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CLEAT BENEFIT TRUST (FORMERLY CLEAT BENEFIT PLAN & TRUST) 401k Plan overview

Plan NameCLEAT BENEFIT TRUST (FORMERLY CLEAT BENEFIT PLAN & TRUST)
Plan identification number 504

CLEAT BENEFIT TRUST (FORMERLY CLEAT BENEFIT PLAN & TRUST) Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Dental
  • Vision
  • Death benefits (include travel accident but not life insurance)
  • Other welfare benefit cover

401k Sponsoring company profile

COMBINED LAW ENFORCEMENT ASSOC. OF TEXAS, INC. has sponsored the creation of one or more 401k plans.

Company Name:COMBINED LAW ENFORCEMENT ASSOC. OF TEXAS, INC.
Employer identification number (EIN):741874446
NAIC Classification:541190

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CLEAT BENEFIT TRUST (FORMERLY CLEAT BENEFIT PLAN & TRUST)

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5042022-01-01MARVIN RYALS2023-10-14
5042021-01-01MARVIN RYALS2022-08-01
5042020-01-01MARVIN RYALS2021-10-14
5042019-01-01W. TODD HARRISON2020-10-14
5042018-01-01W. TODD HARRISON2019-10-09
5042017-01-01
5042016-01-01
5042015-01-01
5042014-01-01
5042013-01-01
5042012-01-01W. TODD HARRISON
5042011-01-01W. TODD HARRISON
5042010-01-01W. TODD HARRISON
5042009-01-01W. TODD HARRISON

Plan Statistics for CLEAT BENEFIT TRUST (FORMERLY CLEAT BENEFIT PLAN & TRUST)

401k plan membership statisitcs for CLEAT BENEFIT TRUST (FORMERLY CLEAT BENEFIT PLAN & TRUST)

Measure Date Value
2022: CLEAT BENEFIT TRUST (FORMERLY CLEAT BENEFIT PLAN & TRUST) 2022 401k membership
Total participants, beginning-of-year2022-01-013,838
Total number of active participants reported on line 7a of the Form 55002022-01-013,905
Number of retired or separated participants receiving benefits2022-01-013
Total of all active and inactive participants2022-01-013,908
Number of employers contributing to the scheme2022-01-0113
2021: CLEAT BENEFIT TRUST (FORMERLY CLEAT BENEFIT PLAN & TRUST) 2021 401k membership
Total participants, beginning-of-year2021-01-013,741
Total number of active participants reported on line 7a of the Form 55002021-01-013,838
Total of all active and inactive participants2021-01-013,838
Number of employers contributing to the scheme2021-01-0113
2020: CLEAT BENEFIT TRUST (FORMERLY CLEAT BENEFIT PLAN & TRUST) 2020 401k membership
Total participants, beginning-of-year2020-01-013,923
Total number of active participants reported on line 7a of the Form 55002020-01-013,740
Number of retired or separated participants receiving benefits2020-01-011
Total of all active and inactive participants2020-01-013,741
Number of employers contributing to the scheme2020-01-0113
2019: CLEAT BENEFIT TRUST (FORMERLY CLEAT BENEFIT PLAN & TRUST) 2019 401k membership
Total participants, beginning-of-year2019-01-013,886
Total number of active participants reported on line 7a of the Form 55002019-01-013,919
Number of retired or separated participants receiving benefits2019-01-014
Total of all active and inactive participants2019-01-013,923
Number of employers contributing to the scheme2019-01-0113
2018: CLEAT BENEFIT TRUST (FORMERLY CLEAT BENEFIT PLAN & TRUST) 2018 401k membership
Total participants, beginning-of-year2018-01-013,582
Total number of active participants reported on line 7a of the Form 55002018-01-013,883
Number of retired or separated participants receiving benefits2018-01-013
Total of all active and inactive participants2018-01-013,886
Number of employers contributing to the scheme2018-01-0113
2017: CLEAT BENEFIT TRUST (FORMERLY CLEAT BENEFIT PLAN & TRUST) 2017 401k membership
Total participants, beginning-of-year2017-01-013,401
Total number of active participants reported on line 7a of the Form 55002017-01-013,581
Number of retired or separated participants receiving benefits2017-01-011
Total of all active and inactive participants2017-01-013,582
Number of employers contributing to the scheme2017-01-0113
2016: CLEAT BENEFIT TRUST (FORMERLY CLEAT BENEFIT PLAN & TRUST) 2016 401k membership
Total participants, beginning-of-year2016-01-013,303
Total number of active participants reported on line 7a of the Form 55002016-01-013,401
Number of retired or separated participants receiving benefits2016-01-012
Total of all active and inactive participants2016-01-013,403
Number of employers contributing to the scheme2016-01-0112
2015: CLEAT BENEFIT TRUST (FORMERLY CLEAT BENEFIT PLAN & TRUST) 2015 401k membership
Total participants, beginning-of-year2015-01-013,510
Total number of active participants reported on line 7a of the Form 55002015-01-013,302
Number of retired or separated participants receiving benefits2015-01-011
Total of all active and inactive participants2015-01-013,303
Number of employers contributing to the scheme2015-01-0112
2014: CLEAT BENEFIT TRUST (FORMERLY CLEAT BENEFIT PLAN & TRUST) 2014 401k membership
Total participants, beginning-of-year2014-01-013,323
Total number of active participants reported on line 7a of the Form 55002014-01-013,507
Number of retired or separated participants receiving benefits2014-01-013
Total of all active and inactive participants2014-01-013,510
Number of employers contributing to the scheme2014-01-0112
2013: CLEAT BENEFIT TRUST (FORMERLY CLEAT BENEFIT PLAN & TRUST) 2013 401k membership
Total participants, beginning-of-year2013-01-013,262
Total number of active participants reported on line 7a of the Form 55002013-01-013,320
Number of retired or separated participants receiving benefits2013-01-013
Total of all active and inactive participants2013-01-013,323
Number of employers contributing to the scheme2013-01-0112
2012: CLEAT BENEFIT TRUST (FORMERLY CLEAT BENEFIT PLAN & TRUST) 2012 401k membership
Total participants, beginning-of-year2012-01-013,488
Total number of active participants reported on line 7a of the Form 55002012-01-013,249
Number of retired or separated participants receiving benefits2012-01-0113
Total of all active and inactive participants2012-01-013,262
Number of employers contributing to the scheme2012-01-0111
2011: CLEAT BENEFIT TRUST (FORMERLY CLEAT BENEFIT PLAN & TRUST) 2011 401k membership
Total participants, beginning-of-year2011-01-013,576
Total number of active participants reported on line 7a of the Form 55002011-01-013,473
Number of retired or separated participants receiving benefits2011-01-0115
Total of all active and inactive participants2011-01-013,488
Number of employers contributing to the scheme2011-01-0111
2010: CLEAT BENEFIT TRUST (FORMERLY CLEAT BENEFIT PLAN & TRUST) 2010 401k membership
Total participants, beginning-of-year2010-01-013,545
Total number of active participants reported on line 7a of the Form 55002010-01-013,565
Number of retired or separated participants receiving benefits2010-01-0111
Total of all active and inactive participants2010-01-013,576
Number of employers contributing to the scheme2010-01-0110
2009: CLEAT BENEFIT TRUST (FORMERLY CLEAT BENEFIT PLAN & TRUST) 2009 401k membership
Total participants, beginning-of-year2009-01-013,451
Total number of active participants reported on line 7a of the Form 55002009-01-013,533
Number of retired or separated participants receiving benefits2009-01-0112
Total of all active and inactive participants2009-01-013,545
Number of employers contributing to the scheme2009-01-0111

Financial Data on CLEAT BENEFIT TRUST (FORMERLY CLEAT BENEFIT PLAN & TRUST)

Measure Date Value
2022 : CLEAT BENEFIT TRUST (FORMERLY CLEAT BENEFIT PLAN & TRUST) 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-43,631
Total unrealized appreciation/depreciation of assets2022-12-31$-43,631
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$41,323
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$127,834
Total income from all sources (including contributions)2022-12-31$3,938,041
Total loss/gain on sale of assets2022-12-31$-9,832
Total of all expenses incurred2022-12-31$3,689,984
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,246,298
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,877,300
Value of total assets at end of year2022-12-31$1,958,219
Value of total assets at beginning of year2022-12-31$1,796,673
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$443,686
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$12,527
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$16,608
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$250,000
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$3,877,300
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$41,323
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$127,834
Other income not declared elsewhere2022-12-31$101,677
Administrative expenses (other) incurred2022-12-31$427,078
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$248,057
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,916,896
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$1,668,839
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
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$1,004,408
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$1,383,273
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$1,383,273
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$155,935
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
Income. Dividends from common stock2022-12-31$12,527
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,090,363
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$953,811
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$413,400
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$-9,832
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31ATCHLEY & ASSOCIATES LLP
Accountancy firm EIN2022-12-31742920819
2021 : CLEAT BENEFIT TRUST (FORMERLY CLEAT BENEFIT PLAN & TRUST) 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$51,932
Total unrealized appreciation/depreciation of assets2021-12-31$51,932
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$127,834
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$124,252
Total income from all sources (including contributions)2021-12-31$4,121,432
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,679,417
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,241,213
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,960,503
Value of total assets at end of year2021-12-31$1,796,673
Value of total assets at beginning of year2021-12-31$1,351,076
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$438,204
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$6,267
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$14,231
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$250,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$3,960,503
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$127,834
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$124,252
Other income not declared elsewhere2021-12-31$102,730
Administrative expenses (other) incurred2021-12-31$423,973
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$442,015
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,668,839
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,226,824
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 bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$1,383,273
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$994,485
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$994,485
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$155,903
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
Income. Dividends from common stock2021-12-31$6,267
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,085,310
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$413,400
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$356,591
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
Aggregate proceeds on sale of assets2021-12-31$0
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31ATCHLEY & ASSOCIATES LLP
Accountancy firm EIN2021-12-31742920819
2020 : CLEAT BENEFIT TRUST (FORMERLY CLEAT BENEFIT PLAN & TRUST) 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$30,972
Total unrealized appreciation/depreciation of assets2020-12-31$30,972
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$124,252
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$43,712
Total income from all sources (including contributions)2020-12-31$4,273,235
Total loss/gain on sale of assets2020-12-31$-2,553
Total of all expenses incurred2020-12-31$3,604,779
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,159,656
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$4,125,564
Value of total assets at end of year2020-12-31$1,351,076
Value of total assets at beginning of year2020-12-31$602,080
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$445,123
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$8,747
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$14,045
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$250,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$4,125,564
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$124,252
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$43,712
Other income not declared elsewhere2020-12-31$110,505
Administrative expenses (other) incurred2020-12-31$431,078
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$668,456
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,226,824
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$558,368
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 bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$994,485
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$281,257
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$281,257
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$160,562
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
Income. Dividends from common stock2020-12-31$8,747
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,999,094
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$356,591
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$320,823
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$-2,553
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31ATCHLEY & ASSOCIATES LLP
Accountancy firm EIN2020-12-31742920819
2019 : CLEAT BENEFIT TRUST (FORMERLY CLEAT BENEFIT PLAN & TRUST) 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$47,459
Total unrealized appreciation/depreciation of assets2019-12-31$47,459
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$43,712
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$16,236
Total income from all sources (including contributions)2019-12-31$3,979,660
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$3,938,282
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,466,683
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,830,555
Value of total assets at end of year2019-12-31$602,080
Value of total assets at beginning of year2019-12-31$533,226
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$471,599
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$8,042
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$15,307
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$250,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$3,830,555
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$14,297
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$43,712
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$16,236
Other income not declared elsewhere2019-12-31$93,604
Administrative expenses (other) incurred2019-12-31$456,292
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$41,378
Value of net assets at end of year (total assets less liabilities)2019-12-31$558,368
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$516,990
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 leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$281,257
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$252,918
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$252,918
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$144,998
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Income. Dividends from common stock2019-12-31$8,042
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,321,685
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$320,823
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$266,011
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
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31ATCHLEY & ASSOCIATES, LLP
Accountancy firm EIN2019-12-31742920819
2018 : CLEAT BENEFIT TRUST (FORMERLY CLEAT BENEFIT PLAN & TRUST) 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-30,081
Total unrealized appreciation/depreciation of assets2018-12-31$-30,081
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$16,236
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$45,149
Total income from all sources (including contributions)2018-12-31$3,689,543
Total loss/gain on sale of assets2018-12-31$10,827
Total of all expenses incurred2018-12-31$3,754,405
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,349,050
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,626,367
Value of total assets at end of year2018-12-31$533,226
Value of total assets at beginning of year2018-12-31$627,001
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$405,355
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$8,133
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$12,670
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$250,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$3,626,367
Assets. Other investments not covered elsewhere at end of year2018-12-31$14,297
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$16,236
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$45,149
Other income not declared elsewhere2018-12-31$74,297
Administrative expenses (other) incurred2018-12-31$392,685
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-64,862
Value of net assets at end of year (total assets less liabilities)2018-12-31$516,990
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$581,852
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 bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$252,918
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$349,276
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$349,276
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$117,103
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Income. Dividends from common stock2018-12-31$8,133
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,231,947
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$266,011
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$277,725
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
Aggregate proceeds on sale of assets2018-12-31$39,596
Aggregate carrying amount (costs) on sale of assets2018-12-31$28,769
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31ATCHLEY & ASSOCIATES, LLP
Accountancy firm EIN2018-12-31742920819
2017 : CLEAT BENEFIT TRUST (FORMERLY CLEAT BENEFIT PLAN & TRUST) 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$29,925
Total unrealized appreciation/depreciation of assets2017-12-31$29,925
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$45,149
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$13,754
Total income from all sources (including contributions)2017-12-31$3,554,348
Total of all expenses incurred2017-12-31$3,388,570
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,062,918
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,446,504
Value of total assets at end of year2017-12-31$627,001
Value of total assets at beginning of year2017-12-31$429,828
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$325,652
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$6,020
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$250,000
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$3,446,504
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$24,626
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$45,149
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$13,754
Other income not declared elsewhere2017-12-31$71,899
Administrative expenses (other) incurred2017-12-31$325,652
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$165,778
Value of net assets at end of year (total assets less liabilities)2017-12-31$581,852
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$416,074
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 bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$349,276
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$162,701
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$162,701
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$117,294
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$0
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
Income. Dividends from common stock2017-12-31$6,020
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,945,624
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$277,725
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$242,501
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31ATCHELY & ASSOCIATES
Accountancy firm EIN2017-12-31742920819
2016 : CLEAT BENEFIT TRUST (FORMERLY CLEAT BENEFIT PLAN & TRUST) 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$36,420
Total unrealized appreciation/depreciation of assets2016-12-31$36,420
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$13,754
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$17,916
Total income from all sources (including contributions)2016-12-31$2,858,169
Total of all expenses incurred2016-12-31$3,162,387
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,832,358
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,784,802
Value of total assets at end of year2016-12-31$429,828
Value of total assets at beginning of year2016-12-31$738,208
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$330,029
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$8,206
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$250,000
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$2,784,802
Assets. Other investments not covered elsewhere at end of year2016-12-31$24,626
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$13,754
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$17,916
Other income not declared elsewhere2016-12-31$45,000
Administrative expenses (other) incurred2016-12-31$330,029
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-304,218
Value of net assets at end of year (total assets less liabilities)2016-12-31$416,074
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$720,292
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 bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$162,701
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$347,269
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$347,269
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$92,916
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$-16,259
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
Income. Dividends from common stock2016-12-31$8,206
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,739,442
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
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$242,501
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$390,939
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31ATCHLEY & ASSOCIATES, LLP
Accountancy firm EIN2016-12-31742920819
2015 : CLEAT BENEFIT TRUST (FORMERLY CLEAT BENEFIT PLAN & TRUST) 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-27,358
Total unrealized appreciation/depreciation of assets2015-12-31$-27,358
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$17,916
Total income from all sources (including contributions)2015-12-31$2,627,324
Total of all expenses incurred2015-12-31$2,869,762
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,530,208
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,640,278
Value of total assets at end of year2015-12-31$738,208
Value of total assets at beginning of year2015-12-31$962,730
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$339,554
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$13,897
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$26,994
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$250,000
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$2,640,278
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$16,084
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$2,002
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$17,916
Administrative expenses (other) incurred2015-12-31$312,560
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-242,438
Value of net assets at end of year (total assets less liabilities)2015-12-31$720,292
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$962,730
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 bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$347,269
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$534,557
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$534,557
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$107,569
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$507
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
Employer contributions (assets) at beginning of year2015-12-31$7,705
Income. Dividends from common stock2015-12-31$13,897
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,420,637
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
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$390,939
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$404,384
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31ATCHLEY & ASSOCIATES, LLP
Accountancy firm EIN2015-12-31742920819
2014 : CLEAT BENEFIT TRUST (FORMERLY CLEAT BENEFIT PLAN & TRUST) 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$8,043
Total unrealized appreciation/depreciation of assets2014-12-31$8,043
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$39,428
Total income from all sources (including contributions)2014-12-31$2,756,196
Total of all expenses incurred2014-12-31$2,901,981
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,606,400
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,733,288
Value of total assets at end of year2014-12-31$962,730
Value of total assets at beginning of year2014-12-31$1,147,943
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$295,581
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$14,865
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$25,135
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$250,000
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$2,733,288
Assets. Other investments not covered elsewhere at end of year2014-12-31$16,084
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$17,568
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$24,005
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$39,428
Administrative expenses (other) incurred2014-12-31$270,446
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-145,785
Value of net assets at end of year (total assets less liabilities)2014-12-31$962,730
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,108,515
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 bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$534,557
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$749,581
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$749,581
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$44,018
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
Employer contributions (assets) at end of year2014-12-31$7,705
Income. Dividends from common stock2014-12-31$14,865
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,538,377
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
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$404,384
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$380,794
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)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31ATCHLEY & ASSOCIATES, LLP
Accountancy firm EIN2014-12-31742920819
2013 : CLEAT BENEFIT TRUST (FORMERLY CLEAT BENEFIT PLAN & TRUST) 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$26,573
Total unrealized appreciation/depreciation of assets2013-12-31$26,573
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$39,428
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$42,180
Total income from all sources (including contributions)2013-12-31$2,626,951
Total of all expenses incurred2013-12-31$2,750,356
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,483,790
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,589,607
Value of total assets at end of year2013-12-31$1,147,943
Value of total assets at beginning of year2013-12-31$1,274,100
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$266,566
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$10,290
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$11,200
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$250,000
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$2,589,607
Assets. Other investments not covered elsewhere at end of year2013-12-31$17,568
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$16,714
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$23,745
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$39,428
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$42,180
Administrative expenses (other) incurred2013-12-31$255,366
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-123,405
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,108,515
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,231,920
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 bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$749,581
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$914,703
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$914,703
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$43,444
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$481
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
Income. Dividends from common stock2013-12-31$10,290
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,416,601
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
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$380,794
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$342,683
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31ATCHLEY & ASSOCIATES, LLP
Accountancy firm EIN2013-12-31742920819
2012 : CLEAT BENEFIT TRUST (FORMERLY CLEAT BENEFIT PLAN & TRUST) 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$-783
Total unrealized appreciation/depreciation of assets2012-12-31$-783
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$42,180
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$15,860
Total income from all sources (including contributions)2012-12-31$2,686,990
Total of all expenses incurred2012-12-31$2,515,488
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,237,862
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,669,191
Value of total assets at end of year2012-12-31$1,274,100
Value of total assets at beginning of year2012-12-31$1,076,278
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$277,626
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$6,476
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$12,450
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$250,000
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$2,669,191
Participant contributions at end of year2012-12-31$16,714
Participant contributions at beginning of year2012-12-31$7,661
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$23,404
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$42,180
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$15,860
Administrative expenses (other) incurred2012-12-31$265,176
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$171,502
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,231,920
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,060,418
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$914,703
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$949,638
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$949,638
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$42,764
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$12,106
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
Income. Dividends from common stock2012-12-31$6,476
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,171,694
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
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$342,683
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$118,979
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31ATCHLEY & ASSOCIATES, LLP
Accountancy firm EIN2012-12-31742920819
2011 : CLEAT BENEFIT TRUST (FORMERLY CLEAT BENEFIT PLAN & TRUST) 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-3,232
Total unrealized appreciation/depreciation of assets2011-12-31$-3,232
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$15,860
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$26,847
Total income from all sources (including contributions)2011-12-31$2,671,580
Total of all expenses incurred2011-12-31$2,471,205
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,148,516
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,669,470
Value of total assets at end of year2011-12-31$1,076,278
Value of total assets at beginning of year2011-12-31$886,890
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$322,689
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$5,342
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$35,215
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$250,000
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$2,669,470
Participant contributions at end of year2011-12-31$7,661
Participant contributions at beginning of year2011-12-31$11,338
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$24,522
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$15,860
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$26,847
Administrative expenses (other) incurred2011-12-31$287,474
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$200,375
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,060,418
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$860,043
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$949,638
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$757,619
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$757,619
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$44,832
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
Income. Dividends from common stock2011-12-31$5,342
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,079,162
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
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$118,979
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$117,933
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 name2011-12-31ATCHLEY & ASSOCIATES, LLP
Accountancy firm EIN2011-12-31742920819
2010 : CLEAT BENEFIT TRUST (FORMERLY CLEAT BENEFIT PLAN & TRUST) 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$10,914
Total unrealized appreciation/depreciation of assets2010-12-31$10,914
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$26,847
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$10,799
Total income from all sources (including contributions)2010-12-31$2,414,723
Total loss/gain on sale of assets2010-12-31$1,294
Total of all expenses incurred2010-12-31$2,276,760
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,004,274
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,399,120
Value of total assets at end of year2010-12-31$886,890
Value of total assets at beginning of year2010-12-31$732,879
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$272,486
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$3,395
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$18,860
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$250,000
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$2,399,120
Participant contributions at end of year2010-12-31$11,338
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$26,847
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$10,799
Administrative expenses (other) incurred2010-12-31$250,167
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$137,963
Value of net assets at end of year (total assets less liabilities)2010-12-31$860,043
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$722,080
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
Investment advisory and management fees2010-12-31$3,459
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$757,619
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$629,921
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$629,921
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$81,435
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
Income. Dividends from common stock2010-12-31$3,395
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,922,839
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
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$117,933
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$102,958
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$1,294
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 name2010-12-31ATCHLEY & ASSOCIATES, LLP
Accountancy firm EIN2010-12-31742920819

Form 5500 Responses for CLEAT BENEFIT TRUST (FORMERLY CLEAT BENEFIT PLAN & TRUST)

2022: CLEAT BENEFIT TRUST (FORMERLY CLEAT BENEFIT PLAN & TRUST) 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CLEAT BENEFIT TRUST (FORMERLY CLEAT BENEFIT PLAN & TRUST) 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CLEAT BENEFIT TRUST (FORMERLY CLEAT BENEFIT PLAN & TRUST) 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CLEAT BENEFIT TRUST (FORMERLY CLEAT BENEFIT PLAN & TRUST) 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CLEAT BENEFIT TRUST (FORMERLY CLEAT BENEFIT PLAN & TRUST) 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CLEAT BENEFIT TRUST (FORMERLY CLEAT BENEFIT PLAN & TRUST) 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CLEAT BENEFIT TRUST (FORMERLY CLEAT BENEFIT PLAN & TRUST) 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CLEAT BENEFIT TRUST (FORMERLY CLEAT BENEFIT PLAN & TRUST) 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CLEAT BENEFIT TRUST (FORMERLY CLEAT BENEFIT PLAN & TRUST) 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CLEAT BENEFIT TRUST (FORMERLY CLEAT BENEFIT PLAN & TRUST) 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CLEAT BENEFIT TRUST (FORMERLY CLEAT BENEFIT PLAN & TRUST) 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CLEAT BENEFIT TRUST (FORMERLY CLEAT BENEFIT PLAN & TRUST) 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: CLEAT BENEFIT TRUST (FORMERLY CLEAT BENEFIT PLAN & TRUST) 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: CLEAT BENEFIT TRUST (FORMERLY CLEAT BENEFIT PLAN & TRUST) 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

FEDERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20281 )
Policy contract number99065734
Policy instance 1
Insurance contract or identification number99065734
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $8,000
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $53,335
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,000
Insurance broker organization code?3
FEDERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20281 )
Policy contract number99065734
Policy instance 1
Insurance contract or identification number99065734
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $7,976
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $53,173
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,976
Insurance broker organization code?3
FEDERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20281 )
Policy contract number99065734
Policy instance 1
Insurance contract or identification number99065734
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $3,291
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $21,940
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,291
Insurance broker organization code?3
FEDERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20281 )
Policy contract number99065734
Policy instance 1
Insurance contract or identification number99065734
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $5,931
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $39,538
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,931
Insurance broker organization code?3
FEDERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20281 )
Policy contract number99065734
Policy instance 1
Insurance contract or identification number99065734
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $6,404
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $42,691
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,404
Insurance broker organization code?3
FEDERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20281 )
Policy contract number99065734
Policy instance 1
Insurance contract or identification number99065734
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $6,809
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $45,395
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,809
Insurance broker organization code?3
Insurance broker nameBENEFIT INSURANCE CONSULTANTS, INC.
FEDERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20281 )
Policy contract number99065734
Policy instance 1
Insurance contract or identification number99065734
Number of Individuals Covered3302
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $6,073
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $40,489
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,073
Insurance broker organization code?3
Insurance broker nameBENEFIT INSURANCE CONSULTANTS, INC.
FEDERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20281 )
Policy contract number99065734
Policy instance 1
Insurance contract or identification number99065734
Number of Individuals Covered3507
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $6,603
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $44,018
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,603
Insurance broker organization code?3
Insurance broker nameBENEFIT INSURANCE CONSULTANTS, INC.
FEDERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20281 )
Policy contract number99065734
Policy instance 1
Insurance contract or identification number99065734
Number of Individuals Covered3320
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $7,592
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $50,614
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,592
Insurance broker organization code?3
Insurance broker nameBENEFIT INSURANCE CONSULTANTS, INC.
FEDERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20281 )
Policy contract number99065734
Policy instance 1
Insurance contract or identification number99065734
Number of Individuals Covered3249
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $5,905
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $39,364
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,905
Insurance broker organization code?3
Insurance broker nameBENEFIT INSURANCE CONSULTANTS, INC.
FEDERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20281 )
Policy contract number99065734
Policy instance 1
Insurance contract or identification number99065734
Number of Individuals Covered3473
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $6,725
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $44,831
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
FEDERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20281 )
Policy contract number99065734
Policy instance 1
Insurance contract or identification number99065734
Number of Individuals Covered3565
Insurance policy start date2010-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $6,921
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $46,141
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,921
Insurance broker organization code?3
Insurance broker nameBENEFIT INSURANCE CONSULTANTS, INC.

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