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YELLOWSTONE BOYS AND GIRLS RANCH RETIREMENT PLAN 401k Plan overview

Plan NameYELLOWSTONE BOYS AND GIRLS RANCH RETIREMENT PLAN
Plan identification number 002

YELLOWSTONE BOYS AND GIRLS RANCH RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

YELLOWSTONE BOYS AND GIRLS RANCH has sponsored the creation of one or more 401k plans.

Company Name:YELLOWSTONE BOYS AND GIRLS RANCH
Employer identification number (EIN):810262019
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan YELLOWSTONE BOYS AND GIRLS RANCH RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-07-01MICHAEL CHANDLER2023-03-22 MICHAEL CHANDLER2023-03-22
0022020-07-01MICHAEL CHANDLER2022-03-25 MICHAEL CHANDLER2022-03-25
0022019-07-01MICHAEL CHANDLER2021-03-25 MICHAEL CHANDLER2021-03-25
0022018-07-01MICHAEL CHANDLER2020-03-10 MICHAEL CHANDLER2020-03-10
0022017-07-01DICK REICH2019-04-05 DICK REICH2019-04-05
0022016-07-01
0022015-07-01
0022014-07-01
0022014-07-01
0022013-07-01
0022012-07-01JAMES HOLLIDAY
0022011-07-01JAMES HOLLIDAY JAMES HOLLIDAY2013-03-01
0022010-07-01JOHN TESCHER, CFO JOHN TESCHER, CFO2012-01-23
0022009-07-01JOHN TESCHER, CFO JOHN TESCHER, CFO2011-04-12
0022008-07-01JOHN TESCHER
0022007-07-01JOHN TESCHER

Plan Statistics for YELLOWSTONE BOYS AND GIRLS RANCH RETIREMENT PLAN

401k plan membership statisitcs for YELLOWSTONE BOYS AND GIRLS RANCH RETIREMENT PLAN

Measure Date Value
2021: YELLOWSTONE BOYS AND GIRLS RANCH RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01264
Total number of active participants reported on line 7a of the Form 55002021-07-01175
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-0158
Total of all active and inactive participants2021-07-01233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-01233
Number of participants with account balances2021-07-01185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-0122
2020: YELLOWSTONE BOYS AND GIRLS RANCH RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01247
Total number of active participants reported on line 7a of the Form 55002020-07-01177
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-0187
Total of all active and inactive participants2020-07-01264
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-01264
Number of participants with account balances2020-07-01205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-0115
2019: YELLOWSTONE BOYS AND GIRLS RANCH RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01227
Total number of active participants reported on line 7a of the Form 55002019-07-01174
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-0173
Total of all active and inactive participants2019-07-01247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01247
Number of participants with account balances2019-07-01175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-0115
2018: YELLOWSTONE BOYS AND GIRLS RANCH RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01217
Total number of active participants reported on line 7a of the Form 55002018-07-01171
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-0156
Total of all active and inactive participants2018-07-01227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01227
Number of participants with account balances2018-07-01169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-018
2017: YELLOWSTONE BOYS AND GIRLS RANCH RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01236
Total number of active participants reported on line 7a of the Form 55002017-07-01165
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-0152
Total of all active and inactive participants2017-07-01217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01217
Number of participants with account balances2017-07-01133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-015
2016: YELLOWSTONE BOYS AND GIRLS RANCH RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01212
Total number of active participants reported on line 7a of the Form 55002016-07-01167
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-0155
Total of all active and inactive participants2016-07-01222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01222
Number of participants with account balances2016-07-01124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-013
2015: YELLOWSTONE BOYS AND GIRLS RANCH RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01231
Total number of active participants reported on line 7a of the Form 55002015-07-01155
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-0157
Total of all active and inactive participants2015-07-01212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01212
Number of participants with account balances2015-07-01124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-014
2014: YELLOWSTONE BOYS AND GIRLS RANCH RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01227
Total number of active participants reported on line 7a of the Form 55002014-07-01177
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-0154
Total of all active and inactive participants2014-07-01231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01231
Number of participants with account balances2014-07-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-017
2013: YELLOWSTONE BOYS AND GIRLS RANCH RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01226
Total number of active participants reported on line 7a of the Form 55002013-07-01180
Number of other retired or separated participants entitled to future benefits2013-07-0147
Total of all active and inactive participants2013-07-01227
Total participants2013-07-01227
Number of participants with account balances2013-07-01146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-017
2012: YELLOWSTONE BOYS AND GIRLS RANCH RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01237
Total number of active participants reported on line 7a of the Form 55002012-07-01195
Number of other retired or separated participants entitled to future benefits2012-07-0131
Total of all active and inactive participants2012-07-01226
Total participants2012-07-01226
Number of participants with account balances2012-07-01147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-016
2011: YELLOWSTONE BOYS AND GIRLS RANCH RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01270
Total number of active participants reported on line 7a of the Form 55002011-07-01203
Number of other retired or separated participants entitled to future benefits2011-07-0134
Total of all active and inactive participants2011-07-01237
Total participants2011-07-01237
Number of participants with account balances2011-07-01168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-0112
2010: YELLOWSTONE BOYS AND GIRLS RANCH RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-01295
Total number of active participants reported on line 7a of the Form 55002010-07-01232
Number of other retired or separated participants entitled to future benefits2010-07-0138
Total of all active and inactive participants2010-07-01270
Total participants2010-07-01270
Number of participants with account balances2010-07-01190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-0115
2009: YELLOWSTONE BOYS AND GIRLS RANCH RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01279
Total number of active participants reported on line 7a of the Form 55002009-07-01256
Number of other retired or separated participants entitled to future benefits2009-07-0139
Total of all active and inactive participants2009-07-01295
Total participants2009-07-01295
Number of participants with account balances2009-07-01205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-0113
2008: YELLOWSTONE BOYS AND GIRLS RANCH RETIREMENT PLAN 2008 401k membership
Total participants, beginning-of-year2008-07-01339
Total number of active participants reported on line 7a of the Form 55002008-07-01259
Number of retired or separated participants receiving benefits2008-07-010
Number of other retired or separated participants entitled to future benefits2008-07-0120
Total of all active and inactive participants2008-07-01279
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-07-010
Total participants2008-07-01279
Number of participants with account balances2008-07-01192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-07-019
2007: YELLOWSTONE BOYS AND GIRLS RANCH RETIREMENT PLAN 2007 401k membership
Total participants, beginning-of-year2007-07-01325
Total number of active participants reported on line 7a of the Form 55002007-07-01255
Number of retired or separated participants receiving benefits2007-07-010
Number of other retired or separated participants entitled to future benefits2007-07-0154
Total of all active and inactive participants2007-07-01309
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2007-07-010
Total participants2007-07-01309
Number of participants with account balances2007-07-01228
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2007-07-019

Financial Data on YELLOWSTONE BOYS AND GIRLS RANCH RETIREMENT PLAN

Measure Date Value
2022 : YELLOWSTONE BOYS AND GIRLS RANCH RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$553
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$197
Total income from all sources (including contributions)2022-06-30$-463,096
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$422,123
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$413,070
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$401,013
Value of total assets at end of year2022-06-30$4,965,006
Value of total assets at beginning of year2022-06-30$5,849,869
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$9,053
Total interest from all sources2022-06-30$5,251
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$280,389
Participant contributions at end of year2022-06-30$94,963
Participant contributions at beginning of year2022-06-30$114,868
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$624
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-885,219
Value of net assets at end of year (total assets less liabilities)2022-06-30$4,964,453
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$5,849,672
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$4,662,614
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$5,685,001
Interest on participant loans2022-06-30$5,251
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$177,429
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-869,360
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$120,000
Employer contributions (assets) at end of year2022-06-30$30,000
Employer contributions (assets) at beginning of year2022-06-30$50,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$413,070
Contract administrator fees2022-06-30$9,053
Liabilities. Value of benefit claims payable at end of year2022-06-30$553
Liabilities. Value of benefit claims payable at beginning of year2022-06-30$197
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30KCOE ISOM LLP
Accountancy firm EIN2022-06-30480567703
2021 : YELLOWSTONE BOYS AND GIRLS RANCH RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$197
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$30
Total income from all sources (including contributions)2021-06-30$1,667,815
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$741,067
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$732,526
Expenses. Certain deemed distributions of participant loans2021-06-30$1,178
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$392,899
Value of total assets at end of year2021-06-30$5,849,869
Value of total assets at beginning of year2021-06-30$4,922,954
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$7,363
Total interest from all sources2021-06-30$5,246
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Administrative expenses professional fees incurred2021-06-30$7,363
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$252,888
Participant contributions at end of year2021-06-30$114,868
Participant contributions at beginning of year2021-06-30$80,379
Participant contributions at end of year2021-06-30$0
Participant contributions at beginning of year2021-06-30$113
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$926,748
Value of net assets at end of year (total assets less liabilities)2021-06-30$5,849,672
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$4,922,924
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$5,685,001
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$4,827,462
Interest on participant loans2021-06-30$5,246
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$1,269,670
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$140,011
Employer contributions (assets) at end of year2021-06-30$50,000
Employer contributions (assets) at beginning of year2021-06-30$15,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$732,526
Liabilities. Value of benefit claims payable at end of year2021-06-30$197
Liabilities. Value of benefit claims payable at beginning of year2021-06-30$30
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30ANDERSON ZURMUEHLEN
Accountancy firm EIN2021-06-30810385940
2020 : YELLOWSTONE BOYS AND GIRLS RANCH RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$30
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$114
Total income from all sources (including contributions)2020-06-30$399,559
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$179,139
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$169,221
Value of total corrective distributions2020-06-30$20
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$325,297
Value of total assets at end of year2020-06-30$4,922,954
Value of total assets at beginning of year2020-06-30$4,702,618
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$9,898
Total interest from all sources2020-06-30$4,282
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$240,403
Participant contributions at end of year2020-06-30$80,379
Participant contributions at beginning of year2020-06-30$26,157
Participant contributions at end of year2020-06-30$113
Participant contributions at beginning of year2020-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$24,894
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$220,420
Value of net assets at end of year (total assets less liabilities)2020-06-30$4,922,924
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$4,702,504
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$4,827,462
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$4,676,461
Interest on participant loans2020-06-30$4,282
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$69,980
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$60,000
Employer contributions (assets) at end of year2020-06-30$15,000
Employer contributions (assets) at beginning of year2020-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$169,221
Contract administrator fees2020-06-30$9,898
Liabilities. Value of benefit claims payable at end of year2020-06-30$30
Liabilities. Value of benefit claims payable at beginning of year2020-06-30$114
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30ANDERSON ZURMUEHLEN
Accountancy firm EIN2020-06-30810385940
2019 : YELLOWSTONE BOYS AND GIRLS RANCH RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$114
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$29
Total income from all sources (including contributions)2019-06-30$651,859
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$285,444
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$257,304
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$405,776
Value of total assets at end of year2019-06-30$4,702,618
Value of total assets at beginning of year2019-06-30$4,336,118
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$28,140
Total interest from all sources2019-06-30$1,252
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$242,589
Participant contributions at end of year2019-06-30$26,157
Participant contributions at beginning of year2019-06-30$9,548
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$103,187
Other income not declared elsewhere2019-06-30$244,831
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$366,415
Value of net assets at end of year (total assets less liabilities)2019-06-30$4,702,504
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$4,336,089
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Investment advisory and management fees2019-06-30$10,817
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$4,266,570
Value of interest in pooled separate accounts at end of year2019-06-30$4,676,461
Value of interest in pooled separate accounts at beginning of year2019-06-30$0
Interest on participant loans2019-06-30$1,252
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$60,000
Employer contributions (assets) at end of year2019-06-30$0
Employer contributions (assets) at beginning of year2019-06-30$60,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$257,304
Contract administrator fees2019-06-30$17,323
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-06-30No
Liabilities. Value of benefit claims payable at end of year2019-06-30$114
Liabilities. Value of benefit claims payable at beginning of year2019-06-30$29
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30ANDERSON ZURMUEHLEN
Accountancy firm EIN2019-06-30810385940
2018 : YELLOWSTONE BOYS AND GIRLS RANCH RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$29
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$481
Total income from all sources (including contributions)2018-06-30$566,675
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$732,089
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$720,729
Expenses. Certain deemed distributions of participant loans2018-06-30$4,348
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$301,035
Value of total assets at end of year2018-06-30$4,336,118
Value of total assets at beginning of year2018-06-30$4,501,984
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$7,012
Total interest from all sources2018-06-30$215
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$173,829
Participant contributions at end of year2018-06-30$9,548
Participant contributions at beginning of year2018-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$67,206
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$-165,414
Value of net assets at end of year (total assets less liabilities)2018-06-30$4,336,089
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$4,501,503
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Investment advisory and management fees2018-06-30$6,562
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$4,266,570
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$0
Value of interest in pooled separate accounts at end of year2018-06-30$0
Value of interest in pooled separate accounts at beginning of year2018-06-30$4,349,443
Interest on participant loans2018-06-30$215
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$92,541
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$101,368
Net investment gain/loss from pooled separate accounts2018-06-30$164,057
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30Yes
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$60,000
Employer contributions (assets) at end of year2018-06-30$60,000
Employer contributions (assets) at beginning of year2018-06-30$60,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$720,729
Contract administrator fees2018-06-30$450
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-06-30No
Liabilities. Value of benefit claims payable at end of year2018-06-30$29
Liabilities. Value of benefit claims payable at beginning of year2018-06-30$481
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30ANDERSON ZURMUEHLEN
Accountancy firm EIN2018-06-30810385940
2017 : YELLOWSTONE BOYS AND GIRLS RANCH RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$481
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$978
Total income from all sources (including contributions)2017-06-30$790,613
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$583,308
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$566,745
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$223,421
Value of total assets at end of year2017-06-30$4,501,984
Value of total assets at beginning of year2017-06-30$4,295,176
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$16,563
Total interest from all sources2017-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$163,421
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$207,305
Value of net assets at end of year (total assets less liabilities)2017-06-30$4,501,503
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$4,294,198
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Investment advisory and management fees2017-06-30$9,546
Value of interest in pooled separate accounts at end of year2017-06-30$4,349,443
Value of interest in pooled separate accounts at beginning of year2017-06-30$4,156,438
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$92,541
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$106,854
Net investment gain/loss from pooled separate accounts2017-06-30$567,192
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$60,000
Employer contributions (assets) at end of year2017-06-30$60,000
Employer contributions (assets) at beginning of year2017-06-30$31,884
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$566,745
Contract administrator fees2017-06-30$7,017
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-06-30No
Liabilities. Value of benefit claims payable at end of year2017-06-30$481
Liabilities. Value of benefit claims payable at beginning of year2017-06-30$978
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30ANDERSON ZURMUEHLEN
Accountancy firm EIN2017-06-30810385940
2016 : YELLOWSTONE BOYS AND GIRLS RANCH RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$978
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$184,880
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$1,228,829
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$1,212,477
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$228,129
Value of total assets at end of year2016-06-30$4,295,176
Value of total assets at beginning of year2016-06-30$5,338,147
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$16,352
Total interest from all sources2016-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$196,245
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-1,043,949
Value of net assets at end of year (total assets less liabilities)2016-06-30$4,294,198
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$5,338,147
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Investment advisory and management fees2016-06-30$10,515
Value of interest in pooled separate accounts at end of year2016-06-30$4,156,438
Value of interest in pooled separate accounts at beginning of year2016-06-30$5,217,090
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$106,854
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$121,057
Net investment gain/loss from pooled separate accounts2016-06-30$-43,249
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30Yes
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$31,884
Employer contributions (assets) at end of year2016-06-30$31,884
Employer contributions (assets) at beginning of year2016-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$1,212,477
Contract administrator fees2016-06-30$5,837
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-06-30No
Liabilities. Value of benefit claims payable at end of year2016-06-30$978
Liabilities. Value of benefit claims payable at beginning of year2016-06-30$0
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30ANDERSON ZURMUEHLEN
Accountancy firm EIN2016-06-30810385940
2015 : YELLOWSTONE BOYS AND GIRLS RANCH RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$486,098
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$1,176,334
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$1,154,741
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$334,944
Value of total assets at end of year2015-06-30$5,338,147
Value of total assets at beginning of year2015-06-30$6,028,383
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$21,593
Total interest from all sources2015-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$244,912
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$90,032
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$-690,236
Value of net assets at end of year (total assets less liabilities)2015-06-30$5,338,147
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$6,028,383
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Investment advisory and management fees2015-06-30$13,027
Value of interest in pooled separate accounts at end of year2015-06-30$5,217,090
Value of interest in pooled separate accounts at beginning of year2015-06-30$5,852,374
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$121,057
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$135,392
Net investment gain/loss from pooled separate accounts2015-06-30$151,154
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$0
Employer contributions (assets) at end of year2015-06-30$0
Employer contributions (assets) at beginning of year2015-06-30$40,617
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$1,154,741
Contract administrator fees2015-06-30$8,566
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-06-30No
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30ANDERSON ZURMUEHLEN
Accountancy firm EIN2015-06-30810385940
2014 : YELLOWSTONE BOYS AND GIRLS RANCH RETIREMENT PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-06-30$1,229,790
Total of all expenses incurred2014-06-30$904,008
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$879,035
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$317,253
Value of total assets at end of year2014-06-30$6,028,383
Value of total assets at beginning of year2014-06-30$5,702,601
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$24,973
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
If this is an individual account plan, was there a blackout period2014-06-30No
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$276,636
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$325,782
Value of net assets at end of year (total assets less liabilities)2014-06-30$6,028,383
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$5,702,601
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Investment advisory and management fees2014-06-30$16,392
Value of interest in pooled separate accounts at end of year2014-06-30$5,852,374
Value of interest in pooled separate accounts at beginning of year2014-06-30$5,477,380
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$135,392
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$174,164
Net investment gain/loss from pooled separate accounts2014-06-30$912,537
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$40,617
Employer contributions (assets) at end of year2014-06-30$40,617
Employer contributions (assets) at beginning of year2014-06-30$51,057
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$879,035
Contract administrator fees2014-06-30$8,581
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-06-30No
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30ANDERSON ZURMUEHLEN
Accountancy firm EIN2014-06-30810385940
2013 : YELLOWSTONE BOYS AND GIRLS RANCH RETIREMENT PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-06-30$1,045,479
Total of all expenses incurred2013-06-30$955,146
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$926,516
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$358,251
Value of total assets at end of year2013-06-30$5,702,601
Value of total assets at beginning of year2013-06-30$5,612,268
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$28,630
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
If this is an individual account plan, was there a blackout period2013-06-30No
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$307,194
Participant contributions at end of year2013-06-30$0
Participant contributions at beginning of year2013-06-30$13,225
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$90,333
Value of net assets at end of year (total assets less liabilities)2013-06-30$5,702,601
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$5,612,268
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Investment advisory and management fees2013-06-30$20,772
Value of interest in pooled separate accounts at end of year2013-06-30$5,477,380
Value of interest in pooled separate accounts at beginning of year2013-06-30$5,365,447
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$174,164
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$173,282
Net investment gain/loss from pooled separate accounts2013-06-30$687,228
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$51,057
Employer contributions (assets) at end of year2013-06-30$51,057
Employer contributions (assets) at beginning of year2013-06-30$60,314
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$926,516
Contract administrator fees2013-06-30$7,858
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-06-30No
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30ANDERSON ZURMUEHLEN
Accountancy firm EIN2013-06-30810385940
2012 : YELLOWSTONE BOYS AND GIRLS RANCH RETIREMENT PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-06-30$350,965
Total of all expenses incurred2012-06-30$807,521
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$777,831
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$456,328
Value of total assets at end of year2012-06-30$5,612,268
Value of total assets at beginning of year2012-06-30$6,068,824
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$29,690
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$500,000
If this is an individual account plan, was there a blackout period2012-06-30No
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$373,035
Participant contributions at end of year2012-06-30$13,225
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$22,979
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$-456,556
Value of net assets at end of year (total assets less liabilities)2012-06-30$5,612,268
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$6,068,824
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Investment advisory and management fees2012-06-30$22,222
Value of interest in pooled separate accounts at end of year2012-06-30$5,365,447
Value of interest in pooled separate accounts at beginning of year2012-06-30$5,417,418
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$173,282
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$458,560
Net investment gain/loss from pooled separate accounts2012-06-30$-105,363
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30Yes
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$60,314
Employer contributions (assets) at end of year2012-06-30$60,314
Employer contributions (assets) at beginning of year2012-06-30$192,846
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$777,831
Contract administrator fees2012-06-30$7,468
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-06-30No
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30ANDERSON ZURMUEHLEN & CO., P.C.
Accountancy firm EIN2012-06-30810385940
2011 : YELLOWSTONE BOYS AND GIRLS RANCH RETIREMENT PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-06-30$1,592,002
Total of all expenses incurred2011-06-30$368,141
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$344,746
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$555,947
Value of total assets at end of year2011-06-30$6,068,824
Value of total assets at beginning of year2011-06-30$4,844,963
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$23,395
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$500,000
If this is an individual account plan, was there a blackout period2011-06-30No
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$361,474
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$1,627
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$1,223,861
Value of net assets at end of year (total assets less liabilities)2011-06-30$6,068,824
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$4,844,963
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Investment advisory and management fees2011-06-30$17,971
Value of interest in pooled separate accounts at end of year2011-06-30$5,417,418
Value of interest in pooled separate accounts at beginning of year2011-06-30$4,189,412
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$458,560
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$358,920
Net investment gain/loss from pooled separate accounts2011-06-30$1,036,055
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$192,846
Employer contributions (assets) at end of year2011-06-30$192,846
Employer contributions (assets) at beginning of year2011-06-30$296,631
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$344,746
Contract administrator fees2011-06-30$5,424
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-06-30No
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30KPMG, LLP
Accountancy firm EIN2011-06-30135565207
2009 : YELLOWSTONE BOYS AND GIRLS RANCH RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-06-30$0

Form 5500 Responses for YELLOWSTONE BOYS AND GIRLS RANCH RETIREMENT PLAN

2021: YELLOWSTONE BOYS AND GIRLS RANCH RETIREMENT PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: YELLOWSTONE BOYS AND GIRLS RANCH RETIREMENT PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: YELLOWSTONE BOYS AND GIRLS RANCH RETIREMENT PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: YELLOWSTONE BOYS AND GIRLS RANCH RETIREMENT PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: YELLOWSTONE BOYS AND GIRLS RANCH RETIREMENT PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: YELLOWSTONE BOYS AND GIRLS RANCH RETIREMENT PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: YELLOWSTONE BOYS AND GIRLS RANCH RETIREMENT PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: YELLOWSTONE BOYS AND GIRLS RANCH RETIREMENT PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: YELLOWSTONE BOYS AND GIRLS RANCH RETIREMENT PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedYes
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: YELLOWSTONE BOYS AND GIRLS RANCH RETIREMENT PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: YELLOWSTONE BOYS AND GIRLS RANCH RETIREMENT PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2010: YELLOWSTONE BOYS AND GIRLS RANCH RETIREMENT PLAN 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement – InsuranceYes
2010-07-01Plan benefit arrangement - TrustYes
2009: YELLOWSTONE BOYS AND GIRLS RANCH RETIREMENT PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01This submission is the final filingNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes
2008: YELLOWSTONE BOYS AND GIRLS RANCH RETIREMENT PLAN 2008 form 5500 responses
2008-07-01Type of plan entitySingle employer plan
2008-07-01Submission has been amendedYes
2008-07-01This submission is the final filingNo
2008-07-01This return/report is a short plan year return/report (less than 12 months)No
2008-07-01Plan is a collectively bargained planNo
2008-07-01Plan funding arrangement – Section 412(e)(3) insurance ContractsYes
2008-07-01Plan funding arrangement – TrustYes
2008-07-01Plan benefit arrangement – Section 412(e)(3) insurance ContractsYes
2008-07-01Plan benefit arrangement - TrustYes
2007: YELLOWSTONE BOYS AND GIRLS RANCH RETIREMENT PLAN 2007 form 5500 responses
2007-07-01Type of plan entitySingle employer plan
2007-07-01Submission has been amendedYes
2007-07-01This submission is the final filingNo
2007-07-01This return/report is a short plan year return/report (less than 12 months)No
2007-07-01Plan is a collectively bargained planNo
2007-07-01Plan funding arrangement – InsuranceYes
2007-07-01Plan funding arrangement – TrustYes
2007-07-01Plan benefit arrangement – InsuranceYes
2007-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number758820-01
Policy instance 1
Insurance contract or identification number758820-01
Number of Individuals Covered194
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $17,146
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14,288
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberGA-842183
Policy instance 1
Insurance contract or identification numberGA-842183
Number of Individuals Covered208
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $14,011
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,589
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberGA-842183
Policy instance 1
Insurance contract or identification numberGA-842183
Number of Individuals Covered175
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $11,718
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,718
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberGA-842183
Policy instance 1
Insurance contract or identification numberGA-842183
Number of Individuals Covered171
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $10,678
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,678
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number600558-000
Policy instance 1
Insurance contract or identification number600558-000
Number of Individuals Covered0
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $5,068
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number600558-000
Policy instance 1
Insurance contract or identification number600558-000
Number of Individuals Covered124
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $4,657
Total amount of fees paid to insurance companyUSD $2,822
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,657
Insurance broker organization code?3
Amount paid for insurance broker fees2822
Additional information about fees paid to insurance brokerADMINISTRATION
Insurance broker nameWIPFLI LLP
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number600558-000
Policy instance 1
Insurance contract or identification number600558-000
Number of Individuals Covered139
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $7,617
Total amount of fees paid to insurance companyUSD $2,847
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,617
Insurance broker organization code?3
Amount paid for insurance broker fees2182
Additional information about fees paid to insurance brokerADMINISTRATION
Insurance broker nameWIPFLI, LLP
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number600558-000
Policy instance 1
Insurance contract or identification number600558-000
Number of Individuals Covered146
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $7,535
Total amount of fees paid to insurance companyUSD $2,846
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,535
Insurance broker organization code?3
Amount paid for insurance broker fees2846
Additional information about fees paid to insurance brokerADMINISTRATION
Insurance broker nameGALUSHA HIGGINS & GALUSHA
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number600558-000
Policy instance 1
Insurance contract or identification number600558-000
Number of Individuals Covered147
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $22,917
Total amount of fees paid to insurance companyUSD $2,857
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $22,917
Insurance broker organization code?3
Amount paid for insurance broker fees2857
Insurance broker nameGALUSHA HIGGINS & GALUSHA
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number600558-000
Policy instance 1
Insurance contract or identification number600558-000
Number of Individuals Covered168
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $21,754
Total amount of fees paid to insurance companyUSD $2,703
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number600558-000
Policy instance 1
Insurance contract or identification number600558-000
Number of Individuals Covered190
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $18,601
Total amount of fees paid to insurance companyUSD $2,636
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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