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RESOURCE MANAGEMENT, INC. 401(K) PLAN 401k Plan overview

Plan NameRESOURCE MANAGEMENT, INC. 401(K) PLAN
Plan identification number 333

RESOURCE MANAGEMENT, INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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.
  • Unknown benefit code

401k Sponsoring company profile

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

Company Name:RESOURCE MANAGEMENT, INC.
Employer identification number (EIN):870499948
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Additional information about RESOURCE MANAGEMENT, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2004-02-13
Company Identification Number: 0800308359
Legal Registered Office Address: 510 S 200 W STE 100

SALT LAKE CTY
United States of America (USA)
84101

More information about RESOURCE MANAGEMENT, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RESOURCE MANAGEMENT, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
3332022-01-01
3332021-01-01
3332020-01-01
3332019-01-01
3332018-01-01
3332017-01-01JENNIFER SIMONICH
3332016-01-01
3332015-01-01DAWN LARSEN DAWN LARSEN2016-10-17
3332014-01-01ROBERT WENDEL DAWN LARSEN2015-10-14
3332013-01-01ROBERT WENDEL DAWN LARSEN2014-09-25
3332012-01-01ROBERT WENDEL DAWN LARSEN2013-10-14
3332011-01-01ROBERT WENDEL DAWN LARSEN2012-10-09
3332010-01-01ROBERT WENDEL DAWN LARSEN2011-10-12
3332009-01-01ROBERT WENDEL DAWN LARSEN2010-09-30

Plan Statistics for RESOURCE MANAGEMENT, INC. 401(K) PLAN

401k plan membership statisitcs for RESOURCE MANAGEMENT, INC. 401(K) PLAN

Measure Date Value
2022: RESOURCE MANAGEMENT, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-018,605
Total number of active participants reported on line 7a of the Form 55002022-01-017,803
Number of retired or separated participants receiving benefits2022-01-0185
Number of other retired or separated participants entitled to future benefits2022-01-011,318
Total of all active and inactive participants2022-01-019,206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-019,206
Number of participants with account balances2022-01-016,420
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01548
2021: RESOURCE MANAGEMENT, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-017,531
Total number of active participants reported on line 7a of the Form 55002021-01-016,502
Number of retired or separated participants receiving benefits2021-01-0185
Number of other retired or separated participants entitled to future benefits2021-01-011,252
Total of all active and inactive participants2021-01-017,839
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-017,840
Number of participants with account balances2021-01-016,113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01454
2020: RESOURCE MANAGEMENT, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-018,838
Total number of active participants reported on line 7a of the Form 55002020-01-018,046
Number of retired or separated participants receiving benefits2020-01-0161
Number of other retired or separated participants entitled to future benefits2020-01-01893
Total of all active and inactive participants2020-01-019,000
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-019,000
Number of participants with account balances2020-01-015,450
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01383
2019: RESOURCE MANAGEMENT, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-018,220
Total number of active participants reported on line 7a of the Form 55002019-01-016,575
Number of retired or separated participants receiving benefits2019-01-0177
Number of other retired or separated participants entitled to future benefits2019-01-011,262
Total of all active and inactive participants2019-01-017,914
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-016
Total participants2019-01-017,920
Number of participants with account balances2019-01-016,145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01564
2018: RESOURCE MANAGEMENT, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-016,755
Total number of active participants reported on line 7a of the Form 55002018-01-017,086
Number of retired or separated participants receiving benefits2018-01-0163
Number of other retired or separated participants entitled to future benefits2018-01-01723
Total of all active and inactive participants2018-01-017,872
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-017,872
Number of participants with account balances2018-01-015,904
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01633
2017: RESOURCE MANAGEMENT, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-018,661
Total number of active participants reported on line 7a of the Form 55002017-01-019,016
Number of retired or separated participants receiving benefits2017-01-016
Number of other retired or separated participants entitled to future benefits2017-01-01624
Total of all active and inactive participants2017-01-019,646
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-019,646
Number of participants with account balances2017-01-015,181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01449
2016: RESOURCE MANAGEMENT, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-017,487
Total number of active participants reported on line 7a of the Form 55002016-01-017,870
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-01542
Total of all active and inactive participants2016-01-018,414
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-018,414
Number of participants with account balances2016-01-014,874
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01383
2015: RESOURCE MANAGEMENT, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-014,958
Total number of active participants reported on line 7a of the Form 55002015-01-016,896
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01345
Total of all active and inactive participants2015-01-017,241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-017,241
Number of participants with account balances2015-01-013,372
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0195
2014: RESOURCE MANAGEMENT, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-015,731
Total number of active participants reported on line 7a of the Form 55002014-01-014,499
Number of retired or separated participants receiving benefits2014-01-01308
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-014,807
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-014,807
Number of participants with account balances2014-01-011,846
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0187
2013: RESOURCE MANAGEMENT, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-015,203
Total number of active participants reported on line 7a of the Form 55002013-01-014,796
Number of retired or separated participants receiving benefits2013-01-0169
Number of other retired or separated participants entitled to future benefits2013-01-01866
Total of all active and inactive participants2013-01-015,731
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-015,731
Number of participants with account balances2013-01-012,897
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01371
2012: RESOURCE MANAGEMENT, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-014,996
Total number of active participants reported on line 7a of the Form 55002012-01-014,195
Number of retired or separated participants receiving benefits2012-01-0156
Number of other retired or separated participants entitled to future benefits2012-01-01615
Total of all active and inactive participants2012-01-014,866
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-014,866
Number of participants with account balances2012-01-012,124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01161
2011: RESOURCE MANAGEMENT, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-014,807
Total number of active participants reported on line 7a of the Form 55002011-01-014,162
Number of retired or separated participants receiving benefits2011-01-0147
Number of other retired or separated participants entitled to future benefits2011-01-01459
Total of all active and inactive participants2011-01-014,668
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-014,668
Number of participants with account balances2011-01-011,659
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0149
2010: RESOURCE MANAGEMENT, INC. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-015,189
Total number of active participants reported on line 7a of the Form 55002010-01-014,053
Number of retired or separated participants receiving benefits2010-01-0165
Number of other retired or separated participants entitled to future benefits2010-01-01573
Total of all active and inactive participants2010-01-014,691
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-014,691
Number of participants with account balances2010-01-011,797
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0162
2009: RESOURCE MANAGEMENT, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-014,713
Total number of active participants reported on line 7a of the Form 55002009-01-013,711
Number of retired or separated participants receiving benefits2009-01-01100
Number of other retired or separated participants entitled to future benefits2009-01-01844
Total of all active and inactive participants2009-01-014,655
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-014,655
Number of participants with account balances2009-01-012,185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01173

Financial Data on RESOURCE MANAGEMENT, INC. 401(K) PLAN

Measure Date Value
2022 : RESOURCE MANAGEMENT, 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$15,979,273
Total transfer of assets from this plan2022-12-31$7,210,749
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$44,977
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$54,864
Total income from all sources (including contributions)2022-12-31$-1,780,508
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$19,057,757
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$17,844,650
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$33,521,295
Value of total assets at end of year2022-12-31$194,089,906
Value of total assets at beginning of year2022-12-31$206,169,534
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,213,107
Total interest from all sources2022-12-31$113,498
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$5,038,031
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$5,038,031
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$22,374,766
Participant contributions at end of year2022-12-31$2,939,116
Participant contributions at beginning of year2022-12-31$2,689,137
Participant contributions at end of year2022-12-31$1,196,034
Participant contributions at beginning of year2022-12-31$1,065,280
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$2,463,434
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$44,977
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$54,864
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
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-20,838,265
Value of net assets at end of year (total assets less liabilities)2022-12-31$194,044,929
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$206,114,670
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$189,242,202
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$201,799,572
Interest on participant loans2022-12-31$113,498
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$58,792
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$47,577
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$47,577
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-40,453,332
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$8,683,095
Employer contributions (assets) at end of year2022-12-31$653,762
Employer contributions (assets) at beginning of year2022-12-31$567,968
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$17,844,650
Contract administrator fees2022-12-31$1,213,107
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 name2022-12-31HBME, LLC
Accountancy firm EIN2022-12-31824439676
2021 : RESOURCE MANAGEMENT, INC. 401(K) PLAN 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets2021-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$0
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$14,323,285
Total transfer of assets from this plan2021-12-31$4,432,719
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$54,864
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$39,298
Expenses. Interest paid2021-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022021-12-31$0
Total income from all sources (including contributions)2021-12-31$53,381,729
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$18,820,456
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$17,674,676
Expenses. Certain deemed distributions of participant loans2021-12-31$0
Value of total corrective distributions2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$28,113,947
Value of total assets at end of year2021-12-31$206,169,534
Value of total assets at beginning of year2021-12-31$161,702,129
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,145,780
Total income from rents2021-12-31$0
Total interest from all sources2021-12-31$112,140
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$5,711,495
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$5,711,495
Assets. Real estate other than employer real property at end of year2021-12-31$0
Assets. Real estate other than employer real property at beginning of year2021-12-31$0
Administrative expenses professional fees incurred2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-12-31$0
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 period2021-12-31No
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$18,690,218
Participant contributions at end of year2021-12-31$2,689,137
Participant contributions at beginning of year2021-12-31$2,162,144
Participant contributions at end of year2021-12-31$1,065,280
Participant contributions at beginning of year2021-12-31$1,064,887
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$2,163,255
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Assets. Loans (other than to participants) at end of year2021-12-31$0
Assets. Loans (other than to participants) at beginning of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$54,864
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$39,298
Other income not declared elsewhere2021-12-31$0
Administrative expenses (other) incurred2021-12-31$0
Liabilities. Value of operating payables at end of year2021-12-31$0
Liabilities. Value of operating payables at beginning of year2021-12-31$0
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$0
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
Income. Non cash contributions2021-12-31$0
Value of net income/loss2021-12-31$34,561,273
Value of net assets at end of year (total assets less liabilities)2021-12-31$206,114,670
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$161,662,831
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
Assets. partnership/joint venture interests at end of year2021-12-31$0
Assets. partnership/joint venture interests at beginning of year2021-12-31$0
Investment advisory and management fees2021-12-31$302,232
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$201,799,572
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$157,743,307
Value of interest in pooled separate accounts at end of year2021-12-31$0
Value of interest in pooled separate accounts at beginning of year2021-12-31$0
Interest on participant loans2021-12-31$112,140
Income. Interest from loans (other than to participants)2021-12-31$0
Interest earned on other investments2021-12-31$0
Income. Interest from US Government securities2021-12-31$0
Income. Interest from corporate debt instruments2021-12-31$0
Value of interest in master investment trust accounts at end of year2021-12-31$0
Value of interest in master investment trust accounts at beginning of year2021-12-31$0
Value of interest in common/collective trusts at end of year2021-12-31$0
Value of interest in common/collective trusts at beginning of year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$47,577
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$182,342
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$182,342
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2021-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2021-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Asset value of US Government securities at end of year2021-12-31$0
Asset value of US Government securities at beginning of year2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$19,444,147
Net investment gain/loss from pooled separate accounts2021-12-31$0
Net investment gain or loss from common/collective trusts2021-12-31$0
Net gain/loss from 103.12 investment entities2021-12-31$0
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
Assets. Invements in employer securities at end of year2021-12-31$0
Assets. Invements in employer securities at beginning of year2021-12-31$0
Assets. Value of employer real property at end of year2021-12-31$0
Assets. Value of employer real property at beginning of year2021-12-31$0
Contributions received in cash from employer2021-12-31$7,260,474
Employer contributions (assets) at end of year2021-12-31$567,968
Employer contributions (assets) at beginning of year2021-12-31$549,449
Income. Dividends from preferred stock2021-12-31$0
Income. Dividends from common stock2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$17,674,676
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$0
Contract administrator fees2021-12-31$843,548
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$0
Liabilities. Value of benefit claims payable at end of year2021-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$0
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
Aggregate proceeds on sale of assets2021-12-31$0
Aggregate carrying amount (costs) on sale of assets2021-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2021-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2021-12-31$0
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31HBME, LLC
Accountancy firm EIN2021-12-31824439676
2020 : RESOURCE MANAGEMENT, INC. 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$16,783,718
Total transfer of assets from this plan2020-12-31$24,864,927
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$39,298
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$50,240
Total income from all sources (including contributions)2020-12-31$45,984,441
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$14,422,183
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$13,410,273
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$24,948,262
Value of total assets at end of year2020-12-31$161,702,129
Value of total assets at beginning of year2020-12-31$138,232,022
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,011,910
Total interest from all sources2020-12-31$105,451
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$4,459,322
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$4,459,322
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$16,223,917
Participant contributions at end of year2020-12-31$2,162,144
Participant contributions at beginning of year2020-12-31$2,193,913
Participant contributions at end of year2020-12-31$1,064,887
Participant contributions at beginning of year2020-12-31$768,206
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,329,812
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$39,298
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$50,240
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
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$31,562,258
Value of net assets at end of year (total assets less liabilities)2020-12-31$161,662,831
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$138,181,782
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$157,743,307
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$134,941,379
Interest on participant loans2020-12-31$105,451
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$182,342
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$44,399
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$44,399
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$16,471,406
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$7,394,533
Employer contributions (assets) at end of year2020-12-31$549,449
Employer contributions (assets) at beginning of year2020-12-31$284,125
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$13,410,273
Contract administrator fees2020-12-31$1,011,910
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
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
Liabilities. Value of acquisition indebtedness at end of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31HBME, LLC
Accountancy firm EIN2020-12-31824439676
2019 : RESOURCE MANAGEMENT, INC. 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$1,427,518
Total transfer of assets from this plan2019-12-31$9,598,926
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$50,240
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$23,748
Total income from all sources (including contributions)2019-12-31$50,997,606
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$14,816,255
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$13,867,717
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$26,670,441
Value of total assets at end of year2019-12-31$138,232,022
Value of total assets at beginning of year2019-12-31$110,195,587
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$948,538
Total interest from all sources2019-12-31$97,033
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$4,182,221
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$4,182,221
Administrative expenses professional fees incurred2019-12-31$753,034
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
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$17,260,661
Participant contributions at end of year2019-12-31$2,193,913
Participant contributions at beginning of year2019-12-31$2,116,354
Participant contributions at end of year2019-12-31$768,206
Participant contributions at beginning of year2019-12-31$631,975
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$2,300,248
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$50,240
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$23,748
Total non interest bearing cash at end of year2019-12-31$44,399
Total non interest bearing cash at beginning of year2019-12-31$639,269
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$36,181,351
Value of net assets at end of year (total assets less liabilities)2019-12-31$138,181,782
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$110,171,839
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
Investment advisory and management fees2019-12-31$195,504
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$134,941,379
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$106,449,087
Interest on participant loans2019-12-31$97,033
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$20,047,911
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$7,109,532
Employer contributions (assets) at end of year2019-12-31$284,125
Employer contributions (assets) at beginning of year2019-12-31$358,902
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$13,867,717
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
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 name2019-12-31HBME, LLC
Accountancy firm EIN2019-12-31824439676
2018 : RESOURCE MANAGEMENT, INC. 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$3,744,224
Total transfer of assets from this plan2018-12-31$5,010,115
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$23,748
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$97,681
Total income from all sources (including contributions)2018-12-31$18,615,103
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$13,264,869
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$12,289,264
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$24,104,107
Value of total assets at end of year2018-12-31$110,195,587
Value of total assets at beginning of year2018-12-31$106,185,177
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$975,605
Total interest from all sources2018-12-31$84,837
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$4,207,039
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$4,207,039
Administrative expenses professional fees incurred2018-12-31$975,605
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$14,748,283
Participant contributions at end of year2018-12-31$2,116,354
Participant contributions at beginning of year2018-12-31$1,698,858
Participant contributions at end of year2018-12-31$631,975
Participant contributions at beginning of year2018-12-31$542,451
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$4,268,225
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$23,748
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$97,681
Total non interest bearing cash at end of year2018-12-31$639,269
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$5,350,234
Value of net assets at end of year (total assets less liabilities)2018-12-31$110,171,839
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$106,087,496
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$106,449,087
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$99,180,183
Interest on participant loans2018-12-31$84,837
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$3,998,493
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-9,780,880
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$5,087,599
Employer contributions (assets) at end of year2018-12-31$358,902
Employer contributions (assets) at beginning of year2018-12-31$765,192
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$12,289,264
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
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 name2018-12-31HBME, LLC
Accountancy firm EIN2018-12-31824439676
2017 : RESOURCE MANAGEMENT, INC. 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$4,012,736
Total transfer of assets from this plan2017-12-31$6,872,214
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$97,681
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$80,730
Total income from all sources (including contributions)2017-12-31$35,908,614
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$13,831,289
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$13,104,108
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$21,261,318
Value of total assets at end of year2017-12-31$106,185,177
Value of total assets at beginning of year2017-12-31$86,950,379
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$727,181
Total interest from all sources2017-12-31$86,163
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$3,156,673
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$3,156,673
Administrative expenses professional fees incurred2017-12-31$727,181
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
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$11,744,848
Participant contributions at end of year2017-12-31$1,698,858
Participant contributions at beginning of year2017-12-31$2,045,036
Participant contributions at end of year2017-12-31$542,451
Participant contributions at beginning of year2017-12-31$674,566
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$5,259,044
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$97,681
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$80,730
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
Income. Non cash contributions2017-12-31$0
Value of net income/loss2017-12-31$22,077,325
Value of net assets at end of year (total assets less liabilities)2017-12-31$106,087,496
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$86,869,649
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$99,180,183
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$79,246,582
Interest on participant loans2017-12-31$86,163
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$3,998,493
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$4,154,425
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$11,404,460
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
Contributions received in cash from employer2017-12-31$4,257,426
Employer contributions (assets) at end of year2017-12-31$765,192
Employer contributions (assets) at beginning of year2017-12-31$829,770
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$13,104,108
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 name2017-12-31HANSEN BRADSHAW MALMROSE & ERICKSON
Accountancy firm EIN2017-12-31870367930
2016 : RESOURCE MANAGEMENT, INC. 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$7,061,506
Total transfer of assets from this plan2016-12-31$2,755,840
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$80,730
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$148,349
Total income from all sources (including contributions)2016-12-31$21,232,565
Total loss/gain on sale of assets2016-12-31$3,097,438
Total of all expenses incurred2016-12-31$9,908,578
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$9,251,784
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$15,472,950
Value of total assets at end of year2016-12-31$86,950,379
Value of total assets at beginning of year2016-12-31$71,388,345
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$656,794
Total interest from all sources2016-12-31$84,043
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$2,578,134
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$2,578,134
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$10,360,250
Participant contributions at end of year2016-12-31$2,045,036
Participant contributions at end of year2016-12-31$674,566
Participant contributions at beginning of year2016-12-31$519,249
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,110,362
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$1,938,907
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$80,730
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$148,349
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$11,323,987
Value of net assets at end of year (total assets less liabilities)2016-12-31$86,869,649
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$71,239,996
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$79,246,582
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$65,169,053
Interest on participant loans2016-12-31$84,043
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$4,154,425
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$3,053,464
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
Contributions received in cash from employer2016-12-31$4,002,338
Employer contributions (assets) at end of year2016-12-31$829,770
Employer contributions (assets) at beginning of year2016-12-31$707,672
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$9,251,784
Contract administrator fees2016-12-31$656,794
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
Aggregate proceeds on sale of assets2016-12-31$3,097,438
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 name2016-12-31HANSEN BRADSHAW MALMROSE & ERICKSON
Accountancy firm EIN2016-12-31870367930
2015 : RESOURCE MANAGEMENT, INC. 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$7,123,462
Total transfer of assets from this plan2015-12-31$3,375,352
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$148,349
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$130,392
Total income from all sources (including contributions)2015-12-31$11,265,582
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$4,455,442
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,963,146
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$11,508,778
Value of total assets at end of year2015-12-31$71,388,345
Value of total assets at beginning of year2015-12-31$60,812,138
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$492,296
Total interest from all sources2015-12-31$80,489
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$2,993,227
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$2,993,227
Administrative expenses professional fees incurred2015-12-31$492,296
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
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$7,302,347
Participant contributions at end of year2015-12-31$519,249
Participant contributions at beginning of year2015-12-31$331,661
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,103,398
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$1,938,907
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$1,642,697
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$148,349
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$130,392
Total non interest bearing cash at beginning of year2015-12-31$58,149,615
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$6,810,140
Value of net assets at end of year (total assets less liabilities)2015-12-31$71,239,996
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$60,681,746
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$65,169,053
Interest on participant loans2015-12-31$80,489
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$3,053,464
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-3,316,912
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
Contributions received in cash from employer2015-12-31$3,103,033
Employer contributions (assets) at end of year2015-12-31$707,672
Employer contributions (assets) at beginning of year2015-12-31$688,165
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,963,146
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31HANSEN BRADSHAW MALMROSE & ERICKSON
Accountancy firm EIN2015-12-31870367930
2014 : RESOURCE MANAGEMENT, INC. 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$2,703,824
Total transfer of assets from this plan2014-12-31$2,647,615
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$130,392
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$89,103
Total income from all sources (including contributions)2014-12-31$13,124,446
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$10,271,004
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$10,166,182
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$10,679,742
Value of total assets at end of year2014-12-31$60,812,138
Value of total assets at beginning of year2014-12-31$57,861,198
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$104,822
Total interest from all sources2014-12-31$2,444,704
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$5,817,953
Participant contributions at end of year2014-12-31$331,661
Participant contributions at beginning of year2014-12-31$424,765
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$2,068,716
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$1,642,697
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$1,782,423
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$130,392
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$89,103
Total non interest bearing cash at end of year2014-12-31$58,149,615
Total non interest bearing cash at beginning of year2014-12-31$99,087
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$2,853,442
Value of net assets at end of year (total assets less liabilities)2014-12-31$60,681,746
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$57,772,095
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at beginning of year2014-12-31$55,200,546
Interest on participant loans2014-12-31$73,306
Interest earned on other investments2014-12-31$2,371,398
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$2,793,073
Employer contributions (assets) at end of year2014-12-31$688,165
Employer contributions (assets) at beginning of year2014-12-31$354,377
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$10,166,182
Contract administrator fees2014-12-31$104,822
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31HANSEN BRADSHAW MALMROSE & ERICKSON
Accountancy firm EIN2014-12-31870367930
2013 : RESOURCE MANAGEMENT, INC. 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$89,103
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$44,167
Total income from all sources (including contributions)2013-12-31$21,086,937
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$9,224,919
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$9,124,786
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$13,158,632
Value of total assets at end of year2013-12-31$57,861,198
Value of total assets at beginning of year2013-12-31$45,954,244
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$100,133
Total interest from all sources2013-12-31$76,332
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$5,984,030
Participant contributions at end of year2013-12-31$1,782,423
Participant contributions at beginning of year2013-12-31$1,743,037
Participant contributions at end of year2013-12-31$424,765
Participant contributions at beginning of year2013-12-31$282,356
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$5,198,236
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$89,103
Total non interest bearing cash at end of year2013-12-31$99,087
Total non interest bearing cash at beginning of year2013-12-31$61,675
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$11,862,018
Value of net assets at end of year (total assets less liabilities)2013-12-31$57,772,095
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$45,910,077
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Interest on participant loans2013-12-31$75,548
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$68,790
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$784
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$55,131,756
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$43,529,594
Net investment gain/loss from pooled separate accounts2013-12-31$7,851,973
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,976,366
Employer contributions (assets) at end of year2013-12-31$354,377
Employer contributions (assets) at beginning of year2013-12-31$337,582
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$9,124,786
Contract administrator fees2013-12-31$100,133
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$44,167
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31HANSEN BRADSHAW MALMROSE & ERICKSON
Accountancy firm EIN2013-12-31870367930
2012 : RESOURCE MANAGEMENT, INC. 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$4,557,494
Total transfer of assets from this plan2012-12-31$1,092,804
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$44,167
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$70,805
Total income from all sources (including contributions)2012-12-31$13,328,613
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$5,760,573
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$5,612,096
Expenses. Certain deemed distributions of participant loans2012-12-31$72,277
Value of total corrective distributions2012-12-31$694
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$8,990,281
Value of total assets at end of year2012-12-31$45,954,244
Value of total assets at beginning of year2012-12-31$34,948,152
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$75,506
Total interest from all sources2012-12-31$72,668
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$21,940
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$4,600,875
Participant contributions at end of year2012-12-31$1,743,037
Participant contributions at beginning of year2012-12-31$1,571,961
Participant contributions at end of year2012-12-31$282,356
Participant contributions at beginning of year2012-12-31$251,937
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$2,937,251
Total non interest bearing cash at end of year2012-12-31$61,675
Total non interest bearing cash at beginning of year2012-12-31$54,980
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$7,568,040
Value of net assets at end of year (total assets less liabilities)2012-12-31$45,910,077
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$34,877,347
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Interest on participant loans2012-12-31$72,668
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$43,529,594
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$32,662,491
Net investment gain/loss from pooled separate accounts2012-12-31$4,265,664
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,452,155
Employer contributions (assets) at end of year2012-12-31$337,582
Employer contributions (assets) at beginning of year2012-12-31$406,783
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$5,612,096
Contract administrator fees2012-12-31$53,566
Liabilities. Value of benefit claims payable at end of year2012-12-31$44,167
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$70,805
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31HANSEN BRADSHAW MALMROSE & ERICKSON
Accountancy firm EIN2012-12-31870367930
2011 : RESOURCE MANAGEMENT, INC. 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$2,132,892
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$70,805
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$20,768
Total income from all sources (including contributions)2011-12-31$3,337,656
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$6,756,417
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$6,600,962
Expenses. Certain deemed distributions of participant loans2011-12-31$67,214
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$4,707,147
Value of total assets at end of year2011-12-31$34,948,152
Value of total assets at beginning of year2011-12-31$36,183,984
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$88,241
Total interest from all sources2011-12-31$65,387
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$3,551,496
Participant contributions at end of year2011-12-31$1,571,961
Participant contributions at beginning of year2011-12-31$1,291,224
Participant contributions at end of year2011-12-31$251,937
Participant contributions at beginning of year2011-12-31$224,457
Total non interest bearing cash at end of year2011-12-31$54,980
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-3,418,761
Value of net assets at end of year (total assets less liabilities)2011-12-31$34,877,347
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$36,163,216
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$504
Income. Interest from loans (other than to participants)2011-12-31$62,939
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$50,133
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$50,133
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$2,448
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$32,662,491
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$34,333,060
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,434,878
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,155,651
Employer contributions (assets) at end of year2011-12-31$406,783
Employer contributions (assets) at beginning of year2011-12-31$285,110
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$6,600,962
Contract administrator fees2011-12-31$87,737
Liabilities. Value of benefit claims payable at end of year2011-12-31$70,805
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$20,768
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31HANSEN BRADSHAW MALMROSE & ERICKSON
Accountancy firm EIN2011-12-31870367930
2010 : RESOURCE MANAGEMENT, INC. 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$20,768
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$24,226
Total income from all sources (including contributions)2010-12-31$9,624,707
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$7,643,871
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$7,546,928
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$5,921,493
Value of total assets at end of year2010-12-31$36,183,984
Value of total assets at beginning of year2010-12-31$34,206,606
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$96,943
Total interest from all sources2010-12-31$69,679
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$3,561,795
Participant contributions at end of year2010-12-31$1,291,224
Participant contributions at beginning of year2010-12-31$1,079,005
Participant contributions at end of year2010-12-31$224,457
Participant contributions at beginning of year2010-12-31$292,706
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$1,237,959
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$15,775
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,980,836
Value of net assets at end of year (total assets less liabilities)2010-12-31$36,163,216
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$34,182,380
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Interest on participant loans2010-12-31$67,424
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$50,133
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$56,481
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$56,481
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$2,255
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$34,333,060
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$32,353,747
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$3,633,535
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,121,739
Employer contributions (assets) at end of year2010-12-31$285,110
Employer contributions (assets) at beginning of year2010-12-31$408,892
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$7,546,928
Contract administrator fees2010-12-31$96,943
Liabilities. Value of benefit claims payable at end of year2010-12-31$20,768
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$24,226
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31HANSEN BRADSHAW MALMROSE & ERICKSON
Accountancy firm EIN2010-12-31870367930

Form 5500 Responses for RESOURCE MANAGEMENT, INC. 401(K) PLAN

2022: RESOURCE MANAGEMENT, INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulitple employer plan
2022-01-01Submission has been amendedNo
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: RESOURCE MANAGEMENT, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulitple 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 – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: RESOURCE MANAGEMENT, INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulitple employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: RESOURCE MANAGEMENT, INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulitple employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: RESOURCE MANAGEMENT, INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulitple 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: RESOURCE MANAGEMENT, INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulitple employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
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: RESOURCE MANAGEMENT, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulitple employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
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: RESOURCE MANAGEMENT, INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulitple employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: RESOURCE MANAGEMENT, INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulitple employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: RESOURCE MANAGEMENT, INC. 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulitple employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: RESOURCE MANAGEMENT, INC. 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulitple employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: RESOURCE MANAGEMENT, INC. 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulitple employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: RESOURCE MANAGEMENT, INC. 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entityMulitple employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: RESOURCE MANAGEMENT, INC. 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulitple employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61623-1
Policy instance 2
Insurance contract or identification numberMR 61623-1
Number of Individuals Covered0
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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?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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR61623-2
Policy instance 1
Insurance contract or identification numberMR61623-2
Number of Individuals Covered0
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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?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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61623-1
Policy instance 2
Insurance contract or identification numberMR 61623-1
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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?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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR61623-2
Policy instance 1
Insurance contract or identification numberMR61623-2
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61623-2
Policy instance 2
Insurance contract or identification numberMR 61623-2
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61623-1
Policy instance 1
Insurance contract or identification numberMR 61623-1
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number104805
Policy instance 2
Insurance contract or identification number104805
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $193,372
Total amount of fees paid to insurance companyUSD $18,198
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $130,425
Insurance broker organization code?3
Amount paid for insurance broker fees2284
Additional information about fees paid to insurance brokerTHIRD PARTY ADMINISTRATION
Insurance broker nameUNITED 401(K) PLANS, INC.
JOHN HANCOCK LIFE INSURANCE (USA) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number90932
Policy instance 1
Insurance contract or identification number90932
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $248,627
Total amount of fees paid to insurance companyUSD $11,253
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $150,137
Insurance broker organization code?3
Amount paid for insurance broker fees2355
Additional information about fees paid to insurance brokerTHIRD PARTY ADMINISTRATION
Insurance broker nameUNITED 401(K) PLANS, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number104805
Policy instance 2
Insurance contract or identification number104805
Number of Individuals Covered1652
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $80,576
Total amount of fees paid to insurance companyUSD $38,108
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $70,628
Insurance broker organization code?3
Amount paid for insurance broker fees38108
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker nameNATIONAL BENEFIT SERVICES, LLC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number90932
Policy instance 1
Insurance contract or identification number90932
Number of Individuals Covered1570
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $233,059
Total amount of fees paid to insurance companyUSD $139,276
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $216,977
Insurance broker organization code?3
Amount paid for insurance broker fees139276
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker nameNATIONAL BENEFIT SERVICES, LLC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number90932
Policy instance 1
Insurance contract or identification number90932
Number of Individuals Covered2353
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $267,408
Total amount of fees paid to insurance companyUSD $167,436
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $247,923
Insurance broker organization code?4
Amount paid for insurance broker fees167436
Additional information about fees paid to insurance broker0
Insurance broker nameNATIONAL BENEFIT SERVICES, LLC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number90932
Policy instance 1
Insurance contract or identification number90932
Number of Individuals Covered1933
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $268,121
Total amount of fees paid to insurance companyUSD $166,827
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number90932
Policy instance 1
Insurance contract or identification number90932
Number of Individuals Covered1914
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $248,028
Total amount of fees paid to insurance companyUSD $153,976
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
Commission paid to Insurance BrokerUSD $231,588
Insurance broker organization code?4
Amount paid for insurance broker fees153976
Additional information about fees paid to insurance broker0
Insurance broker nameNATIONAL BENEFIT SERVICES, LLC

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