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PRIORITY FULFILLMENT SERVICES, INC. RETIREMENT PLAN 401k Plan overview

Plan NamePRIORITY FULFILLMENT SERVICES, INC. RETIREMENT PLAN
Plan identification number 001

PRIORITY FULFILLMENT SERVICES, INC. RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

PRIORITY FULFILLMENT SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name:PRIORITY FULFILLMENT SERVICES, INC.
Employer identification number (EIN):752655704
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Additional information about PRIORITY FULFILLMENT SERVICES, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1997-01-10
Company Identification Number: 0011308906
Legal Registered Office Address: 4455 REGENT BLVD BLDG B

IRVING
United States of America (USA)
75063

More information about PRIORITY FULFILLMENT SERVICES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PRIORITY FULFILLMENT SERVICES, INC. RETIREMENT 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
0012019-01-01LATRICE BRYANT-ROBINSON2020-10-13
0012018-01-01LATRICE BRYANT-ROBINSON2019-10-13
0012017-01-01
0012016-01-01
0012015-01-01JENNIFER DAVIS JENNIFER DAVIS2016-10-10
0012014-01-01JENNIFER DAVIS
0012013-01-01JENNIFER DAVIS
0012012-01-01JENNIFER DAVIS JENNIFER DAVIS2013-10-04
0012011-01-01JENNIFER DAVIS
0012009-01-01JENNIFER DAVIS

Plan Statistics for PRIORITY FULFILLMENT SERVICES, INC. RETIREMENT PLAN

401k plan membership statisitcs for PRIORITY FULFILLMENT SERVICES, INC. RETIREMENT PLAN

Measure Date Value
2022: PRIORITY FULFILLMENT SERVICES, INC. RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,644
Total number of active participants reported on line 7a of the Form 55002022-01-01904
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01547
Total of all active and inactive participants2022-01-011,451
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-011,451
Number of participants with account balances2022-01-011,378
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01288
2021: PRIORITY FULFILLMENT SERVICES, INC. RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,789
Total number of active participants reported on line 7a of the Form 55002021-01-011,010
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01571
Total of all active and inactive participants2021-01-011,581
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-011,581
Number of participants with account balances2021-01-011,512
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01316
2020: PRIORITY FULFILLMENT SERVICES, INC. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,332
Total number of active participants reported on line 7a of the Form 55002020-01-011,227
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01533
Total of all active and inactive participants2020-01-011,760
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-013
Total participants2020-01-011,763
Number of participants with account balances2020-01-011,689
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01114
2019: PRIORITY FULFILLMENT SERVICES, INC. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,754
Total number of active participants reported on line 7a of the Form 55002019-01-011,039
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01343
Total of all active and inactive participants2019-01-011,382
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011,382
Number of participants with account balances2019-01-011,308
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01379
2018: PRIORITY FULFILLMENT SERVICES, INC. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,569
Total number of active participants reported on line 7a of the Form 55002018-01-011,179
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01524
Total of all active and inactive participants2018-01-011,703
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-011,704
Number of participants with account balances2018-01-011,627
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01422
2017: PRIORITY FULFILLMENT SERVICES, INC. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,461
Total number of active participants reported on line 7a of the Form 55002017-01-011,288
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01231
Total of all active and inactive participants2017-01-011,519
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-011,520
Number of participants with account balances2017-01-011,389
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01342
2016: PRIORITY FULFILLMENT SERVICES, INC. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,333
Total number of active participants reported on line 7a of the Form 55002016-01-011,151
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01222
Total of all active and inactive participants2016-01-011,373
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011,373
Number of participants with account balances2016-01-011,268
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01321
2015: PRIORITY FULFILLMENT SERVICES, INC. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,067
Total number of active participants reported on line 7a of the Form 55002015-01-011,075
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01205
Total of all active and inactive participants2015-01-011,280
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011,280
Number of participants with account balances2015-01-011,181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01245
2014: PRIORITY FULFILLMENT SERVICES, INC. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01969
Total number of active participants reported on line 7a of the Form 55002014-01-01834
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01124
Total of all active and inactive participants2014-01-01958
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01958
Number of participants with account balances2014-01-01884
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01176
2013: PRIORITY FULFILLMENT SERVICES, INC. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,174
Total number of active participants reported on line 7a of the Form 55002013-01-01825
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01123
Total of all active and inactive participants2013-01-01948
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-014
Total participants2013-01-01952
Number of participants with account balances2013-01-01880
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01291
2012: PRIORITY FULFILLMENT SERVICES, INC. RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01912
Total number of active participants reported on line 7a of the Form 55002012-01-01900
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01169
Total of all active and inactive participants2012-01-011,069
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011,069
Number of participants with account balances2012-01-011,006
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01238
2011: PRIORITY FULFILLMENT SERVICES, INC. RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01789
Total number of active participants reported on line 7a of the Form 55002011-01-01749
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0188
Total of all active and inactive participants2011-01-01837
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01837
Number of participants with account balances2011-01-01768
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0154
2009: PRIORITY FULFILLMENT SERVICES, INC. RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01908
Total number of active participants reported on line 7a of the Form 55002009-01-01635
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0136
Total of all active and inactive participants2009-01-01671
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01671
Number of participants with account balances2009-01-01241
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0119

Financial Data on PRIORITY FULFILLMENT SERVICES, INC. RETIREMENT PLAN

Measure Date Value
2022 : PRIORITY FULFILLMENT SERVICES, INC. RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$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$0
Total income from all sources (including contributions)2022-12-31$-3,975,938
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$5,551,701
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$5,329,794
Expenses. Certain deemed distributions of participant loans2022-12-31$35,913
Value of total corrective distributions2022-12-31$33,097
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,579,836
Value of total assets at end of year2022-12-31$33,992,691
Value of total assets at beginning of year2022-12-31$43,520,330
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$152,897
Total interest from all sources2022-12-31$17,983
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$628,056
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$628,056
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$2,957,223
Participant contributions at end of year2022-12-31$449,359
Participant contributions at beginning of year2022-12-31$452,643
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$301,343
Other income not declared elsewhere2022-12-31$10,168
Administrative expenses (other) incurred2022-12-31$152,897
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-9,527,639
Value of net assets at end of year (total assets less liabilities)2022-12-31$33,992,691
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$43,520,330
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$15,768,533
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$40,415,109
Interest on participant loans2022-12-31$17,983
Value of interest in common/collective trusts at end of year2022-12-31$17,774,799
Value of interest in common/collective trusts at beginning of year2022-12-31$2,652,578
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-6,255,938
Net investment gain or loss from common/collective trusts2022-12-31$-1,956,043
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$321,270
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$5,329,794
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 name2022-12-31BAKER TILLY US LLP
Accountancy firm EIN2022-12-31390859910
2021 : PRIORITY FULFILLMENT SERVICES, INC. RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$0
Total transfer of assets from this plan2021-12-31$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$11,699,919
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$7,841,854
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$7,594,623
Expenses. Certain deemed distributions of participant loans2021-12-31$31,585
Value of total corrective distributions2021-12-31$55,460
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$5,498,499
Value of total assets at end of year2021-12-31$43,520,330
Value of total assets at beginning of year2021-12-31$39,662,265
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$160,186
Total interest from all sources2021-12-31$17,397
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,928,666
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$1,928,666
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$4,801,362
Participant contributions at end of year2021-12-31$452,643
Participant contributions at beginning of year2021-12-31$474,925
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$166,719
Other income not declared elsewhere2021-12-31$1,219
Administrative expenses (other) incurred2021-12-31$160,186
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$3,858,065
Value of net assets at end of year (total assets less liabilities)2021-12-31$43,520,330
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$39,662,265
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$40,415,109
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$36,251,835
Interest on participant loans2021-12-31$17,397
Value of interest in common/collective trusts at end of year2021-12-31$2,652,578
Value of interest in common/collective trusts at beginning of year2021-12-31$2,935,505
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$4,194,044
Net investment gain or loss from common/collective trusts2021-12-31$60,094
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$530,418
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$7,594,623
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 name2021-12-31BAKER TILLY US LLP
Accountancy firm EIN2021-12-31390859910
2020 : PRIORITY FULFILLMENT SERVICES, INC. RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets from this plan2020-12-31$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$10,625,703
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$4,306,278
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$4,211,060
Expenses. Certain deemed distributions of participant loans2020-12-31$646
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$5,021,249
Value of total assets at end of year2020-12-31$39,662,265
Value of total assets at beginning of year2020-12-31$33,342,840
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$94,572
Total interest from all sources2020-12-31$5,141
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$954,837
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$954,837
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$4,411,217
Participant contributions at end of year2020-12-31$474,925
Participant contributions at beginning of year2020-12-31$408,604
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$164,701
Administrative expenses (other) incurred2020-12-31$94,572
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$6,319,425
Value of net assets at end of year (total assets less liabilities)2020-12-31$39,662,265
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$33,342,840
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$36,251,835
Value of interest in pooled separate accounts at beginning of year2020-12-31$30,515,608
Interest on participant loans2020-12-31$5,141
Value of interest in common/collective trusts at end of year2020-12-31$2,935,505
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$2,418,628
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$4,625,850
Net investment gain or loss from common/collective trusts2020-12-31$18,626
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$445,331
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$4,211,060
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BAKER TILLY US, LLP
Accountancy firm EIN2020-12-31390859910
2019 : PRIORITY FULFILLMENT SERVICES, INC. RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at 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$10,591,096
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$3,538,474
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,346,136
Value of total corrective distributions2019-12-31$80,732
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,403,075
Value of total assets at end of year2019-12-31$33,393,648
Value of total assets at beginning of year2019-12-31$26,341,026
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$111,606
Total interest from all sources2019-12-31$80,920
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
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$3,782,244
Participant contributions at end of year2019-12-31$459,412
Participant contributions at beginning of year2019-12-31$424,762
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$164,743
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$7,052,622
Value of net assets at end of year (total assets less liabilities)2019-12-31$33,393,648
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$26,341,026
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 pooled separate accounts at end of year2019-12-31$30,515,608
Value of interest in pooled separate accounts at beginning of year2019-12-31$23,616,357
Interest on participant loans2019-12-31$60,943
Income. Interest from loans (other than to participants)2019-12-31$19,977
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,418,628
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,299,907
Net investment gain/loss from pooled separate accounts2019-12-31$6,107,101
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 contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$456,088
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,346,136
Contract administrator fees2019-12-31$111,606
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 name2019-12-31BAKER TILLY US, LLP
Accountancy firm EIN2019-12-31390859910
2018 : PRIORITY FULFILLMENT SERVICES, INC. RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$2,812,900
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$3,480,456
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,263,104
Value of total corrective distributions2018-12-31$108,951
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,460,638
Value of total assets at end of year2018-12-31$26,341,026
Value of total assets at beginning of year2018-12-31$27,008,582
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$108,401
Total interest from all sources2018-12-31$64,281
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$3,931,871
Participant contributions at end of year2018-12-31$424,762
Participant contributions at beginning of year2018-12-31$400,684
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$130,796
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-667,556
Value of net assets at end of year (total assets less liabilities)2018-12-31$26,341,026
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$27,008,582
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 pooled separate accounts at end of year2018-12-31$23,616,357
Value of interest in pooled separate accounts at beginning of year2018-12-31$24,587,110
Interest on participant loans2018-12-31$16,122
Interest earned on other investments2018-12-31$48,159
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$2,299,907
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$2,020,788
Net investment gain/loss from pooled separate accounts2018-12-31$-1,712,019
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$397,971
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,263,104
Contract administrator fees2018-12-31$108,401
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 name2018-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2018-12-31390859910
2017 : PRIORITY FULFILLMENT SERVICES, INC. RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$8,756,243
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$4,050,825
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,944,768
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,530,030
Value of total assets at end of year2017-12-31$27,008,582
Value of total assets at beginning of year2017-12-31$22,303,164
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$106,057
Total interest from all sources2017-12-31$52,130
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$300,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$3,743,728
Participant contributions at end of year2017-12-31$400,684
Participant contributions at beginning of year2017-12-31$370,999
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$337,113
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$4,705,418
Value of net assets at end of year (total assets less liabilities)2017-12-31$27,008,582
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$22,303,164
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 pooled separate accounts at end of year2017-12-31$24,587,110
Value of interest in pooled separate accounts at beginning of year2017-12-31$20,141,629
Interest on participant loans2017-12-31$13,399
Interest earned on other investments2017-12-31$38,731
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$2,020,788
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,790,536
Net investment gain/loss from pooled separate accounts2017-12-31$4,174,083
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$449,189
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,944,768
Contract administrator fees2017-12-31$106,057
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 name2017-12-31MONTGOMERY COSCIA GREILICH LLP
Accountancy firm EIN2017-12-31752919818
2016 : PRIORITY FULFILLMENT SERVICES, INC. RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$6,068,140
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,187,095
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,094,746
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,333,026
Value of total assets at end of year2016-12-31$22,303,164
Value of total assets at beginning of year2016-12-31$18,422,119
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$92,349
Total interest from all sources2016-12-31$46,595
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$300,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$3,474,635
Participant contributions at end of year2016-12-31$370,999
Participant contributions at beginning of year2016-12-31$406,597
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$441,282
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$3,881,045
Value of net assets at end of year (total assets less liabilities)2016-12-31$22,303,164
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$18,422,119
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 pooled separate accounts at end of year2016-12-31$20,141,629
Value of interest in pooled separate accounts at beginning of year2016-12-31$16,437,740
Interest on participant loans2016-12-31$12,166
Interest earned on other investments2016-12-31$34,429
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,790,536
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,577,782
Net investment gain/loss from pooled separate accounts2016-12-31$1,688,519
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$417,109
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,094,746
Contract administrator fees2016-12-31$92,349
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 name2016-12-31MONTGOMERY COSCIA GREILICH LLP
Accountancy firm EIN2016-12-31752919818
2015 : PRIORITY FULFILLMENT SERVICES, INC. RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$1,763,430
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$32,437
Total income from all sources (including contributions)2015-12-31$3,795,966
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,165,508
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,083,850
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,908,475
Value of total assets at end of year2015-12-31$18,422,119
Value of total assets at beginning of year2015-12-31$15,060,668
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$81,658
Total interest from all sources2015-12-31$44,889
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$300,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,545,229
Participant contributions at end of year2015-12-31$406,597
Participant contributions at beginning of year2015-12-31$274,897
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,057,682
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$32,437
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$1,630,458
Value of net assets at end of year (total assets less liabilities)2015-12-31$18,422,119
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$15,028,231
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$16,437,740
Value of interest in pooled separate accounts at beginning of year2015-12-31$13,323,502
Interest on participant loans2015-12-31$11,828
Interest earned on other investments2015-12-31$33,061
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,577,782
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,462,269
Net investment gain/loss from pooled separate accounts2015-12-31$-157,398
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$305,564
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,083,850
Contract administrator fees2015-12-31$81,658
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 name2015-12-31MONTGOMERY COSCIA GREILICH LLP
Accountancy firm EIN2015-12-31752919818
2014 : PRIORITY FULFILLMENT SERVICES, INC. RETIREMENT 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$32,437
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$2,898,818
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$641,370
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$589,135
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,985,017
Value of total assets at end of year2014-12-31$15,060,668
Value of total assets at beginning of year2014-12-31$12,770,783
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$52,235
Total interest from all sources2014-12-31$35,689
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$300,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,648,499
Participant contributions at end of year2014-12-31$274,897
Participant contributions at beginning of year2014-12-31$186,056
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$134,062
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$32,437
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$2,257,448
Value of net assets at end of year (total assets less liabilities)2014-12-31$15,028,231
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$12,770,783
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$13,323,502
Value of interest in pooled separate accounts at beginning of year2014-12-31$11,241,903
Interest on participant loans2014-12-31$6,331
Interest earned on other investments2014-12-31$29,358
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,462,269
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,342,824
Net investment gain/loss from pooled separate accounts2014-12-31$878,112
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$202,456
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$589,135
Contract administrator fees2014-12-31$52,235
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 name2014-12-31MONTGOMERY COSCIA GREILICH LLP
Accountancy firm EIN2014-12-31752919818
2013 : PRIORITY FULFILLMENT SERVICES, INC. RETIREMENT 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$18,925
Total income from all sources (including contributions)2013-12-31$3,883,969
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$975,880
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$931,006
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,725,459
Value of total assets at end of year2013-12-31$12,770,783
Value of total assets at beginning of year2013-12-31$9,881,619
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$44,874
Total interest from all sources2013-12-31$30,367
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$300,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,407,927
Participant contributions at end of year2013-12-31$186,056
Participant contributions at beginning of year2013-12-31$236,492
Participant contributions at beginning of year2013-12-31$54,137
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$149,395
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$18,925
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$2,908,089
Value of net assets at end of year (total assets less liabilities)2013-12-31$12,770,783
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$9,862,694
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$11,241,903
Value of interest in pooled separate accounts at beginning of year2013-12-31$8,326,628
Interest on participant loans2013-12-31$6,288
Interest earned on other investments2013-12-31$24,079
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,342,824
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,257,864
Net investment gain/loss from pooled separate accounts2013-12-31$2,128,143
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$168,137
Employer contributions (assets) at beginning of year2013-12-31$6,498
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$931,006
Contract administrator fees2013-12-31$44,874
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 name2013-12-31MONTGOMERY COSCIA GREILICH LLP
Accountancy firm EIN2013-12-31752919818
2012 : PRIORITY FULFILLMENT SERVICES, INC. RETIREMENT 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$18,925
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$2,775,113
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$689,371
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$662,174
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,711,305
Value of total assets at end of year2012-12-31$9,881,619
Value of total assets at beginning of year2012-12-31$7,776,952
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$27,197
Total interest from all sources2012-12-31$29,613
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$300,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,370,072
Participant contributions at end of year2012-12-31$236,492
Participant contributions at beginning of year2012-12-31$215,617
Participant contributions at end of year2012-12-31$6,498
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$175,071
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$18,925
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$2,085,742
Value of net assets at end of year (total assets less liabilities)2012-12-31$9,862,694
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$7,776,952
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$8,326,628
Value of interest in pooled separate accounts at beginning of year2012-12-31$6,376,375
Interest on participant loans2012-12-31$7,200
Interest earned on other investments2012-12-31$22,413
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,257,864
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,184,960
Net investment gain/loss from pooled separate accounts2012-12-31$1,034,195
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$166,162
Employer contributions (assets) at end of year2012-12-31$54,137
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$662,174
Contract administrator fees2012-12-31$27,197
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 name2012-12-31MONTGOMERY COSCIA GREILICH LLP
Accountancy firm EIN2012-12-31752919818
2011 : PRIORITY FULFILLMENT SERVICES, INC. RETIREMENT 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$1,193,623
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$699,750
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$688,385
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,367,431
Value of total assets at end of year2011-12-31$7,776,952
Value of total assets at beginning of year2011-12-31$7,283,079
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$11,365
Total interest from all sources2011-12-31$35,142
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$300,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$961,077
Participant contributions at end of year2011-12-31$215,617
Participant contributions at beginning of year2011-12-31$283,403
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$294,290
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$493,873
Value of net assets at end of year (total assets less liabilities)2011-12-31$7,776,952
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$7,283,079
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$6,376,375
Value of interest in pooled separate accounts at beginning of year2011-12-31$5,560,486
Interest on participant loans2011-12-31$9,212
Interest earned on other investments2011-12-31$25,930
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,184,960
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,439,190
Net investment gain/loss from pooled separate accounts2011-12-31$-208,950
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$112,064
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$688,385
Contract administrator fees2011-12-31$11,365
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 name2011-12-31CORNWELL JACKSON ADVISORS, PLLC.
Accountancy firm EIN2011-12-31274461251
2010 : PRIORITY FULFILLMENT SERVICES, INC. RETIREMENT 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$1,516,239
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$459,801
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$356,995
Value of total corrective distributions2010-12-31$93,894
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$682,036
Value of total assets at end of year2010-12-31$7,283,079
Value of total assets at beginning of year2010-12-31$6,226,641
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$8,912
Total interest from all sources2010-12-31$45,908
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$300,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$682,036
Participant contributions at end of year2010-12-31$283,403
Participant contributions at beginning of year2010-12-31$208,183
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$1,056,438
Value of net assets at end of year (total assets less liabilities)2010-12-31$7,283,079
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$6,226,641
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$5,560,486
Value of interest in pooled separate accounts at beginning of year2010-12-31$4,566,732
Interest on participant loans2010-12-31$10,317
Interest earned on other investments2010-12-31$35,591
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,439,190
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,451,726
Net investment gain/loss from pooled separate accounts2010-12-31$788,295
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$356,995
Contract administrator fees2010-12-31$8,912
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 name2010-12-31BDO SEIDMAN
Accountancy firm EIN2010-12-31135381590
2009 : PRIORITY FULFILLMENT SERVICES, INC. RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for PRIORITY FULFILLMENT SERVICES, INC. RETIREMENT PLAN

2022: PRIORITY FULFILLMENT SERVICES, INC. RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PRIORITY FULFILLMENT SERVICES, INC. RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PRIORITY FULFILLMENT SERVICES, INC. RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PRIORITY FULFILLMENT SERVICES, INC. RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PRIORITY FULFILLMENT SERVICES, INC. RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PRIORITY FULFILLMENT SERVICES, INC. RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PRIORITY FULFILLMENT SERVICES, INC. RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PRIORITY FULFILLMENT SERVICES, INC. RETIREMENT 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: PRIORITY FULFILLMENT SERVICES, INC. RETIREMENT 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: PRIORITY FULFILLMENT SERVICES, INC. RETIREMENT 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: PRIORITY FULFILLMENT SERVICES, INC. RETIREMENT 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: PRIORITY FULFILLMENT SERVICES, INC. RETIREMENT 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: PRIORITY FULFILLMENT SERVICES, INC. RETIREMENT 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

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number802005
Policy instance 1
Insurance contract or identification number802005
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number802005
Policy instance 1
Insurance contract or identification number802005
Number of Individuals Covered1382
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number802005
Policy instance 1
Insurance contract or identification number802005
Number of Individuals Covered1704
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number802005
Policy instance 1
Insurance contract or identification number802005
Number of Individuals Covered1520
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number802005
Policy instance 1
Insurance contract or identification number802005
Number of Individuals Covered1280
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number802005
Policy instance 1
Insurance contract or identification number802005
Number of Individuals Covered958
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $16,864
Total amount of fees paid to insurance companyUSD $0
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16,864
Insurance broker organization code?3
Insurance broker nameLOCKTON FINANCIAL ADVISORS LLC
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number802005
Policy instance 1
Insurance contract or identification number802005
Number of Individuals Covered952
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $28,722
Total amount of fees paid to insurance companyUSD $0
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $28,722
Insurance broker organization code?3
Insurance broker nameLOCKTON FINANCIAL ADVISORS LLC
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number802005
Policy instance 1
Insurance contract or identification number802005
Number of Individuals Covered1069
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $23,263
Total amount of fees paid to insurance companyUSD $0
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $23,263
Insurance broker organization code?3
Insurance broker nameLOCKTON FINANCIAL ADVISORS LLC
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number802005
Policy instance 1
Insurance contract or identification number802005
Number of Individuals Covered837
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $20,272
Total amount of fees paid to insurance companyUSD $0
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number802005
Policy instance 1
Insurance contract or identification number802005
Number of Individuals Covered692
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $15,661
Total amount of fees paid to insurance companyUSD $0
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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