Logo

DBR ENGINEERING CONSULTANTS, INC. 401(K) PLAN 401k Plan overview

Plan NameDBR ENGINEERING CONSULTANTS, INC. 401(K) PLAN
Plan identification number 001

DBR ENGINEERING CONSULTANTS, INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.

401k Sponsoring company profile

DBR ENGINEERING CONSULTANTS, INC. has sponsored the creation of one or more 401k plans.

Company Name:DBR ENGINEERING CONSULTANTS, INC.
Employer identification number (EIN):760149035
NAIC Classification:541330
NAIC Description:Engineering Services

Additional information about DBR ENGINEERING CONSULTANTS, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1985-06-10
Company Identification Number: 0075525000
Legal Registered Office Address: 9990 RICHMOND AVE STE 300

HOUSTON
United States of America (USA)
77042

More information about DBR ENGINEERING CONSULTANTS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DBR ENGINEERING CONSULTANTS, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01CARRIE BOWDEN
0012017-01-01CARRIE BOWDEN
0012016-01-01BRIAN S. JENKINS
0012015-01-01BRIAN S. JENKINS2016-05-03
0012014-01-01BRIAN S. JENKINS2015-05-04
0012013-01-01BRIAN S. JENKINS2014-09-22
0012012-01-01AYMAN ASHKAR2013-06-17
0012011-01-01AYMAN ASHKAR2013-01-29
0012010-01-01AYMAN ASHKAR2011-02-17

Plan Statistics for DBR ENGINEERING CONSULTANTS, INC. 401(K) PLAN

401k plan membership statisitcs for DBR ENGINEERING CONSULTANTS, INC. 401(K) PLAN

Measure Date Value
2022: DBR ENGINEERING CONSULTANTS, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01165
Total number of active participants reported on line 7a of the Form 55002022-01-01129
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0140
Total of all active and inactive participants2022-01-01169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01169
Number of participants with account balances2022-01-01160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-012
2021: DBR ENGINEERING CONSULTANTS, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01187
Total number of active participants reported on line 7a of the Form 55002021-01-01115
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0145
Total of all active and inactive participants2021-01-01160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01160
Number of participants with account balances2021-01-01150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0114
2020: DBR ENGINEERING CONSULTANTS, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01192
Total number of active participants reported on line 7a of the Form 55002020-01-01128
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0148
Total of all active and inactive participants2020-01-01176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01176
Number of participants with account balances2020-01-01161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0113
2019: DBR ENGINEERING CONSULTANTS, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01154
Total number of active participants reported on line 7a of the Form 55002019-01-01114
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0157
Total of all active and inactive participants2019-01-01171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01171
Number of participants with account balances2019-01-01156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0113
2018: DBR ENGINEERING CONSULTANTS, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01156
Total number of active participants reported on line 7a of the Form 55002018-01-01111
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0139
Total of all active and inactive participants2018-01-01150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01150
Number of participants with account balances2018-01-01140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0113
2017: DBR ENGINEERING CONSULTANTS, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01164
Total number of active participants reported on line 7a of the Form 55002017-01-01112
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0143
Total of all active and inactive participants2017-01-01155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01155
Number of participants with account balances2017-01-01142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0110
2016: DBR ENGINEERING CONSULTANTS, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01132
Total number of active participants reported on line 7a of the Form 55002016-01-0199
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0129
Total of all active and inactive participants2016-01-01129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01129
Number of participants with account balances2016-01-01121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0121

Financial Data on DBR ENGINEERING CONSULTANTS, INC. 401(K) PLAN

Measure Date Value
2022 : DBR ENGINEERING CONSULTANTS, INC. 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$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$0
Total income from all sources (including contributions)2022-12-31$-732,054
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$601,309
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$555,788
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,091,300
Value of total assets at end of year2022-12-31$14,183,602
Value of total assets at beginning of year2022-12-31$15,516,965
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$45,521
Total interest from all sources2022-12-31$57,446
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$350,978
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$350,978
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$829,235
Participant contributions at end of year2022-12-31$94,481
Participant contributions at beginning of year2022-12-31$97,486
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$22,931
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$24,744
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,333,363
Value of net assets at end of year (total assets less liabilities)2022-12-31$14,183,602
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$15,516,965
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
Investment advisory and management fees2022-12-31$37,222
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$10,793,707
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$12,727,165
Interest on participant loans2022-12-31$4,171
Interest earned on other investments2022-12-31$43,884
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$9,391
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$3,295,414
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$2,659,462
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,231,778
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$237,321
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$9,921
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$555,788
Contract administrator fees2022-12-31$8,299
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 name2022-12-31CALVIN MARTIN & COMPANY, P.L.L.C.
Accountancy firm EIN2022-12-31760591623
2021 : DBR ENGINEERING CONSULTANTS, INC. 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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$2,901,064
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,518,445
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,473,816
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,032,285
Value of total assets at end of year2021-12-31$15,516,965
Value of total assets at beginning of year2021-12-31$16,134,346
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$44,629
Total interest from all sources2021-12-31$73,419
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$710,547
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$710,547
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$799,687
Participant contributions at end of year2021-12-31$97,486
Participant contributions at beginning of year2021-12-31$116,793
Participant contributions at end of year2021-12-31$22,931
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-617,381
Value of net assets at end of year (total assets less liabilities)2021-12-31$15,516,965
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$16,134,346
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
Investment advisory and management fees2021-12-31$40,703
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$12,727,165
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$12,586,394
Interest on participant loans2021-12-31$5,425
Interest earned on other investments2021-12-31$49,561
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$18,433
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$2,659,462
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$3,431,159
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,084,813
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$232,598
Employer contributions (assets) at end of year2021-12-31$9,921
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,473,816
Contract administrator fees2021-12-31$3,926
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 name2021-12-31CALVIN MARTIN & COMPANY, P.L.L.C.
Accountancy firm EIN2021-12-31760591623
2020 : DBR ENGINEERING CONSULTANTS, INC. 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$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$3,375,392
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$354,233
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$319,601
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,273,459
Value of total assets at end of year2020-12-31$16,134,346
Value of total assets at beginning of year2020-12-31$13,113,187
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$34,632
Total interest from all sources2020-12-31$96,677
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$431,709
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$431,709
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 period2020-12-31No
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$802,658
Participant contributions at end of year2020-12-31$116,793
Participant contributions at beginning of year2020-12-31$94,749
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$224,568
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$3,021,159
Value of net assets at end of year (total assets less liabilities)2020-12-31$16,134,346
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$13,113,187
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
Investment advisory and management fees2020-12-31$32,857
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$12,586,394
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$9,752,798
Interest on participant loans2020-12-31$4,743
Interest earned on other investments2020-12-31$68,869
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$23,065
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$3,431,159
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$3,265,640
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,573,547
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$246,233
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$319,601
Contract administrator fees2020-12-31$1,775
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 name2020-12-31CALVIN MARTIN & COMPANY, P.L.L.C.
Accountancy firm EIN2020-12-31760591623
2019 : DBR ENGINEERING CONSULTANTS, INC. 401(K) 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$3,152,955
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,205,034
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,164,065
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,051,053
Value of total assets at end of year2019-12-31$13,113,187
Value of total assets at beginning of year2019-12-31$11,165,266
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$40,969
Total interest from all sources2019-12-31$98,349
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$484,637
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$484,637
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
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$740,919
Participant contributions at end of year2019-12-31$94,749
Participant contributions at beginning of year2019-12-31$83,942
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$122,804
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$1,947,921
Value of net assets at end of year (total assets less liabilities)2019-12-31$13,113,187
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$11,165,266
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
Investment advisory and management fees2019-12-31$36,249
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$9,752,798
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$8,260,197
Interest on participant loans2019-12-31$5,120
Interest earned on other investments2019-12-31$72,055
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$21,174
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$3,265,640
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,821,127
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,518,916
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$187,330
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,164,065
Contract administrator fees2019-12-31$4,720
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 name2019-12-31CALVIN MARTIN & COMPANY, P.L.L.C.
Accountancy firm EIN2019-12-31760591623
2018 : DBR ENGINEERING CONSULTANTS, INC. 401(K) 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$622,313
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$271,877
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$233,364
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,098,279
Value of total assets at end of year2018-12-31$11,165,266
Value of total assets at beginning of year2018-12-31$10,814,830
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$38,513
Total interest from all sources2018-12-31$79,122
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$559,924
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$559,924
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
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$786,118
Participant contributions at end of year2018-12-31$83,942
Participant contributions at beginning of year2018-12-31$33,650
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$67,206
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$350,436
Value of net assets at end of year (total assets less liabilities)2018-12-31$11,165,266
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$10,814,830
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
Investment advisory and management fees2018-12-31$31,483
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$8,260,197
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$9,306,600
Interest on participant loans2018-12-31$2,970
Interest earned on other investments2018-12-31$51,881
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$24,271
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$2,821,127
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,474,580
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,115,012
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$244,955
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$233,364
Contract administrator fees2018-12-31$7,030
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 name2018-12-31CALVIN MARTIN & COMPANY, P.L.L.C.
Accountancy firm EIN2018-12-31760591623
2017 : DBR ENGINEERING CONSULTANTS, INC. 401(K) 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$2,534,628
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$273,506
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$235,284
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$893,008
Value of total assets at end of year2017-12-31$10,814,830
Value of total assets at beginning of year2017-12-31$8,553,708
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$38,222
Total interest from all sources2017-12-31$38,726
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$443,863
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$443,863
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
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$686,980
Participant contributions at end of year2017-12-31$33,650
Participant contributions at beginning of year2017-12-31$28,930
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$10,672
Administrative expenses (other) incurred2017-12-31$8,091
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$2,261,122
Value of net assets at end of year (total assets less liabilities)2017-12-31$10,814,830
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$8,553,708
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
Investment advisory and management fees2017-12-31$27,942
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$9,306,600
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$7,099,886
Interest on participant loans2017-12-31$1,702
Interest earned on other investments2017-12-31$30,380
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$6,644
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,474,580
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,424,892
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,159,031
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$195,356
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$235,284
Contract administrator fees2017-12-31$2,189
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 name2017-12-31CALVIN MARTIN & COMPANY, P.L.L.C.
Accountancy firm EIN2017-12-31760591623
2016 : DBR ENGINEERING CONSULTANTS, INC. 401(K) PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$24,527
Total unrealized appreciation/depreciation of assets2016-12-31$24,527
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$1,177,195
Total loss/gain on sale of assets2016-12-31$72,267
Total of all expenses incurred2016-12-31$673,503
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$646,561
Value of total corrective distributions2016-12-31$13,243
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$818,690
Value of total assets at end of year2016-12-31$8,553,708
Value of total assets at beginning of year2016-12-31$8,050,016
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$13,699
Total interest from all sources2016-12-31$1,288
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$239,660
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$239,660
Assets. Real estate other than employer real property at end of year2016-12-31$0
Assets. Real estate other than employer real property at beginning of year2016-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2016-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$608,910
Participant contributions at end of year2016-12-31$28,930
Participant contributions at beginning of year2016-12-31$22,812
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Assets. Other investments not covered elsewhere at end of year2016-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$11,957
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Assets. Loans (other than to participants) at end of year2016-12-31$0
Assets. Loans (other than to participants) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Liabilities. Value of operating payables at end of year2016-12-31$0
Liabilities. Value of operating payables at beginning of year2016-12-31$0
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$503,692
Value of net assets at end of year (total assets less liabilities)2016-12-31$8,553,708
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$8,050,016
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
Assets. partnership/joint venture interests at end of year2016-12-31$0
Assets. partnership/joint venture interests at beginning of year2016-12-31$0
Investment advisory and management fees2016-12-31$11,157
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$7,099,886
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$7,163,751
Value of interest in pooled separate accounts at end of year2016-12-31$0
Value of interest in pooled separate accounts at beginning of year2016-12-31$0
Interest on participant loans2016-12-31$1,266
Interest earned on other investments2016-12-31$22
Value of interest in master investment trust accounts at end of year2016-12-31$0
Value of interest in master investment trust accounts at beginning of year2016-12-31$0
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of interest in common/collective trusts at beginning of year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2016-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,424,892
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$863,453
Asset value of US Government securities at end of year2016-12-31$0
Asset value of US Government securities at beginning of year2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$20,763
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
Assets. Invements in employer securities at end of year2016-12-31$0
Assets. Invements in employer securities at beginning of year2016-12-31$0
Assets. Value of employer real property at end of year2016-12-31$0
Assets. Value of employer real property at beginning of year2016-12-31$0
Contributions received in cash from employer2016-12-31$197,823
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$646,561
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$0
Contract administrator fees2016-12-31$2,542
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$0
Liabilities. Value of benefit claims payable at end of year2016-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$0
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
Aggregate proceeds on sale of assets2016-12-31$10,712,641
Aggregate carrying amount (costs) on sale of assets2016-12-31$10,640,374
Liabilities. Value of acquisition indebtedness at end of year2016-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$0
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 name2016-12-31CALVIN MARTIN & COMPANY, P.L.L.C.
Accountancy firm EIN2016-12-31760591623

Form 5500 Responses for DBR ENGINEERING CONSULTANTS, INC. 401(K) PLAN

2022: DBR ENGINEERING CONSULTANTS, INC. 401(K) 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 – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: DBR ENGINEERING CONSULTANTS, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
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 – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: DBR ENGINEERING CONSULTANTS, INC. 401(K) 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: DBR ENGINEERING CONSULTANTS, INC. 401(K) 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: DBR ENGINEERING CONSULTANTS, INC. 401(K) 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: DBR ENGINEERING CONSULTANTS, INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
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: DBR ENGINEERING CONSULTANTS, INC. 401(K) 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

Insurance Providers Used on plan

CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number042-0819-6
Policy instance 1
Insurance contract or identification number042-0819-6
Number of Individuals Covered169
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number042-0819-6
Policy instance 1
Insurance contract or identification number042-0819-6
Number of Individuals Covered160
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number042-0819-6
Policy instance 1
Insurance contract or identification number042-0819-6
Number of Individuals Covered176
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number042-0819-6
Policy instance 1
Insurance contract or identification number042-0819-6
Number of Individuals Covered171
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number042-0819-6
Policy instance 1
Insurance contract or identification number042-0819-6
Number of Individuals Covered150
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number042-0819-6
Policy instance 1
Insurance contract or identification number042-0819-6
Number of Individuals Covered155
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1