KNIGHTEN MACHINE & SERVICE, INC. has sponsored the creation of one or more 401k plans.
Additional information about KNIGHTEN MACHINE & SERVICE, INC.
Submission information for form 5500 for 401k plan KNIGHTEN INDUSTRIES 401(K) PLAN
Measure | Date | Value |
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2022 : KNIGHTEN INDUSTRIES 401(K) PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-132,201 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $384,375 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $358,052 |
Value of total corrective distributions | 2022-12-31 | $21,707 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $715,646 |
Value of total assets at end of year | 2022-12-31 | $4,360,311 |
Value of total assets at beginning of year | 2022-12-31 | $4,876,887 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $4,616 |
Total interest from all sources | 2022-12-31 | $5,804 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $300,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $430,240 |
Participant contributions at end of year | 2022-12-31 | $140,230 |
Participant contributions at beginning of year | 2022-12-31 | $75,282 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $2,502 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-516,576 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $4,360,311 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $4,876,887 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2022-12-31 | $4,137,633 |
Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $4,727,203 |
Interest on participant loans | 2022-12-31 | $5,199 |
Income. Interest from loans (other than to participants) | 2022-12-31 | $0 |
Interest earned on other investments | 2022-12-31 | $605 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $82,448 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $74,402 |
Net investment gain/loss from pooled separate accounts | 2022-12-31 | $-853,651 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $282,904 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $358,052 |
Contract administrator fees | 2022-12-31 | $4,616 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | WEAVER AND TIDWELL, L.L.P. |
Accountancy firm EIN | 2022-12-31 | 750786316 |
2021 : KNIGHTEN INDUSTRIES 401(K) PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $1,199,172 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $658,385 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $652,867 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $696,892 |
Value of total assets at end of year | 2021-12-31 | $4,876,887 |
Value of total assets at beginning of year | 2021-12-31 | $4,336,100 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $5,518 |
Total interest from all sources | 2021-12-31 | $6,272 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2021-12-31 | $0 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $300,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $424,063 |
Participant contributions at end of year | 2021-12-31 | $75,282 |
Participant contributions at beginning of year | 2021-12-31 | $104,876 |
Administrative expenses (other) incurred | 2021-12-31 | $500 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $540,787 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $4,876,887 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $4,336,100 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2021-12-31 | $4,727,203 |
Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $3,972,818 |
Interest on participant loans | 2021-12-31 | $5,580 |
Income. Interest from loans (other than to participants) | 2021-12-31 | $0 |
Interest earned on other investments | 2021-12-31 | $692 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $74,402 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $258,406 |
Net investment gain/loss from pooled separate accounts | 2021-12-31 | $496,008 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $272,829 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $652,867 |
Contract administrator fees | 2021-12-31 | $5,018 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | WEAVER AND TIDWELL, L.L.P. |
Accountancy firm EIN | 2021-12-31 | 750786316 |
2020 : KNIGHTEN INDUSTRIES 401(K) PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $1,035,352 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $891,790 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $887,340 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $556,477 |
Value of total assets at end of year | 2020-12-31 | $4,336,100 |
Value of total assets at beginning of year | 2020-12-31 | $4,192,538 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $4,450 |
Total interest from all sources | 2020-12-31 | $11,252 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $300,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $409,168 |
Participant contributions at end of year | 2020-12-31 | $104,876 |
Participant contributions at beginning of year | 2020-12-31 | $153,629 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $864 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $143,562 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $4,336,100 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $4,192,538 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2020-12-31 | $3,972,818 |
Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $3,863,341 |
Interest on participant loans | 2020-12-31 | $8,984 |
Income. Interest from loans (other than to participants) | 2020-12-31 | $0 |
Interest earned on other investments | 2020-12-31 | $2,268 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $258,406 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $175,568 |
Net investment gain/loss from pooled separate accounts | 2020-12-31 | $467,623 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $146,445 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $887,340 |
Contract administrator fees | 2020-12-31 | $4,450 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | WEAVER & TIDWELL |
Accountancy firm EIN | 2020-12-31 | 750786316 |
2019 : KNIGHTEN INDUSTRIES 401(K) PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $1,371,701 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $414,080 |
Total of all expenses incurred | 2019-12-31 | $414,080 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $411,705 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $411,705 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $706,180 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $706,180 |
Value of total assets at end of year | 2019-12-31 | $4,192,538 |
Value of total assets at end of year | 2019-12-31 | $4,192,538 |
Value of total assets at beginning of year | 2019-12-31 | $3,234,917 |
Value of total assets at beginning of year | 2019-12-31 | $3,234,917 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $2,375 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $2,375 |
Total interest from all sources | 2019-12-31 | $11,651 |
Total interest from all sources | 2019-12-31 | $11,651 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $300,000 |
Value of fidelity bond cover | 2019-12-31 | $300,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $468,902 |
Contributions received from participants | 2019-12-31 | $468,902 |
Participant contributions at end of year | 2019-12-31 | $153,629 |
Participant contributions at beginning of year | 2019-12-31 | $105,876 |
Participant contributions at beginning of year | 2019-12-31 | $105,876 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $68,717 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $68,717 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $957,621 |
Value of net income/loss | 2019-12-31 | $957,621 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $4,192,538 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $4,192,538 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $3,234,917 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $3,234,917 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2019-12-31 | $3,863,341 |
Value of interest in pooled separate accounts at end of year | 2019-12-31 | $3,863,341 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $2,970,892 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $2,970,892 |
Interest on participant loans | 2019-12-31 | $9,589 |
Interest on participant loans | 2019-12-31 | $9,589 |
Interest earned on other investments | 2019-12-31 | $2,062 |
Interest earned on other investments | 2019-12-31 | $2,062 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $175,568 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $175,568 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $158,149 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $158,149 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $653,870 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $653,870 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $168,561 |
Contributions received in cash from employer | 2019-12-31 | $168,561 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $411,705 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $411,705 |
Contract administrator fees | 2019-12-31 | $2,375 |
Contract administrator fees | 2019-12-31 | $2,375 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | WEAVER & TIDWELL |
Accountancy firm EIN | 2019-12-31 | 750786316 |
Accountancy firm EIN | 2019-12-31 | 750786316 |
2018 : KNIGHTEN INDUSTRIES 401(K) PLAN 2018 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $253,429 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $135,222 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $134,047 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $474,152 |
Value of total assets at end of year | 2018-12-31 | $3,234,917 |
Value of total assets at beginning of year | 2018-12-31 | $3,116,710 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $1,175 |
Total interest from all sources | 2018-12-31 | $9,234 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $300,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $432,260 |
Participant contributions at end of year | 2018-12-31 | $105,876 |
Participant contributions at beginning of year | 2018-12-31 | $145,915 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $41,892 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $118,207 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $3,234,917 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $3,116,710 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2018-12-31 | $2,970,892 |
Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $2,822,485 |
Interest on participant loans | 2018-12-31 | $7,444 |
Interest earned on other investments | 2018-12-31 | $1,790 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $158,149 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $148,310 |
Net investment gain/loss from pooled separate accounts | 2018-12-31 | $-229,957 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $134,047 |
Contract administrator fees | 2018-12-31 | $1,175 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | WEAVER & TIDWELL |
Accountancy firm EIN | 2018-12-31 | 750786316 |
2017 : KNIGHTEN INDUSTRIES 401(K) PLAN 2017 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $766,329 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $204,829 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $202,254 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $345,660 |
Value of total assets at end of year | 2017-12-31 | $3,116,710 |
Value of total assets at beginning of year | 2017-12-31 | $2,555,210 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $2,575 |
Total interest from all sources | 2017-12-31 | $7,702 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $300,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $345,660 |
Participant contributions at end of year | 2017-12-31 | $145,915 |
Participant contributions at beginning of year | 2017-12-31 | $77,597 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $561,500 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $3,116,710 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,555,210 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2017-12-31 | $2,822,485 |
Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $2,336,216 |
Interest on participant loans | 2017-12-31 | $6,016 |
Income. Interest from loans (other than to participants) | 2017-12-31 | $0 |
Interest earned on other investments | 2017-12-31 | $1,686 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $148,310 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $141,397 |
Net investment gain/loss from pooled separate accounts | 2017-12-31 | $412,967 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $202,254 |
Contract administrator fees | 2017-12-31 | $2,575 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | WEAVER & TIDWELL |
Accountancy firm EIN | 2017-12-31 | 750786316 |
2014 : KNIGHTEN INDUSTRIES 401(K) PLAN 2014 401k financial data |
---|
Total income from all sources | 2014-12-31 | $471,407 |
Expenses. Total of all expenses incurred | 2014-12-31 | $117,623 |
Benefits paid (including direct rollovers) | 2014-12-31 | $104,002 |
Total plan assets at end of year | 2014-12-31 | $1,571,280 |
Total plan assets at beginning of year | 2014-12-31 | $1,217,496 |
Total contributions received or receivable from participants | 2014-12-31 | $232,459 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $12,572 |
Other income received | 2014-12-31 | $70,986 |
Net income (gross income less expenses) | 2014-12-31 | $353,784 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,571,280 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,217,496 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $155,390 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $13,621 |
2013 : KNIGHTEN INDUSTRIES 401(K) PLAN 2013 401k financial data |
---|
Total income from all sources | 2013-12-31 | $467,393 |
Expenses. Total of all expenses incurred | 2013-12-31 | $28,803 |
Benefits paid (including direct rollovers) | 2013-12-31 | $18,357 |
Total plan assets at end of year | 2013-12-31 | $1,217,496 |
Total plan assets at beginning of year | 2013-12-31 | $778,906 |
Total contributions received or receivable from participants | 2013-12-31 | $180,541 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $9,551 |
Other income received | 2013-12-31 | $163,728 |
Net income (gross income less expenses) | 2013-12-31 | $438,590 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,217,496 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $778,906 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $113,573 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $10,446 |
2012 : KNIGHTEN INDUSTRIES 401(K) PLAN 2012 401k financial data |
---|
Total plan liabilities at beginning of year | 2012-12-31 | $0 |
Total income from all sources | 2012-12-31 | $271,000 |
Expenses. Total of all expenses incurred | 2012-12-31 | $54,280 |
Benefits paid (including direct rollovers) | 2012-12-31 | $45,582 |
Total plan assets at end of year | 2012-12-31 | $778,906 |
Total plan assets at beginning of year | 2012-12-31 | $562,186 |
Total contributions received or receivable from participants | 2012-12-31 | $125,635 |
Other income received | 2012-12-31 | $76,249 |
Net income (gross income less expenses) | 2012-12-31 | $216,720 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $778,906 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $562,186 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $69,116 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $8,698 |
2011 : KNIGHTEN INDUSTRIES 401(K) PLAN 2011 401k financial data |
---|
Total plan liabilities at beginning of year | 2011-12-31 | $0 |
Total income from all sources | 2011-12-31 | $149,461 |
Expenses. Total of all expenses incurred | 2011-12-31 | $41,774 |
Benefits paid (including direct rollovers) | 2011-12-31 | $34,432 |
Total plan assets at end of year | 2011-12-31 | $562,186 |
Total plan assets at beginning of year | 2011-12-31 | $454,499 |
Total contributions received or receivable from participants | 2011-12-31 | $88,336 |
Other income received | 2011-12-31 | $7,127 |
Net income (gross income less expenses) | 2011-12-31 | $107,687 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $562,186 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $454,499 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $53,998 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $7,342 |
2010 : KNIGHTEN INDUSTRIES 401(K) PLAN 2010 401k financial data |
---|
Total plan liabilities at beginning of year | 2010-12-31 | $0 |
Total income from all sources | 2010-12-31 | $178,129 |
Expenses. Total of all expenses incurred | 2010-12-31 | $19,533 |
Benefits paid (including direct rollovers) | 2010-12-31 | $14,394 |
Total plan assets at end of year | 2010-12-31 | $454,499 |
Total plan assets at beginning of year | 2010-12-31 | $295,903 |
Total contributions received or receivable from participants | 2010-12-31 | $76,902 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $5,063 |
Other income received | 2010-12-31 | $48,466 |
Net income (gross income less expenses) | 2010-12-31 | $158,596 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $454,499 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $295,903 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $47,698 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $5,139 |
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 ) |
Policy contract number | GFZ100388 |
Policy instance | 2 |
Insurance contract or identification number | GFZ100388 | Number of Individuals Covered | 169 | Insurance policy start date | 2022-04-01 | Insurance policy end date | 2023-03-31 | Total amount of commissions paid to insurance broker | USD $6,434 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $6,434 | Insurance broker organization code? | 3 |
|
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
Policy contract number | 20715 |
Policy instance | 1 |
Insurance contract or identification number | 20715 | Number of Individuals Covered | 161 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Total amount of commissions paid to insurance broker | USD $10,743 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $10,743 | Insurance broker organization code? | 3 |
|
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 ) |
Policy contract number | GFZ100388 |
Policy instance | 2 |
Insurance contract or identification number | GFZ100388 | Number of Individuals Covered | 146 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Total amount of commissions paid to insurance broker | USD $6,581 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $6,581 | Insurance broker organization code? | 3 |
|
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
Policy contract number | 20715 |
Policy instance | 1 |
Insurance contract or identification number | 20715 | Number of Individuals Covered | 151 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Total amount of commissions paid to insurance broker | USD $11,216 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $11,216 | Insurance broker organization code? | 3 |
|
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
Policy contract number | 20715 |
Policy instance | 1 |
Insurance contract or identification number | 20715 | Number of Individuals Covered | 153 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Total amount of commissions paid to insurance broker | USD $9,564 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $9,564 | Insurance broker organization code? | 3 |
|
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 ) |
Policy contract number | GFZ100388 |
Policy instance | 2 |
Insurance contract or identification number | GFZ100388 | Number of Individuals Covered | 153 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Total amount of commissions paid to insurance broker | USD $6,401 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $6,401 | Insurance broker organization code? | 3 |
|
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 ) |
Policy contract number | GFZ100388 |
Policy instance | 2 |
Insurance contract or identification number | GFZ100388 | Number of Individuals Covered | 198 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $3,075 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $3,075 | Insurance broker organization code? | 3 |
|
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
Policy contract number | 20715 |
Policy instance | 1 |
Insurance contract or identification number | 20715 | Number of Individuals Covered | 165 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $8,782 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $7,753 | Insurance broker organization code? | 3 |
|
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 ) |
Policy contract number | GFZ100388 |
Policy instance | 2 |
Insurance contract or identification number | GFZ100388 | Number of Individuals Covered | 182 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $2,807 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $1,852,553 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,807 | Insurance broker organization code? | 3 |
|
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
Policy contract number | 20715 |
Policy instance | 1 |
Insurance contract or identification number | 20715 | Number of Individuals Covered | 99 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $7,926 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $3,963 | Insurance broker organization code? | 3 |
|
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 ) |
Policy contract number | GFZ100388 |
Policy instance | 2 |
Insurance contract or identification number | GFZ100388 | Number of Individuals Covered | 124 | Insurance policy start date | 2016-04-01 | Insurance policy end date | 2017-03-31 | Total amount of commissions paid to insurance broker | USD $1,887 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $1,054,364 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,887 | Insurance broker organization code? | 3 | Insurance broker name | INSURANCE ONE MANAGEMENT,INC |
|
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
Policy contract number | 20715 |
Policy instance | 1 |
Insurance contract or identification number | 20715 | Number of Individuals Covered | 83 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $6,740 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $3,370 | Insurance broker organization code? | 3 | Insurance broker name | TODD PACE |
|
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 ) |
Policy contract number | 100388 |
Policy instance | 1 |
Insurance contract or identification number | 100388 | Number of Individuals Covered | 252 | Insurance policy start date | 2014-04-01 | Insurance policy end date | 2015-03-31 | Total amount of commissions paid to insurance broker | USD $41,177 | Total amount of fees paid to insurance company | USD $1,356 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $853,571 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $41,177 | Amount paid for insurance broker fees | 1356 | Insurance broker organization code? | 3 | Insurance broker name | INSURANCE ONE MANAGEMENT INC |
|
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 ) |
Policy contract number | GFZ100388 |
Policy instance | 2 |
Insurance contract or identification number | GFZ100388 | Number of Individuals Covered | 140 | Insurance policy start date | 2014-04-01 | Insurance policy end date | 2015-03-31 | Total amount of commissions paid to insurance broker | USD $1,906 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Life Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $12,694 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,906 | Amount paid for insurance broker fees | 0 | Insurance broker name | INSURANCE ONE MANAGEMENT INC |
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THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
Policy contract number | 00486263 |
Policy instance | 3 |
Insurance contract or identification number | 00486263 | Number of Individuals Covered | 135 | Insurance policy start date | 2014-04-01 | Insurance policy end date | 2015-03-31 | Total amount of commissions paid to insurance broker | USD $4,405 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Dental Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $79,797 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes | Commission paid to Insurance Broker | USD $4,405 | Insurance broker name | DONALD O CRAWFORD |
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THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
Policy contract number | GP 82444 / F418 |
Policy instance | 4 |
Insurance contract or identification number | GP 82444 / F418 | Number of Individuals Covered | 86 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $17,453 | Total amount of fees paid to insurance company | USD $36 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $17,453 | Amount paid for insurance broker fees | 36 | Insurance broker organization code? | 4 | Insurance broker name | LINCOLN NATIONAL LIFE INSURANCE CO. |
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THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
Policy contract number | 00486263 |
Policy instance | 3 |
Insurance contract or identification number | 00486263 | Number of Individuals Covered | 119 | Insurance policy start date | 2013-04-01 | Insurance policy end date | 2014-03-31 | Total amount of commissions paid to insurance broker | USD $3,403 | Total amount of fees paid to insurance company | USD $1,234 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | Yes | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $54,678 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes | Commission paid to Insurance Broker | USD $3,403 | Amount paid for insurance broker fees | 1234 | Insurance broker name | DONALD O CRAWFORD |
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BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 ) |
Policy contract number | 100388 |
Policy instance | 2 |
Insurance contract or identification number | 100388 | Number of Individuals Covered | 221 | Insurance policy start date | 2013-04-01 | Insurance policy end date | 2014-03-31 | Total amount of commissions paid to insurance broker | USD $33,056 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | Yes | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $624,672 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $33,056 | Insurance broker name | INSURANCE ONE MANAGEMENT INC. |
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THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
Policy contract number | GP 82444/ F418 |
Policy instance | 1 |
Insurance contract or identification number | GP 82444/ F418 | Number of Individuals Covered | 86 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $13,235 | Total amount of fees paid to insurance company | USD $25 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Commission paid to Insurance Broker | USD $13,235 | Amount paid for insurance broker fees | 25 | Insurance broker organization code? | 4 | Insurance broker name | LINCOLN NATIONAL LIFE INSURANCE CO. |
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THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
Policy contract number | GP 8244/F418 |
Policy instance | 1 |
Insurance contract or identification number | GP 8244/F418 | Number of Individuals Covered | 44 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $8,698 | Commission paid to Insurance Broker | USD $8,698 | Insurance broker organization code? | 4 | Insurance broker name | LINCOLN FINANCIAL GROUP |
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THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
Policy contract number | GP 8244/F418 |
Policy instance | 1 |
Insurance contract or identification number | GP 8244/F418 | Number of Individuals Covered | 30 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $6,405 | Total amount of fees paid to insurance company | USD $44 |
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THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
Policy contract number | GP 8244/F418 |
Policy instance | 1 |
Insurance contract or identification number | GP 8244/F418 | Number of Individuals Covered | 32 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $5,607 | Total amount of fees paid to insurance company | USD $20 |
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