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PALMER LOGISTICS 401(K) PLAN 401k Plan overview

Plan NamePALMER LOGISTICS 401(K) PLAN
Plan identification number 001

PALMER LOGISTICS 401(K) PLAN Benefits

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

401k Sponsoring company profile

PALMER DISTRIBUTION SERVICES, INC has sponsored the creation of one or more 401k plans.

Company Name:PALMER DISTRIBUTION SERVICES, INC
Employer identification number (EIN):760255408
NAIC Classification:518210
NAIC Description:Data Processing, Hosting, and Related Services

Additional information about PALMER DISTRIBUTION SERVICES, INC

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2007-06-28
Company Identification Number: 0800837110
Legal Registered Office Address: 13001 BAY AREA BLVD

PASADENA
United States of America (USA)
77507

More information about PALMER DISTRIBUTION SERVICES, INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PALMER LOGISTICS 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
0012017-01-01MICHELE RIVERA
0012016-01-01MICHELE RIVERA
0012015-01-01BRETT MEARS
0012014-01-01MICHELE
0012013-01-01BRETT MEARS
0012012-01-01BRETT MEARS BRETT MEARS2013-10-15
0012011-01-01BRETT MEARS
0012010-01-01BRETT MEARS
0012009-01-01BRETT M MEARS

Plan Statistics for PALMER LOGISTICS 401(K) PLAN

401k plan membership statisitcs for PALMER LOGISTICS 401(K) PLAN

Measure Date Value
2022: PALMER LOGISTICS 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01330
Total number of active participants reported on line 7a of the Form 55002022-01-01304
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0170
Total of all active and inactive participants2022-01-01374
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01374
Number of participants with account balances2022-01-01201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0117
2021: PALMER LOGISTICS 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01293
Total number of active participants reported on line 7a of the Form 55002021-01-01248
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0164
Total of all active and inactive participants2021-01-01312
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01312
Number of participants with account balances2021-01-01175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0121
2020: PALMER LOGISTICS 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01275
Total number of active participants reported on line 7a of the Form 55002020-01-01242
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0146
Total of all active and inactive participants2020-01-01288
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01288
Number of participants with account balances2020-01-01159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0110
2019: PALMER LOGISTICS 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01254
Total number of active participants reported on line 7a of the Form 55002019-01-01220
Number of retired or separated participants receiving benefits2019-01-013
Number of other retired or separated participants entitled to future benefits2019-01-0141
Total of all active and inactive participants2019-01-01264
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01264
Number of participants with account balances2019-01-01147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-016
2018: PALMER LOGISTICS 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01248
Total number of active participants reported on line 7a of the Form 55002018-01-01208
Number of retired or separated participants receiving benefits2018-01-013
Number of other retired or separated participants entitled to future benefits2018-01-0134
Total of all active and inactive participants2018-01-01245
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01246
Number of participants with account balances2018-01-01121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-019
2017: PALMER LOGISTICS 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01248
Total number of active participants reported on line 7a of the Form 55002017-01-01202
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-0134
Total of all active and inactive participants2017-01-01238
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01238
Number of participants with account balances2017-01-01112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-015
2016: PALMER LOGISTICS 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01221
Total number of active participants reported on line 7a of the Form 55002016-01-01196
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0135
Total of all active and inactive participants2016-01-01231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01231
Number of participants with account balances2016-01-01111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-012
2015: PALMER LOGISTICS 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01211
Total number of active participants reported on line 7a of the Form 55002015-01-01185
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0131
Total of all active and inactive participants2015-01-01216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01216
Number of participants with account balances2015-01-01103
2014: PALMER LOGISTICS 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01193
Total number of active participants reported on line 7a of the Form 55002014-01-01181
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0127
Total of all active and inactive participants2014-01-01208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01208
Number of participants with account balances2014-01-0196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-014
2013: PALMER LOGISTICS 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01173
Total number of active participants reported on line 7a of the Form 55002013-01-01161
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0127
Total of all active and inactive participants2013-01-01188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01188
Number of participants with account balances2013-01-0189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-014
2012: PALMER LOGISTICS 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01164
Total number of active participants reported on line 7a of the Form 55002012-01-01146
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0123
Total of all active and inactive participants2012-01-01169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01169
Number of participants with account balances2012-01-0178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-014
2011: PALMER LOGISTICS 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01145
Total number of active participants reported on line 7a of the Form 55002011-01-01134
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0122
Total of all active and inactive participants2011-01-01156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01156
Number of participants with account balances2011-01-0176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2010: PALMER LOGISTICS 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01125
Total number of active participants reported on line 7a of the Form 55002010-01-01114
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0126
Total of all active and inactive participants2010-01-01140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01140
Number of participants with account balances2010-01-0175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-012
2009: PALMER LOGISTICS 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01131
Total number of active participants reported on line 7a of the Form 55002009-01-01106
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0119
Total of all active and inactive participants2009-01-01125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01125
Number of participants with account balances2009-01-0174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-015

Financial Data on PALMER LOGISTICS 401(K) PLAN

Measure Date Value
2022 : PALMER LOGISTICS 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$0
Total income from all sources (including contributions)2022-12-31$-189,177
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$597,399
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$529,023
Value of total corrective distributions2022-12-31$27,133
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$622,314
Value of total assets at end of year2022-12-31$4,425,302
Value of total assets at beginning of year2022-12-31$5,211,878
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$41,243
Total interest from all sources2022-12-31$13,388
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$86,336
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$86,336
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$485,000
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$428,596
Participant contributions at end of year2022-12-31$256,175
Participant contributions at beginning of year2022-12-31$311,894
Participant contributions at beginning of year2022-12-31$6,934
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$15,348
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-786,576
Value of net assets at end of year (total assets less liabilities)2022-12-31$4,425,302
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$5,211,878
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$15,303
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$3,993,633
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$4,824,888
Interest on participant loans2022-12-31$10,893
Income. Interest from loans (other than to participants)2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$175,494
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$65,344
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$65,344
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$2,495
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-911,215
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$178,370
Employer contributions (assets) at beginning of year2022-12-31$2,818
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$529,023
Contract administrator fees2022-12-31$25,940
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 name2022-12-31ABIP, P.C.
Accountancy firm EIN2022-12-31760689865
2021 : PALMER LOGISTICS 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$1,114,845
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$317,802
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$251,271
Value of total corrective distributions2021-12-31$33,285
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$551,216
Value of total assets at end of year2021-12-31$5,211,878
Value of total assets at beginning of year2021-12-31$4,414,835
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$33,246
Total interest from all sources2021-12-31$14,229
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$76,859
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$76,859
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$485,000
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$387,363
Participant contributions at end of year2021-12-31$311,894
Participant contributions at beginning of year2021-12-31$330,737
Participant contributions at end of year2021-12-31$6,934
Participant contributions at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$797,043
Value of net assets at end of year (total assets less liabilities)2021-12-31$5,211,878
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$4,414,835
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$12,457
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$4,824,888
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$3,985,907
Interest on participant loans2021-12-31$14,220
Income. Interest from loans (other than to participants)2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$65,344
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$98,191
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$98,191
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$9
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$472,541
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$163,853
Employer contributions (assets) at end of year2021-12-31$2,818
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$251,271
Contract administrator fees2021-12-31$20,789
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 name2021-12-31ABIP, P.C.
Accountancy firm EIN2021-12-31760689865
2020 : PALMER LOGISTICS 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$1,102,608
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$345,293
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$326,545
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$490,995
Value of total assets at end of year2020-12-31$4,414,835
Value of total assets at beginning of year2020-12-31$3,657,520
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$18,748
Total interest from all sources2020-12-31$19,443
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$59,868
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$59,868
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$350,000
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$347,830
Participant contributions at end of year2020-12-31$330,737
Participant contributions at beginning of year2020-12-31$200,695
Other income not declared elsewhere2020-12-31$471
Administrative expenses (other) incurred2020-12-31$18,748
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$757,315
Value of net assets at end of year (total assets less liabilities)2020-12-31$4,414,835
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$3,657,520
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$3,985,907
Value of interest in pooled separate accounts at end of year2020-12-31$0
Value of interest in pooled separate accounts at beginning of year2020-12-31$2,675,044
Interest on participant loans2020-12-31$13,639
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$5,804
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$98,191
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$781,781
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$463,548
Net investment gain/loss from pooled separate accounts2020-12-31$68,283
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$143,165
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$326,545
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 name2020-12-31ABIP, P.C.
Accountancy firm EIN2020-12-31760689865
2019 : PALMER LOGISTICS 401(K) PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$965,028
Total of all expenses incurred2019-12-31$156,731
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$125,063
Value of total corrective distributions2019-12-31$9,405
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$444,971
Value of total assets at end of year2019-12-31$3,657,520
Value of total assets at beginning of year2019-12-31$2,849,223
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$22,263
Total interest from all sources2019-12-31$23,843
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$350,000
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$311,632
Participant contributions at end of year2019-12-31$200,695
Participant contributions at beginning of year2019-12-31$178,279
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$222
Administrative expenses (other) incurred2019-12-31$22,263
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$808,297
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,657,520
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,849,223
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$2,675,044
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,944,041
Interest on participant loans2019-12-31$9,628
Interest earned on other investments2019-12-31$14,215
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$781,781
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$726,681
Net investment gain/loss from pooled separate accounts2019-12-31$496,214
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$133,339
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$125,063
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
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 name2019-12-31ABIP, P.C.
Accountancy firm EIN2019-12-31760689865
2018 : PALMER LOGISTICS 401(K) PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$250,568
Total of all expenses incurred2018-12-31$299,364
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$275,843
Value of total corrective distributions2018-12-31$876
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$360,601
Value of total assets at end of year2018-12-31$2,849,223
Value of total assets at beginning of year2018-12-31$2,898,019
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$22,645
Total interest from all sources2018-12-31$17,775
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$1,000,000
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$265,588
Participant contributions at end of year2018-12-31$178,279
Participant contributions at beginning of year2018-12-31$138,615
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$222
Administrative expenses (other) incurred2018-12-31$22,645
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-48,796
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,849,223
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,898,019
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$1,944,041
Value of interest in pooled separate accounts at beginning of year2018-12-31$1,838,607
Interest on participant loans2018-12-31$7,400
Interest earned on other investments2018-12-31$10,375
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$726,681
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$920,797
Net investment gain/loss from pooled separate accounts2018-12-31$-127,808
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 contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$95,013
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$275,843
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
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 name2018-12-31CHRISTMANN AND CO
Accountancy firm EIN2018-12-31760066545
2017 : PALMER LOGISTICS 401(K) PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$598,058
Total of all expenses incurred2017-12-31$556,446
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$536,151
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$345,806
Value of total assets at end of year2017-12-31$2,898,019
Value of total assets at beginning of year2017-12-31$2,856,407
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$20,295
Total interest from all sources2017-12-31$16,038
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
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$230,606
Participant contributions at end of year2017-12-31$138,615
Participant contributions at beginning of year2017-12-31$145,239
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$14,497
Administrative expenses (other) incurred2017-12-31$20,295
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$41,612
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,898,019
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,856,407
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$1,838,607
Value of interest in pooled separate accounts at beginning of year2017-12-31$1,573,026
Interest on participant loans2017-12-31$5,425
Interest earned on other investments2017-12-31$10,613
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$920,797
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,138,142
Net investment gain/loss from pooled separate accounts2017-12-31$236,214
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$100,703
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$536,151
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
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 name2017-12-31CHRISTMANN AND CO
Accountancy firm EIN2017-12-31760066545
2016 : PALMER LOGISTICS 401(K) PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$474,137
Total of all expenses incurred2016-12-31$133,394
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$112,912
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$363,230
Value of total assets at end of year2016-12-31$2,856,407
Value of total assets at beginning of year2016-12-31$2,515,664
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$20,482
Total interest from all sources2016-12-31$5,692
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$1,000,000
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$258,664
Participant contributions at end of year2016-12-31$145,239
Participant contributions at beginning of year2016-12-31$165,539
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$6,597
Other income not declared elsewhere2016-12-31$11,442
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$340,743
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,856,407
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,515,664
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$1,573,026
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,590,198
Interest on participant loans2016-12-31$5,692
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,138,142
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$759,927
Net investment gain/loss from pooled separate accounts2016-12-31$93,773
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$97,969
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$112,912
Contract administrator fees2016-12-31$20,482
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 name2016-12-31CHRISTMANN AND CO
Accountancy firm EIN2016-12-31760066545
2015 : PALMER LOGISTICS 401(K) PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$309,460
Total of all expenses incurred2015-12-31$353,672
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$334,590
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$325,848
Value of total assets at end of year2015-12-31$2,515,664
Value of total assets at beginning of year2015-12-31$2,559,876
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$19,082
Total interest from all sources2015-12-31$5,871
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$1,000,000
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$235,569
Participant contributions at end of year2015-12-31$165,539
Participant contributions at beginning of year2015-12-31$159,045
Other income not declared elsewhere2015-12-31$10,143
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-44,212
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,515,664
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,559,876
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$1,590,198
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,616,071
Interest on participant loans2015-12-31$5,871
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$759,927
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$784,760
Net investment gain/loss from pooled separate accounts2015-12-31$-32,402
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$90,279
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$334,590
Contract administrator fees2015-12-31$19,082
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 name2015-12-31CHRISTMANN AND CO
Accountancy firm EIN2015-12-31760066545
2014 : PALMER LOGISTICS 401(K) PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$539,328
Total of all expenses incurred2014-12-31$285,751
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$268,226
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$440,784
Value of total assets at end of year2014-12-31$2,559,876
Value of total assets at beginning of year2014-12-31$2,306,299
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$17,525
Total interest from all sources2014-12-31$6,946
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$1,000,000
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$202,823
Participant contributions at end of year2014-12-31$159,045
Participant contributions at beginning of year2014-12-31$177,084
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$154,124
Other income not declared elsewhere2014-12-31$10,700
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$253,577
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,559,876
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,306,299
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$1,616,071
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,193,597
Interest on participant loans2014-12-31$6,946
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$784,760
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$935,618
Net investment gain/loss from pooled separate accounts2014-12-31$80,898
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$83,837
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$268,226
Contract administrator fees2014-12-31$17,525
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)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31CHRISTMANN AND CO
Accountancy firm EIN2014-12-31760066545
2013 : PALMER LOGISTICS 401(K) PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$452,680
Total of all expenses incurred2013-12-31$169,036
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$151,881
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$199,315
Value of total assets at end of year2013-12-31$2,306,299
Value of total assets at beginning of year2013-12-31$2,022,655
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$17,155
Total interest from all sources2013-12-31$5,794
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$1,000,000
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$155,201
Participant contributions at end of year2013-12-31$177,084
Participant contributions at beginning of year2013-12-31$136,911
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$11,955
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$283,644
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,306,299
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,022,655
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$1,193,597
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,119,806
Interest on participant loans2013-12-31$5,794
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$935,618
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$765,938
Net investment gain/loss from pooled separate accounts2013-12-31$235,616
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$44,114
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$151,881
Contract administrator fees2013-12-31$17,155
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)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31CHRISTMANN AND CO
Accountancy firm EIN2013-12-31760066545
2012 : PALMER LOGISTICS 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$377,585
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$39,693
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$21,067
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$253,467
Value of total assets at end of year2012-12-31$2,022,655
Value of total assets at beginning of year2012-12-31$1,684,763
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$18,626
Total interest from all sources2012-12-31$5,877
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 bond2012-12-31No
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$143,393
Participant contributions at end of year2012-12-31$136,911
Participant contributions at beginning of year2012-12-31$128,355
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$2,361
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$50,018
Other income not declared elsewhere2012-12-31$12,085
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$337,892
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,022,655
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,684,763
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$1,119,806
Value of interest in pooled separate accounts at beginning of year2012-12-31$929,433
Interest on participant loans2012-12-31$5,877
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$765,938
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$623,638
Net investment gain/loss from pooled separate accounts2012-12-31$106,156
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$60,056
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$976
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$21,067
Contract administrator fees2012-12-31$18,626
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 name2012-12-31CHRISTMANN AND COMPANY
Accountancy firm EIN2012-12-31760066545
2011 : PALMER LOGISTICS 401(K) 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$173,889
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$52,957
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$35,339
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$182,217
Value of total assets at end of year2011-12-31$1,684,763
Value of total assets at beginning of year2011-12-31$1,563,831
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$17,618
Total interest from all sources2011-12-31$6,125
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 bond2011-12-31No
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$128,235
Participant contributions at end of year2011-12-31$128,355
Participant contributions at beginning of year2011-12-31$151,614
Participant contributions at end of year2011-12-31$2,361
Participant contributions at beginning of year2011-12-31$2,579
Other income not declared elsewhere2011-12-31$13,820
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$120,932
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,684,763
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,563,831
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$929,433
Value of interest in pooled separate accounts at beginning of year2011-12-31$886,028
Interest on participant loans2011-12-31$6,125
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$623,638
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$522,611
Net investment gain/loss from pooled separate accounts2011-12-31$-28,273
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$53,982
Employer contributions (assets) at end of year2011-12-31$976
Employer contributions (assets) at beginning of year2011-12-31$999
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$35,339
Contract administrator fees2011-12-31$17,618
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 name2011-12-31CHRISTMANN AND CO.
Accountancy firm EIN2011-12-31760066545
2010 : PALMER LOGISTICS 401(K) 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$321,982
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$123,578
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$108,253
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$180,584
Value of total assets at end of year2010-12-31$1,563,831
Value of total assets at beginning of year2010-12-31$1,365,427
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$15,325
Total interest from all sources2010-12-31$6,551
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 bond2010-12-31No
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$128,817
Participant contributions at end of year2010-12-31$151,614
Participant contributions at beginning of year2010-12-31$120,607
Participant contributions at end of year2010-12-31$2,579
Other income not declared elsewhere2010-12-31$13,129
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$198,404
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,563,831
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,365,427
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$886,028
Value of interest in pooled separate accounts at beginning of year2010-12-31$799,900
Interest on participant loans2010-12-31$6,551
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$522,611
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$444,920
Net investment gain/loss from pooled separate accounts2010-12-31$121,718
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$51,767
Employer contributions (assets) at end of year2010-12-31$999
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$108,253
Contract administrator fees2010-12-31$15,325
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 name2010-12-31CHRISTMANN & CO
Accountancy firm EIN2010-12-31760066545
2009 : PALMER LOGISTICS 401(K) 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 PALMER LOGISTICS 401(K) PLAN

2022: PALMER LOGISTICS 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 – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PALMER LOGISTICS 401(K) 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: PALMER LOGISTICS 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: PALMER LOGISTICS 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PALMER LOGISTICS 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PALMER LOGISTICS 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PALMER LOGISTICS 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PALMER LOGISTICS 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
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: PALMER LOGISTICS 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
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: PALMER LOGISTICS 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
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: PALMER LOGISTICS 401(K) 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: PALMER LOGISTICS 401(K) 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
2010: PALMER LOGISTICS 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: PALMER LOGISTICS 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number995323
Policy instance 1
Insurance contract or identification number995323
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-06-25
Total amount of commissions paid to insurance brokerUSD $6,844
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
Commission paid to Insurance BrokerUSD $6,844
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number995323
Policy instance 1
Insurance contract or identification number995323
Number of Individuals Covered147
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $12,245
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,432
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number995323
Policy instance 1
Insurance contract or identification number995323
Number of Individuals Covered121
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $11,557
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,557
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number995323
Policy instance 1
Insurance contract or identification number995323
Number of Individuals Covered112
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $10,420
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,420
Insurance broker organization code?3
Insurance broker nameMORGAN STANLEY INSURANCE SERVICE
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number995323
Policy instance 1
Insurance contract or identification number995323
Number of Individuals Covered103
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $9,586
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,586
Insurance broker organization code?3
Insurance broker nameJOHN LAROCCA
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number995323
Policy instance 1
Insurance contract or identification number995323
Number of Individuals Covered96
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $8,591
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,591
Insurance broker organization code?3
Insurance broker nameJOHN LAROCCA
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number995323
Policy instance 1
Insurance contract or identification number995323
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $8,059
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $5,323
Insurance broker organization code?3
Insurance broker nameJOHN LAROCCA
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number995323
Policy instance 1
Insurance contract or identification number995323
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $6,935
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 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?Yes
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
Commission paid to Insurance BrokerUSD $6,935
Insurance broker organization code?3
Insurance broker nameSHAWN GOHEEN
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number995323
Policy instance 1
Insurance contract or identification number995323
Number of Individuals Covered156
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $5,981
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 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?Yes
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
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number995323
Policy instance 1
Insurance contract or identification number995323
Number of Individuals Covered140
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $5,217
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 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?Yes
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

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