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SANTA ROSA TELEPHONE COOP, INC. POSTRETIREMENT BENEFIT PLAN 401k Plan overview

Plan NameSANTA ROSA TELEPHONE COOP, INC. POSTRETIREMENT BENEFIT PLAN
Plan identification number 501

SANTA ROSA TELEPHONE COOP, INC. POSTRETIREMENT BENEFIT PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Dental
  • Vision
  • Other welfare benefit cover

401k Sponsoring company profile

SANTA ROSA TELEPHONE COOPERATIVE has sponsored the creation of one or more 401k plans.

Company Name:SANTA ROSA TELEPHONE COOPERATIVE
Employer identification number (EIN):750849566
NAIC Classification:517000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SANTA ROSA TELEPHONE COOP, INC. POSTRETIREMENT BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-01-01
5012022-01-01
5012022-01-01JASON TOLE
5012021-01-01
5012021-01-01JASON TOLE
5012020-01-01
5012019-01-01
5012018-01-01
5012017-01-01JASON TOLE
5012016-01-01JASON TOLE
5012015-01-01JASON TOLE
5012014-01-01JASON TOLE
5012013-01-01JASON TOLE
5012012-01-01JASON TOLE2013-07-08
5012011-01-01JASON TOLE2012-07-13
5012010-01-01JASON TOLE2011-07-26

Financial Data on SANTA ROSA TELEPHONE COOP, INC. POSTRETIREMENT BENEFIT PLAN

Measure Date Value
2022 : SANTA ROSA TELEPHONE COOP, INC. POSTRETIREMENT BENEFIT PLAN 2022 401k financial data
Total income from all sources2022-12-31$-888,876
Expenses. Total of all expenses incurred2022-12-31$64,406
Total plan assets at end of year2022-12-31$7,983,946
Total plan assets at beginning of year2022-12-31$8,937,228
Value of fidelity bond covering the plan2022-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2022-12-31$64,406
Other income received2022-12-31$-888,876
Net income (gross income less expenses)2022-12-31$-953,282
Net plan assets at end of year (total assets less liabilities)2022-12-31$7,983,946
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$8,937,228
Total income from all sources2022-05-31$-888,876
Expenses. Total of all expenses incurred2022-05-31$64,406
Total plan assets at end of year2022-05-31$7,983,946
Total plan assets at beginning of year2022-05-31$8,937,228
Value of fidelity bond covering the plan2022-05-31$1,000,000
Expenses. Other expenses not covered elsewhere2022-05-31$64,406
Other income received2022-05-31$-888,876
Net income (gross income less expenses)2022-05-31$-953,282
Net plan assets at end of year (total assets less liabilities)2022-05-31$7,983,946
Net plan assets at beginning of year (total assets less liabilities)2022-05-31$8,937,228
2021 : SANTA ROSA TELEPHONE COOP, INC. POSTRETIREMENT BENEFIT PLAN 2021 401k financial data
Total income from all sources2021-12-31$1,043,884
Expenses. Total of all expenses incurred2021-12-31$1,038,543
Benefits paid (including direct rollovers)2021-12-31$1,000,000
Total plan assets at end of year2021-12-31$8,937,228
Total plan assets at beginning of year2021-12-31$8,931,887
Value of fidelity bond covering the plan2021-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2021-12-31$38,543
Other income received2021-12-31$1,043,884
Net income (gross income less expenses)2021-12-31$5,341
Net plan assets at end of year (total assets less liabilities)2021-12-31$8,937,228
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$8,931,887
2020 : SANTA ROSA TELEPHONE COOP, INC. POSTRETIREMENT BENEFIT PLAN 2020 401k financial data
Total income from all sources2020-12-31$769,920
Expenses. Total of all expenses incurred2020-12-31$1,071,378
Benefits paid (including direct rollovers)2020-12-31$1,000,000
Total plan assets at end of year2020-12-31$8,931,887
Total plan assets at beginning of year2020-12-31$9,233,345
Value of fidelity bond covering the plan2020-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2020-12-31$71,378
Other income received2020-12-31$769,920
Net income (gross income less expenses)2020-12-31$-301,458
Net plan assets at end of year (total assets less liabilities)2020-12-31$8,931,887
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$9,233,345
2019 : SANTA ROSA TELEPHONE COOP, INC. POSTRETIREMENT BENEFIT PLAN 2019 401k financial data
Total income from all sources2019-12-31$1,609,936
Expenses. Total of all expenses incurred2019-12-31$68,746
Total plan assets at end of year2019-12-31$9,233,345
Total plan assets at beginning of year2019-12-31$7,692,155
Value of fidelity bond covering the plan2019-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2019-12-31$68,746
Other income received2019-12-31$1,609,936
Net income (gross income less expenses)2019-12-31$1,541,190
Net plan assets at end of year (total assets less liabilities)2019-12-31$9,233,345
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$7,692,155
2018 : SANTA ROSA TELEPHONE COOP, INC. POSTRETIREMENT BENEFIT PLAN 2018 401k financial data
Total income from all sources2018-12-31$-310,360
Expenses. Total of all expenses incurred2018-12-31$271,340
Benefits paid (including direct rollovers)2018-12-31$195,784
Total plan assets at end of year2018-12-31$7,692,155
Total plan assets at beginning of year2018-12-31$8,273,855
Value of fidelity bond covering the plan2018-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2018-12-31$75,556
Other income received2018-12-31$-506,144
Net income (gross income less expenses)2018-12-31$-581,700
Net plan assets at end of year (total assets less liabilities)2018-12-31$7,692,155
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$8,273,855
Total contributions received or receivable from employer(s)2018-12-31$195,784
2017 : SANTA ROSA TELEPHONE COOP, INC. POSTRETIREMENT BENEFIT PLAN 2017 401k financial data
Total income from all sources2017-12-31$1,348,669
Expenses. Total of all expenses incurred2017-12-31$1,275,089
Benefits paid (including direct rollovers)2017-12-31$1,200,969
Total plan assets at end of year2017-12-31$8,273,855
Total plan assets at beginning of year2017-12-31$8,200,275
Value of fidelity bond covering the plan2017-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2017-12-31$74,120
Other income received2017-12-31$1,147,700
Net income (gross income less expenses)2017-12-31$73,580
Net plan assets at end of year (total assets less liabilities)2017-12-31$8,273,855
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$8,200,275
Total contributions received or receivable from employer(s)2017-12-31$200,969
2016 : SANTA ROSA TELEPHONE COOP, INC. POSTRETIREMENT BENEFIT PLAN 2016 401k financial data
Total income from all sources2016-12-31$794,149
Expenses. Total of all expenses incurred2016-12-31$248,536
Benefits paid (including direct rollovers)2016-12-31$179,528
Total plan assets at end of year2016-12-31$8,200,275
Total plan assets at beginning of year2016-12-31$7,654,662
Value of fidelity bond covering the plan2016-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2016-12-31$69,008
Other income received2016-12-31$614,621
Net income (gross income less expenses)2016-12-31$545,613
Net plan assets at end of year (total assets less liabilities)2016-12-31$8,200,275
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$7,654,662
Total contributions received or receivable from employer(s)2016-12-31$179,528
2015 : SANTA ROSA TELEPHONE COOP, INC. POSTRETIREMENT BENEFIT PLAN 2015 401k financial data
Total income from all sources2015-12-31$57,854
Expenses. Total of all expenses incurred2015-12-31$170,903
Benefits paid (including direct rollovers)2015-12-31$136,411
Total plan assets at end of year2015-12-31$7,654,662
Total plan assets at beginning of year2015-12-31$7,767,711
Value of fidelity bond covering the plan2015-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2015-12-31$34,492
Other income received2015-12-31$-78,557
Net income (gross income less expenses)2015-12-31$-113,049
Net plan assets at end of year (total assets less liabilities)2015-12-31$7,654,662
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$7,767,711
Total contributions received or receivable from employer(s)2015-12-31$136,411
2014 : SANTA ROSA TELEPHONE COOP, INC. POSTRETIREMENT BENEFIT PLAN 2014 401k financial data
Total income from all sources2014-12-31$790,511
Expenses. Total of all expenses incurred2014-12-31$216,700
Benefits paid (including direct rollovers)2014-12-31$157,437
Total plan assets at end of year2014-12-31$7,767,711
Total plan assets at beginning of year2014-12-31$7,193,900
Value of fidelity bond covering the plan2014-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2014-12-31$59,263
Other income received2014-12-31$633,074
Net income (gross income less expenses)2014-12-31$573,811
Net plan assets at end of year (total assets less liabilities)2014-12-31$7,767,711
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$7,193,900
Total contributions received or receivable from employer(s)2014-12-31$157,437
2013 : SANTA ROSA TELEPHONE COOP, INC. POSTRETIREMENT BENEFIT PLAN 2013 401k financial data
Total income from all sources2013-12-31$951,593
Expenses. Total of all expenses incurred2013-12-31$1,700,168
Benefits paid (including direct rollovers)2013-12-31$1,672,332
Total plan assets at end of year2013-12-31$7,193,900
Total plan assets at beginning of year2013-12-31$7,942,475
Value of fidelity bond covering the plan2013-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2013-12-31$27,836
Other income received2013-12-31$779,261
Net income (gross income less expenses)2013-12-31$-748,575
Net plan assets at end of year (total assets less liabilities)2013-12-31$7,193,900
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$7,942,475
Total contributions received or receivable from employer(s)2013-12-31$172,332

Form 5500 Responses for SANTA ROSA TELEPHONE COOP, INC. POSTRETIREMENT BENEFIT PLAN

2022: SANTA ROSA TELEPHONE COOP, INC. POSTRETIREMENT BENEFIT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
2022-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2022-01-01Plan benefit arrangement – General assets of the sponsorYes
2021: SANTA ROSA TELEPHONE COOP, INC. POSTRETIREMENT BENEFIT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2021-01-01Plan benefit arrangement – General assets of the sponsorYes
2020: SANTA ROSA TELEPHONE COOP, INC. POSTRETIREMENT BENEFIT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2020-01-01Plan benefit arrangement – General assets of the sponsorYes
2019: SANTA ROSA TELEPHONE COOP, INC. POSTRETIREMENT BENEFIT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2019-01-01Plan benefit arrangement – General assets of the sponsorYes
2018: SANTA ROSA TELEPHONE COOP, INC. POSTRETIREMENT BENEFIT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2018-01-01Plan benefit arrangement – General assets of the sponsorYes
2017: SANTA ROSA TELEPHONE COOP, INC. POSTRETIREMENT BENEFIT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2017-01-01Plan benefit arrangement – General assets of the sponsorYes
2016: SANTA ROSA TELEPHONE COOP, INC. POSTRETIREMENT BENEFIT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2016-01-01Plan benefit arrangement – General assets of the sponsorYes
2015: SANTA ROSA TELEPHONE COOP, INC. POSTRETIREMENT BENEFIT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2015-01-01Plan benefit arrangement – General assets of the sponsorYes
2014: SANTA ROSA TELEPHONE COOP, INC. POSTRETIREMENT BENEFIT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2014-01-01Plan benefit arrangement – General assets of the sponsorYes
2013: SANTA ROSA TELEPHONE COOP, INC. POSTRETIREMENT BENEFIT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2013-01-01Plan benefit arrangement – General assets of the sponsorYes

Insurance Providers Used on plan

HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCCLOT40854
Policy instance 1
WESTPOINT INSURANCE CORPORATION (National Association of Insurance Commissioners NAIC id number: 39845 )
Policy contract numberESL100078502&3
Policy instance 2

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