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BAR 20 PENSION PROFIT SHARING- 401(K) PLAN 401k Plan overview

Plan NameBAR 20 PENSION PROFIT SHARING- 401(K) PLAN
Plan identification number 001

BAR 20 PENSION PROFIT SHARING- 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

BAR 20 DAIRY has sponsored the creation of one or more 401k plans.

Company Name:BAR 20 DAIRY
Employer identification number (EIN):770366580
NAIC Classification:112120
NAIC Description:Dairy Cattle and Milk Production

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BAR 20 PENSION PROFIT SHARING- 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-01-01
0012018-01-01
0012017-01-01SARAH DEAN
0012016-01-01SARAH DEAN
0012015-01-01ERIC LINDSTROM
0012014-01-01ERIC LINDSTROM
0012013-01-01SHAD GUNDERMAN
0012012-01-01SHAD GUNDERMAN SHAD GUNDERMAN2013-10-14
0012011-01-01SHAD GUNDERMAN
0012010-01-01SHAD R GUNDERMAN2011-07-13

Plan Statistics for BAR 20 PENSION PROFIT SHARING- 401(K) PLAN

401k plan membership statisitcs for BAR 20 PENSION PROFIT SHARING- 401(K) PLAN

Measure Date Value
2019: BAR 20 PENSION PROFIT SHARING- 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01115
Total number of active participants reported on line 7a of the Form 55002019-01-0198
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0112
Total of all active and inactive participants2019-01-01111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01112
Number of participants with account balances2019-01-0156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: BAR 20 PENSION PROFIT SHARING- 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01117
Total number of active participants reported on line 7a of the Form 55002018-01-0198
Number of retired or separated participants receiving benefits2018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-0111
Total of all active and inactive participants2018-01-01111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01111
Number of participants with account balances2018-01-0155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-014
2017: BAR 20 PENSION PROFIT SHARING- 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01116
Total number of active participants reported on line 7a of the Form 55002017-01-0196
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-0115
Total of all active and inactive participants2017-01-01113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01113
Number of participants with account balances2017-01-0158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: BAR 20 PENSION PROFIT SHARING- 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01112
Total number of active participants reported on line 7a of the Form 55002016-01-0199
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0111
Total of all active and inactive participants2016-01-01110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01110
Number of participants with account balances2016-01-0150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: BAR 20 PENSION PROFIT SHARING- 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01119
Total number of active participants reported on line 7a of the Form 55002015-01-01102
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-017
Total of all active and inactive participants2015-01-01109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01109
Number of participants with account balances2015-01-0151
2014: BAR 20 PENSION PROFIT SHARING- 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01133
Total number of active participants reported on line 7a of the Form 55002014-01-01112
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-016
Total of all active and inactive participants2014-01-01118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01118
Number of participants with account balances2014-01-0146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: BAR 20 PENSION PROFIT SHARING- 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01148
Total number of active participants reported on line 7a of the Form 55002013-01-01123
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-016
Total of all active and inactive participants2013-01-01129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01129
Number of participants with account balances2013-01-0141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: BAR 20 PENSION PROFIT SHARING- 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01133
Total number of active participants reported on line 7a of the Form 55002012-01-01135
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-016
Total of all active and inactive participants2012-01-01141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01141
Number of participants with account balances2012-01-0141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: BAR 20 PENSION PROFIT SHARING- 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01131
Total number of active participants reported on line 7a of the Form 55002011-01-01121
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-016
Total of all active and inactive participants2011-01-01127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01127
Number of participants with account balances2011-01-0127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012

Financial Data on BAR 20 PENSION PROFIT SHARING- 401(K) PLAN

Measure Date Value
2019 : BAR 20 PENSION PROFIT SHARING- 401(K) PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$509,911
Total of all expenses incurred2019-12-31$37,512
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$35,234
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$192,151
Value of total assets at end of year2019-12-31$1,819,634
Value of total assets at beginning of year2019-12-31$1,347,235
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,278
Total interest from all sources2019-12-31$2,915
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$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$130,429
Participant contributions at end of year2019-12-31$15,645
Participant contributions at beginning of year2019-12-31$17,214
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$11
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$11
Administrative expenses (other) incurred2019-12-31$2,278
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$472,399
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,819,634
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,347,235
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$1,659,331
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,202,365
Interest on participant loans2019-12-31$748
Interest earned on other investments2019-12-31$2,167
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$144,647
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$127,645
Net investment gain/loss from pooled separate accounts2019-12-31$314,845
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$61,722
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$35,234
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 name2019-12-31MOSS ADAMS, LLP
Accountancy firm EIN2019-12-31910189318
2018 : BAR 20 PENSION PROFIT SHARING- 401(K) PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$108,501
Total of all expenses incurred2018-12-31$174,283
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$169,526
Value of total corrective distributions2018-12-31$2,239
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$178,560
Value of total assets at end of year2018-12-31$1,347,235
Value of total assets at beginning of year2018-12-31$1,413,017
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$2,518
Total interest from all sources2018-12-31$2,417
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$50,000
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$125,753
Participant contributions at end of year2018-12-31$17,214
Participant contributions at beginning of year2018-12-31$12,175
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$11
Administrative expenses (other) incurred2018-12-31$2,518
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-65,782
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,347,235
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,413,017
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$1,202,365
Value of interest in pooled separate accounts at beginning of year2018-12-31$1,288,290
Interest on participant loans2018-12-31$769
Interest earned on other investments2018-12-31$1,648
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$127,645
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$112,552
Net investment gain/loss from pooled separate accounts2018-12-31$-72,476
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$52,807
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$169,526
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 name2018-12-31MOSS ADAMS, LLP
Accountancy firm EIN2018-12-31910189318
2017 : BAR 20 PENSION PROFIT SHARING- 401(K) PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$348,009
Total of all expenses incurred2017-12-31$37,202
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$34,811
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$170,775
Value of total assets at end of year2017-12-31$1,413,017
Value of total assets at beginning of year2017-12-31$1,102,210
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,391
Total interest from all sources2017-12-31$1,761
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$142,000
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$119,835
Participant contributions at end of year2017-12-31$12,175
Participant contributions at beginning of year2017-12-31$13,898
Administrative expenses (other) incurred2017-12-31$2,391
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$310,807
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,413,017
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,102,210
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$1,288,290
Value of interest in pooled separate accounts at beginning of year2017-12-31$985,507
Interest on participant loans2017-12-31$552
Interest earned on other investments2017-12-31$1,209
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$112,552
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$102,805
Net investment gain/loss from pooled separate accounts2017-12-31$175,473
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$50,940
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$34,811
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 name2017-12-31MOSS ADAMS, LLP
Accountancy firm EIN2017-12-31910189318
2016 : BAR 20 PENSION PROFIT SHARING- 401(K) PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$218,841
Total of all expenses incurred2016-12-31$98,222
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$58,864
Expenses. Certain deemed distributions of participant loans2016-12-31$33,196
Value of total corrective distributions2016-12-31$3,400
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$137,986
Value of total assets at end of year2016-12-31$1,102,210
Value of total assets at beginning of year2016-12-31$981,591
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,762
Total interest from all sources2016-12-31$611
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 bond2016-12-31No
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$96,312
Participant contributions at end of year2016-12-31$13,898
Participant contributions at beginning of year2016-12-31$49,764
Other income not declared elsewhere2016-12-31$1,129
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$120,619
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,102,210
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$981,591
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$985,507
Value of interest in pooled separate accounts at beginning of year2016-12-31$839,782
Interest on participant loans2016-12-31$611
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$102,805
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$92,045
Net investment gain/loss from pooled separate accounts2016-12-31$79,115
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$41,674
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$58,864
Contract administrator fees2016-12-31$2,762
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 name2016-12-31DEMERA DEMERA CAMERON, LLP
Accountancy firm EIN2016-12-31203942205
2015 : BAR 20 PENSION PROFIT SHARING- 401(K) PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$138,638
Total of all expenses incurred2015-12-31$79,654
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$76,150
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$148,079
Value of total assets at end of year2015-12-31$981,591
Value of total assets at beginning of year2015-12-31$922,607
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$3,504
Total interest from all sources2015-12-31$469
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 bond2015-12-31No
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$97,932
Participant contributions at end of year2015-12-31$49,764
Participant contributions at beginning of year2015-12-31$40,517
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$6,834
Other income not declared elsewhere2015-12-31$1,303
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$58,984
Value of net assets at end of year (total assets less liabilities)2015-12-31$981,591
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$922,607
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$1,098
Value of interest in pooled separate accounts at end of year2015-12-31$839,782
Value of interest in pooled separate accounts at beginning of year2015-12-31$844,186
Interest on participant loans2015-12-31$469
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$92,045
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$37,904
Net investment gain/loss from pooled separate accounts2015-12-31$-11,213
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$43,313
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$76,150
Contract administrator fees2015-12-31$2,406
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 name2015-12-31DEMERA DEMERA CAMERON, LLP
Accountancy firm EIN2015-12-31203942205
2014 : BAR 20 PENSION PROFIT SHARING- 401(K) PLAN 2014 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$10,543
Total income from all sources (including contributions)2014-12-31$173,157
Total of all expenses incurred2014-12-31$7,289
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$4,265
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$111,493
Value of total assets at end of year2014-12-31$922,607
Value of total assets at beginning of year2014-12-31$767,282
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$3,024
Total interest from all sources2014-12-31$104
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 bond2014-12-31No
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$77,528
Participant contributions at end of year2014-12-31$40,517
Participant contributions at beginning of year2014-12-31$27,631
Participant contributions at beginning of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$10,543
Other income not declared elsewhere2014-12-31$821
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$165,868
Value of net assets at end of year (total assets less liabilities)2014-12-31$922,607
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$756,739
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$844,186
Value of interest in pooled separate accounts at beginning of year2014-12-31$713,820
Interest on participant loans2014-12-31$104
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$37,904
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$25,831
Net investment gain/loss from pooled separate accounts2014-12-31$60,739
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$33,965
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$4,265
Contract administrator fees2014-12-31$3,024
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31DEMERA DEMERA CAMERON, LLP
Accountancy firm EIN2014-12-31203942205
2013 : BAR 20 PENSION PROFIT SHARING- 401(K) PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$10,543
Total income from all sources (including contributions)2013-12-31$239,917
Total of all expenses incurred2013-12-31$12,768
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$9,055
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$99,536
Value of total assets at end of year2013-12-31$767,282
Value of total assets at beginning of year2013-12-31$529,590
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$3,713
Total interest from all sources2013-12-31$295
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 bond2013-12-31No
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$68,371
Participant contributions at end of year2013-12-31$27,631
Participant contributions at beginning of year2013-12-31$19,631
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$2,984
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$10,543
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$227,149
Value of net assets at end of year (total assets less liabilities)2013-12-31$756,739
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$529,590
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$713,820
Value of interest in pooled separate accounts at beginning of year2013-12-31$489,973
Interest earned on other investments2013-12-31$295
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$25,831
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$15,714
Net investment gain/loss from pooled separate accounts2013-12-31$140,086
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$31,165
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$1,288
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$9,055
Contract administrator fees2013-12-31$3,713
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
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 name2013-12-31DEMERA DEMERA CAMERON, LLP
Accountancy firm EIN2013-12-31203942205
2012 : BAR 20 PENSION PROFIT SHARING- 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$147,116
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$12,029
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$8,804
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$89,528
Value of total assets at end of year2012-12-31$529,590
Value of total assets at beginning of year2012-12-31$394,503
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$3,225
Total interest from all sources2012-12-31$279
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$63,473
Participant contributions at end of year2012-12-31$19,631
Participant contributions at beginning of year2012-12-31$2,324
Participant contributions at end of year2012-12-31$2,984
Participant contributions at beginning of year2012-12-31$4,091
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$135,087
Value of net assets at end of year (total assets less liabilities)2012-12-31$529,590
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$394,503
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$489,973
Value of interest in pooled separate accounts at beginning of year2012-12-31$376,962
Interest on participant loans2012-12-31$83
Interest earned on other investments2012-12-31$196
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$15,714
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$9,529
Net investment gain/loss from pooled separate accounts2012-12-31$57,309
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$26,055
Employer contributions (assets) at end of year2012-12-31$1,288
Employer contributions (assets) at beginning of year2012-12-31$1,597
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$8,804
Contract administrator fees2012-12-31$3,225
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
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 name2012-12-31DEMERA DEMERA CAMERON, LLP.
Accountancy firm EIN2012-12-31203942205
2011 : BAR 20 PENSION PROFIT SHARING- 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$56,192
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$27,412
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$22,025
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$70,255
Value of total assets at end of year2011-12-31$394,503
Value of total assets at beginning of year2011-12-31$365,723
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$5,387
Total interest from all sources2011-12-31$386
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$51,064
Participant contributions at end of year2011-12-31$2,324
Participant contributions at beginning of year2011-12-31$4,692
Participant contributions at end of year2011-12-31$4,091
Participant contributions at beginning of year2011-12-31$1,915
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$28,780
Value of net assets at end of year (total assets less liabilities)2011-12-31$394,503
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$365,723
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$376,962
Value of interest in pooled separate accounts at beginning of year2011-12-31$348,458
Interest on participant loans2011-12-31$151
Interest earned on other investments2011-12-31$235
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$9,529
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$9,927
Net investment gain/loss from pooled separate accounts2011-12-31$-14,449
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 contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$19,191
Employer contributions (assets) at end of year2011-12-31$1,597
Employer contributions (assets) at beginning of year2011-12-31$731
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$22,025
Contract administrator fees2011-12-31$5,387
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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 name2011-12-31DEMERA DEMERA CAMERON, LLP
Accountancy firm EIN2011-12-31203942205
2010 : BAR 20 PENSION PROFIT SHARING- 401(K) PLAN 2010 401k financial data
Total income from all sources2010-12-31$79,233
Expenses. Total of all expenses incurred2010-12-31$9,019
Benefits paid (including direct rollovers)2010-12-31$6,171
Total plan assets at end of year2010-12-31$143,345
Total plan assets at beginning of year2010-12-31$73,131
Total contributions received or receivable from participants2010-12-31$50,678
Expenses. Other expenses not covered elsewhere2010-12-31$2,848
Other income received2010-12-31$8,494
Net income (gross income less expenses)2010-12-31$70,214
Net plan assets at end of year (total assets less liabilities)2010-12-31$143,345
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$73,131
Total contributions received or receivable from employer(s)2010-12-31$20,061
2008 : BAR 20 PENSION PROFIT SHARING- 401(K) PLAN 2008 401k financial data
Total income from all sources2008-12-31$17,130
Expenses. Total of all expenses incurred2008-12-31$12,305
Benefits paid (including direct rollovers)2008-12-31$7,964
Total plan assets at end of year2008-12-31$148,170
Total plan assets at beginning of year2008-12-31$143,345
Total contributions received or receivable from participants2008-12-31$55,534
Expenses. Other expenses not covered elsewhere2008-12-31$4,341
Other income received2008-12-31$-60,124
Net income (gross income less expenses)2008-12-31$4,825
Net plan assets at end of year (total assets less liabilities)2008-12-31$148,170
Net plan assets at beginning of year (total assets less liabilities)2008-12-31$143,345
Total contributions received or receivable from employer(s)2008-12-31$21,720
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2008-12-31$0
2007 : BAR 20 PENSION PROFIT SHARING- 401(K) PLAN 2007 401k financial data
Total income from all sources2007-12-31$79,233
Expenses. Total of all expenses incurred2007-12-31$9,019
Benefits paid (including direct rollovers)2007-12-31$6,171
Total plan assets at end of year2007-12-31$143,345
Total plan assets at beginning of year2007-12-31$73,131
Total contributions received or receivable from participants2007-12-31$50,678
Expenses. Other expenses not covered elsewhere2007-12-31$2,848
Other income received2007-12-31$8,494
Net income (gross income less expenses)2007-12-31$70,214
Net plan assets at end of year (total assets less liabilities)2007-12-31$143,345
Net plan assets at beginning of year (total assets less liabilities)2007-12-31$73,131
Total contributions received or receivable from employer(s)2007-12-31$20,061
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2007-12-31$0
2006 : BAR 20 PENSION PROFIT SHARING- 401(K) PLAN 2006 401k financial data
Total income from all sources2006-12-31$74,542
Expenses. Total of all expenses incurred2006-12-31$1,411
Total plan assets at end of year2006-12-31$73,131
Total plan assets at beginning of year2006-12-31$0
Total contributions received or receivable from participants2006-12-31$48,926
Expenses. Other expenses not covered elsewhere2006-12-31$1,411
Other income received2006-12-31$3,269
Net income (gross income less expenses)2006-12-31$73,131
Net plan assets at end of year (total assets less liabilities)2006-12-31$73,131
Net plan assets at beginning of year (total assets less liabilities)2006-12-31$0
Total contributions received or receivable from employer(s)2006-12-31$22,347
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2006-12-31$0

Form 5500 Responses for BAR 20 PENSION PROFIT SHARING- 401(K) PLAN

2019: BAR 20 PENSION PROFIT SHARING- 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: BAR 20 PENSION PROFIT SHARING- 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: BAR 20 PENSION PROFIT SHARING- 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: BAR 20 PENSION PROFIT SHARING- 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: BAR 20 PENSION PROFIT SHARING- 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: BAR 20 PENSION PROFIT SHARING- 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: BAR 20 PENSION PROFIT SHARING- 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: BAR 20 PENSION PROFIT SHARING- 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: BAR 20 PENSION PROFIT SHARING- 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

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number997395
Policy instance 1
Insurance contract or identification number997395
Number of Individuals Covered56
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number997395
Policy instance 1
Insurance contract or identification number997395
Number of Individuals Covered55
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number997395
Policy instance 1
Insurance contract or identification number997395
Number of Individuals Covered58
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number997395
Policy instance 1
Insurance contract or identification number997395
Number of Individuals Covered51
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number997395
Policy instance 1
Insurance contract or identification number997395
Number of Individuals Covered46
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number997395
Policy instance 1
Insurance contract or identification number997395
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number997395
Policy instance 1
Insurance contract or identification number997395
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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 number997395
Policy instance 1
Insurance contract or identification number997395
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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 number997395-000
Policy instance 1
Insurance contract or identification number997395-000
Insurance policy start date2008-01-01
Insurance policy end date2008-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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 number997395-000
Policy instance 1
Insurance contract or identification number997395-000
Insurance policy start date2007-01-01
Insurance policy end date2007-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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 number997395-000
Policy instance 1
Insurance contract or identification number997395-000
Insurance policy start date2006-01-01
Insurance policy end date2006-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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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