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FROST MANAGEMENT COMPANY 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameFROST MANAGEMENT COMPANY 401(K) PROFIT SHARING PLAN
Plan identification number 001

FROST MANAGEMENT COMPANY 401(K) PROFIT SHARING PLAN 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name:FROST MANAGEMENT CO., INC.
Employer identification number (EIN):650534297
NAIC Classification:722511
NAIC Description:Full-Service Restaurants

Additional information about FROST MANAGEMENT CO., INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1995-01-03
Company Identification Number: P95000000073
Legal Registered Office Address: 18582 N. DALE MABRY HWY

LUTZ

33548

More information about FROST MANAGEMENT CO., INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FROST MANAGEMENT COMPANY 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01CHRISTOPHER M. FROST2023-07-11
0012021-01-01CHRISTOPHER M. FROST2022-10-04
0012020-01-01CHRISTOPHER M. FROST2021-08-10
0012019-01-01CHRISTOPHER M. FROST2020-10-11
0012018-01-01CHRISTOPHER M. FROST2019-09-04
0012017-01-01
0012016-01-01
0012015-01-01CHRISTOPHER M. FROST
0012014-01-01CHRISTOPHER M. FROST
0012013-01-01CHRISTOPHER M. FROST
0012012-01-01CHRISTOPHER M. FROST
0012011-01-01CHRISTOPHER M. FROST

Plan Statistics for FROST MANAGEMENT COMPANY 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for FROST MANAGEMENT COMPANY 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: FROST MANAGEMENT COMPANY 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01324
Total number of active participants reported on line 7a of the Form 55002022-01-01265
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0188
Total of all active and inactive participants2022-01-01353
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01353
Number of participants with account balances2022-01-01279
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0137
2021: FROST MANAGEMENT COMPANY 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01260
Total number of active participants reported on line 7a of the Form 55002021-01-01161
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0154
Total of all active and inactive participants2021-01-01215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01215
Number of participants with account balances2021-01-01178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0138
2020: FROST MANAGEMENT COMPANY 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01238
Total number of active participants reported on line 7a of the Form 55002020-01-01168
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0165
Total of all active and inactive participants2020-01-01233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01233
Number of participants with account balances2020-01-01200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0133
2019: FROST MANAGEMENT COMPANY 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01320
Total number of active participants reported on line 7a of the Form 55002019-01-01189
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0128
Total of all active and inactive participants2019-01-01217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01217
Number of participants with account balances2019-01-01171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0119
2018: FROST MANAGEMENT COMPANY 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01220
Total number of active participants reported on line 7a of the Form 55002018-01-01168
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01127
Total of all active and inactive participants2018-01-01295
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01295
Number of participants with account balances2018-01-01256
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0131
2017: FROST MANAGEMENT COMPANY 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01231
Total number of active participants reported on line 7a of the Form 55002017-01-01158
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0140
Total of all active and inactive participants2017-01-01198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01198
Number of participants with account balances2017-01-01162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0136
2016: FROST MANAGEMENT COMPANY 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01245
Total number of active participants reported on line 7a of the Form 55002016-01-01174
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0128
Total of all active and inactive participants2016-01-01202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01202
Number of participants with account balances2016-01-01148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0120
2015: FROST MANAGEMENT COMPANY 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01211
Total number of active participants reported on line 7a of the Form 55002015-01-01163
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0160
Total of all active and inactive participants2015-01-01223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01223
Number of participants with account balances2015-01-01164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0142
2014: FROST MANAGEMENT COMPANY 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01199
Total number of active participants reported on line 7a of the Form 55002014-01-01151
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0130
Total of all active and inactive participants2014-01-01181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01181
Number of participants with account balances2014-01-01128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0138
2013: FROST MANAGEMENT COMPANY 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01240
Total number of active participants reported on line 7a of the Form 55002013-01-01167
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0127
Total of all active and inactive participants2013-01-01194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01194
Number of participants with account balances2013-01-01119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0123
2012: FROST MANAGEMENT COMPANY 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01243
Total number of active participants reported on line 7a of the Form 55002012-01-01170
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0129
Total of all active and inactive participants2012-01-01199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01199
Number of participants with account balances2012-01-01104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0112
2011: FROST MANAGEMENT COMPANY 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01237
Total number of active participants reported on line 7a of the Form 55002011-01-01184
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0125
Total of all active and inactive participants2011-01-01209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01209
Number of participants with account balances2011-01-0187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0116

Financial Data on FROST MANAGEMENT COMPANY 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : FROST MANAGEMENT COMPANY 401(K) PROFIT SHARING PLAN 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-70,661
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$120,017
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$81,545
Value of total corrective distributions2022-12-31$289
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$284,962
Value of total assets at end of year2022-12-31$1,980,730
Value of total assets at beginning of year2022-12-31$2,171,408
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$38,183
Total interest from all sources2022-12-31$6,443
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$62,193
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$62,193
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$205,149
Participant contributions at end of year2022-12-31$86,395
Participant contributions at beginning of year2022-12-31$87,263
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$6,430
Total non interest bearing cash at beginning of year2022-12-31$60
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-190,678
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,980,730
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$2,171,408
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$38,183
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$1,770,485
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$1,959,004
Interest on participant loans2022-12-31$3,823
Interest earned on other investments2022-12-31$2,620
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$123,850
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$125,081
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-424,259
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$73,383
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$81,545
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 name2022-12-31ASSURANCE DIMENSIONS
Accountancy firm EIN2022-12-31263429295
2021 : FROST MANAGEMENT COMPANY 401(K) PROFIT SHARING PLAN 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$512,478
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$225,199
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$180,128
Value of total corrective distributions2021-12-31$9,574
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$240,072
Value of total assets at end of year2021-12-31$2,171,408
Value of total assets at beginning of year2021-12-31$1,884,129
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$35,497
Total interest from all sources2021-12-31$6,984
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$132,385
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$132,385
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
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$171,745
Participant contributions at end of year2021-12-31$87,263
Participant contributions at beginning of year2021-12-31$94,862
Total non interest bearing cash at end of year2021-12-31$60
Total non interest bearing cash at beginning of year2021-12-31$3
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$287,279
Value of net assets at end of year (total assets less liabilities)2021-12-31$2,171,408
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,884,129
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$1,959,004
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$1,679,659
Interest on participant loans2021-12-31$4,430
Interest earned on other investments2021-12-31$2,554
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$125,081
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$109,605
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$133,037
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$68,327
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$180,128
Contract administrator fees2021-12-31$35,497
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 name2021-12-31ASSURANCE DIMENSIONS
Accountancy firm EIN2021-12-31263429295
2020 : FROST MANAGEMENT COMPANY 401(K) PROFIT SHARING PLAN 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$402,371
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$177,757
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$144,541
Value of total corrective distributions2020-12-31$6,220
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$214,382
Value of total assets at end of year2020-12-31$1,884,129
Value of total assets at beginning of year2020-12-31$1,659,515
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$26,996
Total interest from all sources2020-12-31$7,209
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$49,725
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$49,725
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
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$152,660
Participant contributions at end of year2020-12-31$94,862
Participant contributions at beginning of year2020-12-31$107,536
Total non interest bearing cash at end of year2020-12-31$3
Total non interest bearing cash at beginning of year2020-12-31$4
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$224,614
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,884,129
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,659,515
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$1,679,659
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,454,033
Interest on participant loans2020-12-31$4,728
Interest earned on other investments2020-12-31$2,481
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$109,605
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$97,942
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$131,055
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$61,722
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$144,541
Contract administrator fees2020-12-31$26,996
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 name2020-12-31ASSURANCE DIMENSIONS
Accountancy firm EIN2020-12-31263429295
2019 : FROST MANAGEMENT COMPANY 401(K) PROFIT SHARING PLAN 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$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$480,590
Total income from all sources (including contributions)2019-12-31$480,590
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$117,785
Total of all expenses incurred2019-12-31$117,785
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$82,921
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$82,921
Value of total corrective distributions2019-12-31$2,971
Value of total corrective distributions2019-12-31$2,971
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$206,419
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$206,419
Value of total assets at end of year2019-12-31$1,659,515
Value of total assets at end of year2019-12-31$1,659,515
Value of total assets at beginning of year2019-12-31$1,296,710
Value of total assets at beginning of year2019-12-31$1,296,710
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$31,893
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$31,893
Total interest from all sources2019-12-31$6,371
Total interest from all sources2019-12-31$6,371
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$79,412
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$79,412
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$79,412
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$79,412
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$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
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$138,466
Contributions received from participants2019-12-31$138,466
Participant contributions at end of year2019-12-31$107,536
Participant contributions at end of year2019-12-31$107,536
Participant contributions at beginning of year2019-12-31$66,561
Participant contributions at beginning of year2019-12-31$66,561
Total non interest bearing cash at end of year2019-12-31$4
Total non interest bearing cash at end of year2019-12-31$4
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$362,805
Value of net income/loss2019-12-31$362,805
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,659,515
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,659,515
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,296,710
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,296,710
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$1,454,033
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,454,033
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,148,218
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,148,218
Interest on participant loans2019-12-31$4,434
Interest on participant loans2019-12-31$4,434
Interest earned on other investments2019-12-31$1,937
Interest earned on other investments2019-12-31$1,937
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$97,942
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$97,942
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$81,931
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$81,931
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$188,388
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$188,388
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$67,953
Contributions received in cash from employer2019-12-31$67,953
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$82,921
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$82,921
Contract administrator fees2019-12-31$31,893
Contract administrator fees2019-12-31$31,893
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 name2019-12-31ASSURANCE DIMENSIONS
Accountancy firm name2019-12-31ASSURANCE DIMENSIONS
Accountancy firm EIN2019-12-31263429295
Accountancy firm EIN2019-12-31263429295
2018 : FROST MANAGEMENT COMPANY 401(K) PROFIT SHARING PLAN 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$113,686
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$193,536
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$165,380
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$186,343
Value of total assets at end of year2018-12-31$1,296,710
Value of total assets at beginning of year2018-12-31$1,376,560
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$28,156
Total interest from all sources2018-12-31$4,496
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
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
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$118,580
Participant contributions at end of year2018-12-31$66,561
Participant contributions at beginning of year2018-12-31$62,425
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$8,486
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-79,850
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,296,710
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,376,560
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$1,148,218
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,236,605
Interest on participant loans2018-12-31$2,444
Interest earned on other investments2018-12-31$2,052
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$81,931
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$77,530
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-77,153
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$59,277
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$165,380
Contract administrator fees2018-12-31$28,156
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 name2018-12-31ASSURANCE DIMENSIONS
Accountancy firm EIN2018-12-31263429295
2017 : FROST MANAGEMENT COMPANY 401(K) PROFIT SHARING PLAN 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$312,490
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$146,656
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$121,481
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$145,651
Value of total assets at end of year2017-12-31$1,376,560
Value of total assets at beginning of year2017-12-31$1,210,726
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$25,175
Total interest from all sources2017-12-31$3,921
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
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
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$99,050
Participant contributions at end of year2017-12-31$62,425
Participant contributions at beginning of year2017-12-31$62,223
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$3
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$165,834
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,376,560
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,210,726
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$1,236,605
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,079,534
Interest on participant loans2017-12-31$2,250
Interest earned on other investments2017-12-31$1,671
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$77,530
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$68,966
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$162,918
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$46,601
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$121,481
Contract administrator fees2017-12-31$25,175
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 name2017-12-31ASSURANCE DIMENSIONS
Accountancy firm EIN2017-12-31263429295
2016 : FROST MANAGEMENT COMPANY 401(K) PROFIT SHARING PLAN 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$232,563
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$124,678
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$97,909
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$133,449
Value of total assets at end of year2016-12-31$1,210,726
Value of total assets at beginning of year2016-12-31$1,102,841
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$26,769
Total interest from all sources2016-12-31$3,407
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$91,422
Participant contributions at end of year2016-12-31$62,223
Participant contributions at beginning of year2016-12-31$54,524
Total non interest bearing cash at end of year2016-12-31$3
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$107,885
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,210,726
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,102,841
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$1,079,534
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$978,071
Interest on participant loans2016-12-31$1,921
Interest earned on other investments2016-12-31$1,486
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$68,966
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$70,246
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$95,707
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$42,027
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$97,909
Contract administrator fees2016-12-31$26,769
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 name2016-12-31BARLEY MCNAMARA WILD
Accountancy firm EIN2016-12-31273236857
2015 : FROST MANAGEMENT COMPANY 401(K) PROFIT SHARING PLAN 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$118,786
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$79,778
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$55,421
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$120,729
Value of total assets at end of year2015-12-31$1,102,841
Value of total assets at beginning of year2015-12-31$1,063,833
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$24,357
Total interest from all sources2015-12-31$3,087
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$82,883
Participant contributions at end of year2015-12-31$54,524
Participant contributions at beginning of year2015-12-31$59,601
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$39,008
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,102,841
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,063,833
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$978,071
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$956,434
Interest on participant loans2015-12-31$1,688
Interest earned on other investments2015-12-31$1,399
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$70,246
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$47,798
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-5,030
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$37,846
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$55,421
Contract administrator fees2015-12-31$24,357
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 name2015-12-31BARLEY MCNAMARA WILD
Accountancy firm EIN2015-12-31273236857
2014 : FROST MANAGEMENT COMPANY 401(K) PROFIT SHARING PLAN 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$206,346
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$58,837
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$37,798
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$129,669
Value of total assets at end of year2014-12-31$1,063,833
Value of total assets at beginning of year2014-12-31$916,324
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$21,039
Total interest from all sources2014-12-31$2,312
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$500,000
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$89,913
Participant contributions at end of year2014-12-31$59,601
Participant contributions at beginning of year2014-12-31$41,321
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$147,509
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,063,833
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$916,324
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$956,434
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$829,298
Interest on participant loans2014-12-31$1,275
Interest earned on other investments2014-12-31$1,037
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$47,798
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$45,705
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$74,365
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 contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$39,756
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$37,798
Contract administrator fees2014-12-31$21,039
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 name2014-12-31BARLEY MCNAMARA WILD
Accountancy firm EIN2014-12-31273236857
2013 : FROST MANAGEMENT COMPANY 401(K) PROFIT SHARING PLAN 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$245,749
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$76,779
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$69,814
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$108,537
Value of total assets at end of year2013-12-31$916,324
Value of total assets at beginning of year2013-12-31$747,354
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$6,965
Total interest from all sources2013-12-31$1,715
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$500,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
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$95,517
Participant contributions at end of year2013-12-31$41,321
Participant contributions at beginning of year2013-12-31$32,921
Participant contributions at beginning of year2013-12-31$2,250
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$168,970
Value of net assets at end of year (total assets less liabilities)2013-12-31$916,324
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$747,354
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$829,298
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$671,328
Interest on participant loans2013-12-31$1,197
Interest earned on other investments2013-12-31$518
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$45,705
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$39,778
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$135,497
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
Contributions received in cash from employer2013-12-31$13,020
Employer contributions (assets) at beginning of year2013-12-31$1,077
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$69,814
Contract administrator fees2013-12-31$6,965
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
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 name2013-12-31BARLEY MCNAMARA WILD
Accountancy firm EIN2013-12-31273236857
2012 : FROST MANAGEMENT COMPANY 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$165,515
Total of all expenses incurred2012-12-31$63,523
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$50,901
Expenses. Certain deemed distributions of participant loans2012-12-31$10,858
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$85,736
Value of total assets at end of year2012-12-31$747,354
Value of total assets at beginning of year2012-12-31$645,362
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,764
Total interest from all sources2012-12-31$1,076
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$500,000
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$58,439
Participant contributions at end of year2012-12-31$32,921
Participant contributions at beginning of year2012-12-31$28,076
Participant contributions at end of year2012-12-31$2,250
Participant contributions at beginning of year2012-12-31$0
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$101,992
Value of net assets at end of year (total assets less liabilities)2012-12-31$747,354
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$645,362
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$671,328
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$582,024
Interest on participant loans2012-12-31$1,076
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$39,778
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$35,262
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$78,703
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
Contributions received in cash from employer2012-12-31$27,297
Employer contributions (assets) at end of year2012-12-31$1,077
Employer contributions (assets) at beginning of year2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$50,901
Contract administrator fees2012-12-31$1,764
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 name2012-12-31BARLEY, MCNAMARA, WILD, MARTIN
Accountancy firm EIN2012-12-31273236857
2011 : FROST MANAGEMENT COMPANY 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$63,247
Total of all expenses incurred2011-12-31$13,287
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$11,550
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$84,408
Value of total assets at end of year2011-12-31$645,362
Value of total assets at beginning of year2011-12-31$595,402
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,737
Total interest from all sources2011-12-31$792
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$500,000
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$58,437
Participant contributions at end of year2011-12-31$28,076
Participant contributions at beginning of year2011-12-31$24,320
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$11,500
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$49,960
Value of net assets at end of year (total assets less liabilities)2011-12-31$645,362
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$595,402
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$582,024
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$525,965
Interest on participant loans2011-12-31$792
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$35,262
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$27,867
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-21,953
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
Contributions received in cash from employer2011-12-31$25,971
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$5,750
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$11,550
Contract administrator fees2011-12-31$1,737
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 name2011-12-31WIPFLI LLP
Accountancy firm EIN2011-12-31390758449
2010 : FROST MANAGEMENT COMPANY 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$127,726
Total of all expenses incurred2010-12-31$13,209
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$12,084
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$71,585
Value of total assets at end of year2010-12-31$595,402
Value of total assets at beginning of year2010-12-31$480,885
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,125
Total interest from all sources2010-12-31$1,069
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$500,000
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$57,084
Participant contributions at end of year2010-12-31$24,320
Participant contributions at beginning of year2010-12-31$13,710
Participant contributions at end of year2010-12-31$11,500
Participant contributions at beginning of year2010-12-31$1,191
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$114,517
Value of net assets at end of year (total assets less liabilities)2010-12-31$595,402
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$480,885
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$525,965
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$434,200
Interest on participant loans2010-12-31$1,069
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$27,867
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$31,189
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$55,072
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
Contributions received in cash from employer2010-12-31$14,501
Employer contributions (assets) at end of year2010-12-31$5,750
Employer contributions (assets) at beginning of year2010-12-31$595
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$12,084
Contract administrator fees2010-12-31$1,125
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 name2010-12-31WIPFLI LLP
Accountancy firm EIN2010-12-31390758449

Form 5500 Responses for FROST MANAGEMENT COMPANY 401(K) PROFIT SHARING PLAN

2022: FROST MANAGEMENT COMPANY 401(K) PROFIT SHARING PLAN 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: FROST MANAGEMENT COMPANY 401(K) PROFIT SHARING PLAN 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: FROST MANAGEMENT COMPANY 401(K) PROFIT SHARING PLAN 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: FROST MANAGEMENT COMPANY 401(K) PROFIT SHARING PLAN 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: FROST MANAGEMENT COMPANY 401(K) PROFIT SHARING PLAN 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: FROST MANAGEMENT COMPANY 401(K) PROFIT SHARING PLAN 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: FROST MANAGEMENT COMPANY 401(K) PROFIT SHARING PLAN 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: FROST MANAGEMENT COMPANY 401(K) PROFIT SHARING PLAN 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: FROST MANAGEMENT COMPANY 401(K) PROFIT SHARING PLAN 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: FROST MANAGEMENT COMPANY 401(K) PROFIT SHARING PLAN 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: FROST MANAGEMENT COMPANY 401(K) PROFIT SHARING 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: FROST MANAGEMENT COMPANY 401(K) PROFIT SHARING 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

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808635
Policy instance 1
Insurance contract or identification number808635
Number of Individuals Covered353
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 $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808635
Policy instance 1
Insurance contract or identification number808635
Number of Individuals Covered215
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 $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808635
Policy instance 1
Insurance contract or identification number808635
Number of Individuals Covered233
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 $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808635
Policy instance 1
Insurance contract or identification number808635
Number of Individuals Covered217
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 $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808635
Policy instance 1
Insurance contract or identification number808635
Number of Individuals Covered295
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
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808635
Policy instance 1
Insurance contract or identification number808635
Number of Individuals Covered231
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
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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