401k Plan data: STONEMOR SHIPPER RETIREMENT PLAN plan

STONEMOR SHIPPER RETIREMENT PLAN 401k Plan overview

Plan Name	STONEMOR SHIPPER RETIREMENT PLAN
Plan identification number	003

STONEMOR SHIPPER RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
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

STONEMOR, INC. has sponsored the creation of one or more 401k plans.

Company Name: STONEMOR, INC.

Employer identification number (EIN): 800103152

NAIC Classification: 812210
NAIC Description: Funeral Homes and Funeral Services

Additional information about STONEMOR, INC.

Jurisdiction of Incorporation: State of Delaware Division of Corporations

Incorporation Date:

Company Identification Number: 3774201

More information about STONEMOR, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STONEMOR SHIPPER RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2022-01-01
003 2021-01-01
003 2020-01-01
003 2019-01-01
003 2018-01-01
003 2017-01-01 LAUREN BAILEY GINA MACK 2018-10-05
003 2017-01-01 LAUREN BAILEY GINA MACK 2018-10-04
003 2016-01-01 GINA MACK GINA MACK 2017-10-10
003 2015-01-01 GINA MACK PENELOPE CASEY 2016-10-04
003 2014-01-01 GINA MACK PENELOPE CASEY 2015-09-09

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
003	2022-01-01
003	2021-01-01
003	2020-01-01
003	2019-01-01
003	2018-01-01
003	2017-01-01	LAUREN BAILEY	GINA MACK	2018-10-05
003	2017-01-01	LAUREN BAILEY	GINA MACK	2018-10-04
003	2016-01-01	GINA MACK	GINA MACK	2017-10-10
003	2015-01-01	GINA MACK	PENELOPE CASEY	2016-10-04
003	2014-01-01	GINA MACK	PENELOPE CASEY	2015-09-09

Plan Statistics for STONEMOR SHIPPER RETIREMENT PLAN

401k plan membership statisitcs for STONEMOR SHIPPER RETIREMENT PLAN

Measure Date Value
2022: STONEMOR SHIPPER RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 67
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 59
Number of retired or separated participants receiving benefits 2022-01-01 1
Number of other retired or separated participants entitled to future benefits 2022-01-01 16
Total of all active and inactive participants 2022-01-01 76
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 77
Number of participants with account balances 2022-01-01 69
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: STONEMOR SHIPPER RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 69
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 57
Number of retired or separated participants receiving benefits 2021-01-01 2
Number of other retired or separated participants entitled to future benefits 2021-01-01 8
Total of all active and inactive participants 2021-01-01 67
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 67
Number of participants with account balances 2021-01-01 60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 1
2020: STONEMOR SHIPPER RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 62
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 60
Number of retired or separated participants receiving benefits 2020-01-01 2
Number of other retired or separated participants entitled to future benefits 2020-01-01 7
Total of all active and inactive participants 2020-01-01 69
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 69
Number of participants with account balances 2020-01-01 59
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 1
2019: STONEMOR SHIPPER RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 89
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 52
Number of retired or separated participants receiving benefits 2019-01-01 1
Number of other retired or separated participants entitled to future benefits 2019-01-01 9
Total of all active and inactive participants 2019-01-01 62
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 62
Number of participants with account balances 2019-01-01 54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 1
2018: STONEMOR SHIPPER RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 96
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 83
Number of retired or separated participants receiving benefits 2018-01-01 1
Number of other retired or separated participants entitled to future benefits 2018-01-01 5
Total of all active and inactive participants 2018-01-01 89
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 89
Number of participants with account balances 2018-01-01 60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 1
2017: STONEMOR SHIPPER RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 83
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 93
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 3
Total of all active and inactive participants 2017-01-01 96
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 96
Number of participants with account balances 2017-01-01 59
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: STONEMOR SHIPPER RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 77
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 82
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 1
Total of all active and inactive participants 2016-01-01 83
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 83
Number of participants with account balances 2016-01-01 57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: STONEMOR SHIPPER RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 79
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 77
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 2
Total of all active and inactive participants 2015-01-01 79
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 79
Number of participants with account balances 2015-01-01 56
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 1
2014: STONEMOR SHIPPER RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 78
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 1
Total of all active and inactive participants 2014-01-01 79
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 79
Number of participants with account balances 2014-01-01 65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0

Measure	Date	Value
2022: STONEMOR SHIPPER RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	67
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	59
Number of retired or separated participants receiving benefits	2022-01-01	1
Number of other retired or separated participants entitled to future benefits	2022-01-01	16
Total of all active and inactive participants	2022-01-01	76
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	77
Number of participants with account balances	2022-01-01	69
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: STONEMOR SHIPPER RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	69
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	57
Number of retired or separated participants receiving benefits	2021-01-01	2
Number of other retired or separated participants entitled to future benefits	2021-01-01	8
Total of all active and inactive participants	2021-01-01	67
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	67
Number of participants with account balances	2021-01-01	60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	1
2020: STONEMOR SHIPPER RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	62
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	60
Number of retired or separated participants receiving benefits	2020-01-01	2
Number of other retired or separated participants entitled to future benefits	2020-01-01	7
Total of all active and inactive participants	2020-01-01	69
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	69
Number of participants with account balances	2020-01-01	59
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	1
2019: STONEMOR SHIPPER RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	89
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	52
Number of retired or separated participants receiving benefits	2019-01-01	1
Number of other retired or separated participants entitled to future benefits	2019-01-01	9
Total of all active and inactive participants	2019-01-01	62
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	62
Number of participants with account balances	2019-01-01	54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	1
2018: STONEMOR SHIPPER RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	96
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	83
Number of retired or separated participants receiving benefits	2018-01-01	1
Number of other retired or separated participants entitled to future benefits	2018-01-01	5
Total of all active and inactive participants	2018-01-01	89
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	89
Number of participants with account balances	2018-01-01	60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	1
2017: STONEMOR SHIPPER RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	83
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	93
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	3
Total of all active and inactive participants	2017-01-01	96
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	96
Number of participants with account balances	2017-01-01	59
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: STONEMOR SHIPPER RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	77
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	82
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	1
Total of all active and inactive participants	2016-01-01	83
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	83
Number of participants with account balances	2016-01-01	57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: STONEMOR SHIPPER RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	79
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	77
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	2
Total of all active and inactive participants	2015-01-01	79
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	79
Number of participants with account balances	2015-01-01	56
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	1
2014: STONEMOR SHIPPER RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	78
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	1
Total of all active and inactive participants	2014-01-01	79
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	79
Number of participants with account balances	2014-01-01	65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0

Financial Data on STONEMOR SHIPPER RETIREMENT PLAN

Measure	Date	Value
2022 : STONEMOR SHIPPER RETIREMENT PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-54,874
Expenses. Total of all expenses incurred	2022-12-31	$856,686
Benefits paid (including direct rollovers)	2022-12-31	$787,466
Total plan assets at end of year	2022-12-31	$5,201,027
Total plan assets at beginning of year	2022-12-31	$6,112,587
Value of fidelity bond covering the plan	2022-12-31	$5,000,000
Total contributions received or receivable from participants	2022-12-31	$236,072
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$47,128
Other income received	2022-12-31	$-404,891
Net income (gross income less expenses)	2022-12-31	$-911,560
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$5,201,027
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$6,112,587
Assets. Value of participant loans	2022-12-31	$90,497
Total contributions received or receivable from employer(s)	2022-12-31	$66,817
Value of certain deemed distributions of participant loans	2022-12-31	$527
Value of corrective distributions	2022-12-31	$21,505
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$47,188
2021 : STONEMOR SHIPPER RETIREMENT PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$910,100
Expenses. Total of all expenses incurred	2021-12-31	$598,884
Benefits paid (including direct rollovers)	2021-12-31	$532,583
Total plan assets at end of year	2021-12-31	$6,112,587
Total plan assets at beginning of year	2021-12-31	$5,801,371
Value of fidelity bond covering the plan	2021-12-31	$5,000,000
Total contributions received or receivable from participants	2021-12-31	$242,818
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$114
Other income received	2021-12-31	$630,459
Net income (gross income less expenses)	2021-12-31	$311,216
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$6,112,587
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$5,801,371
Assets. Value of participant loans	2021-12-31	$89,475
Total contributions received or receivable from employer(s)	2021-12-31	$36,709
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$29,215
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$37,086
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : STONEMOR SHIPPER RETIREMENT PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$1,065,157
Expenses. Total of all expenses incurred	2020-12-31	$443,659
Benefits paid (including direct rollovers)	2020-12-31	$407,925
Total plan assets at end of year	2020-12-31	$5,801,371
Total plan assets at beginning of year	2020-12-31	$5,179,873
Value of fidelity bond covering the plan	2020-12-31	$1,000,000
Total contributions received or receivable from participants	2020-12-31	$197,246
Expenses. Other expenses not covered elsewhere	2020-12-31	$62
Contributions received from other sources (not participants or employers)	2020-12-31	$227,458
Other income received	2020-12-31	$589,788
Net income (gross income less expenses)	2020-12-31	$621,498
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$5,801,371
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$5,179,873
Assets. Value of participant loans	2020-12-31	$84,687
Total contributions received or receivable from employer(s)	2020-12-31	$50,665
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$23,195
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$12,477
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : STONEMOR SHIPPER RETIREMENT PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$910,046
Expenses. Total of all expenses incurred	2019-12-31	$1,318,714
Benefits paid (including direct rollovers)	2019-12-31	$1,301,951
Total plan assets at end of year	2019-12-31	$5,179,873
Total plan assets at beginning of year	2019-12-31	$5,588,541
Value of fidelity bond covering the plan	2019-12-31	$1,000,000
Total contributions received or receivable from participants	2019-12-31	$203,601
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$658,683
Net income (gross income less expenses)	2019-12-31	$-408,668
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$5,179,873
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$5,588,541
Assets. Value of participant loans	2019-12-31	$110,576
Total contributions received or receivable from employer(s)	2019-12-31	$47,762
Value of certain deemed distributions of participant loans	2019-12-31	$316
Value of corrective distributions	2019-12-31	$3,488
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$12,959
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : STONEMOR SHIPPER RETIREMENT PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$195,340
Expenses. Total of all expenses incurred	2018-12-31	$649,717
Benefits paid (including direct rollovers)	2018-12-31	$626,478
Total plan assets at end of year	2018-12-31	$5,588,541
Total plan assets at beginning of year	2018-12-31	$6,042,918
Value of fidelity bond covering the plan	2018-12-31	$1,000,000
Total contributions received or receivable from participants	2018-12-31	$244,531
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$6,712
Other income received	2018-12-31	$-105,107
Net income (gross income less expenses)	2018-12-31	$-454,377
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$5,588,541
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$6,042,918
Assets. Value of participant loans	2018-12-31	$52,047
Total contributions received or receivable from employer(s)	2018-12-31	$49,204
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$9,520
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$13,719
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : STONEMOR SHIPPER RETIREMENT PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$728,727
Expenses. Total of all expenses incurred	2017-12-31	$127,763
Benefits paid (including direct rollovers)	2017-12-31	$108,587
Total plan assets at end of year	2017-12-31	$6,042,918
Total plan assets at beginning of year	2017-12-31	$5,441,954
Value of fidelity bond covering the plan	2017-12-31	$1,000,000
Total contributions received or receivable from participants	2017-12-31	$240,864
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$433,847
Net income (gross income less expenses)	2017-12-31	$600,964
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$6,042,918
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$5,441,954
Assets. Value of participant loans	2017-12-31	$73,674
Total contributions received or receivable from employer(s)	2017-12-31	$54,016
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$5,968
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$13,208
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : STONEMOR SHIPPER RETIREMENT PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$548,091
Expenses. Total of all expenses incurred	2016-12-31	$449,739
Benefits paid (including direct rollovers)	2016-12-31	$433,907
Total plan assets at end of year	2016-12-31	$5,441,954
Total plan assets at beginning of year	2016-12-31	$5,343,602
Value of fidelity bond covering the plan	2016-12-31	$1,000,000
Total contributions received or receivable from participants	2016-12-31	$240,204
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$378
Other income received	2016-12-31	$252,844
Net income (gross income less expenses)	2016-12-31	$98,352
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$5,441,954
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$5,343,602
Assets. Value of participant loans	2016-12-31	$98,273
Total contributions received or receivable from employer(s)	2016-12-31	$54,665
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$4,073
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$11,759
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2016-12-31	$0
Amount contributed by the employer to the plan for this plan year	2016-12-31	$0
2015 : STONEMOR SHIPPER RETIREMENT PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$344,868
Expenses. Total of all expenses incurred	2015-12-31	$343,649
Benefits paid (including direct rollovers)	2015-12-31	$309,046
Total plan assets at end of year	2015-12-31	$5,343,602
Total plan assets at beginning of year	2015-12-31	$5,342,383
Value of fidelity bond covering the plan	2015-12-31	$1,000,000
Total contributions received or receivable from participants	2015-12-31	$254,252
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$31,493
Net income (gross income less expenses)	2015-12-31	$1,219
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$5,343,602
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$5,342,383
Assets. Value of participant loans	2015-12-31	$104,457
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2015-12-31	$10,506
Total contributions received or receivable from employer(s)	2015-12-31	$59,123
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$22,859
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$11,744
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2015-12-31	$0
Minimum employer required contribution for this plan year	2015-12-31	$0
Amount contributed by the employer to the plan for this plan year	2015-12-31	$0
2014 : STONEMOR SHIPPER RETIREMENT PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$5,552,162
Expenses. Total of all expenses incurred	2014-12-31	$209,779
Benefits paid (including direct rollovers)	2014-12-31	$201,692
Total plan assets at end of year	2014-12-31	$5,342,383
Total plan assets at beginning of year	2014-12-31	$0
Value of fidelity bond covering the plan	2014-12-31	$1,000,000
Total contributions received or receivable from participants	2014-12-31	$217,778
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$5,149,913
Other income received	2014-12-31	$113,886
Net income (gross income less expenses)	2014-12-31	$5,342,383
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$5,342,383
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$0
Assets. Value of participant loans	2014-12-31	$117,789
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2014-12-31	$15,764
Total contributions received or receivable from employer(s)	2014-12-31	$70,585
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$8,087
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0

Form 5500 Responses for STONEMOR SHIPPER RETIREMENT PLAN

2022: STONEMOR SHIPPER RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	Yes
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: STONEMOR SHIPPER RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	Yes
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: STONEMOR SHIPPER RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	Yes
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: STONEMOR SHIPPER RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	Yes
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: STONEMOR SHIPPER RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: STONEMOR SHIPPER RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	Yes
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: STONEMOR SHIPPER RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: STONEMOR SHIPPER RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: STONEMOR SHIPPER RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	First time form 5500 has been submitted	Yes
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

770311-01

Policy instance

Insurance contract or identification number	770311-01
Number of Individuals Covered	34
Insurance policy start date	2022-10-29
Insurance policy end date	2022-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

FL 51871

Policy instance

Insurance contract or identification number	FL 51871
Number of Individuals Covered	67
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

FL 51871

Policy instance

Insurance contract or identification number	FL 51871
Number of Individuals Covered	69
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

FL 51871

Policy instance

Insurance contract or identification number	FL 51871
Number of Individuals Covered	62
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

FL 51871

Policy instance

Insurance contract or identification number	FL 51871
Number of Individuals Covered	89
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

FL 51871

Policy instance

Insurance contract or identification number	FL 51871
Number of Individuals Covered	101
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	STONEMOR, INC.
Employer identification number (EIN):	800103152
NAIC Classification:	812210
NAIC Description:	Funeral Homes and Funeral Services

Jurisdiction of Incorporation:	State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number:	3774201