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OFFICE & PROFESSIONAL EMPLOYEES RETIREMENT PLAN 401k Plan overview

Plan NameOFFICE & PROFESSIONAL EMPLOYEES RETIREMENT PLAN
Plan identification number 001

OFFICE & PROFESSIONAL EMPLOYEES RETIREMENT PLAN Benefits

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

401k Sponsoring company profile

BOARD OF TRUSTEES OFFICE & PROFESSIONAL EMPLOYEES RET PLAN has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES OFFICE & PROFESSIONAL EMPLOYEES RET PLAN
Employer identification number (EIN):911337614
NAIC Classification:561110
NAIC Description:Office Administrative Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OFFICE & PROFESSIONAL EMPLOYEES RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01NORMAN ANDERSON
0012016-01-01NORMAN ANDERSON
0012015-01-01NORMAN ANDERSON NORMAN ANDERSON2016-09-21
0012014-01-01NORMAN ANDERSON NORMAN ANDERSON2015-10-08
0012013-01-01NORMAN ANDERSON NORMAN ANDERSON2014-10-10
0012012-01-01NORMAN ANDERSON NORMAN ANDERSON2013-09-27
0012011-01-01NORMAN ANDERSON NORMAN ANDERSON2012-10-13
0012009-01-01NORMAN ANDERSON NORMAN ANDERSON2010-11-03
0012009-01-01NORMAN ANDERSON NORMAN ANDERSON2010-10-14

Plan Statistics for OFFICE & PROFESSIONAL EMPLOYEES RETIREMENT PLAN

401k plan membership statisitcs for OFFICE & PROFESSIONAL EMPLOYEES RETIREMENT PLAN

Measure Date Value
2022: OFFICE & PROFESSIONAL EMPLOYEES RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-014,721
Total number of active participants reported on line 7a of the Form 55002022-01-012,049
Number of retired or separated participants receiving benefits2022-01-015
Number of other retired or separated participants entitled to future benefits2022-01-01773
Total of all active and inactive participants2022-01-012,827
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-012,827
Number of participants with account balances2022-01-012,532
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
Number of employers contributing to the scheme2022-01-0138
2021: OFFICE & PROFESSIONAL EMPLOYEES RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-013,423
Total number of active participants reported on line 7a of the Form 55002021-01-013,892
Number of retired or separated participants receiving benefits2021-01-014
Number of other retired or separated participants entitled to future benefits2021-01-01825
Total of all active and inactive participants2021-01-014,721
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-014,721
Number of participants with account balances2021-01-012,495
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
Number of employers contributing to the scheme2021-01-0138
2020: OFFICE & PROFESSIONAL EMPLOYEES RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-014,195
Total number of active participants reported on line 7a of the Form 55002020-01-012,489
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-01932
Total of all active and inactive participants2020-01-013,423
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-013,423
Number of participants with account balances2020-01-012,489
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
Number of employers contributing to the scheme2020-01-0138
2019: OFFICE & PROFESSIONAL EMPLOYEES RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-014,286
Total number of active participants reported on line 7a of the Form 55002019-01-013,356
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-01837
Total of all active and inactive participants2019-01-014,195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-014,195
Number of participants with account balances2019-01-012,361
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
Number of employers contributing to the scheme2019-01-0144
2018: OFFICE & PROFESSIONAL EMPLOYEES RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-013,786
Total number of active participants reported on line 7a of the Form 55002018-01-013,234
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-011,052
Total of all active and inactive participants2018-01-014,286
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-014,286
Number of participants with account balances2018-01-012,382
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
Number of employers contributing to the scheme2018-01-0144
2017: OFFICE & PROFESSIONAL EMPLOYEES RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-013,614
Total number of active participants reported on line 7a of the Form 55002017-01-013,007
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01777
Total of all active and inactive participants2017-01-013,784
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-013,784
Number of participants with account balances2017-01-011,997
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
Number of employers contributing to the scheme2017-01-0141
2016: OFFICE & PROFESSIONAL EMPLOYEES RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-013,087
Total number of active participants reported on line 7a of the Form 55002016-01-013,292
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01321
Total of all active and inactive participants2016-01-013,613
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-013,613
Number of participants with account balances2016-01-011,497
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
Number of employers contributing to the scheme2016-01-0125
2015: OFFICE & PROFESSIONAL EMPLOYEES RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012,614
Total number of active participants reported on line 7a of the Form 55002015-01-012,893
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01194
Total of all active and inactive participants2015-01-013,087
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-013,087
Number of participants with account balances2015-01-01560
Number of employers contributing to the scheme2015-01-0130
2014: OFFICE & PROFESSIONAL EMPLOYEES RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,867
Total number of active participants reported on line 7a of the Form 55002014-01-012,436
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01178
Total of all active and inactive participants2014-01-012,614
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-012,614
Number of participants with account balances2014-01-01541
Number of employers contributing to the scheme2014-01-0127
2013: OFFICE & PROFESSIONAL EMPLOYEES RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,816
Total number of active participants reported on line 7a of the Form 55002013-01-011,588
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01279
Total of all active and inactive participants2013-01-011,867
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011,867
Number of participants with account balances2013-01-01521
Number of employers contributing to the scheme2013-01-0127
2012: OFFICE & PROFESSIONAL EMPLOYEES RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01519
Total number of active participants reported on line 7a of the Form 55002012-01-011,619
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01197
Total of all active and inactive participants2012-01-011,816
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011,816
Number of participants with account balances2012-01-01513
Number of employers contributing to the scheme2012-01-0125
2011: OFFICE & PROFESSIONAL EMPLOYEES RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01529
Total number of active participants reported on line 7a of the Form 55002011-01-01310
Number of retired or separated participants receiving benefits2011-01-01209
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-01519
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01519
Number of participants with account balances2011-01-01529
Number of employers contributing to the scheme2011-01-0128
2009: OFFICE & PROFESSIONAL EMPLOYEES RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01491
Total number of active participants reported on line 7a of the Form 55002009-01-01501
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-01501
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01501
Number of participants with account balances2009-01-01519
Number of employers contributing to the scheme2009-01-019

Financial Data on OFFICE & PROFESSIONAL EMPLOYEES RETIREMENT PLAN

Measure Date Value
2022 : OFFICE & PROFESSIONAL EMPLOYEES RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$11,662
Total income from all sources (including contributions)2022-12-31$189,757
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,316,726
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,957,454
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,075,378
Value of total assets at end of year2022-12-31$27,390,853
Value of total assets at beginning of year2022-12-31$29,529,484
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$359,272
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
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$1,093,315
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$61,750
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$5,565
Liabilities. Value of operating payables at end of year2022-12-31$0
Liabilities. Value of operating payables at beginning of year2022-12-31$11,662
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$31,722
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,126,969
Value of net assets at end of year (total assets less liabilities)2022-12-31$27,390,853
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$29,517,822
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$27,290,994
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$27,757,341
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$99,859
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$1,642,302
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$1,642,302
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,885,621
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,976,498
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$36,369
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,957,454
Contract administrator fees2022-12-31$359,272
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 plan2022-12-31Disclaimer
Accountancy firm name2022-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2022-12-31410746749
2021 : OFFICE & PROFESSIONAL EMPLOYEES RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$11,662
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$36,026
Total income from all sources (including contributions)2021-12-31$6,178,084
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,368,023
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,011,339
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,042,235
Value of total assets at end of year2021-12-31$29,529,484
Value of total assets at beginning of year2021-12-31$25,743,787
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$356,684
Total interest from all sources2021-12-31$185
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$992,642
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$992,642
Administrative expenses professional fees incurred2021-12-31$55,888
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,010,958
Participant contributions at end of year2021-12-31$61,750
Participant contributions at beginning of year2021-12-31$38,965
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$139,887
Administrative expenses (other) incurred2021-12-31$19,303
Liabilities. Value of operating payables at end of year2021-12-31$11,662
Liabilities. Value of operating payables at beginning of year2021-12-31$36,026
Total non interest bearing cash at end of year2021-12-31$31,722
Total non interest bearing cash at beginning of year2021-12-31$63,448
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$3,810,061
Value of net assets at end of year (total assets less liabilities)2021-12-31$29,517,822
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$25,707,761
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$9,600
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$27,757,341
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$23,692,186
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$1,642,302
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$1,842,729
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$1,842,729
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$185
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,143,022
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,891,390
Employer contributions (assets) at end of year2021-12-31$36,369
Employer contributions (assets) at beginning of year2021-12-31$106,459
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,011,339
Contract administrator fees2021-12-31$271,893
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 plan2021-12-31Disclaimer
Accountancy firm name2021-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2021-12-31410746749
2020 : OFFICE & PROFESSIONAL EMPLOYEES RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$36,026
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$6,101,186
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,076,358
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$822,703
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,853,803
Value of total assets at end of year2020-12-31$25,743,787
Value of total assets at beginning of year2020-12-31$20,682,933
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$253,655
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$535,673
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$535,673
Administrative expenses professional fees incurred2020-12-31$44,477
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$939,774
Participant contributions at end of year2020-12-31$38,965
Participant contributions at beginning of year2020-12-31$6,303
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$144,457
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Administrative expenses (other) incurred2020-12-31$10,187
Liabilities. Value of operating payables at end of year2020-12-31$36,026
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$63,448
Total non interest bearing cash at beginning of year2020-12-31$5,998
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$5,024,828
Value of net assets at end of year (total assets less liabilities)2020-12-31$25,707,761
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$20,682,933
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$9,600
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$23,692,186
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$0
Value of interest in pooled separate accounts at end of year2020-12-31$0
Value of interest in pooled separate accounts at beginning of year2020-12-31$20,634,119
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$1,842,729
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$9,912
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$9,912
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,709,735
Net investment gain/loss from pooled separate accounts2020-12-31$1,975
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,769,572
Employer contributions (assets) at end of year2020-12-31$106,459
Employer contributions (assets) at beginning of year2020-12-31$26,601
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$822,703
Contract administrator fees2020-12-31$189,391
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2020-12-31410746749
2019 : OFFICE & PROFESSIONAL EMPLOYEES RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$5,807,469
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$3,450,293
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,194,261
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,428,691
Value of total assets at end of year2019-12-31$20,682,933
Value of total assets at beginning of year2019-12-31$18,325,757
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$256,032
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$32,515
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$870,730
Participant contributions at end of year2019-12-31$6,303
Participant contributions at beginning of year2019-12-31$11,091
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$51,296
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$73,769
Administrative expenses (other) incurred2019-12-31$62,724
Total non interest bearing cash at end of year2019-12-31$5,998
Total non interest bearing cash at beginning of year2019-12-31$20,109
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,357,176
Value of net assets at end of year (total assets less liabilities)2019-12-31$20,682,933
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$18,325,757
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$9,600
Value of interest in pooled separate accounts at end of year2019-12-31$20,634,119
Value of interest in pooled separate accounts at beginning of year2019-12-31$18,241,070
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$9,912
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,539
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,539
Net investment gain/loss from pooled separate accounts2019-12-31$3,305,009
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,506,665
Employer contributions (assets) at end of year2019-12-31$26,601
Employer contributions (assets) at beginning of year2019-12-31$51,948
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,194,261
Contract administrator fees2019-12-31$151,193
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2019-12-31410746749
2018 : OFFICE & PROFESSIONAL EMPLOYEES RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,229,807
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,313,982
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,102,634
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,059,131
Value of total assets at end of year2018-12-31$18,325,757
Value of total assets at beginning of year2018-12-31$19,409,932
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$211,348
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$30,973
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$785,205
Participant contributions at end of year2018-12-31$11,091
Participant contributions at beginning of year2018-12-31$19,869
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$13,604
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$3,192
Other income not declared elsewhere2018-12-31$57,007
Administrative expenses (other) incurred2018-12-31$17,544
Total non interest bearing cash at end of year2018-12-31$20,109
Total non interest bearing cash at beginning of year2018-12-31$7,521
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,084,175
Value of net assets at end of year (total assets less liabilities)2018-12-31$18,325,757
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$19,409,932
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$9,600
Value of interest in pooled separate accounts at end of year2018-12-31$18,241,070
Value of interest in pooled separate accounts at beginning of year2018-12-31$19,282,109
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$1,539
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$28,906
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$28,906
Net investment gain/loss from pooled separate accounts2018-12-31$-886,331
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,260,322
Employer contributions (assets) at end of year2018-12-31$51,948
Employer contributions (assets) at beginning of year2018-12-31$68,335
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,102,634
Contract administrator fees2018-12-31$153,231
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2018-12-31410746749
2017 : OFFICE & PROFESSIONAL EMPLOYEES RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$4,355,001
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,117,259
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$978,453
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,894,447
Value of total assets at end of year2017-12-31$19,409,932
Value of total assets at beginning of year2017-12-31$16,172,190
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$138,806
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$23,468
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$759,090
Participant contributions at end of year2017-12-31$19,869
Participant contributions at beginning of year2017-12-31$17,538
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$158,642
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$3,192
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$54,296
Administrative expenses (other) incurred2017-12-31$14,611
Total non interest bearing cash at end of year2017-12-31$7,521
Total non interest bearing cash at beginning of year2017-12-31$24,184
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$3,237,742
Value of net assets at end of year (total assets less liabilities)2017-12-31$19,409,932
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$16,172,190
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$9,600
Value of interest in pooled separate accounts at end of year2017-12-31$19,282,109
Value of interest in pooled separate accounts at beginning of year2017-12-31$16,087,239
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$28,906
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$1,342
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$1,342
Net investment gain/loss from pooled separate accounts2017-12-31$2,406,258
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$976,715
Employer contributions (assets) at end of year2017-12-31$68,335
Employer contributions (assets) at beginning of year2017-12-31$41,887
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$978,453
Contract administrator fees2017-12-31$91,127
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2017-12-31410746749
2016 : OFFICE & PROFESSIONAL EMPLOYEES RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$2,900,032
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,082,962
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$940,531
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,948,969
Value of total assets at end of year2016-12-31$16,172,190
Value of total assets at beginning of year2016-12-31$14,355,120
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$142,431
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$36,077
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 period2016-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$671,205
Participant contributions at end of year2016-12-31$17,538
Participant contributions at beginning of year2016-12-31$13,610
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$314,215
Other income not declared elsewhere2016-12-31$58,640
Administrative expenses (other) incurred2016-12-31$27,763
Total non interest bearing cash at end of year2016-12-31$24,184
Total non interest bearing cash at beginning of year2016-12-31$24,778
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$1,817,070
Value of net assets at end of year (total assets less liabilities)2016-12-31$16,172,190
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$14,355,120
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$9,600
Value of interest in pooled separate accounts at end of year2016-12-31$16,087,239
Value of interest in pooled separate accounts at beginning of year2016-12-31$14,311,889
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$1,342
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$0
Net investment gain/loss from pooled separate accounts2016-12-31$892,423
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$963,549
Employer contributions (assets) at end of year2016-12-31$41,887
Employer contributions (assets) at beginning of year2016-12-31$4,843
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$940,531
Contract administrator fees2016-12-31$68,991
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2016-12-31410746749
2015 : OFFICE & PROFESSIONAL EMPLOYEES RETIREMENT PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$1,281,276
Total of all expenses incurred2015-12-31$662,821
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$580,651
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,319,933
Value of total assets at end of year2015-12-31$14,355,120
Value of total assets at beginning of year2015-12-31$13,736,665
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$82,170
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$17,704
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$651,372
Participant contributions at end of year2015-12-31$13,610
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$78,482
Other income not declared elsewhere2015-12-31$42,404
Administrative expenses (other) incurred2015-12-31$8,989
Total non interest bearing cash at end of year2015-12-31$24,778
Total non interest bearing cash at beginning of year2015-12-31$12,577
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$618,455
Value of net assets at end of year (total assets less liabilities)2015-12-31$14,355,120
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$13,736,665
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$14,311,889
Value of interest in pooled separate accounts at beginning of year2015-12-31$13,703,322
Net investment gain/loss from pooled separate accounts2015-12-31$-81,061
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$590,079
Employer contributions (assets) at end of year2015-12-31$4,843
Employer contributions (assets) at beginning of year2015-12-31$20,766
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$580,651
Contract administrator fees2015-12-31$55,477
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MAHRT & ASSOCIATES, PLLC
Accountancy firm EIN2015-12-31911873332
2014 : OFFICE & PROFESSIONAL EMPLOYEES RETIREMENT PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$1,845,459
Total of all expenses incurred2014-12-31$915,772
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$834,424
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,178,960
Value of total assets at end of year2014-12-31$13,736,665
Value of total assets at beginning of year2014-12-31$12,806,978
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$81,348
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$26,615
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$559,064
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$49,327
Other income not declared elsewhere2014-12-31$29,161
Administrative expenses (other) incurred2014-12-31$12,367
Total non interest bearing cash at end of year2014-12-31$12,577
Total non interest bearing cash at beginning of year2014-12-31$6,715
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$929,687
Value of net assets at end of year (total assets less liabilities)2014-12-31$13,736,665
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$12,806,978
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$13,703,322
Value of interest in pooled separate accounts at beginning of year2014-12-31$12,781,281
Net investment gain/loss from pooled separate accounts2014-12-31$637,338
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$570,569
Employer contributions (assets) at end of year2014-12-31$20,766
Employer contributions (assets) at beginning of year2014-12-31$18,982
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$834,424
Contract administrator fees2014-12-31$42,366
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MAHRT & ASSOCIATES, PLLC
Accountancy firm EIN2014-12-31911873332
2013 : OFFICE & PROFESSIONAL EMPLOYEES RETIREMENT PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$3,025,534
Total of all expenses incurred2013-12-31$770,572
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$695,346
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,045,201
Value of total assets at end of year2013-12-31$12,806,978
Value of total assets at beginning of year2013-12-31$10,552,016
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$75,226
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$21,893
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$499,002
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$18,732
Other income not declared elsewhere2013-12-31$22,552
Administrative expenses (other) incurred2013-12-31$7,225
Total non interest bearing cash at end of year2013-12-31$6,715
Total non interest bearing cash at beginning of year2013-12-31$5,186
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$2,254,962
Value of net assets at end of year (total assets less liabilities)2013-12-31$12,806,978
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$10,552,016
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
Value of interest in pooled separate accounts at end of year2013-12-31$12,781,281
Value of interest in pooled separate accounts at beginning of year2013-12-31$10,524,306
Net investment gain/loss from pooled separate accounts2013-12-31$1,957,781
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$527,467
Employer contributions (assets) at end of year2013-12-31$18,982
Employer contributions (assets) at beginning of year2013-12-31$22,524
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$695,346
Contract administrator fees2013-12-31$46,108
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MAHRT & ASSOCIATES, PLLC
Accountancy firm EIN2013-12-31911873332
2012 : OFFICE & PROFESSIONAL EMPLOYEES RETIREMENT PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$1,940,464
Total of all expenses incurred2012-12-31$966,064
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$887,292
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$949,068
Value of total assets at end of year2012-12-31$10,552,016
Value of total assets at beginning of year2012-12-31$9,577,616
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$78,772
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$20,599
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$443,962
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$34,612
Other income not declared elsewhere2012-12-31$20,098
Administrative expenses (other) incurred2012-12-31$13,064
Total non interest bearing cash at end of year2012-12-31$5,186
Total non interest bearing cash at beginning of year2012-12-31$3,991
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$974,400
Value of net assets at end of year (total assets less liabilities)2012-12-31$10,552,016
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$9,577,616
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
Value of interest in pooled separate accounts at end of year2012-12-31$10,524,306
Value of interest in pooled separate accounts at beginning of year2012-12-31$9,549,502
Net investment gain/loss from pooled separate accounts2012-12-31$971,298
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$470,494
Employer contributions (assets) at end of year2012-12-31$22,524
Employer contributions (assets) at beginning of year2012-12-31$24,123
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$887,292
Contract administrator fees2012-12-31$45,109
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MAHRT & ASSOCIATES, PLLC
Accountancy firm EIN2012-12-31911873332
2011 : OFFICE & PROFESSIONAL EMPLOYEES RETIREMENT PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$735,783
Total of all expenses incurred2011-12-31$1,519,746
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,458,485
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$955,569
Value of total assets at end of year2011-12-31$9,577,616
Value of total assets at beginning of year2011-12-31$10,361,579
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$61,261
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$13,925
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$461,412
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$41,471
Other income not declared elsewhere2011-12-31$19,941
Administrative expenses (other) incurred2011-12-31$4,840
Total non interest bearing cash at end of year2011-12-31$3,991
Total non interest bearing cash at beginning of year2011-12-31$9,312
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-783,963
Value of net assets at end of year (total assets less liabilities)2011-12-31$9,577,616
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$10,361,579
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
Value of interest in pooled separate accounts at end of year2011-12-31$9,549,502
Value of interest in pooled separate accounts at beginning of year2011-12-31$10,317,382
Net investment gain/loss from pooled separate accounts2011-12-31$-239,727
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$452,686
Employer contributions (assets) at end of year2011-12-31$24,123
Employer contributions (assets) at beginning of year2011-12-31$34,885
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,458,485
Contract administrator fees2011-12-31$42,496
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MAHRT & ASSOCIATES, PLLC
Accountancy firm EIN2011-12-31911873332
2010 : OFFICE & PROFESSIONAL EMPLOYEES RETIREMENT PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$1,800,850
Total of all expenses incurred2010-12-31$659,109
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$599,039
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$852,013
Value of total assets at end of year2010-12-31$10,361,579
Value of total assets at beginning of year2010-12-31$9,219,838
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$60,070
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$16,578
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$402,195
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$31,816
Other income not declared elsewhere2010-12-31$23,500
Administrative expenses (other) incurred2010-12-31$6,569
Total non interest bearing cash at end of year2010-12-31$9,312
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,141,741
Value of net assets at end of year (total assets less liabilities)2010-12-31$10,361,579
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$9,219,838
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
Value of interest in pooled separate accounts at end of year2010-12-31$10,317,382
Value of interest in pooled separate accounts at beginning of year2010-12-31$6,696,296
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$2,452,999
Net investment gain/loss from pooled separate accounts2010-12-31$925,337
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$418,002
Employer contributions (assets) at end of year2010-12-31$34,885
Employer contributions (assets) at beginning of year2010-12-31$70,543
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$599,039
Contract administrator fees2010-12-31$36,923
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MAHRT & ASSOCIATES, PLLC
Accountancy firm EIN2010-12-31911873332

Form 5500 Responses for OFFICE & PROFESSIONAL EMPLOYEES RETIREMENT PLAN

2022: OFFICE & PROFESSIONAL EMPLOYEES RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: OFFICE & PROFESSIONAL EMPLOYEES RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: OFFICE & PROFESSIONAL EMPLOYEES RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: OFFICE & PROFESSIONAL EMPLOYEES RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: OFFICE & PROFESSIONAL EMPLOYEES RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: OFFICE & PROFESSIONAL EMPLOYEES RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: OFFICE & PROFESSIONAL EMPLOYEES RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: OFFICE & PROFESSIONAL EMPLOYEES RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: OFFICE & PROFESSIONAL EMPLOYEES RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: OFFICE & PROFESSIONAL EMPLOYEES RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: OFFICE & PROFESSIONAL EMPLOYEES RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: OFFICE & PROFESSIONAL EMPLOYEES RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: OFFICE & PROFESSIONAL EMPLOYEES RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Submission has been amendedYes
2009-01-01Plan is a collectively bargained planYes
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

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number800237-000
Policy instance 1
Insurance contract or identification number800237-000
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $20,107
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees20107
Additional information about fees paid to insurance broker00
Insurance broker organization code?5
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number800237-000
Policy instance 1
Insurance contract or identification number800237-000
Number of Individuals Covered2361
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 $39,259
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees39259
Additional information about fees paid to insurance broker0
Insurance broker organization code?5
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number800237-000
Policy instance 1
Insurance contract or identification number800237-000
Number of Individuals Covered2382
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 $38,182
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees38182
Additional information about fees paid to insurance broker0
Insurance broker organization code?5
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number800237-000
Policy instance 1
Insurance contract or identification number800237-000
Number of Individuals Covered1997
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $35,489
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees35489
Additional information about fees paid to insurance broker0
Insurance broker organization code?5
Insurance broker nameBENEFIT ADMINISTRATION COMPANY
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number800237-000
Policy instance 1
Insurance contract or identification number800237-000
Number of Individuals Covered560
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number800237-000
Policy instance 1
Insurance contract or identification number800237-000
Number of Individuals Covered541
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number800237-000
Policy instance 1
Insurance contract or identification number800237-000
Number of Individuals Covered521
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number800237-000
Policy instance 1
Insurance contract or identification number800237-000
Number of Individuals Covered513
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number800237-000
Policy instance 1
Insurance contract or identification number800237-000
Number of Individuals Covered529
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of fees paid to insurance companyUSD $19,565
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number800237-000
Policy instance 1
Insurance contract or identification number800237-000
Number of Individuals Covered529
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of fees paid to insurance companyUSD $18,418
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees18418
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
Insurance broker nameBENEFIT ADMINISTRATION COMPANY

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