
Insurance policy end date2022-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $72,633
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberGL 149220
Policy instance 2
Insurance contract or identification numberGL 149220
Number of Individuals Covered166
Insurance policy start date2020-10-01
Insurance policy end date2021-09-30
Total amount of commissions paid to insurance brokerUSD $7,790
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $51,933
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,790
Insurance broker organization code?3
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number935084
Policy instance 1
Insurance contract or identification number935084
Number of Individuals Covered241
Insurance policy start date2020-10-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $67,542
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberGL 149220
Policy instance 2
Insurance contract or identification numberGL 149220
Number of Individuals Covered170
Insurance policy start date2019-10-01
Insurance policy end date2020-09-30
Total amount of commissions paid to insurance brokerUSD $8,157
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $54,381
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,157
Insurance broker organization code?3
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number935084
Policy instance 1
Insurance contract or identification number935084
Number of Individuals Covered250
Insurance policy start date2019-10-01
Insurance policy end date2020-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $260,490
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIBERTY INSURANCE UNDERWRITERS, INC. (National Association of Insurance Commissioners NAIC id number: )
Policy contract numberTRU000167-02
Policy instance 1
Insurance contract or identification numberTRU000167-02
Number of Individuals Covered293
Insurance policy start date2018-10-01
Insurance policy end date2019-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $291,792
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberGL 149220
Policy instance 2
Insurance contract or identification numberGL 149220
Number of Individuals Covered222
Insurance policy start date2018-10-01
Insurance policy end date2019-09-30
Total amount of commissions paid to insurance brokerUSD $9,507
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $63,377
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,507
Insurance broker organization code?3
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberGL 149220
Policy instance 2
Insurance contract or identification numberGL 149220
Number of Individuals Covered266
Insurance policy start date2017-11-01
Insurance policy end date2018-09-30
Total amount of commissions paid to insurance brokerUSD $6,473
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $43,152
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,473
Insurance broker organization code?3
LIBERTY INSURANCE UNDERWRITERS, INC. (National Association of Insurance Commissioners NAIC id number: )
Policy contract numberTRU0000030-01
Policy instance 1
Insurance contract or identification numberTRU0000030-01
Number of Individuals Covered181
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 $0
Welfare Benefit Premiums Paid to CarrierUSD $117,413
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberGL 149220
Policy instance 2
Insurance contract or identification numberGL 149220
Number of Individuals Covered154
Insurance policy start date2016-11-01
Insurance policy end date2017-10-31
Total amount of commissions paid to insurance brokerUSD $11,059
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $73,726
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,059
Insurance broker organization code?3
Insurance broker nameROSS & YERGER INSURANCE INC
STANDARD SECURITY LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 70939 )
Policy contract numberAFASLP20081045
Policy instance 1
Insurance contract or identification numberAFASLP20081045
Number of Individuals Covered166
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $170,066
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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