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BRUNS BELMONT CONSTRUCTION, INC. 401(K) PLAN 401k Plan overview

Plan NameBRUNS BELMONT CONSTRUCTION, INC. 401(K) PLAN
Plan identification number 010

BRUNS BELMONT CONSTRUCTION, INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).
  • Life insurance

401k Sponsoring company profile

BRUNS BELMONT CONSTRUCTION, INC. has sponsored the creation of one or more 401k plans.

Company Name:BRUNS BELMONT CONSTRUCTION, INC.
Employer identification number (EIN):770115194
NAIC Classification:332900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BRUNS BELMONT CONSTRUCTION, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0102020-01-01LORI RODRIQUEZ2022-06-19 LORI RODRIQUEZ2022-06-19
0102019-01-01LORI RODRIQUEZ2020-08-26 LORI RODRIQUEZ2020-08-26
0102018-01-01LORI RODRIQUEZ2019-07-23 LORI RODRIQUEZ2019-07-23
0102017-01-01LORI RODRIQUEZ2018-07-16 LORI RODRIQUEZ2018-07-16
0102016-01-01LORI RODRIQUEZ2017-10-24 LORI RODRIQUEZ2017-10-16
0102015-01-01LORI RODRIQUEZ2016-07-28
0102014-01-01LORI RODRIQUEZ2015-07-01
0102013-01-01JIMENEZ ROBERT
0102012-01-01MARK COLLISHAW
0102011-01-01MARK COLLISHAW
0102010-01-01MARK COLLISHAW
0102009-01-01MARK COLLISHAW

Plan Statistics for BRUNS BELMONT CONSTRUCTION, INC. 401(K) PLAN

401k plan membership statisitcs for BRUNS BELMONT CONSTRUCTION, INC. 401(K) PLAN

Measure Date Value
2013: BRUNS BELMONT CONSTRUCTION, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01157
Total number of active participants reported on line 7a of the Form 55002013-01-0153
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0144
Total of all active and inactive participants2013-01-0197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0197
Number of participants with account balances2013-01-0197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: BRUNS BELMONT CONSTRUCTION, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01151
Total number of active participants reported on line 7a of the Form 55002012-01-0192
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0155
Total of all active and inactive participants2012-01-01147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01147
Number of participants with account balances2012-01-01121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: BRUNS BELMONT CONSTRUCTION, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01138
Total number of active participants reported on line 7a of the Form 55002011-01-01101
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0150
Total of all active and inactive participants2011-01-01151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01151
Number of participants with account balances2011-01-01117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: BRUNS BELMONT CONSTRUCTION, INC. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01170
Total number of active participants reported on line 7a of the Form 55002010-01-0190
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0148
Total of all active and inactive participants2010-01-01138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01138
Number of participants with account balances2010-01-01110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: BRUNS BELMONT CONSTRUCTION, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01149
Total number of active participants reported on line 7a of the Form 55002009-01-01118
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0152
Total of all active and inactive participants2009-01-01170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01170
Number of participants with account balances2009-01-01115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on BRUNS BELMONT CONSTRUCTION, INC. 401(K) PLAN

Measure Date Value
2013 : BRUNS BELMONT CONSTRUCTION, INC. 401(K) PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$442,724
Total of all expenses incurred2013-12-31$404,122
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$395,194
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$300,216
Value of total assets at end of year2013-12-31$3,931,309
Value of total assets at beginning of year2013-12-31$3,892,707
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$8,928
Total interest from all sources2013-12-31$18,907
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
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$300,216
Amount contributed by the employer to the plan for this plan year2013-12-31$300,216
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Participant contributions at end of year2013-12-31$442,025
Participant contributions at beginning of year2013-12-31$491,803
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$38,602
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,931,309
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,892,707
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$8,928
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$69,864
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$75,140
Interest on participant loans2013-12-31$18,907
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$3,400,411
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$3,289,219
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$123,601
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$300,216
Employer contributions (assets) at end of year2013-12-31$19,009
Employer contributions (assets) at beginning of year2013-12-31$36,545
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$395,194
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31TCA PARTNERS, LLP
Accountancy firm EIN2013-12-31202707086
2012 : BRUNS BELMONT CONSTRUCTION, INC. 401(K) PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$483,787
Total of all expenses incurred2012-12-31$152,047
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$143,783
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$371,276
Value of total assets at end of year2012-12-31$3,892,707
Value of total assets at beginning of year2012-12-31$3,560,967
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$8,264
Total interest from all sources2012-12-31$21,981
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$371,276
Amount contributed by the employer to the plan for this plan year2012-12-31$371,276
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Participant contributions at end of year2012-12-31$491,803
Participant contributions at beginning of year2012-12-31$539,949
Other income not declared elsewhere2012-12-31$-12,098
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$331,740
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,892,707
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,560,967
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$8,264
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$75,140
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$60,208
Interest on participant loans2012-12-31$21,981
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$3,289,219
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$2,960,810
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$102,628
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$371,276
Employer contributions (assets) at end of year2012-12-31$36,545
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$143,783
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 name2012-12-31TCA PARTNERS, LLP
Accountancy firm EIN2012-12-31202707086
2011 : BRUNS BELMONT CONSTRUCTION, INC. 401(K) PLAN 2011 401k financial data
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$462,133
Total of all expenses incurred2011-12-31$235,348
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$227,912
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$353,103
Value of total assets at end of year2011-12-31$3,560,967
Value of total assets at beginning of year2011-12-31$3,334,182
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$7,436
Total interest from all sources2011-12-31$29,940
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$353,103
Amount contributed by the employer to the plan for this plan year2011-12-31$353,103
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Participant contributions at end of year2011-12-31$539,949
Participant contributions at beginning of year2011-12-31$594,098
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$226,785
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,560,967
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,334,182
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$7,436
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$60,208
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$54,739
Interest on participant loans2011-12-31$29,940
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$2,960,810
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$2,631,558
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$79,090
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$353,103
Employer contributions (assets) at beginning of year2011-12-31$53,787
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$227,912
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 name2011-12-31AUDIT AND TAX SOLUTIONS CPAS, INC.
Accountancy firm EIN2011-12-31943211753
2010 : BRUNS BELMONT CONSTRUCTION, INC. 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$425,657
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$398,942
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$390,988
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$314,353
Value of total assets at end of year2010-12-31$3,334,182
Value of total assets at beginning of year2010-12-31$3,307,467
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$7,954
Total interest from all sources2010-12-31$28,987
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$314,353
Amount contributed by the employer to the plan for this plan year2010-12-31$314,353
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Participant contributions at end of year2010-12-31$594,098
Participant contributions at beginning of year2010-12-31$646,801
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$26,715
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,334,182
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,307,467
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$7,954
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$54,739
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$113,294
Interest on participant loans2010-12-31$28,987
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$2,631,558
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$2,531,385
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$82,317
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$314,353
Employer contributions (assets) at end of year2010-12-31$53,787
Employer contributions (assets) at beginning of year2010-12-31$15,987
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$390,988
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 name2010-12-31AUDIT AND TAX SOLUTIONS CPAS, INC.
Accountancy firm EIN2010-12-31943211753
2009 : BRUNS BELMONT CONSTRUCTION, INC. 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
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$228,813
Amount contributed by the employer to the plan for this plan year2009-12-31$228,813

Form 5500 Responses for BRUNS BELMONT CONSTRUCTION, INC. 401(K) PLAN

2013: BRUNS BELMONT CONSTRUCTION, INC. 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BRUNS BELMONT CONSTRUCTION, INC. 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: BRUNS BELMONT CONSTRUCTION, INC. 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
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: BRUNS BELMONT CONSTRUCTION, INC. 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
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: BRUNS BELMONT CONSTRUCTION, INC. 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

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number022600
Policy instance 1
Insurance contract or identification number022600
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $9,325
Total amount of fees paid to insurance companyUSD $1,735
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 $9,325
Insurance broker organization code?3
Amount paid for insurance broker fees1735
Additional information about fees paid to insurance brokerTPA ALLOWANCE
Insurance broker nameHICKS PENSION SERVICES
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number022600
Policy instance 1
Insurance contract or identification number022600
Number of Individuals Covered121
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $8,694
Total amount of fees paid to insurance companyUSD $4,645
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 $8,694
Amount paid for insurance broker fees3099
Additional information about fees paid to insurance brokerSALES/MARKETING
Insurance broker organization code?3
Insurance broker nameHICKS PENSION SERVICES
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number022600
Policy instance 1
Insurance contract or identification number022600
Number of Individuals Covered117
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $10,876
Total amount of fees paid to insurance companyUSD $1,384
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number022600
Policy instance 1
Insurance contract or identification number022600
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $7,768
Total amount of fees paid to insurance companyUSD $3,405
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

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