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SAMBA HOLDINGS, INC. 401(K) PLAN 401k Plan overview

Plan NameSAMBA HOLDINGS, INC. 401(K) PLAN
Plan identification number 001

SAMBA HOLDINGS, INC. 401(K) PLAN Benefits

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

401k Sponsoring company profile

SAMBA HOLDINGS INC has sponsored the creation of one or more 401k plans.

Company Name:SAMBA HOLDINGS INC
Employer identification number (EIN):850468538
NAIC Classification:541519
NAIC Description:Other Computer Related Services

Additional information about SAMBA HOLDINGS INC

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 3176255

More information about SAMBA HOLDINGS INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SAMBA HOLDINGS, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012018-01-01
0012018-01-01
0012017-01-01KEVIN LAWLOR
0012016-01-01PAULA SNYDER
0012015-10-01PAULA SNYDER
0012012-01-01PAULA SNYDER2013-07-26 PAULA SNYDER2013-07-26
0012011-01-01PAULA SNYDER2012-06-19 PAULA SNYDER2012-06-19
0012010-01-01GREG MILLER2011-04-28 GREG MILLER2011-04-28

Plan Statistics for SAMBA HOLDINGS, INC. 401(K) PLAN

401k plan membership statisitcs for SAMBA HOLDINGS, INC. 401(K) PLAN

Measure Date Value
2022: SAMBA HOLDINGS, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01307
Total number of active participants reported on line 7a of the Form 55002022-01-01286
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0181
Total of all active and inactive participants2022-01-01367
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01368
Number of participants with account balances2022-01-01355
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0121
2021: SAMBA HOLDINGS, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01262
Total number of active participants reported on line 7a of the Form 55002021-01-01230
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0158
Total of all active and inactive participants2021-01-01288
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01288
Number of participants with account balances2021-01-01275
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0132
2020: SAMBA HOLDINGS, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01334
Total number of active participants reported on line 7a of the Form 55002020-01-01195
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01144
Total of all active and inactive participants2020-01-01339
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01339
Number of participants with account balances2020-01-01326
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0155
2019: SAMBA HOLDINGS, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01256
Total number of active participants reported on line 7a of the Form 55002019-01-01234
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0193
Total of all active and inactive participants2019-01-01327
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01327
Number of participants with account balances2019-01-01299
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0134
2018: SAMBA HOLDINGS, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01205
Total number of active participants reported on line 7a of the Form 55002018-01-01188
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0165
Total of all active and inactive participants2018-01-01253
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01253
Number of participants with account balances2018-01-01227
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0114
2017: SAMBA HOLDINGS, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01173
Total number of active participants reported on line 7a of the Form 55002017-01-01167
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0135
Total of all active and inactive participants2017-01-01202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01203
Number of participants with account balances2017-01-01163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: SAMBA HOLDINGS, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01140
Total number of active participants reported on line 7a of the Form 55002016-01-01143
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0115
Total of all active and inactive participants2016-01-01158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01158
Number of participants with account balances2016-01-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: SAMBA HOLDINGS, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-10-01133
Total number of active participants reported on line 7a of the Form 55002015-10-01131
Number of retired or separated participants receiving benefits2015-10-015
Total of all active and inactive participants2015-10-01136
Total participants2015-10-01136
Number of participants with account balances2015-10-0160

Financial Data on SAMBA HOLDINGS, INC. 401(K) PLAN

Measure Date Value
2022 : SAMBA HOLDINGS, INC. 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$885,684
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$971,501
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$859,559
Expenses. Certain deemed distributions of participant loans2022-12-31$15,723
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,999,880
Value of total assets at end of year2022-12-31$11,232,143
Value of total assets at beginning of year2022-12-31$11,317,960
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$96,219
Total interest from all sources2022-12-31$4,182
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$340,347
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$340,347
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
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$1,819,076
Participant contributions at end of year2022-12-31$86,661
Participant contributions at beginning of year2022-12-31$95,233
Participant contributions at end of year2022-12-31$58,412
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$545,518
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$1,614,162
Other income not declared elsewhere2022-12-31$10
Administrative expenses (other) incurred2022-12-31$96,219
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-85,817
Value of net assets at end of year (total assets less liabilities)2022-12-31$11,232,143
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$11,317,960
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$10,654,255
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$9,040,253
Interest on participant loans2022-12-31$4,182
Value of interest in common/collective trusts at end of year2022-12-31$354,435
Value of interest in common/collective trusts at beginning of year2022-12-31$500,073
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,470,348
Net investment gain or loss from common/collective trusts2022-12-31$11,613
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$635,286
Employer contributions (assets) at end of year2022-12-31$78,380
Employer contributions (assets) at beginning of year2022-12-31$68,239
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$859,559
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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 name2022-12-31BDO USA, P.C.
Accountancy firm EIN2022-12-31135381590
2021 : SAMBA HOLDINGS, INC. 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$1,614,162
Total transfer of assets from this plan2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$10,815
Total income from all sources (including contributions)2021-12-31$4,022,993
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,908,549
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,845,388
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,785,191
Value of total assets at end of year2021-12-31$9,711,625
Value of total assets at beginning of year2021-12-31$7,607,996
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$63,161
Total interest from all sources2021-12-31$2,830
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$955,096
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$955,096
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,572,171
Participant contributions at end of year2021-12-31$95,233
Participant contributions at beginning of year2021-12-31$75,228
Participant contributions at end of year2021-12-31$2,409
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$684,295
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$1,614,162
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$18
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$10,815
Other income not declared elsewhere2021-12-31$8,935
Administrative expenses (other) incurred2021-12-31$63,161
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$2,114,444
Value of net assets at end of year (total assets less liabilities)2021-12-31$9,711,625
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$7,597,181
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$9,040,253
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$7,071,796
Interest on participant loans2021-12-31$2,830
Interest earned on other investments2021-12-31$1,761
Value of interest in common/collective trusts at end of year2021-12-31$500,073
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$460,954
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$264,048
Net investment gain or loss from common/collective trusts2021-12-31$6,893
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$528,725
Employer contributions (assets) at end of year2021-12-31$73,657
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,845,388
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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 name2021-12-31BDO USA LLP
Accountancy firm EIN2021-12-31135381590
2020 : SAMBA HOLDINGS, INC. 401(K) PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$10,815
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$28,951
Total income from all sources (including contributions)2020-12-31$2,932,128
Total of all expenses incurred2020-12-31$1,481,463
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,403,637
Value of total corrective distributions2020-12-31$10,815
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,757,819
Value of total assets at end of year2020-12-31$7,607,996
Value of total assets at beginning of year2020-12-31$6,175,467
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$67,011
Total interest from all sources2020-12-31$11,819
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$137,440
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$137,440
Administrative expenses professional fees incurred2020-12-31$21,250
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,280,835
Participant contributions at end of year2020-12-31$75,228
Participant contributions at beginning of year2020-12-31$166,137
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$20
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$307,648
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$18
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$109
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$10,815
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$28,951
Administrative expenses (other) incurred2020-12-31$45,761
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$1,450,665
Value of net assets at end of year (total assets less liabilities)2020-12-31$7,597,181
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$6,146,516
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$7,071,796
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$5,691,292
Interest on participant loans2020-12-31$6,969
Interest earned on other investments2020-12-31$4,850
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$460,954
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$317,647
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,025,050
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$169,336
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$262
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,403,637
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
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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 name2020-12-31BDO USA, LLP
Accountancy firm EIN2020-12-31135381590
2019 : SAMBA HOLDINGS, INC. 401(K) PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$28,951
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$11,878
Total income from all sources (including contributions)2019-12-31$2,766,186
Total of all expenses incurred2019-12-31$680,891
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$615,603
Value of total corrective distributions2019-12-31$28,951
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,776,328
Value of total assets at end of year2019-12-31$6,175,467
Value of total assets at beginning of year2019-12-31$4,073,099
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$36,337
Total interest from all sources2019-12-31$13,317
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$107,163
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$107,163
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,296,486
Participant contributions at end of year2019-12-31$166,137
Participant contributions at beginning of year2019-12-31$149,810
Participant contributions at end of year2019-12-31$20
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$88,873
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$109
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$571
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$28,951
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$11,878
Administrative expenses (other) incurred2019-12-31$36,337
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$2,085,295
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,146,516
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,061,221
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$5,691,292
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,651,586
Interest on participant loans2019-12-31$9,052
Interest earned on other investments2019-12-31$4,265
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$317,647
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$271,132
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$869,378
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 contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$390,969
Employer contributions (assets) at end of year2019-12-31$262
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$615,603
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31ACM LLP
Accountancy firm EIN2019-12-31010724563
2018 : SAMBA HOLDINGS, INC. 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$911,758
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$615,937
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$586,631
Value of total corrective distributions2018-12-31$11,878
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,168,100
Value of total assets at end of year2018-12-31$4,073,099
Value of total assets at beginning of year2018-12-31$3,777,278
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$29,306
Total interest from all sources2018-12-31$8,275
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$81,416
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$81,416
Was this plan covered by a fidelity bond2018-12-31No
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,001,444
Participant contributions at end of year2018-12-31$149,810
Participant contributions at beginning of year2018-12-31$127,582
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$571
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$11,878
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Administrative expenses (other) incurred2018-12-31$29,306
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$295,821
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,073,099
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,777,278
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$3,651,586
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$3,426,887
Interest on participant loans2018-12-31$5,944
Interest earned on other investments2018-12-31$2,331
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$271,132
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$222,809
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-346,033
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$166,656
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$586,631
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31RICCI & COMPANY
Accountancy firm EIN2018-12-31205949532
2017 : SAMBA HOLDINGS, INC. 401(K) PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$1,516,508
Total of all expenses incurred2017-12-31$368,511
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$345,839
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$998,452
Value of total assets at end of year2017-12-31$3,777,278
Value of total assets at beginning of year2017-12-31$2,629,281
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$22,672
Total interest from all sources2017-12-31$4,905
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$64,991
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$64,991
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$863,452
Participant contributions at end of year2017-12-31$127,582
Participant contributions at beginning of year2017-12-31$103,323
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$135,000
Administrative expenses (other) incurred2017-12-31$22,672
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,147,997
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,777,278
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,629,281
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$3,426,887
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,206,559
Interest on participant loans2017-12-31$2,376
Interest earned on other investments2017-12-31$2,529
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$222,809
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$319,399
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$448,160
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$345,839
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31RICCI & COMPANY
Accountancy firm EIN2017-12-31205949532
2016 : SAMBA HOLDINGS, INC. 401(K) PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$1,010,157
Total of all expenses incurred2016-12-31$190,373
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$164,295
Value of total corrective distributions2016-12-31$11,194
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$837,183
Value of total assets at end of year2016-12-31$2,629,281
Value of total assets at beginning of year2016-12-31$1,809,497
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$14,884
Total interest from all sources2016-12-31$4,395
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$34,112
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$34,112
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$788,351
Participant contributions at end of year2016-12-31$103,323
Participant contributions at beginning of year2016-12-31$108,425
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$48,832
Other income not declared elsewhere2016-12-31$2,948
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$819,784
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,629,281
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,809,497
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$2,206,559
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,444,695
Interest on participant loans2016-12-31$4,395
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$319,399
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$256,377
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$131,519
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$164,295
Contract administrator fees2016-12-31$14,884
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31RICCI & COMPANY
Accountancy firm EIN2016-12-31205949532
2015 : SAMBA HOLDINGS, INC. 401(K) PLAN 2015 401k financial data
Total transfer of assets to this plan2015-12-31$1,815,781
Total income from all sources (including contributions)2015-12-31$-5,364
Total of all expenses incurred2015-12-31$920
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$21,686
Value of total assets at end of year2015-12-31$1,809,497
Value of total assets at beginning of year2015-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$920
Total interest from all sources2015-12-31$181
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$64,036
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$64,036
Administrative expenses professional fees incurred2015-12-31$50
Was this plan covered by a fidelity bond2015-12-31No
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$21,686
Participant contributions at end of year2015-12-31$108,425
Participant contributions at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$213
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-6,284
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,809,497
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$870
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,444,695
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$0
Interest on participant loans2015-12-31$181
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$256,377
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-91,480
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No

Form 5500 Responses for SAMBA HOLDINGS, INC. 401(K) PLAN

2022: SAMBA HOLDINGS, INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SAMBA HOLDINGS, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SAMBA HOLDINGS, INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SAMBA HOLDINGS, INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SAMBA HOLDINGS, INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SAMBA HOLDINGS, INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SAMBA HOLDINGS, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SAMBA HOLDINGS, INC. 401(K) PLAN 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01First time form 5500 has been submittedYes
2015-10-01This return/report is a short plan year return/report (less than 12 months)Yes
2015-10-01Plan funding arrangement – InsuranceYes
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement – InsuranceYes
2015-10-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512536
Policy instance 1
Insurance contract or identification number512536
Number of Individuals Covered326
Insurance policy start date2021-01-01
Insurance policy end date2021-05-04
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?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?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?Yes
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512536
Policy instance 1
Insurance contract or identification number512536
Number of Individuals Covered326
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $2,037
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,037
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512536
Policy instance 1
Insurance contract or identification number512536
Number of Individuals Covered300
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $1,709
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,709
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512536
Policy instance 1
Insurance contract or identification number512536
Number of Individuals Covered227
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $1,156
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 $1,156
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512536-000
Policy instance 1
Insurance contract or identification number512536-000
Number of Individuals Covered227
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $1,156
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 $1,156
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512536-000
Policy instance 1
Insurance contract or identification number512536-000
Number of Individuals Covered163
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $1,355
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,355
Insurance broker organization code?3
Insurance broker nameCENTRA ADVISOR NETWORKS LLC
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512536-000
Policy instance 1
Insurance contract or identification number512536-000
Number of Individuals Covered60
Insurance policy start date2015-10-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $106
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $106
Insurance broker organization code?3
Insurance broker nameCETERA ADVISOR NETWORKS LLC

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