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HELIARC WELDING SERVICE PROFIT SHARING TRUST 401k Plan overview

Plan NameHELIARC WELDING SERVICE PROFIT SHARING TRUST
Plan identification number 002

HELIARC WELDING SERVICE PROFIT SHARING TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • Profit-sharing
  • 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

HELIARC WELDING SERVICE has sponsored the creation of one or more 401k plans.

Company Name:HELIARC WELDING SERVICE
Employer identification number (EIN):840627695
NAIC Classification:336410

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HELIARC WELDING SERVICE PROFIT SHARING TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-09-01
0022020-09-01
0022018-09-01
0022018-09-01
0022017-09-01MICHAEL FISHER MICHAEL FISHER2019-03-20
0022016-09-01MICHAEL FISHER MICHAEL FISHER2018-03-09
0022015-09-01MICHAEL FISHER MICHAEL FISHER2017-03-10
0022014-09-01MICHAEL FISHER
0022013-09-01MICHAEL FISHER
0022012-09-01MICHAEL FISHER
0022011-09-01MICHAEL FISHER2013-03-13 MICHAEL FISHER2013-03-13
0022009-09-01MICHAEL FISHER

Plan Statistics for HELIARC WELDING SERVICE PROFIT SHARING TRUST

401k plan membership statisitcs for HELIARC WELDING SERVICE PROFIT SHARING TRUST

Measure Date Value
2021: HELIARC WELDING SERVICE PROFIT SHARING TRUST 2021 401k membership
Total participants, beginning-of-year2021-09-014
Total number of active participants reported on line 7a of the Form 55002021-09-012
Number of retired or separated participants receiving benefits2021-09-011
Number of other retired or separated participants entitled to future benefits2021-09-011
Total of all active and inactive participants2021-09-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-09-010
Total participants2021-09-014
Number of participants with account balances2021-09-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-09-010
2020: HELIARC WELDING SERVICE PROFIT SHARING TRUST 2020 401k membership
Total participants, beginning-of-year2020-09-014
Total number of active participants reported on line 7a of the Form 55002020-09-012
Number of retired or separated participants receiving benefits2020-09-011
Number of other retired or separated participants entitled to future benefits2020-09-011
Total of all active and inactive participants2020-09-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-09-010
Total participants2020-09-014
Number of participants with account balances2020-09-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-09-010
2018: HELIARC WELDING SERVICE PROFIT SHARING TRUST 2018 401k membership
Total participants, beginning-of-year2018-09-014
Total number of active participants reported on line 7a of the Form 55002018-09-012
Number of retired or separated participants receiving benefits2018-09-011
Number of other retired or separated participants entitled to future benefits2018-09-011
Total of all active and inactive participants2018-09-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-09-010
Total participants2018-09-014
Number of participants with account balances2018-09-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-09-010
2017: HELIARC WELDING SERVICE PROFIT SHARING TRUST 2017 401k membership
Total participants, beginning-of-year2017-09-014
Total number of active participants reported on line 7a of the Form 55002017-09-012
Number of retired or separated participants receiving benefits2017-09-011
Number of other retired or separated participants entitled to future benefits2017-09-011
Total of all active and inactive participants2017-09-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-09-010
Total participants2017-09-014
Number of participants with account balances2017-09-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-09-010
2016: HELIARC WELDING SERVICE PROFIT SHARING TRUST 2016 401k membership
Total participants, beginning-of-year2016-09-014
Total number of active participants reported on line 7a of the Form 55002016-09-012
Number of retired or separated participants receiving benefits2016-09-011
Number of other retired or separated participants entitled to future benefits2016-09-011
Total of all active and inactive participants2016-09-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-09-010
Total participants2016-09-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-09-010
2015: HELIARC WELDING SERVICE PROFIT SHARING TRUST 2015 401k membership
Total participants, beginning-of-year2015-09-014
Total number of active participants reported on line 7a of the Form 55002015-09-012
Number of retired or separated participants receiving benefits2015-09-011
Number of other retired or separated participants entitled to future benefits2015-09-011
Total of all active and inactive participants2015-09-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-09-010
Total participants2015-09-014
Number of participants with account balances2015-09-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-09-010
2014: HELIARC WELDING SERVICE PROFIT SHARING TRUST 2014 401k membership
Total participants, beginning-of-year2014-09-014
Total number of active participants reported on line 7a of the Form 55002014-09-012
Number of retired or separated participants receiving benefits2014-09-011
Number of other retired or separated participants entitled to future benefits2014-09-011
Total of all active and inactive participants2014-09-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-09-010
Total participants2014-09-014
Number of participants with account balances2014-09-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-09-010
2013: HELIARC WELDING SERVICE PROFIT SHARING TRUST 2013 401k membership
Total participants, beginning-of-year2013-09-014
Total number of active participants reported on line 7a of the Form 55002013-09-012
Number of retired or separated participants receiving benefits2013-09-011
Number of other retired or separated participants entitled to future benefits2013-09-011
Total of all active and inactive participants2013-09-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-09-010
Total participants2013-09-014
Number of participants with account balances2013-09-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-09-010
2012: HELIARC WELDING SERVICE PROFIT SHARING TRUST 2012 401k membership
Total participants, beginning-of-year2012-09-014
Total number of active participants reported on line 7a of the Form 55002012-09-012
Number of retired or separated participants receiving benefits2012-09-011
Number of other retired or separated participants entitled to future benefits2012-09-011
Total of all active and inactive participants2012-09-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-09-010
Total participants2012-09-014
Number of participants with account balances2012-09-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-09-010
2009: HELIARC WELDING SERVICE PROFIT SHARING TRUST 2009 401k membership
Total participants, beginning-of-year2009-09-014
Total number of active participants reported on line 7a of the Form 55002009-09-014
Number of retired or separated participants receiving benefits2009-09-010
Number of other retired or separated participants entitled to future benefits2009-09-010
Total of all active and inactive participants2009-09-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-09-010
Total participants2009-09-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-09-010

Financial Data on HELIARC WELDING SERVICE PROFIT SHARING TRUST

Measure Date Value
2022 : HELIARC WELDING SERVICE PROFIT SHARING TRUST 2022 401k financial data
Transfers to/from the plan2022-08-31$0
Total plan liabilities at end of year2022-08-31$6,934
Total plan liabilities at beginning of year2022-08-31$6,934
Total income from all sources2022-08-31$2,719
Expenses. Total of all expenses incurred2022-08-31$28,439
Benefits paid (including direct rollovers)2022-08-31$25,439
Total plan assets at end of year2022-08-31$1,028,225
Total plan assets at beginning of year2022-08-31$1,053,945
Total contributions received or receivable from participants2022-08-31$0
Expenses. Other expenses not covered elsewhere2022-08-31$3,000
Contributions received from other sources (not participants or employers)2022-08-31$0
Other income received2022-08-31$2,719
Noncash contributions received2022-08-31$0
Net income (gross income less expenses)2022-08-31$-25,720
Net plan assets at end of year (total assets less liabilities)2022-08-31$1,021,291
Net plan assets at beginning of year (total assets less liabilities)2022-08-31$1,047,011
Assets. Value of participant loans2022-08-31$68,974
Total contributions received or receivable from employer(s)2022-08-31$0
Value of certain deemed distributions of participant loans2022-08-31$0
Value of corrective distributions2022-08-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-08-31$0
2021 : HELIARC WELDING SERVICE PROFIT SHARING TRUST 2021 401k financial data
Transfers to/from the plan2021-08-31$0
Total plan liabilities at end of year2021-08-31$6,934
Total plan liabilities at beginning of year2021-08-31$6,934
Total income from all sources2021-08-31$9,613
Expenses. Total of all expenses incurred2021-08-31$9,000
Benefits paid (including direct rollovers)2021-08-31$9,000
Total plan assets at end of year2021-08-31$1,053,945
Total plan assets at beginning of year2021-08-31$1,053,332
Total contributions received or receivable from participants2021-08-31$0
Expenses. Other expenses not covered elsewhere2021-08-31$0
Contributions received from other sources (not participants or employers)2021-08-31$0
Other income received2021-08-31$2,166
Noncash contributions received2021-08-31$0
Net income (gross income less expenses)2021-08-31$613
Net plan assets at end of year (total assets less liabilities)2021-08-31$1,047,011
Net plan assets at beginning of year (total assets less liabilities)2021-08-31$1,046,398
Assets. Value of real-estate (other than employer real property)2021-08-31$87,483
Total contributions received or receivable from employer(s)2021-08-31$7,447
Value of certain deemed distributions of participant loans2021-08-31$0
Value of corrective distributions2021-08-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-08-31$0
2019 : HELIARC WELDING SERVICE PROFIT SHARING TRUST 2019 401k financial data
Transfers to/from the plan2019-08-31$0
Total plan liabilities at end of year2019-08-31$6,934
Total plan liabilities at beginning of year2019-08-31$6,934
Total income from all sources2019-08-31$71,494
Expenses. Total of all expenses incurred2019-08-31$12,000
Benefits paid (including direct rollovers)2019-08-31$12,000
Total plan assets at end of year2019-08-31$1,053,332
Total plan assets at beginning of year2019-08-31$993,838
Total contributions received or receivable from participants2019-08-31$0
Expenses. Other expenses not covered elsewhere2019-08-31$0
Contributions received from other sources (not participants or employers)2019-08-31$0
Other income received2019-08-31$57,494
Noncash contributions received2019-08-31$0
Net income (gross income less expenses)2019-08-31$59,494
Net plan assets at end of year (total assets less liabilities)2019-08-31$1,046,398
Net plan assets at beginning of year (total assets less liabilities)2019-08-31$986,904
Assets. Value of real-estate (other than employer real property)2019-08-31$91,532
Total contributions received or receivable from employer(s)2019-08-31$14,000
Value of certain deemed distributions of participant loans2019-08-31$0
Value of corrective distributions2019-08-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-08-31$0
2018 : HELIARC WELDING SERVICE PROFIT SHARING TRUST 2018 401k financial data
Total plan liabilities at end of year2018-08-31$6,934
Total plan liabilities at beginning of year2018-08-31$6,934
Total income from all sources2018-08-31$-12,216
Expenses. Total of all expenses incurred2018-08-31$8,000
Benefits paid (including direct rollovers)2018-08-31$8,000
Total plan assets at end of year2018-08-31$952,199
Total plan assets at beginning of year2018-08-31$972,415
Total contributions received or receivable from participants2018-08-31$0
Contributions received from other sources (not participants or employers)2018-08-31$0
Other income received2018-08-31$-33,576
Noncash contributions received2018-08-31$0
Net income (gross income less expenses)2018-08-31$-20,216
Net plan assets at end of year (total assets less liabilities)2018-08-31$945,265
Net plan assets at beginning of year (total assets less liabilities)2018-08-31$965,481
Assets. Value of real-estate (other than employer real property)2018-08-31$99,006
Total contributions received or receivable from employer(s)2018-08-31$21,360
2017 : HELIARC WELDING SERVICE PROFIT SHARING TRUST 2017 401k financial data
Transfers to/from the plan2017-08-31$0
Total plan liabilities at end of year2017-08-31$6,934
Total plan liabilities at beginning of year2017-08-31$6,934
Total income from all sources2017-08-31$-6,210
Expenses. Total of all expenses incurred2017-08-31$0
Benefits paid (including direct rollovers)2017-08-31$0
Total plan assets at end of year2017-08-31$972,415
Total plan assets at beginning of year2017-08-31$978,625
Total contributions received or receivable from participants2017-08-31$0
Expenses. Other expenses not covered elsewhere2017-08-31$0
Contributions received from other sources (not participants or employers)2017-08-31$0
Other income received2017-08-31$-8,410
Noncash contributions received2017-08-31$0
Net income (gross income less expenses)2017-08-31$-6,210
Net plan assets at end of year (total assets less liabilities)2017-08-31$965,481
Net plan assets at beginning of year (total assets less liabilities)2017-08-31$971,691
Assets. Value of real-estate (other than employer real property)2017-08-31$104,381
Total contributions received or receivable from employer(s)2017-08-31$2,200
Value of certain deemed distributions of participant loans2017-08-31$0
Value of corrective distributions2017-08-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-08-31$0
2016 : HELIARC WELDING SERVICE PROFIT SHARING TRUST 2016 401k financial data
Transfers to/from the plan2016-08-31$0
Total plan liabilities at end of year2016-08-31$6,934
Total plan liabilities at beginning of year2016-08-31$6,934
Total income from all sources2016-08-31$69,519
Expenses. Total of all expenses incurred2016-08-31$2,608
Benefits paid (including direct rollovers)2016-08-31$2,608
Total plan assets at end of year2016-08-31$978,625
Total plan assets at beginning of year2016-08-31$911,714
Total contributions received or receivable from participants2016-08-31$0
Expenses. Other expenses not covered elsewhere2016-08-31$0
Contributions received from other sources (not participants or employers)2016-08-31$0
Other income received2016-08-31$60,919
Noncash contributions received2016-08-31$0
Net income (gross income less expenses)2016-08-31$66,911
Net plan assets at end of year (total assets less liabilities)2016-08-31$971,691
Net plan assets at beginning of year (total assets less liabilities)2016-08-31$904,780
Assets. Value of real-estate (other than employer real property)2016-08-31$105,721
Total contributions received or receivable from employer(s)2016-08-31$8,600
Value of certain deemed distributions of participant loans2016-08-31$0
Value of corrective distributions2016-08-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-08-31$0
2015 : HELIARC WELDING SERVICE PROFIT SHARING TRUST 2015 401k financial data
Total plan liabilities at end of year2015-08-31$6,934
Total plan liabilities at beginning of year2015-08-31$6,934
Total income from all sources2015-08-31$-40,589
Expenses. Total of all expenses incurred2015-08-31$15,648
Benefits paid (including direct rollovers)2015-08-31$15,648
Total plan assets at end of year2015-08-31$911,714
Total plan assets at beginning of year2015-08-31$967,951
Total contributions received or receivable from participants2015-08-31$0
Contributions received from other sources (not participants or employers)2015-08-31$0
Other income received2015-08-31$-48,589
Noncash contributions received2015-08-31$0
Net income (gross income less expenses)2015-08-31$-56,237
Net plan assets at end of year (total assets less liabilities)2015-08-31$904,780
Net plan assets at beginning of year (total assets less liabilities)2015-08-31$961,017
Assets. Value of real-estate (other than employer real property)2015-08-31$108,518
Total contributions received or receivable from employer(s)2015-08-31$8,000
2014 : HELIARC WELDING SERVICE PROFIT SHARING TRUST 2014 401k financial data
Total plan liabilities at end of year2014-08-31$6,934
Total plan liabilities at beginning of year2014-08-31$6,934
Total income from all sources2014-08-31$42,960
Expenses. Total of all expenses incurred2014-08-31$20,846
Benefits paid (including direct rollovers)2014-08-31$20,846
Total plan assets at end of year2014-08-31$967,951
Total plan assets at beginning of year2014-08-31$945,837
Total contributions received or receivable from participants2014-08-31$0
Contributions received from other sources (not participants or employers)2014-08-31$0
Other income received2014-08-31$22,960
Noncash contributions received2014-08-31$0
Net income (gross income less expenses)2014-08-31$22,114
Net plan assets at end of year (total assets less liabilities)2014-08-31$961,017
Net plan assets at beginning of year (total assets less liabilities)2014-08-31$938,903
Assets. Value of participant loans2014-08-31$28,374
Assets. Value of real-estate (other than employer real property)2014-08-31$111,752
Total contributions received or receivable from employer(s)2014-08-31$20,000
2013 : HELIARC WELDING SERVICE PROFIT SHARING TRUST 2013 401k financial data
Transfers to/from the plan2013-08-31$0
Total plan liabilities at end of year2013-08-31$6,934
Total plan liabilities at beginning of year2013-08-31$6,934
Total income from all sources2013-08-31$-110,900
Expenses. Total of all expenses incurred2013-08-31$20,434
Benefits paid (including direct rollovers)2013-08-31$20,359
Total plan assets at end of year2013-08-31$945,837
Total plan assets at beginning of year2013-08-31$1,087,096
Total contributions received or receivable from participants2013-08-31$0
Expenses. Other expenses not covered elsewhere2013-08-31$75
Contributions received from other sources (not participants or employers)2013-08-31$0
Other income received2013-08-31$-120,900
Noncash contributions received2013-08-31$0
Net income (gross income less expenses)2013-08-31$-131,334
Net plan assets at end of year (total assets less liabilities)2013-08-31$938,903
Net plan assets at beginning of year (total assets less liabilities)2013-08-31$1,080,162
Assets. Value of real-estate (other than employer real property)2013-08-31$114,533
Total contributions received or receivable from employer(s)2013-08-31$10,000
Value of certain deemed distributions of participant loans2013-08-31$0
Value of corrective distributions2013-08-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-08-31$0
2011 : HELIARC WELDING SERVICE PROFIT SHARING TRUST 2011 401k financial data
Total income from all sources2011-08-31$12,059
Expenses. Total of all expenses incurred2011-08-31$100
Total plan assets at end of year2011-08-31$1,107,567
Total plan assets at beginning of year2011-08-31$1,097,308
Other income received2011-08-31$10,259
Net income (gross income less expenses)2011-08-31$11,959
Net plan assets at end of year (total assets less liabilities)2011-08-31$1,107,567
Net plan assets at beginning of year (total assets less liabilities)2011-08-31$1,097,308
Total contributions received or receivable from employer(s)2011-08-31$1,800
Expenses. Administrative service providers (salaries,fees and commissions)2011-08-31$100

Form 5500 Responses for HELIARC WELDING SERVICE PROFIT SHARING TRUST

2021: HELIARC WELDING SERVICE PROFIT SHARING TRUST 2021 form 5500 responses
2021-09-01Type of plan entitySingle employer plan
2021-09-01Submission has been amendedNo
2021-09-01This submission is the final filingNo
2021-09-01This return/report is a short plan year return/report (less than 12 months)No
2021-09-01Plan is a collectively bargained planNo
2021-09-01Plan funding arrangement – TrustYes
2021-09-01Plan funding arrangement – General assets of the sponsorYes
2021-09-01Plan benefit arrangement - TrustYes
2020: HELIARC WELDING SERVICE PROFIT SHARING TRUST 2020 form 5500 responses
2020-09-01Type of plan entitySingle employer plan
2020-09-01Submission has been amendedNo
2020-09-01This submission is the final filingNo
2020-09-01This return/report is a short plan year return/report (less than 12 months)No
2020-09-01Plan is a collectively bargained planNo
2020-09-01Plan funding arrangement – TrustYes
2020-09-01Plan benefit arrangement – General assets of the sponsorYes
2018: HELIARC WELDING SERVICE PROFIT SHARING TRUST 2018 form 5500 responses
2018-09-01Type of plan entitySingle employer plan
2018-09-01Submission has been amendedNo
2018-09-01This submission is the final filingNo
2018-09-01This return/report is a short plan year return/report (less than 12 months)No
2018-09-01Plan is a collectively bargained planNo
2018-09-01Plan funding arrangement – General assets of the sponsorYes
2018-09-01Plan benefit arrangement - TrustYes
2017: HELIARC WELDING SERVICE PROFIT SHARING TRUST 2017 form 5500 responses
2017-09-01Type of plan entitySingle employer plan
2017-09-01Submission has been amendedNo
2017-09-01This submission is the final filingNo
2017-09-01This return/report is a short plan year return/report (less than 12 months)No
2017-09-01Plan is a collectively bargained planNo
2017-09-01Plan funding arrangement – General assets of the sponsorYes
2017-09-01Plan benefit arrangement - TrustYes
2016: HELIARC WELDING SERVICE PROFIT SHARING TRUST 2016 form 5500 responses
2016-09-01Type of plan entitySingle employer plan
2016-09-01Submission has been amendedNo
2016-09-01This submission is the final filingNo
2016-09-01This return/report is a short plan year return/report (less than 12 months)No
2016-09-01Plan is a collectively bargained planNo
2016-09-01Plan funding arrangement – General assets of the sponsorYes
2016-09-01Plan benefit arrangement - TrustYes
2015: HELIARC WELDING SERVICE PROFIT SHARING TRUST 2015 form 5500 responses
2015-09-01Type of plan entitySingle employer plan
2015-09-01Submission has been amendedNo
2015-09-01This submission is the final filingNo
2015-09-01This return/report is a short plan year return/report (less than 12 months)No
2015-09-01Plan is a collectively bargained planNo
2015-09-01Plan funding arrangement – General assets of the sponsorYes
2015-09-01Plan benefit arrangement - TrustYes
2014: HELIARC WELDING SERVICE PROFIT SHARING TRUST 2014 form 5500 responses
2014-09-01Type of plan entitySingle employer plan
2014-09-01Submission has been amendedNo
2014-09-01This submission is the final filingNo
2014-09-01This return/report is a short plan year return/report (less than 12 months)No
2014-09-01Plan is a collectively bargained planNo
2014-09-01Plan funding arrangement – General assets of the sponsorYes
2014-09-01Plan benefit arrangement - TrustYes
2013: HELIARC WELDING SERVICE PROFIT SHARING TRUST 2013 form 5500 responses
2013-09-01Type of plan entitySingle employer plan
2013-09-01Submission has been amendedNo
2013-09-01This submission is the final filingNo
2013-09-01This return/report is a short plan year return/report (less than 12 months)No
2013-09-01Plan is a collectively bargained planNo
2013-09-01Plan funding arrangement – General assets of the sponsorYes
2013-09-01Plan benefit arrangement - TrustYes
2012: HELIARC WELDING SERVICE PROFIT SHARING TRUST 2012 form 5500 responses
2012-09-01Type of plan entitySingle employer plan
2012-09-01Submission has been amendedNo
2012-09-01This submission is the final filingNo
2012-09-01This return/report is a short plan year return/report (less than 12 months)No
2012-09-01Plan is a collectively bargained planNo
2012-09-01Plan funding arrangement – General assets of the sponsorYes
2012-09-01Plan benefit arrangement - TrustYes
2009: HELIARC WELDING SERVICE PROFIT SHARING TRUST 2009 form 5500 responses
2009-09-01Type of plan entitySingle employer plan
2009-09-01Submission has been amendedNo
2009-09-01This submission is the final filingNo
2009-09-01This return/report is a short plan year return/report (less than 12 months)No
2009-09-01Plan is a collectively bargained planNo
2009-09-01Plan funding arrangement – General assets of the sponsorYes
2009-09-01Plan benefit arrangement – InsuranceYes
2009-09-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number922160012
Policy instance 1
Insurance contract or identification number922160012
Number of Individuals Covered1
Insurance policy start date2021-04-09
Insurance policy end date2022-04-09
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
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?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
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number922160012
Policy instance 1
Insurance contract or identification number922160012
Number of Individuals Covered1
Insurance policy start date2020-04-09
Insurance policy end date2021-04-09
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
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?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
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number92216012
Policy instance 1
Insurance contract or identification number92216012
Number of Individuals Covered1
Insurance policy start date2018-04-09
Insurance policy end date2019-04-09
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
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?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
Welfare Benefit Premiums Paid to CarrierUSD $412,649
Commission paid to Insurance BrokerUSD $1,709
Amount paid for insurance broker fees17130
Additional information about fees paid to insurance brokerFEES
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number92216012
Policy instance 1
Insurance contract or identification number92216012
Number of Individuals Covered1
Insurance policy start date2017-04-09
Insurance policy end date2018-04-09
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
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?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
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number92216012
Policy instance 1
Insurance contract or identification number92216012
Number of Individuals Covered1
Insurance policy start date2015-04-09
Insurance policy end date2016-04-09
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
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?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
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number92216012
Policy instance 1
Insurance contract or identification number92216012
Number of Individuals Covered1
Insurance policy start date2014-04-09
Insurance policy end date2015-04-09
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
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?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
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number92216012
Policy instance 1
Insurance contract or identification number92216012
Number of Individuals Covered1
Insurance policy start date2013-04-09
Insurance policy end date2014-04-09
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
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?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
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number92216012
Policy instance 1
Insurance contract or identification number92216012
Number of Individuals Covered1
Insurance policy start date2012-04-09
Insurance policy end date2013-04-09
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
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
Insurance broker nameTRANSAMERICA LIFE COMPANIES
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number92216012
Policy instance 1
Insurance contract or identification number92216012
Number of Individuals Covered1
Insurance policy start date2010-04-09
Insurance policy end date2011-04-09
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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