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POWER ENGINEERS, INC. EMPLOYEE BENEFIT PLAN 401k Plan overview

Plan NamePOWER ENGINEERS, INC. EMPLOYEE BENEFIT PLAN
Plan identification number 505

POWER ENGINEERS, INC. EMPLOYEE BENEFIT PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Temporary disability (accident and sickness)
  • Long-term disability cover
  • Death benefits (include travel accident but not life insurance)
  • Other welfare benefit cover

401k Sponsoring company profile

POWER ENGINEERS, INC. VOLUNTARY EMPLOYEE BENEFICIARY TRUST has sponsored the creation of one or more 401k plans.

Company Name:POWER ENGINEERS, INC. VOLUNTARY EMPLOYEE BENEFICIARY TRUST
Employer identification number (EIN):900474836
NAIC Classification:541330
NAIC Description:Engineering Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan POWER ENGINEERS, INC. EMPLOYEE BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5052022-01-01MARIA MORANTE2023-10-06
5052021-01-01MARIA MORANTE2022-09-21
5052020-01-01STEVE SOUDERS2021-10-11
5052019-01-01STEVE SOUDERS2020-10-14
5052018-01-01STEVE SOUDERS2019-10-10
5052017-01-01
5052016-01-01
5052015-01-01
5052014-01-01
5052013-01-01
5052012-01-01STEVE SOUDERS
5052011-01-01STEVEN SOUDERS
5052010-01-01STEVEN A. SOUDERS
5052009-01-01STEVEN A. SOUDERS STEVEN A. SOUDERS2010-07-27

Plan Statistics for POWER ENGINEERS, INC. EMPLOYEE BENEFIT PLAN

401k plan membership statisitcs for POWER ENGINEERS, INC. EMPLOYEE BENEFIT PLAN

Measure Date Value
2022: POWER ENGINEERS, INC. EMPLOYEE BENEFIT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012,894
Total number of active participants reported on line 7a of the Form 55002022-01-012,952
Number of retired or separated participants receiving benefits2022-01-0137
Total of all active and inactive participants2022-01-012,989
2021: POWER ENGINEERS, INC. EMPLOYEE BENEFIT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012,443
Total number of active participants reported on line 7a of the Form 55002021-01-012,642
Number of retired or separated participants receiving benefits2021-01-0128
Number of other retired or separated participants entitled to future benefits2021-01-01224
Total of all active and inactive participants2021-01-012,894
2020: POWER ENGINEERS, INC. EMPLOYEE BENEFIT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012,307
Total number of active participants reported on line 7a of the Form 55002020-01-012,425
Number of retired or separated participants receiving benefits2020-01-0118
Total of all active and inactive participants2020-01-012,443
2019: POWER ENGINEERS, INC. EMPLOYEE BENEFIT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,205
Total number of active participants reported on line 7a of the Form 55002019-01-012,287
Number of retired or separated participants receiving benefits2019-01-0120
Total of all active and inactive participants2019-01-012,307
2018: POWER ENGINEERS, INC. EMPLOYEE BENEFIT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012,142
Total number of active participants reported on line 7a of the Form 55002018-01-012,178
Number of retired or separated participants receiving benefits2018-01-0127
Total of all active and inactive participants2018-01-012,205
2017: POWER ENGINEERS, INC. EMPLOYEE BENEFIT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,928
Total number of active participants reported on line 7a of the Form 55002017-01-012,073
Number of retired or separated participants receiving benefits2017-01-0126
Number of other retired or separated participants entitled to future benefits2017-01-0143
Total of all active and inactive participants2017-01-012,142
2016: POWER ENGINEERS, INC. EMPLOYEE BENEFIT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,851
Total number of active participants reported on line 7a of the Form 55002016-01-011,873
Number of retired or separated participants receiving benefits2016-01-0120
Number of other retired or separated participants entitled to future benefits2016-01-0135
Total of all active and inactive participants2016-01-011,928
2015: POWER ENGINEERS, INC. EMPLOYEE BENEFIT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,831
Total number of active participants reported on line 7a of the Form 55002015-01-011,773
Number of retired or separated participants receiving benefits2015-01-0126
Number of other retired or separated participants entitled to future benefits2015-01-0152
Total of all active and inactive participants2015-01-011,851
2014: POWER ENGINEERS, INC. EMPLOYEE BENEFIT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,565
Total number of active participants reported on line 7a of the Form 55002014-01-011,766
Number of retired or separated participants receiving benefits2014-01-0123
Number of other retired or separated participants entitled to future benefits2014-01-0142
Total of all active and inactive participants2014-01-011,831
2013: POWER ENGINEERS, INC. EMPLOYEE BENEFIT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,303
Total number of active participants reported on line 7a of the Form 55002013-01-011,518
Number of retired or separated participants receiving benefits2013-01-0118
Number of other retired or separated participants entitled to future benefits2013-01-0129
Total of all active and inactive participants2013-01-011,565
2012: POWER ENGINEERS, INC. EMPLOYEE BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,227
Total number of active participants reported on line 7a of the Form 55002012-01-011,274
Number of retired or separated participants receiving benefits2012-01-0120
Number of other retired or separated participants entitled to future benefits2012-01-019
Total of all active and inactive participants2012-01-011,303
2011: POWER ENGINEERS, INC. EMPLOYEE BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,010
Total number of active participants reported on line 7a of the Form 55002011-01-011,215
Number of retired or separated participants receiving benefits2011-01-0112
Total of all active and inactive participants2011-01-011,227
2010: POWER ENGINEERS, INC. EMPLOYEE BENEFIT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01951
Total number of active participants reported on line 7a of the Form 55002010-01-01995
Number of retired or separated participants receiving benefits2010-01-0115
Total of all active and inactive participants2010-01-011,010
2009: POWER ENGINEERS, INC. EMPLOYEE BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01921
Total number of active participants reported on line 7a of the Form 55002009-01-01951
Number of retired or separated participants receiving benefits2009-01-0115
Total of all active and inactive participants2009-01-01966

Financial Data on POWER ENGINEERS, INC. EMPLOYEE BENEFIT PLAN

Measure Date Value
2022 : POWER ENGINEERS, INC. EMPLOYEE BENEFIT PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$3,651,664
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$6,391,816
Total income from all sources (including contributions)2022-12-31$49,177,953
Total of all expenses incurred2022-12-31$48,578,324
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$45,090,806
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$49,143,619
Value of total assets at end of year2022-12-31$5,093,824
Value of total assets at beginning of year2022-12-31$7,234,347
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$3,487,518
Total interest from all sources2022-12-31$34,334
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
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$13,954,503
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$374,508
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$991,717
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$1,039,546
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$3,651,664
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$6,333,723
Administrative expenses (other) incurred2022-12-31$5,000
Total non interest bearing cash at end of year2022-12-31$459,654
Total non interest bearing cash at beginning of year2022-12-31$492,823
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$599,629
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,442,160
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$842,531
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
Investment advisory and management fees2022-12-31$112,602
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$3,642,453
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$5,701,978
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$5,701,978
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$34,334
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$3,277,484
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
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$34,814,608
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$41,813,322
Contract administrator fees2022-12-31$3,369,916
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Liabilities. Value of benefit claims payable at end of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$58,093
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 name2022-12-31EIDE BAILLY LLP
Accountancy firm EIN2022-12-31450250958
2021 : POWER ENGINEERS, INC. EMPLOYEE BENEFIT PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$6,391,816
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$4,316,300
Total income from all sources (including contributions)2021-12-31$42,502,844
Total of all expenses incurred2021-12-31$45,060,409
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$41,143,748
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$42,502,242
Value of total assets at end of year2021-12-31$7,234,347
Value of total assets at beginning of year2021-12-31$7,716,396
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$3,916,661
Total interest from all sources2021-12-31$602
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$12,681,158
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$276,287
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$1,039,546
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$242,293
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$6,333,723
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$4,206,541
Administrative expenses (other) incurred2021-12-31$5,000
Total non interest bearing cash at end of year2021-12-31$492,823
Total non interest bearing cash at beginning of year2021-12-31$391,178
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-2,557,565
Value of net assets at end of year (total assets less liabilities)2021-12-31$842,531
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$3,400,096
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
Investment advisory and management fees2021-12-31$81,840
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$5,701,978
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$7,082,925
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$7,082,925
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$602
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$2,302,443
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$29,544,797
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$38,841,305
Contract administrator fees2021-12-31$3,829,821
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Liabilities. Value of benefit claims payable at end of year2021-12-31$58,093
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$109,759
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31EIDE BAILLY LLP
Accountancy firm EIN2021-12-31450250958
2020 : POWER ENGINEERS, INC. EMPLOYEE BENEFIT PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$4,316,300
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$3,175,668
Total income from all sources (including contributions)2020-12-31$38,378,278
Total of all expenses incurred2020-12-31$38,383,762
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$34,943,252
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$38,370,436
Value of total assets at end of year2020-12-31$7,716,396
Value of total assets at beginning of year2020-12-31$6,581,248
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$3,440,510
Total interest from all sources2020-12-31$7,842
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
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 period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$11,312,988
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$257,959
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$242,293
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$432,620
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$4,206,541
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$3,144,094
Administrative expenses (other) incurred2020-12-31$5,000
Total non interest bearing cash at end of year2020-12-31$391,178
Total non interest bearing cash at beginning of year2020-12-31$275,246
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-5,484
Value of net assets at end of year (total assets less liabilities)2020-12-31$3,400,096
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$3,405,580
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
Investment advisory and management fees2020-12-31$76,841
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$7,082,925
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$5,873,382
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$5,873,382
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$7,842
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$2,437,649
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
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$26,799,489
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$32,505,603
Contract administrator fees2020-12-31$3,358,669
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Liabilities. Value of benefit claims payable at end of year2020-12-31$109,759
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$31,574
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31EIDE BAILLY LLP
Accountancy firm EIN2020-12-31450250958
2019 : POWER ENGINEERS, INC. EMPLOYEE BENEFIT PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$3,175,668
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$3,175,668
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$2,811,342
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$2,811,342
Total income from all sources (including contributions)2019-12-31$36,121,880
Total income from all sources (including contributions)2019-12-31$36,121,880
Total of all expenses incurred2019-12-31$36,545,313
Total of all expenses incurred2019-12-31$36,545,313
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$33,222,716
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$33,222,716
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$36,057,080
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$36,057,080
Value of total assets at end of year2019-12-31$6,581,248
Value of total assets at end of year2019-12-31$6,581,248
Value of total assets at beginning of year2019-12-31$6,640,355
Value of total assets at beginning of year2019-12-31$6,640,355
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$3,322,597
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$3,322,597
Total interest from all sources2019-12-31$64,800
Total interest from all sources2019-12-31$64,800
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$10,426,966
Contributions received from participants2019-12-31$10,426,966
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$303,259
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$303,259
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$432,620
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$392,857
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$392,857
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$3,144,094
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$3,144,094
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$2,700,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$2,700,000
Administrative expenses (other) incurred2019-12-31$5,000
Administrative expenses (other) incurred2019-12-31$5,000
Total non interest bearing cash at end of year2019-12-31$275,246
Total non interest bearing cash at end of year2019-12-31$275,246
Total non interest bearing cash at beginning of year2019-12-31$328,958
Total non interest bearing cash at beginning of year2019-12-31$328,958
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$-423,433
Value of net income/loss2019-12-31$-423,433
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,405,580
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,405,580
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,829,013
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,829,013
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$56,890
Investment advisory and management fees2019-12-31$56,890
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$5,873,382
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$5,873,382
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$5,918,540
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$5,918,540
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$5,918,540
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$5,918,540
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$64,800
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$64,800
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$2,334,531
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$2,334,531
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$25,326,855
Contributions received in cash from employer2019-12-31$25,326,855
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$30,888,185
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$30,888,185
Contract administrator fees2019-12-31$3,260,707
Contract administrator fees2019-12-31$3,260,707
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Liabilities. Value of benefit claims payable at end of year2019-12-31$31,574
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$111,342
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$111,342
Did the plan have assets held for investment2019-12-31Yes
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
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
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31EIDE BAILLY LLP
Accountancy firm name2019-12-31EIDE BAILLY LLP
Accountancy firm EIN2019-12-31450250958
Accountancy firm EIN2019-12-31450250958
2018 : POWER ENGINEERS, INC. EMPLOYEE BENEFIT PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$2,811,342
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$2,480,418
Total income from all sources (including contributions)2018-12-31$33,670,419
Total of all expenses incurred2018-12-31$32,642,968
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$30,182,975
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$33,611,400
Value of total assets at end of year2018-12-31$6,640,355
Value of total assets at beginning of year2018-12-31$5,281,980
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$2,459,993
Total interest from all sources2018-12-31$59,019
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
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 period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$9,303,434
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$243,311
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$392,857
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$333,115
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$2,700,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$2,352,803
Administrative expenses (other) incurred2018-12-31$5,000
Total non interest bearing cash at end of year2018-12-31$328,958
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$1,027,451
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,829,013
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,801,562
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
Investment advisory and management fees2018-12-31$71,467
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$5,918,540
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$4,948,865
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$4,948,865
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$59,019
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$2,155,885
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
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$24,064,655
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$28,027,090
Contract administrator fees2018-12-31$2,383,526
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Liabilities. Value of benefit claims payable at end of year2018-12-31$111,342
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$127,615
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)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31EIDE BAILLY LLP
Accountancy firm EIN2018-12-31450250958
2017 : POWER ENGINEERS, INC. EMPLOYEE BENEFIT PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$2,480,418
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$2,542,619
Total income from all sources (including contributions)2017-12-31$32,281,105
Total of all expenses incurred2017-12-31$29,562,236
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$26,857,516
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$32,264,031
Value of total assets at end of year2017-12-31$5,281,980
Value of total assets at beginning of year2017-12-31$2,625,312
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,704,720
Total interest from all sources2017-12-31$17,074
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$8,643,325
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$179,837
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$333,115
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$171,028
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$2,352,803
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$2,459,440
Administrative expenses (other) incurred2017-12-31$5,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,718,869
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,801,562
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$82,693
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
Investment advisory and management fees2017-12-31$65,159
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$4,948,865
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$2,454,284
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$2,454,284
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$17,074
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$1,795,642
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
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$23,440,869
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$25,061,874
Contract administrator fees2017-12-31$2,634,561
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Liabilities. Value of benefit claims payable at end of year2017-12-31$127,615
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$83,179
Did the plan have assets held for investment2017-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31EIDE BAILLY LLP
Accountancy firm EIN2017-12-31450250958
2016 : POWER ENGINEERS, INC. EMPLOYEE BENEFIT PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$2,542,619
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$2,187,670
Total income from all sources (including contributions)2016-12-31$28,582,118
Total of all expenses incurred2016-12-31$28,661,790
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$26,251,392
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$28,576,853
Value of total assets at end of year2016-12-31$2,625,312
Value of total assets at beginning of year2016-12-31$2,350,035
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,410,398
Total interest from all sources2016-12-31$5,265
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$7,039,955
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$220,512
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$171,028
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$223,219
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$2,459,440
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$1,919,030
Administrative expenses (other) incurred2016-12-31$8,533
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-79,672
Value of net assets at end of year (total assets less liabilities)2016-12-31$82,693
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$162,365
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
Investment advisory and management fees2016-12-31$59,711
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$2,454,284
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$2,126,816
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$2,126,816
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$5,265
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$1,502,462
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
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$21,316,386
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$24,748,930
Contract administrator fees2016-12-31$2,342,154
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Liabilities. Value of benefit claims payable at end of year2016-12-31$83,179
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$268,640
Did the plan have assets held for investment2016-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31EIDE BAILLY LLP
Accountancy firm EIN2016-12-31450250958
2015 : POWER ENGINEERS, INC. EMPLOYEE BENEFIT PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$2,187,670
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$1,912,378
Total income from all sources (including contributions)2015-12-31$25,889,228
Total of all expenses incurred2015-12-31$25,953,130
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$23,636,444
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$25,887,741
Value of total assets at end of year2015-12-31$2,350,035
Value of total assets at beginning of year2015-12-31$2,138,645
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,316,686
Total interest from all sources2015-12-31$1,487
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$6,693,317
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$275,118
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$223,219
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$151,066
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$1,919,030
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$1,821,713
Administrative expenses (other) incurred2015-12-31$4,842
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-63,902
Value of net assets at end of year (total assets less liabilities)2015-12-31$162,365
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$226,267
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$58,388
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$2,126,816
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,987,579
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,987,579
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$1,487
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$1,420,048
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
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$18,919,306
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$22,216,396
Contract administrator fees2015-12-31$2,253,456
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Liabilities. Value of benefit claims payable at end of year2015-12-31$268,640
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$90,665
Did the plan have assets held for investment2015-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31EIDE BAILLY LLP
Accountancy firm EIN2015-12-31450250958
2014 : POWER ENGINEERS, INC. EMPLOYEE BENEFIT PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,912,378
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,637,253
Total income from all sources (including contributions)2014-12-31$22,175,795
Total of all expenses incurred2014-12-31$22,531,882
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$20,412,712
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$22,174,812
Value of total assets at end of year2014-12-31$2,138,645
Value of total assets at beginning of year2014-12-31$2,219,607
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,119,170
Total interest from all sources2014-12-31$983
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 period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$5,607,267
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$171,390
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$151,066
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$79,649
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$1,821,713
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$1,564,440
Administrative expenses (other) incurred2014-12-31$3,885
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-356,087
Value of net assets at end of year (total assets less liabilities)2014-12-31$226,267
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$582,354
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
Investment advisory and management fees2014-12-31$54,692
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,987,579
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$2,139,958
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$2,139,958
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$983
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$1,290,311
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
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$16,396,155
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$19,122,401
Contract administrator fees2014-12-31$2,060,593
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Liabilities. Value of benefit claims payable at end of year2014-12-31$90,665
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$72,813
Did the plan have assets held for investment2014-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31EIDE BAILLY LLP
Accountancy firm EIN2014-12-31450250958
2013 : POWER ENGINEERS, INC. EMPLOYEE BENEFIT PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,637,253
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,425,135
Total income from all sources (including contributions)2013-12-31$17,263,655
Total of all expenses incurred2013-12-31$17,476,617
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$15,749,382
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$17,261,361
Value of total assets at end of year2013-12-31$2,219,607
Value of total assets at beginning of year2013-12-31$2,220,451
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,727,235
Total interest from all sources2013-12-31$2,294
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$4,488,157
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$121,937
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$79,649
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$61,046
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$1,564,440
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$1,057,183
Administrative expenses (other) incurred2013-12-31$5,065
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-212,962
Value of net assets at end of year (total assets less liabilities)2013-12-31$582,354
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$795,316
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
Investment advisory and management fees2013-12-31$59,374
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$2,139,958
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$2,159,405
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$2,159,405
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$2,294
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$1,110,405
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
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$12,651,267
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$14,638,977
Contract administrator fees2013-12-31$1,662,796
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Liabilities. Value of benefit claims payable at end of year2013-12-31$72,813
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$367,952
Did the plan have assets held for investment2013-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31EIDE BAILLY LLP
Accountancy firm EIN2013-12-31450250958
2012 : POWER ENGINEERS, INC. EMPLOYEE BENEFIT PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,425,135
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$945,049
Total income from all sources (including contributions)2012-12-31$15,207,987
Total of all expenses incurred2012-12-31$15,565,383
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$14,159,694
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$15,205,761
Value of total assets at end of year2012-12-31$2,220,451
Value of total assets at beginning of year2012-12-31$2,097,761
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,405,689
Total interest from all sources2012-12-31$2,226
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$4,171,005
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$88,312
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$61,046
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$69,289
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$1,057,183
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$819,814
Administrative expenses (other) incurred2012-12-31$2,759
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-357,396
Value of net assets at end of year (total assets less liabilities)2012-12-31$795,316
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,152,712
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
Investment advisory and management fees2012-12-31$30,724
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$2,159,405
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$2,028,472
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$2,028,472
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$2,226
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$893,598
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
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$10,946,444
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$13,266,096
Contract administrator fees2012-12-31$1,372,206
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Liabilities. Value of benefit claims payable at end of year2012-12-31$367,952
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$125,235
Did the plan have assets held for investment2012-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31EIDE BAILLY LLP
Accountancy firm EIN2012-12-31450250958
2011 : POWER ENGINEERS, INC. EMPLOYEE BENEFIT PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$945,049
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$897,224
Total income from all sources (including contributions)2011-12-31$12,530,002
Total of all expenses incurred2011-12-31$11,612,197
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$10,470,738
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$12,528,352
Value of total assets at end of year2011-12-31$2,097,761
Value of total assets at beginning of year2011-12-31$1,132,131
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,141,459
Total interest from all sources2011-12-31$1,650
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
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$3,434,375
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$108,013
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$69,289
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$52,542
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$819,814
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$805,678
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$917,805
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,152,712
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$234,907
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$34,907
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$2,028,472
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,079,589
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,079,589
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$1,650
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$770,828
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
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$8,985,964
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$9,699,910
Contract administrator fees2011-12-31$1,106,552
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Liabilities. Value of benefit claims payable at end of year2011-12-31$125,235
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$91,546
Did the plan have assets held for investment2011-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31EIDE BAILLY LLP
Accountancy firm EIN2011-12-31450250958
2010 : POWER ENGINEERS, INC. EMPLOYEE BENEFIT PLAN 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$897,224
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$771,177
Total income from all sources (including contributions)2010-12-31$10,545,480
Total of all expenses incurred2010-12-31$10,173,349
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$9,236,073
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$10,545,067
Value of total assets at end of year2010-12-31$1,132,131
Value of total assets at beginning of year2010-12-31$634,163
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$937,276
Total interest from all sources2010-12-31$413
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
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$2,785,450
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$202,600
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$52,542
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$805,678
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$703,073
Administrative expenses (other) incurred2010-12-31$1,689
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$372,131
Value of net assets at end of year (total assets less liabilities)2010-12-31$234,907
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$-137,014
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
Investment advisory and management fees2010-12-31$31,631
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,079,589
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$634,163
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$634,163
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$413
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$722,210
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
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$7,557,017
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$8,513,863
Contract administrator fees2010-12-31$903,956
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Liabilities. Value of benefit claims payable at end of year2010-12-31$91,546
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$68,104
Did the plan have assets held for investment2010-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31EIDE BAILLY LLP
Accountancy firm EIN2010-12-31450250958

Form 5500 Responses for POWER ENGINEERS, INC. EMPLOYEE BENEFIT PLAN

2022: POWER ENGINEERS, INC. EMPLOYEE BENEFIT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: POWER ENGINEERS, INC. EMPLOYEE BENEFIT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: POWER ENGINEERS, INC. EMPLOYEE BENEFIT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: POWER ENGINEERS, INC. EMPLOYEE BENEFIT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: POWER ENGINEERS, INC. EMPLOYEE BENEFIT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
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: POWER ENGINEERS, INC. EMPLOYEE BENEFIT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: POWER ENGINEERS, INC. EMPLOYEE BENEFIT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: POWER ENGINEERS, INC. EMPLOYEE BENEFIT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
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: POWER ENGINEERS, INC. EMPLOYEE BENEFIT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
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: POWER ENGINEERS, INC. EMPLOYEE BENEFIT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
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: POWER ENGINEERS, INC. EMPLOYEE BENEFIT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
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: POWER ENGINEERS, INC. EMPLOYEE BENEFIT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
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: POWER ENGINEERS, INC. EMPLOYEE BENEFIT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
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: POWER ENGINEERS, INC. EMPLOYEE BENEFIT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
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

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number755557
Policy instance 7
Insurance contract or identification number755557
Number of Individuals Covered3965
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $113,971
Total amount of fees paid to insurance companyUSD $0
Temporary Disability Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $88,991
Insurance broker organization code?3
BLUE CROSS OF IDAHO HEALTH SERVICE INC. (National Association of Insurance Commissioners NAIC id number: 60095 )
Policy contract number10032268
Policy instance 1
Insurance contract or identification number10032268
Number of Individuals Covered6864
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $123,447
Total amount of fees paid to insurance companyUSD $50,000
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $123,447
Amount paid for insurance broker fees50000
Insurance broker organization code?3
COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 )
Policy contract numberE9758871
Policy instance 2
Insurance contract or identification numberE9758871
Number of Individuals Covered2
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $28
Total amount of fees paid to insurance companyUSD $0
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $595
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $19
Insurance broker organization code?3
DELTA DENTAL OF IDAHO, INC (National Association of Insurance Commissioners NAIC id number: 47791 )
Policy contract number4420
Policy instance 3
Insurance contract or identification number4420
Number of Individuals Covered2913
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,163,847
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED BEHAVIORAL HEALTH DBA OPTUM (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number15451
Policy instance 4
Insurance contract or identification number15451
Number of Individuals Covered3463
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $50,932
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees50932
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number755557
Policy instance 5
Insurance contract or identification number755557
Number of Individuals Covered3756
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $167,578
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $125,409
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number755557
Policy instance 6
Insurance contract or identification number755557
Number of Individuals Covered2787
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $174,373
Total amount of fees paid to insurance companyUSD $0
Long Term Disability Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $151,315
Insurance broker organization code?3
BLUE CROSS OF IDAHO HEALTH SERVICE INC. (National Association of Insurance Commissioners NAIC id number: 60095 )
Policy contract number10032268
Policy instance 1
Insurance contract or identification number10032268
Number of Individuals Covered6173
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $96,391
Total amount of fees paid to insurance companyUSD $105,000
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $96,391
Amount paid for insurance broker fees105000
Additional information about fees paid to insurance brokerBONUS/OTHER
Insurance broker organization code?3
COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 )
Policy contract numberE9758871
Policy instance 2
Insurance contract or identification numberE9758871
Number of Individuals Covered2
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $44
Total amount of fees paid to insurance companyUSD $0
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $753
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $27
Insurance broker organization code?3
DELTA DENTAL OF IDAHO, INC (National Association of Insurance Commissioners NAIC id number: 47791 )
Policy contract number4420
Policy instance 3
Insurance contract or identification number4420
Number of Individuals Covered2594
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,228,568
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED BEHAVIORAL HEALTH DBA OPTUM (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number15451
Policy instance 4
Insurance contract or identification number15451
Number of Individuals Covered3049
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $48,817
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees48817
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number755557
Policy instance 6
Insurance contract or identification number755557
Number of Individuals Covered2594
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $88,175
Total amount of fees paid to insurance companyUSD $0
Long Term Disability Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $68,553
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number755557
Policy instance 7
Insurance contract or identification number755557
Number of Individuals Covered4197
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $76,238
Total amount of fees paid to insurance companyUSD $0
Temporary Disability Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $55,379
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number755557
Policy instance 5
Insurance contract or identification number755557
Number of Individuals Covered3768
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $167,326
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $142,564
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number755557
Policy instance 2
Insurance contract or identification number755557
Number of Individuals Covered4359
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $98,219
Total amount of fees paid to insurance companyUSD $0
Temporary Disability Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $80,770
Insurance broker organization code?3
BLUE CROSS OF IDAHO HEALTH SERVICE INC. (National Association of Insurance Commissioners NAIC id number: 60095 )
Policy contract number10032268
Policy instance 1
Insurance contract or identification number10032268
Number of Individuals Covered5760
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $83,278
Total amount of fees paid to insurance companyUSD $105,000
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $83,278
Amount paid for insurance broker fees105000
Additional information about fees paid to insurance brokerBONUS/OTHER
Insurance broker organization code?3
UNITED BEHAVIORAL HEALTH DBA OPTUM (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number15451
Policy instance 7
Insurance contract or identification number15451
Number of Individuals Covered2809
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $38,668
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees38668
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number755557
Policy instance 3
Insurance contract or identification number755557
Number of Individuals Covered3588
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $163,519
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $126,642
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number755557
Policy instance 4
Insurance contract or identification number755557
Number of Individuals Covered2471
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $70,577
Total amount of fees paid to insurance companyUSD $0
Long Term Disability Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $49,047
Insurance broker organization code?3
COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 )
Policy contract numberE9758871
Policy instance 5
Insurance contract or identification numberE9758871
Number of Individuals Covered4
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $73
Total amount of fees paid to insurance companyUSD $0
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,078
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $48
Insurance broker organization code?3
DELTA DENTAL OF IDAHO, INC (National Association of Insurance Commissioners NAIC id number: 47791 )
Policy contract number4420
Policy instance 6
Insurance contract or identification number4420
Number of Individuals Covered2404
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,895,740
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 )
Policy contract numberE9758871
Policy instance 5
Insurance contract or identification numberE9758871
Number of Individuals Covered4
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $69
Total amount of fees paid to insurance companyUSD $0
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,078
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $44
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number755557
Policy instance 3
Insurance contract or identification number755557
Number of Individuals Covered3395
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $155,321
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $136,248
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number755557
Policy instance 2
Insurance contract or identification number755557
Number of Individuals Covered1591
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $94,717
Total amount of fees paid to insurance companyUSD $0
Temporary Disability Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $86,664
Insurance broker organization code?3
BLUE CROSS OF IDAHO HEALTH SERVICE INC. (National Association of Insurance Commissioners NAIC id number: 60095 )
Policy contract number10032268
Policy instance 1
Insurance contract or identification number10032268
Number of Individuals Covered5439
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $117,085
Total amount of fees paid to insurance companyUSD $50,000
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $117,085
Amount paid for insurance broker fees50000
Additional information about fees paid to insurance brokerBONUS/OTHER
Insurance broker organization code?3
DELTA DENTAL OF IDAHO, INC (National Association of Insurance Commissioners NAIC id number: 47791 )
Policy contract number4420
Policy instance 6
Insurance contract or identification number4420
Number of Individuals Covered2263
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,960,867
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number755557
Policy instance 4
Insurance contract or identification number755557
Number of Individuals Covered2360
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $82,300
Total amount of fees paid to insurance companyUSD $0
Long Term Disability Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $73,653
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number755557
Policy instance 3
Insurance contract or identification number755557
Number of Individuals Covered3214
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $116,689
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $116,689
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number755557
Policy instance 4
Insurance contract or identification number755557
Number of Individuals Covered2179
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $63,052
Total amount of fees paid to insurance companyUSD $0
Long Term Disability Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $63,052
Insurance broker organization code?3
BLUE CROSS OF IDAHO HEALTH SERVICE INC. (National Association of Insurance Commissioners NAIC id number: 60095 )
Policy contract number10032268
Policy instance 1
Insurance contract or identification number10032268
Number of Individuals Covered5216
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $104,350
Total amount of fees paid to insurance companyUSD $8,000
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $104,350
Amount paid for insurance broker fees8000
Additional information about fees paid to insurance brokerBONUS/OTHER
Insurance broker organization code?3
DELTA DENTAL OF IDAHO, INC (National Association of Insurance Commissioners NAIC id number: 47791 )
Policy contract number4420
Policy instance 6
Insurance contract or identification number4420
Number of Individuals Covered2167
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
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,757,183
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number755557
Policy instance 2
Insurance contract or identification number755557
Number of Individuals Covered1500
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $70,901
Total amount of fees paid to insurance companyUSD $0
Temporary Disability Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $70,901
Insurance broker organization code?3
COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 )
Policy contract numberE9758871
Policy instance 5
Insurance contract or identification numberE9758871
Number of Individuals Covered4
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $72
Total amount of fees paid to insurance companyUSD $0
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,217
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $45
Insurance broker organization code?3
BLUE CROSS OF IDAHO HEALTH SERVICE INC. (National Association of Insurance Commissioners NAIC id number: 60095 )
Policy contract number10032268
Policy instance 1
Insurance contract or identification number10032268
Number of Individuals Covered5038
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $105,830
Total amount of fees paid to insurance companyUSD $8,000
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $105,830
Amount paid for insurance broker fees8000
Additional information about fees paid to insurance brokerBONUS/OTHER
Insurance broker organization code?3
Insurance broker nameDANIEL JAMES JONES
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010180680
Policy instance 2
Insurance contract or identification number000010180680
Number of Individuals Covered1412
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $46,509
Total amount of fees paid to insurance companyUSD $0
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $386,381
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $46,509
Insurance broker organization code?3
Insurance broker nameGALLAGHER BENEFIT SERVICES INC
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010180678
Policy instance 3
Insurance contract or identification number000010180678
Number of Individuals Covered2053
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $39,873
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $398,733
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $39,873
Insurance broker organization code?3
Insurance broker nameGALLAGHER BENEFIT SERVICES INC
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number40000100017329
Policy instance 4
Insurance contract or identification number40000100017329
Number of Individuals Covered993
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $87,960
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $586,401
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $87,960
Insurance broker organization code?3
Insurance broker nameGALLAGHER BENEFIT SERVICES INC
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010180679
Policy instance 5
Insurance contract or identification number000010180679
Number of Individuals Covered1822
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $34,804
Total amount of fees paid to insurance companyUSD $0
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $348,040
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $34,804
Insurance broker organization code?3
Insurance broker nameGALLAGHER BENEFIT SERVICES INC
COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 )
Policy contract numberE9758871
Policy instance 6
Insurance contract or identification numberE9758871
Number of Individuals Covered5
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $79
Total amount of fees paid to insurance companyUSD $0
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,260
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $46
Insurance broker organization code?3
Insurance broker nameRICHARD K JOHNSON
BLUE CROSS OF IDAHO HEALTH SERVICE INC. (National Association of Insurance Commissioners NAIC id number: 60095 )
Policy contract number10032268
Policy instance 1
Insurance contract or identification number10032268
Number of Individuals Covered4396
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $92,075
Total amount of fees paid to insurance companyUSD $8,000
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $92,075
Amount paid for insurance broker fees8000
Additional information about fees paid to insurance brokerBONUS/OTHER
Insurance broker organization code?3
Insurance broker nameDANIEL JAMES JONES
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010180680
Policy instance 2
Insurance contract or identification number000010180680
Number of Individuals Covered1100
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $42,455
Total amount of fees paid to insurance companyUSD $0
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $283,036
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $42,455
Insurance broker organization code?3
Insurance broker nameGALLAGHER BENEFIT SERVICES INC
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010180678
Policy instance 3
Insurance contract or identification number000010180678
Number of Individuals Covered1799
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $28,491
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $284,905
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $28,491
Insurance broker organization code?3
Insurance broker nameGALLAGHER BENEFIT SERVICES INC
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number40000100017329
Policy instance 4
Insurance contract or identification number40000100017329
Number of Individuals Covered811
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $62,972
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $419,812
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $62,972
Insurance broker organization code?3
Insurance broker nameGALLAGHER BENEFIT SERVICES INC
COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 )
Policy contract numberE9758871
Policy instance 6
Insurance contract or identification numberE9758871
Number of Individuals Covered5
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $91
Total amount of fees paid to insurance companyUSD $0
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,450
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $55
Insurance broker organization code?3
Insurance broker nameRICHARD K JOHNSON
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010180679
Policy instance 5
Insurance contract or identification number000010180679
Number of Individuals Covered1641
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $23,838
Total amount of fees paid to insurance companyUSD $0
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $238,380
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $23,838
Insurance broker organization code?3
Insurance broker nameGALLAGHER BENEFIT SERVICES INC
BLUE CROSS OF IDAHO HEALTH SERVICE INC. (National Association of Insurance Commissioners NAIC id number: 60095 )
Policy contract number10032268
Policy instance 1
Insurance contract or identification number10032268
Number of Individuals Covered4355
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $83,434
Total amount of fees paid to insurance companyUSD $6,675
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $83,434
Amount paid for insurance broker fees6675
Additional information about fees paid to insurance brokerBONUS/OTHER
Insurance broker organization code?3
Insurance broker nameDANIEL JAMES JONES
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010180680
Policy instance 2
Insurance contract or identification number000010180680
Number of Individuals Covered1077
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $38,474
Total amount of fees paid to insurance companyUSD $13,215
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $274,465
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $20,340
Insurance broker organization code?3
Amount paid for insurance broker fees13215
Additional information about fees paid to insurance brokerBONUS/OTHER
Insurance broker nameGALLAGHER BENEFIT SERVICES INC
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number40000100017329
Policy instance 4
Insurance contract or identification number40000100017329
Number of Individuals Covered758
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $60,464
Total amount of fees paid to insurance companyUSD $20,625
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $434,470
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $30,383
Insurance broker organization code?3
Amount paid for insurance broker fees20625
Additional information about fees paid to insurance brokerBONUS/OTHER
Insurance broker nameGALLAGHER BENEFIT SERVICES INC
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010180678
Policy instance 3
Insurance contract or identification number000010180678
Number of Individuals Covered1786
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $26,552
Total amount of fees paid to insurance companyUSD $14,000
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $284,851
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees14000
Additional information about fees paid to insurance brokerBONUS/OTHER
Insurance broker organization code?3
Commission paid to Insurance BrokerUSD $13,796
Insurance broker nameWESTERN BENEFIT SOLUTIONS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010180680
Policy instance 5
Insurance contract or identification number000010180680
Number of Individuals Covered1077
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $38,474
Total amount of fees paid to insurance companyUSD $13,215
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $274,465
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $20,340
Insurance broker organization code?3
Amount paid for insurance broker fees13215
Additional information about fees paid to insurance brokerBONUS/OTHER
Insurance broker nameGALLAGHER BENEFIT SERVICES INC
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010180679
Policy instance 6
Insurance contract or identification number000010180679
Number of Individuals Covered1570
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $21,458
Total amount of fees paid to insurance companyUSD $11,071
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $231,816
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees11071
Additional information about fees paid to insurance brokerBONUS/OTHER
Insurance broker organization code?3
Commission paid to Insurance BrokerUSD $11,055
Insurance broker nameWESTERN BENEFIT SOLUTIONS
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG000864D
Policy instance 2
Insurance contract or identification numberG000864D
Number of Individuals Covered1506
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $90,804
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $976,980
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $90,804
Insurance broker organization code?3
Insurance broker nameWESTERN BENEFIT SOLUTIONS
BLUE CROSS OF IDAHO HEALTH SERVICE INC. (National Association of Insurance Commissioners NAIC id number: 60095 )
Policy contract number10032268
Policy instance 1
Insurance contract or identification number10032268
Number of Individuals Covered3741
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $67,834
Total amount of fees paid to insurance companyUSD $5,427
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $67,834
Amount paid for insurance broker fees5427
Additional information about fees paid to insurance brokerBONUS/OTHER
Insurance broker organization code?3
Insurance broker nameDANIEL JAMES JONES
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG000864D
Policy instance 2
Insurance contract or identification numberG000864D
Number of Individuals Covered1314
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $80,209
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $850,277
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $80,209
Insurance broker organization code?3
Insurance broker nameWESTERN BENEFIT SOLUTIONS
BLUE CROSS OF IDAHO HEALTH SERVICE INC. (National Association of Insurance Commissioners NAIC id number: 60095 )
Policy contract number10032268
Policy instance 1
Insurance contract or identification number10032268
Number of Individuals Covered3288
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $54,603
Total amount of fees paid to insurance companyUSD $3,988
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $54,603
Amount paid for insurance broker fees3988
Additional information about fees paid to insurance brokerBONUS
Insurance broker organization code?3
Insurance broker nameDANIEL JAMES JONES
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG000864D
Policy instance 2
Insurance contract or identification numberG000864D
Number of Individuals Covered1135
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $39,618
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $396,180
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUE CROSS OF IDAHO HEALTH SERVICE INC. (National Association of Insurance Commissioners NAIC id number: 60095 )
Policy contract number10032268
Policy instance 1
Insurance contract or identification number10032268
Number of Individuals Covered2930
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $42,131
Total amount of fees paid to insurance companyUSD $3,508
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG000864D
Policy instance 2
Insurance contract or identification numberG000864D
Number of Individuals Covered977
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $82,151
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $670,617
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $82,151
Insurance broker organization code?3
Insurance broker nameWESTERN BENEFIT SOLUTIONS
BLUE CROSS OF IDAHO HEALTH SERVICE INC. (National Association of Insurance Commissioners NAIC id number: 60095 )
Policy contract number10032268
Policy instance 1
Insurance contract or identification number10032268
Number of Individuals Covered995
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $32,887
Total amount of fees paid to insurance companyUSD $3,709
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $32,887
Amount paid for insurance broker fees3709
Additional information about fees paid to insurance brokerBONUS AND OTHER COMPENSATION
Insurance broker organization code?3
Insurance broker nameDANIEL JAMES JONES

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