Logo

VIGILANT MANUFACTURERS TRUST OF ARIZONA PLAN 401k Plan overview

Plan NameVIGILANT MANUFACTURERS TRUST OF ARIZONA PLAN
Plan identification number 501

VIGILANT MANUFACTURERS TRUST OF ARIZONA PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Other welfare benefit cover

401k Sponsoring company profile

VIGILANT MANUFACTURERS TRUST OF ARIZONA has sponsored the creation of one or more 401k plans.

Company Name:VIGILANT MANUFACTURERS TRUST OF ARIZONA
Employer identification number (EIN):832492019
NAIC Classification:525100
NAIC Description: Insurance and Employee Benefit Funds

Form 5500 Filing Information

Submission information for form 5500 for 401k plan VIGILANT MANUFACTURERS TRUST OF ARIZONA PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012024-01-01RODGER GLOS
5012023-01-01
5012023-01-01RODGER GLOS
5012022-01-01
5012022-01-01RODGER GLOS
5012021-01-01
5012021-01-01RODGER GLOS
5012020-01-01
5012019-01-01

Financial Data on VIGILANT MANUFACTURERS TRUST OF ARIZONA PLAN

Measure Date Value
2023 : VIGILANT MANUFACTURERS TRUST OF ARIZONA PLAN 2023 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$88,503
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$54,889
Total income from all sources (including contributions)2023-12-31$2,784,991
Total of all expenses incurred2023-12-31$2,783,203
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$2,451,653
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$2,784,061
Value of total assets at end of year2023-12-31$71,015
Value of total assets at beginning of year2023-12-31$35,613
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$331,550
Total interest from all sources2023-12-31$153
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$100,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$2,076
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$122
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$576
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-12-31$85,785
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-12-31$49,537
Other income not declared elsewhere2023-12-31$777
Administrative expenses (other) incurred2023-12-31$245,926
Liabilities. Value of operating payables at end of year2023-12-31$439
Liabilities. Value of operating payables at beginning of year2023-12-31$4,898
Total non interest bearing cash at end of year2023-12-31$34,477
Total non interest bearing cash at beginning of year2023-12-31$33,719
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$1,788
Value of net assets at end of year (total assets less liabilities)2023-12-31$-17,488
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$-19,276
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$33,320
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$153
Expenses. Payments to insurance carriers foe the provision of benefits2023-12-31$2,451,653
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$2,781,985
Employer contributions (assets) at end of year2023-12-31$3,096
Employer contributions (assets) at beginning of year2023-12-31$1,318
Contract administrator fees2023-12-31$76,545
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-12-31No
Liabilities. Value of benefit claims payable at end of year2023-12-31$2,279
Liabilities. Value of benefit claims payable at beginning of year2023-12-31$454
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31SCHOEDEL & SCHOEDEL, CPAS PLLC
Accountancy firm EIN2023-12-31910614823
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$88,503
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$54,889
Total income from all sources (including contributions)2023-01-01$2,784,991
Total of all expenses incurred2023-01-01$2,783,203
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$2,451,653
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$2,784,061
Value of total assets at end of year2023-01-01$71,015
Value of total assets at beginning of year2023-01-01$35,613
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$331,550
Total interest from all sources2023-01-01$153
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$100,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$2,076
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-01-01$122
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-01-01$576
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-01-01$85,785
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-01-01$49,537
Other income not declared elsewhere2023-01-01$777
Administrative expenses (other) incurred2023-01-01$245,926
Liabilities. Value of operating payables at end of year2023-01-01$439
Liabilities. Value of operating payables at beginning of year2023-01-01$4,898
Total non interest bearing cash at end of year2023-01-01$34,477
Total non interest bearing cash at beginning of year2023-01-01$33,719
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$1,788
Value of net assets at end of year (total assets less liabilities)2023-01-01$-17,488
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$-19,276
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-01-01$33,320
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-01-01$153
Expenses. Payments to insurance carriers foe the provision of benefits2023-01-01$2,451,653
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$2,781,985
Employer contributions (assets) at end of year2023-01-01$3,096
Employer contributions (assets) at beginning of year2023-01-01$1,318
Contract administrator fees2023-01-01$76,545
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-01-01No
Liabilities. Value of benefit claims payable at end of year2023-01-01$2,279
Liabilities. Value of benefit claims payable at beginning of year2023-01-01$454
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01SCHOEDEL & SCHOEDEL, CPAS PLLC
Accountancy firm EIN2023-01-01910614823
2022 : VIGILANT MANUFACTURERS TRUST OF ARIZONA PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$54,889
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$97,756
Total income from all sources (including contributions)2022-12-31$2,290,270
Total of all expenses incurred2022-12-31$2,310,829
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,037,734
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,288,447
Value of total assets at end of year2022-12-31$35,613
Value of total assets at beginning of year2022-12-31$99,039
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$273,095
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$204,645
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$100,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$4,961
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$916
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$576
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$383
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$49,537
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$86,181
Other income not declared elsewhere2022-12-31$1,823
Administrative expenses (other) incurred2022-12-31$5,415
Liabilities. Value of operating payables at end of year2022-12-31$4,898
Liabilities. Value of operating payables at beginning of year2022-12-31$9,500
Total non interest bearing cash at end of year2022-12-31$33,719
Total non interest bearing cash at beginning of year2022-12-31$95,078
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-20,559
Value of net assets at end of year (total assets less liabilities)2022-12-31$-19,276
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$1,283
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$2,037,734
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$2,283,486
Employer contributions (assets) at end of year2022-12-31$1,318
Employer contributions (assets) at beginning of year2022-12-31$2,662
Contract administrator fees2022-12-31$63,035
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Liabilities. Value of benefit claims payable at end of year2022-12-31$454
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$2,075
Did the plan have assets held for investment2022-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31SCHOEDEL & SCHOEDEL, CPAS PLLC
Accountancy firm EIN2022-12-31910614823
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$54,889
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$97,756
Total income from all sources (including contributions)2022-01-01$2,290,270
Total of all expenses incurred2022-01-01$2,310,829
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$2,037,734
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$2,288,447
Value of total assets at end of year2022-01-01$35,613
Value of total assets at beginning of year2022-01-01$99,039
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$273,095
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Administrative expenses professional fees incurred2022-01-01$204,645
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$100,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$4,961
Participant contributions at end of year2022-01-01$0
Participant contributions at beginning of year2022-01-01$916
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-01-01$576
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-01-01$383
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-01-01$49,537
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-01-01$86,181
Other income not declared elsewhere2022-01-01$1,823
Administrative expenses (other) incurred2022-01-01$5,415
Liabilities. Value of operating payables at end of year2022-01-01$4,898
Liabilities. Value of operating payables at beginning of year2022-01-01$9,500
Total non interest bearing cash at end of year2022-01-01$33,719
Total non interest bearing cash at beginning of year2022-01-01$95,078
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-20,559
Value of net assets at end of year (total assets less liabilities)2022-01-01$-19,276
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$1,283
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Expenses. Payments to insurance carriers foe the provision of benefits2022-01-01$2,037,734
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$2,283,486
Employer contributions (assets) at end of year2022-01-01$1,318
Employer contributions (assets) at beginning of year2022-01-01$2,662
Contract administrator fees2022-01-01$63,035
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-01-01No
Liabilities. Value of benefit claims payable at end of year2022-01-01$454
Liabilities. Value of benefit claims payable at beginning of year2022-01-01$2,075
Did the plan have assets held for investment2022-01-01No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01SCHOEDEL & SCHOEDEL, CPAS PLLC
Accountancy firm EIN2022-01-01910614823
2021 : VIGILANT MANUFACTURERS TRUST OF ARIZONA PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$97,756
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$69,462
Total income from all sources (including contributions)2021-12-31$2,065,305
Total of all expenses incurred2021-12-31$2,065,673
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,818,079
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,063,044
Value of total assets at end of year2021-12-31$99,039
Value of total assets at beginning of year2021-12-31$71,113
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$247,594
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$185,885
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$100,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$4,733
Participant contributions at end of year2021-12-31$916
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$383
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$461
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$86,181
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$50,233
Other income not declared elsewhere2021-12-31$2,261
Administrative expenses (other) incurred2021-12-31$5,066
Liabilities. Value of operating payables at end of year2021-12-31$9,500
Liabilities. Value of operating payables at beginning of year2021-12-31$3,729
Total non interest bearing cash at end of year2021-12-31$95,078
Total non interest bearing cash at beginning of year2021-12-31$55,488
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-368
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,283
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,651
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$1,818,079
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$2,058,311
Employer contributions (assets) at end of year2021-12-31$2,662
Employer contributions (assets) at beginning of year2021-12-31$15,164
Contract administrator fees2021-12-31$56,643
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Liabilities. Value of benefit claims payable at end of year2021-12-31$2,075
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$15,500
Did the plan have assets held for investment2021-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31SCHOEDEL & SCHOEDEL, CPAS PLLC
Accountancy firm EIN2021-12-31910614823
2020 : VIGILANT MANUFACTURERS TRUST OF ARIZONA PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$69,462
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$96,334
Total income from all sources (including contributions)2020-12-31$1,522,011
Total of all expenses incurred2020-12-31$1,520,954
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,348,389
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,519,788
Value of total assets at end of year2020-12-31$71,113
Value of total assets at beginning of year2020-12-31$96,928
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$172,565
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$125,836
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$100,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$461
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$272
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$50,233
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$68,233
Other income not declared elsewhere2020-12-31$2,223
Administrative expenses (other) incurred2020-12-31$4,984
Liabilities. Value of operating payables at end of year2020-12-31$3,729
Liabilities. Value of operating payables at beginning of year2020-12-31$22,262
Total non interest bearing cash at end of year2020-12-31$55,488
Total non interest bearing cash at beginning of year2020-12-31$96,332
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,057
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,651
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$594
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$1,348,389
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,519,788
Employer contributions (assets) at end of year2020-12-31$15,164
Employer contributions (assets) at beginning of year2020-12-31$324
Contract administrator fees2020-12-31$41,745
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Liabilities. Value of benefit claims payable at end of year2020-12-31$15,500
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$5,839
Did the plan have assets held for investment2020-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31SCHOEDEL & SCHOEDEL, CPAS PLLC
Accountancy firm EIN2020-12-31910614823
2019 : VIGILANT MANUFACTURERS TRUST OF ARIZONA PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$96,334
Total income from all sources (including contributions)2019-12-31$544,836
Total of all expenses incurred2019-12-31$544,242
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$483,804
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$542,858
Value of total assets at end of year2019-12-31$96,928
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$60,438
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$43,083
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$100,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$645
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$272
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$68,233
Other income not declared elsewhere2019-12-31$1,978
Administrative expenses (other) incurred2019-12-31$2,403
Liabilities. Value of operating payables at end of year2019-12-31$22,262
Total non interest bearing cash at end of year2019-12-31$96,332
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$594
Value of net assets at end of year (total assets less liabilities)2019-12-31$594
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$483,804
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$542,213
Employer contributions (assets) at end of year2019-12-31$324
Contract administrator fees2019-12-31$14,952
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Liabilities. Value of benefit claims payable at end of year2019-12-31$5,839
Did the plan have assets held for investment2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31SCHOEDEL & SCHOEDEL, CPAS PLLC
Accountancy firm EIN2019-12-31910614823

Form 5500 Responses for VIGILANT MANUFACTURERS TRUST OF ARIZONA PLAN

2023: VIGILANT MANUFACTURERS TRUST OF ARIZONA PLAN 2023 form 5500 responses
2023-01-01Type of plan entityMulitple employer plan
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2022: VIGILANT MANUFACTURERS TRUST OF ARIZONA PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulitple employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2021: VIGILANT MANUFACTURERS TRUST OF ARIZONA PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulitple employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2020: VIGILANT MANUFACTURERS TRUST OF ARIZONA PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulitple employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: VIGILANT MANUFACTURERS TRUST OF ARIZONA PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulitple employer plan
2019-01-01First time form 5500 has been submittedYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MONY (National Association of Insurance Commissioners NAIC id number: 78077 )
Policy contract number011728
Policy instance 3
Insurance contract or identification number011728
Number of Individuals Covered366
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $588
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL D&D, EAP
Welfare Benefit Premiums Paid to CarrierUSD $11,759
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 53031 )
Policy contract number30044146
Policy instance 2
Insurance contract or identification number30044146
Number of Individuals Covered90
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $7,176
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUE CROSS BLUE SHIELD OF ARIZONA (National Association of Insurance Commissioners NAIC id number: 53589 )
Policy contract number051000-027
Policy instance 1
Insurance contract or identification number051000-027
Number of Individuals Covered590
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,432,718
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MONY (National Association of Insurance Commissioners NAIC id number: 78077 )
Policy contract number011728
Policy instance 4
Insurance contract or identification number011728
Number of Individuals Covered379
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $286
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $5,731
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number757764
Policy instance 3
Insurance contract or identification number757764
Number of Individuals Covered100
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $4,832
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 53031 )
Policy contract number30044146
Policy instance 2
Insurance contract or identification number30044146
Number of Individuals Covered84
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $8,649
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUE CROSS BLUE SHIELD OF ARIZONA (National Association of Insurance Commissioners NAIC id number: 53589 )
Policy contract number051001-020
Policy instance 1
Insurance contract or identification number051001-020
Number of Individuals Covered420
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,018,522
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number757764
Policy instance 3
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 53031 )
Policy contract number30044146
Policy instance 2
BLUE CROSS BLUE SHIELD OF ARIZONA (National Association of Insurance Commissioners NAIC id number: 53589 )
Policy contract number051000-017
Policy instance 1
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number757764
Policy instance 3
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 53031 )
Policy contract number30044146
Policy instance 2
BLUE CROSS BLUE SHIELD OF ARIZONA (National Association of Insurance Commissioners NAIC id number: 53589 )
Policy contract number051000-014
Policy instance 1
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number757764
Policy instance 3
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 53031 )
Policy contract number30044146
Policy instance 2
BLUE CROSS BLUE SHIELD OF ARIZONA (National Association of Insurance Commissioners NAIC id number: 53589 )
Policy contract number051000-008
Policy instance 1

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1