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PNS 401K PLAN 401k Plan overview

Plan NamePNS 401K PLAN
Plan identification number 001

PNS 401K PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

UMC PHYSICIANS has sponsored the creation of one or more 401k plans.

Company Name:UMC PHYSICIANS
Employer identification number (EIN):752646477
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PNS 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01SANDRA MILLER
0012016-01-01ARASELY VALDEZ
0012015-01-01STEVEN MADDUX STEVEN MADDUX2016-10-17
0012014-01-01STEVEN MADDUX STEVEN MADDUX2015-09-08
0012013-01-01STEVEN MADDUX STEVEN MADDUX2014-10-14
0012012-01-01STEVEN MADDUX STEVEN MADDUX2013-10-02
0012011-01-01STEVEN MADDUX STEVEN MADDUX2012-08-15
0012009-01-01CARRI L. KENNERLY CARRI L. KENNERLY2010-09-29

Plan Statistics for PNS 401K PLAN

401k plan membership statisitcs for PNS 401K PLAN

Measure Date Value
2022: PNS 401K PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01596
Total number of active participants reported on line 7a of the Form 55002022-01-01450
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01147
Total of all active and inactive participants2022-01-01597
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01597
Number of participants with account balances2022-01-01494
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: PNS 401K PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01546
Total number of active participants reported on line 7a of the Form 55002021-01-01420
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01189
Total of all active and inactive participants2021-01-01609
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01609
Number of participants with account balances2021-01-01518
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: PNS 401K PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01542
Total number of active participants reported on line 7a of the Form 55002020-01-01417
Number of retired or separated participants receiving benefits2020-01-0115
Number of other retired or separated participants entitled to future benefits2020-01-01112
Total of all active and inactive participants2020-01-01544
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01544
Number of participants with account balances2020-01-01458
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: PNS 401K PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01589
Total number of active participants reported on line 7a of the Form 55002019-01-01420
Number of retired or separated participants receiving benefits2019-01-0120
Number of other retired or separated participants entitled to future benefits2019-01-0191
Total of all active and inactive participants2019-01-01531
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01531
Number of participants with account balances2019-01-01442
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: PNS 401K PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01623
Total number of active participants reported on line 7a of the Form 55002018-01-01422
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01164
Total of all active and inactive participants2018-01-01586
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01586
Number of participants with account balances2018-01-01471
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: PNS 401K PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01553
Total number of active participants reported on line 7a of the Form 55002017-01-01411
Number of other retired or separated participants entitled to future benefits2017-01-01138
Total of all active and inactive participants2017-01-01549
Total participants2017-01-01549
Number of participants with account balances2017-01-01467
2016: PNS 401K PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01461
Total number of active participants reported on line 7a of the Form 55002016-01-01461
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0192
Total of all active and inactive participants2016-01-01553
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01553
Number of participants with account balances2016-01-01338
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: PNS 401K PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01527
Total number of active participants reported on line 7a of the Form 55002015-01-01464
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0159
Total of all active and inactive participants2015-01-01523
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01523
Number of participants with account balances2015-01-01230
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-016
2014: PNS 401K PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01501
Total number of active participants reported on line 7a of the Form 55002014-01-01473
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0142
Total of all active and inactive participants2014-01-01515
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01515
Number of participants with account balances2014-01-01216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: PNS 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01501
Total number of active participants reported on line 7a of the Form 55002013-01-01448
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0134
Total of all active and inactive participants2013-01-01482
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01482
Number of participants with account balances2013-01-01212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: PNS 401K PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01502
Total number of active participants reported on line 7a of the Form 55002012-01-01440
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0143
Total of all active and inactive participants2012-01-01483
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01483
Number of participants with account balances2012-01-01221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-012
2011: PNS 401K PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01464
Total number of active participants reported on line 7a of the Form 55002011-01-01459
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0129
Total of all active and inactive participants2011-01-01488
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01488
Number of participants with account balances2011-01-01228
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2009: PNS 401K PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01419
Total number of active participants reported on line 7a of the Form 55002009-01-01397
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0131
Total of all active and inactive participants2009-01-01428
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01428
Number of participants with account balances2009-01-01196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on PNS 401K PLAN

Measure Date Value
2022 : PNS 401K PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-3,057,013
Total of all expenses incurred2022-12-31$3,510,363
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,479,502
Expenses. Certain deemed distributions of participant loans2022-12-31$0
Value of total corrective distributions2022-12-31$1,424
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,783,105
Value of total assets at end of year2022-12-31$23,198,088
Value of total assets at beginning of year2022-12-31$29,765,464
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$29,437
Total interest from all sources2022-12-31$11,785
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 year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,672,577
Participant contributions at end of year2022-12-31$207,118
Participant contributions at beginning of year2022-12-31$185,422
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$46,650
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$140
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-6,567,376
Value of net assets at end of year (total assets less liabilities)2022-12-31$23,198,088
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$29,765,464
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 in registered invesment companies (eg mutual funds) at end of year2022-12-31$22,504,322
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$29,091,624
Interest on participant loans2022-12-31$10,727
Interest earned on other investments2022-12-31$1,058
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$486,648
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$488,278
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-5,851,903
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,063,878
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,479,502
Contract administrator fees2022-12-31$29,437
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31FORVIS, LLP
Accountancy firm EIN2022-12-31440160260
2021 : PNS 401K PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$7,321,612
Total of all expenses incurred2021-12-31$2,137,127
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,088,073
Expenses. Certain deemed distributions of participant loans2021-12-31$38,392
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,700,649
Value of total assets at end of year2021-12-31$29,765,464
Value of total assets at beginning of year2021-12-31$24,580,979
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$10,662
Total interest from all sources2021-12-31$10,116
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 year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$0
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,452,091
Participant contributions at end of year2021-12-31$185,422
Participant contributions at beginning of year2021-12-31$236,534
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$398,169
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Total non interest bearing cash at end of year2021-12-31$140
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$5,184,485
Value of net assets at end of year (total assets less liabilities)2021-12-31$29,765,464
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$24,580,979
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$29,091,624
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$23,919,115
Interest on participant loans2021-12-31$10,116
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$488,278
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$425,330
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$4,610,847
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$850,389
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,088,073
Contract administrator fees2021-12-31$10,662
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31FORVIS, LLP
Accountancy firm EIN2021-12-31440160260
2020 : PNS 401K PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$6,427,545
Total of all expenses incurred2020-12-31$2,132,520
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,121,384
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,278,478
Value of total assets at end of year2020-12-31$24,580,979
Value of total assets at beginning of year2020-12-31$20,285,954
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$11,136
Total interest from all sources2020-12-31$15,994
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$847,041
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$847,041
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
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$1,324,309
Participant contributions at end of year2020-12-31$236,534
Participant contributions at beginning of year2020-12-31$230,357
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$177,883
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$4,295,025
Value of net assets at end of year (total assets less liabilities)2020-12-31$24,580,979
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$20,285,954
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$23,919,115
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$19,761,898
Interest on participant loans2020-12-31$15,994
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$425,330
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$293,699
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,286,032
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$776,286
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,121,384
Contract administrator fees2020-12-31$11,136
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BKD, LLP
Accountancy firm EIN2020-12-31440160260
2019 : PNS 401K PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$6,279,250
Total of all expenses incurred2019-12-31$2,231,467
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,217,990
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,056,432
Value of total assets at end of year2019-12-31$20,285,954
Value of total assets at beginning of year2019-12-31$16,238,171
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$13,477
Total interest from all sources2019-12-31$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 year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
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$1,204,492
Participant contributions at end of year2019-12-31$230,357
Participant contributions at beginning of year2019-12-31$195,831
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$100,707
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Administrative expenses (other) incurred2019-12-31$-747
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$4,047,783
Value of net assets at end of year (total assets less liabilities)2019-12-31$20,285,954
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$16,238,171
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 in registered invesment companies (eg mutual funds) at end of year2019-12-31$19,761,898
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$15,789,332
Interest on participant loans2019-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$293,699
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$253,008
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,222,818
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
Contributions received in cash from employer2019-12-31$751,233
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,217,990
Contract administrator fees2019-12-31$14,224
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BKD, LLP
Accountancy firm EIN2019-12-31440160260
2018 : PNS 401K PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$547,435
Total of all expenses incurred2018-12-31$945,942
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$943,872
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,808,453
Value of total assets at end of year2018-12-31$16,238,171
Value of total assets at beginning of year2018-12-31$16,636,678
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$2,070
Total interest from all sources2018-12-31$9,991
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
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$1,080,654
Participant contributions at end of year2018-12-31$195,831
Participant contributions at beginning of year2018-12-31$181,900
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$139,782
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-398,507
Value of net assets at end of year (total assets less liabilities)2018-12-31$16,238,171
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$16,636,678
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$15,789,332
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$16,055,185
Interest on participant loans2018-12-31$9,991
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$253,008
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$399,593
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,271,009
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$588,017
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$943,872
Contract administrator fees2018-12-31$2,070
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BKD, LLP
Accountancy firm EIN2018-12-31440160260
2017 : PNS 401K PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$4,882,716
Total of all expenses incurred2017-12-31$1,592,411
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,598,827
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,999,704
Value of total assets at end of year2017-12-31$16,636,678
Value of total assets at beginning of year2017-12-31$13,346,373
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$-6,416
Total interest from all sources2017-12-31$10,516
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$1,000,000
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$1,060,424
Participant contributions at end of year2017-12-31$181,900
Participant contributions at beginning of year2017-12-31$234,033
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$282,522
Other income not declared elsewhere2017-12-31$2,872,496
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$3,290,305
Value of net assets at end of year (total assets less liabilities)2017-12-31$16,636,678
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$13,346,373
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$16,055,185
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$12,796,152
Interest on participant loans2017-12-31$10,516
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$399,593
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$316,188
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$656,758
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,598,827
Contract administrator fees2017-12-31$-6,416
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BKD, LLP
Accountancy firm EIN2017-12-31440160260
2016 : PNS 401K PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$2,324,474
Total of all expenses incurred2016-12-31$2,022,336
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,008,446
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,283,928
Value of total assets at end of year2016-12-31$13,346,373
Value of total assets at beginning of year2016-12-31$13,044,235
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$13,890
Total interest from all sources2016-12-31$16,242
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$106,911
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$106,911
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$776,071
Participant contributions at end of year2016-12-31$234,033
Participant contributions at beginning of year2016-12-31$366,672
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$41,625
Administrative expenses (other) incurred2016-12-31$13,890
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
Income. Non cash contributions2016-12-31$0
Value of net income/loss2016-12-31$302,138
Value of net assets at end of year (total assets less liabilities)2016-12-31$13,346,373
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$13,044,235
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$12,796,152
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$12,508,320
Interest on participant loans2016-12-31$16,242
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$316,188
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$169,243
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$197,235
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$917,393
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$466,232
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,811,211
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BKD, LLP
Accountancy firm EIN2016-12-31440160260
2015 : PNS 401K PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,573,766
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,200,465
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,144,394
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,339,915
Value of total assets at end of year2015-12-31$13,044,235
Value of total assets at beginning of year2015-12-31$13,670,934
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$56,071
Total interest from all sources2015-12-31$19,388
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$108,907
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$108,907
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$763,283
Participant contributions at end of year2015-12-31$366,672
Participant contributions at beginning of year2015-12-31$279,054
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$121,286
Administrative expenses (other) incurred2015-12-31$56,071
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-626,699
Value of net assets at end of year (total assets less liabilities)2015-12-31$13,044,235
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$13,670,934
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
Investment advisory and management fees2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$12,508,320
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$13,215,603
Interest on participant loans2015-12-31$19,132
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$256
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$169,243
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$176,277
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$34,416
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$105,556
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$455,346
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,109,978
Contract administrator fees2015-12-31$0
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BKD, LLP
Accountancy firm EIN2015-12-31440160260
2014 : PNS 401K PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$2,140,350
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$953,396
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$846,804
Expenses. Certain deemed distributions of participant loans2014-12-31$33,908
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,190,116
Value of total assets at end of year2014-12-31$13,670,934
Value of total assets at beginning of year2014-12-31$12,483,980
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$72,684
Total interest from all sources2014-12-31$15,401
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$742,718
Participant contributions at end of year2014-12-31$279,054
Participant contributions at beginning of year2014-12-31$307,142
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$2,207
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$1,186,954
Value of net assets at end of year (total assets less liabilities)2014-12-31$13,670,934
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$12,483,980
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
Investment advisory and management fees2014-12-31$72,684
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$13,215,603
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$11,999,643
Interest on participant loans2014-12-31$15,401
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$176,277
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$177,195
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$934,833
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$445,191
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$846,804
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31GARRETT & SWANN, LLP
Accountancy firm EIN2014-12-31752862413
2013 : PNS 401K PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$3,838,838
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,420,396
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,289,548
Expenses. Certain deemed distributions of participant loans2013-12-31$66,220
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,150,429
Value of total assets at end of year2013-12-31$12,483,980
Value of total assets at beginning of year2013-12-31$10,065,538
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$64,628
Total interest from all sources2013-12-31$16,264
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$713,287
Participant contributions at end of year2013-12-31$307,142
Participant contributions at beginning of year2013-12-31$405,546
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$2,418,442
Value of net assets at end of year (total assets less liabilities)2013-12-31$12,483,980
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$10,065,538
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
Investment advisory and management fees2013-12-31$64,628
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$11,999,643
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$9,484,977
Interest on participant loans2013-12-31$16,264
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$177,195
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$175,015
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,672,145
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$437,142
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,289,548
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31GARRETT & SWANN, LLP
Accountancy firm EIN2013-12-31752862413
2012 : PNS 401K PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$2,347,881
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,060,985
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$980,266
Expenses. Certain deemed distributions of participant loans2012-12-31$22,753
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,119,966
Value of total assets at end of year2012-12-31$10,065,538
Value of total assets at beginning of year2012-12-31$8,778,642
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$57,966
Total interest from all sources2012-12-31$18,231
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$691,945
Participant contributions at end of year2012-12-31$405,546
Participant contributions at beginning of year2012-12-31$342,125
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$1,286,896
Value of net assets at end of year (total assets less liabilities)2012-12-31$10,065,538
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$8,778,642
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
Investment advisory and management fees2012-12-31$57,966
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$9,484,977
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$8,226,273
Interest on participant loans2012-12-31$18,231
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$175,015
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$210,244
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,209,684
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$428,021
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$980,266
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31GARRETT & SWANN, LLP
Accountancy firm EIN2012-12-31752862413
2011 : PNS 401K PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,030,057
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$440,452
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$357,229
Expenses. Certain deemed distributions of participant loans2011-12-31$31,630
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,108,980
Value of total assets at end of year2011-12-31$8,778,642
Value of total assets at beginning of year2011-12-31$8,189,037
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$51,593
Total interest from all sources2011-12-31$16,141
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$688,802
Participant contributions at end of year2011-12-31$342,125
Participant contributions at beginning of year2011-12-31$322,592
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$589,605
Value of net assets at end of year (total assets less liabilities)2011-12-31$8,778,642
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$8,189,037
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
Investment advisory and management fees2011-12-31$51,593
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$8,226,273
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$7,662,175
Interest on participant loans2011-12-31$16,141
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$210,244
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$204,270
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-95,064
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$420,178
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$357,229
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31GARRETT & SWANN, LLP
Accountancy firm EIN2011-12-31752862413
2010 : PNS 401K PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$2,038,919
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$224,791
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$176,487
Expenses. Certain deemed distributions of participant loans2010-12-31$1,007
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,098,961
Value of total assets at end of year2010-12-31$8,189,037
Value of total assets at beginning of year2010-12-31$6,374,909
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$47,297
Total interest from all sources2010-12-31$15,279
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$350,000
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$688,927
Participant contributions at end of year2010-12-31$322,592
Participant contributions at beginning of year2010-12-31$326,234
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$19,222
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$1,814,128
Value of net assets at end of year (total assets less liabilities)2010-12-31$8,189,037
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$6,374,909
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$47,297
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$7,662,175
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$5,848,167
Interest on participant loans2010-12-31$15,279
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$204,270
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$200,508
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$924,679
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$390,812
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$176,487
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31GARRETT & SWANN, LLP
Accountancy firm EIN2010-12-31752862413

Form 5500 Responses for PNS 401K PLAN

2022: PNS 401K PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PNS 401K PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PNS 401K PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PNS 401K PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PNS 401K PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PNS 401K PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PNS 401K PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PNS 401K PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PNS 401K PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PNS 401K PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PNS 401K PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PNS 401K PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: PNS 401K PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512604-000
Policy instance 1
Insurance contract or identification number512604-000
Number of Individuals Covered494
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $2,212
Total amount of fees paid to insurance companyUSD $12,134
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees12134
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $1,106
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512604-000
Policy instance 1
Insurance contract or identification number512604-000
Number of Individuals Covered518
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $954
Total amount of fees paid to insurance companyUSD $13,829
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees13829
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512604-000
Policy instance 1
Insurance contract or identification number512604-000
Total amount of commissions paid to insurance brokerUSD $650
Total amount of fees paid to insurance companyUSD $10,086
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees10086
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $650
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512604-000
Policy instance 1
Insurance contract or identification number512604-000
Total amount of commissions paid to insurance brokerUSD $583
Total amount of fees paid to insurance companyUSD $9,141
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees9141
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $583
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512604-000
Policy instance 1
Insurance contract or identification number512604-000
Total amount of commissions paid to insurance brokerUSD $657
Total amount of fees paid to insurance companyUSD $8,563
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees8563
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $657
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512604-000
Policy instance 1
Insurance contract or identification number512604-000
Number of Individuals Covered467
Total amount of commissions paid to insurance brokerUSD $670
Total amount of fees paid to insurance companyUSD $7,674
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees7674
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $670
Insurance broker nameMML INVESTORS SERVICES LLC
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B0-WD87
Policy instance 1
Insurance contract or identification numberGAP-B0-WD87
Number of Individuals Covered464
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $707
Total amount of fees paid to insurance companyUSD $177
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $707
Insurance broker organization code?4
Amount paid for insurance broker fees177
Additional information about fees paid to insurance brokerFEES
Insurance broker namePAUL CAIN
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B0-WD87
Policy instance 1
Insurance contract or identification numberGAP-B0-WD87
Number of Individuals Covered515
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $815
Total amount of fees paid to insurance companyUSD $204
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $815
Insurance broker organization code?4
Amount paid for insurance broker fees204
Additional information about fees paid to insurance brokerFEES
Insurance broker namePAUL CAIN
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B0-WD87
Policy instance 1
Insurance contract or identification numberGAP-B0-WD87
Number of Individuals Covered212
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $840
Total amount of fees paid to insurance companyUSD $210
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $840
Insurance broker organization code?4
Amount paid for insurance broker fees210
Additional information about fees paid to insurance brokerFEES
Insurance broker namePAUL CAIN
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B0-WD87
Policy instance 1
Insurance contract or identification numberGAP-B0-WD87
Number of Individuals Covered221
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $1,246
Total amount of fees paid to insurance companyUSD $236
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $628
Insurance broker organization code?4
Amount paid for insurance broker fees236
Additional information about fees paid to insurance brokerFEES
Insurance broker namePAUL CAIN
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B0-WD87
Policy instance 1
Insurance contract or identification numberGAP-B0-WD87
Number of Individuals Covered228
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $989
Total amount of fees paid to insurance companyUSD $247
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B0-WD87
Policy instance 1
Insurance contract or identification numberGAP-B0-WD87
Number of Individuals Covered204
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $980
Total amount of fees paid to insurance companyUSD $245
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $980
Insurance broker organization code?4
Amount paid for insurance broker fees245
Additional information about fees paid to insurance brokerFEES
Insurance broker namePAUL CAIN

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