401k Plan data: GRESHAM TRANSFER, INC. LIFE INSURANCE plan

GRESHAM TRANSFER, INC. LIFE INSURANCE 401k Plan overview

Plan Name	GRESHAM TRANSFER, INC. LIFE INSURANCE
Plan identification number	502

GRESHAM TRANSFER, INC. LIFE INSURANCE Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Life insurance

401k Sponsoring company profile

GRESHAM TRANSFER, INC. has sponsored the creation of one or more 401k plans.

Company Name: GRESHAM TRANSFER, INC.

Employer identification number (EIN): 930179300

NAIC Classification: 484120
NAIC Description: General Freight Trucking, Long-Distance

Additional information about GRESHAM TRANSFER, INC.

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division

Incorporation Date: 2025-02-02

Company Identification Number: 2778512

Legal Registered Office Address: 24001 NE SANDY BLVD

WOOD VILLAGE
United States of America (USA)
97060

More information about GRESHAM TRANSFER, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GRESHAM TRANSFER, INC. LIFE INSURANCE

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
502 2017-11-01 RICK ULMER RICK ULMER 2018-12-19
502 2016-11-01 RICK ULMER RICK ULMER 2017-11-27
502 2015-11-01 RICK ULMER RICK ULMER 2017-08-25
502 2014-11-01 RICK ULMER RICK ULMER 2016-10-14
502 2013-11-01 RICK ULMER RICK ULMER 2014-12-16
502 2012-11-01 RICK ULMER RICK ULMER 2013-12-09
502 2011-11-01 RICK ULMER RICK ULMER 2013-01-03
502 2010-11-01 RICK ULMER RICK ULMER 2012-03-02
502 2009-11-01 RICK ULMER RICK ULMER 2010-12-17

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
502	2017-11-01	RICK ULMER	RICK ULMER	2018-12-19
502	2016-11-01	RICK ULMER	RICK ULMER	2017-11-27
502	2015-11-01	RICK ULMER	RICK ULMER	2017-08-25
502	2014-11-01	RICK ULMER	RICK ULMER	2016-10-14
502	2013-11-01	RICK ULMER	RICK ULMER	2014-12-16
502	2012-11-01	RICK ULMER	RICK ULMER	2013-12-09
502	2011-11-01	RICK ULMER	RICK ULMER	2013-01-03
502	2010-11-01	RICK ULMER	RICK ULMER	2012-03-02
502	2009-11-01	RICK ULMER	RICK ULMER	2010-12-17

Plan Statistics for GRESHAM TRANSFER, INC. LIFE INSURANCE

401k plan membership statisitcs for GRESHAM TRANSFER, INC. LIFE INSURANCE

Measure Date Value
2017: GRESHAM TRANSFER, INC. LIFE INSURANCE 2017 401k membership
Total participants, beginning-of-year 2017-11-01 119
Total number of active participants reported on line 7a of the Form 5500 2017-11-01 115
Number of retired or separated participants receiving benefits 2017-11-01 0
Number of other retired or separated participants entitled to future benefits 2017-11-01 0
Total of all active and inactive participants 2017-11-01 115
2016: GRESHAM TRANSFER, INC. LIFE INSURANCE 2016 401k membership
Total participants, beginning-of-year 2016-11-01 128
Total number of active participants reported on line 7a of the Form 5500 2016-11-01 119
Number of retired or separated participants receiving benefits 2016-11-01 0
Number of other retired or separated participants entitled to future benefits 2016-11-01 0
Total of all active and inactive participants 2016-11-01 119
2015: GRESHAM TRANSFER, INC. LIFE INSURANCE 2015 401k membership
Total participants, beginning-of-year 2015-11-01 132
Total number of active participants reported on line 7a of the Form 5500 2015-11-01 128
Number of retired or separated participants receiving benefits 2015-11-01 0
Number of other retired or separated participants entitled to future benefits 2015-11-01 0
Total of all active and inactive participants 2015-11-01 128
2014: GRESHAM TRANSFER, INC. LIFE INSURANCE 2014 401k membership
Total participants, beginning-of-year 2014-11-01 126
Total number of active participants reported on line 7a of the Form 5500 2014-11-01 132
Number of retired or separated participants receiving benefits 2014-11-01 0
Number of other retired or separated participants entitled to future benefits 2014-11-01 0
Total of all active and inactive participants 2014-11-01 132
2013: GRESHAM TRANSFER, INC. LIFE INSURANCE 2013 401k membership
Total participants, beginning-of-year 2013-11-01 118
Total number of active participants reported on line 7a of the Form 5500 2013-11-01 126
Total of all active and inactive participants 2013-11-01 126
2012: GRESHAM TRANSFER, INC. LIFE INSURANCE 2012 401k membership
Total participants, beginning-of-year 2012-11-01 111
Total number of active participants reported on line 7a of the Form 5500 2012-11-01 118
Total of all active and inactive participants 2012-11-01 118
2011: GRESHAM TRANSFER, INC. LIFE INSURANCE 2011 401k membership
Total participants, beginning-of-year 2011-11-01 121
Total number of active participants reported on line 7a of the Form 5500 2011-11-01 111
Number of retired or separated participants receiving benefits 2011-11-01 0
Number of other retired or separated participants entitled to future benefits 2011-11-01 0
Total of all active and inactive participants 2011-11-01 111
2010: GRESHAM TRANSFER, INC. LIFE INSURANCE 2010 401k membership
Total participants, beginning-of-year 2010-11-01 130
Total number of active participants reported on line 7a of the Form 5500 2010-11-01 121
Number of retired or separated participants receiving benefits 2010-11-01 0
Number of other retired or separated participants entitled to future benefits 2010-11-01 0
Total of all active and inactive participants 2010-11-01 121
Total participants 2010-11-01 121
2009: GRESHAM TRANSFER, INC. LIFE INSURANCE 2009 401k membership
Total participants, beginning-of-year 2009-11-01 158
Total number of active participants reported on line 7a of the Form 5500 2009-11-01 130
Number of retired or separated participants receiving benefits 2009-11-01 0
Number of other retired or separated participants entitled to future benefits 2009-11-01 0
Total of all active and inactive participants 2009-11-01 130
Total participants 2009-11-01 130

Measure	Date	Value
2017: GRESHAM TRANSFER, INC. LIFE INSURANCE 2017 401k membership
Total participants, beginning-of-year	2017-11-01	119
Total number of active participants reported on line 7a of the Form 5500	2017-11-01	115
Number of retired or separated participants receiving benefits	2017-11-01	0
Number of other retired or separated participants entitled to future benefits	2017-11-01	0
Total of all active and inactive participants	2017-11-01	115
2016: GRESHAM TRANSFER, INC. LIFE INSURANCE 2016 401k membership
Total participants, beginning-of-year	2016-11-01	128
Total number of active participants reported on line 7a of the Form 5500	2016-11-01	119
Number of retired or separated participants receiving benefits	2016-11-01	0
Number of other retired or separated participants entitled to future benefits	2016-11-01	0
Total of all active and inactive participants	2016-11-01	119
2015: GRESHAM TRANSFER, INC. LIFE INSURANCE 2015 401k membership
Total participants, beginning-of-year	2015-11-01	132
Total number of active participants reported on line 7a of the Form 5500	2015-11-01	128
Number of retired or separated participants receiving benefits	2015-11-01	0
Number of other retired or separated participants entitled to future benefits	2015-11-01	0
Total of all active and inactive participants	2015-11-01	128
2014: GRESHAM TRANSFER, INC. LIFE INSURANCE 2014 401k membership
Total participants, beginning-of-year	2014-11-01	126
Total number of active participants reported on line 7a of the Form 5500	2014-11-01	132
Number of retired or separated participants receiving benefits	2014-11-01	0
Number of other retired or separated participants entitled to future benefits	2014-11-01	0
Total of all active and inactive participants	2014-11-01	132
2013: GRESHAM TRANSFER, INC. LIFE INSURANCE 2013 401k membership
Total participants, beginning-of-year	2013-11-01	118
Total number of active participants reported on line 7a of the Form 5500	2013-11-01	126
Total of all active and inactive participants	2013-11-01	126
2012: GRESHAM TRANSFER, INC. LIFE INSURANCE 2012 401k membership
Total participants, beginning-of-year	2012-11-01	111
Total number of active participants reported on line 7a of the Form 5500	2012-11-01	118
Total of all active and inactive participants	2012-11-01	118
2011: GRESHAM TRANSFER, INC. LIFE INSURANCE 2011 401k membership
Total participants, beginning-of-year	2011-11-01	121
Total number of active participants reported on line 7a of the Form 5500	2011-11-01	111
Number of retired or separated participants receiving benefits	2011-11-01	0
Number of other retired or separated participants entitled to future benefits	2011-11-01	0
Total of all active and inactive participants	2011-11-01	111
2010: GRESHAM TRANSFER, INC. LIFE INSURANCE 2010 401k membership
Total participants, beginning-of-year	2010-11-01	130
Total number of active participants reported on line 7a of the Form 5500	2010-11-01	121
Number of retired or separated participants receiving benefits	2010-11-01	0
Number of other retired or separated participants entitled to future benefits	2010-11-01	0
Total of all active and inactive participants	2010-11-01	121
Total participants	2010-11-01	121
2009: GRESHAM TRANSFER, INC. LIFE INSURANCE 2009 401k membership
Total participants, beginning-of-year	2009-11-01	158
Total number of active participants reported on line 7a of the Form 5500	2009-11-01	130
Number of retired or separated participants receiving benefits	2009-11-01	0
Number of other retired or separated participants entitled to future benefits	2009-11-01	0
Total of all active and inactive participants	2009-11-01	130
Total participants	2009-11-01	130

Financial Data on GRESHAM TRANSFER, INC. LIFE INSURANCE

Measure	Date	Value
2016 : GRESHAM TRANSFER, INC. LIFE INSURANCE 2016 401k financial data
Total income from all sources	2016-10-31	$0
Total plan assets at end of year	2016-10-31	$0
Total plan assets at beginning of year	2016-10-31	$0
Net plan assets at end of year (total assets less liabilities)	2016-10-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2016-10-31	$0
2015 : GRESHAM TRANSFER, INC. LIFE INSURANCE 2015 401k financial data
Total income from all sources	2015-10-31	$0
Total plan assets at end of year	2015-10-31	$0
Total plan assets at beginning of year	2015-10-31	$0
Net plan assets at end of year (total assets less liabilities)	2015-10-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2015-10-31	$0

Form 5500 Responses for GRESHAM TRANSFER, INC. LIFE INSURANCE

2017: GRESHAM TRANSFER, INC. LIFE INSURANCE 2017 form 5500 responses
2017-11-01	Type of plan entity	Single employer plan
2017-11-01	Plan funding arrangement – Insurance	Yes
2017-11-01	Plan benefit arrangement – Insurance	Yes
2016: GRESHAM TRANSFER, INC. LIFE INSURANCE 2016 form 5500 responses
2016-11-01	Type of plan entity	Single employer plan
2016-11-01	Plan funding arrangement – Insurance	Yes
2016-11-01	Plan benefit arrangement – Insurance	Yes
2015: GRESHAM TRANSFER, INC. LIFE INSURANCE 2015 form 5500 responses
2015-11-01	Type of plan entity	Single employer plan
2015-11-01	Plan funding arrangement – Insurance	Yes
2015-11-01	Plan benefit arrangement – Insurance	Yes
2014: GRESHAM TRANSFER, INC. LIFE INSURANCE 2014 form 5500 responses
2014-11-01	Type of plan entity	Single employer plan
2014-11-01	Plan funding arrangement – Insurance	Yes
2014-11-01	Plan benefit arrangement – Insurance	Yes
2013: GRESHAM TRANSFER, INC. LIFE INSURANCE 2013 form 5500 responses
2013-11-01	Type of plan entity	Single employer plan
2013-11-01	Plan funding arrangement – Insurance	Yes
2013-11-01	Plan benefit arrangement – Insurance	Yes
2012: GRESHAM TRANSFER, INC. LIFE INSURANCE 2012 form 5500 responses
2012-11-01	Type of plan entity	Single employer plan
2012-11-01	Plan funding arrangement – Insurance	Yes
2012-11-01	Plan benefit arrangement – Insurance	Yes
2011: GRESHAM TRANSFER, INC. LIFE INSURANCE 2011 form 5500 responses
2011-11-01	Type of plan entity	Single employer plan
2011-11-01	Plan funding arrangement – Insurance	Yes
2011-11-01	Plan benefit arrangement – Insurance	Yes
2010: GRESHAM TRANSFER, INC. LIFE INSURANCE 2010 form 5500 responses
2010-11-01	Type of plan entity	Single employer plan
2010-11-01	Plan funding arrangement – Insurance	Yes
2010-11-01	Plan benefit arrangement – Insurance	Yes
2009: GRESHAM TRANSFER, INC. LIFE INSURANCE 2009 form 5500 responses
2009-11-01	Type of plan entity	Single employer plan
2009-11-01	Plan funding arrangement – Insurance	Yes
2009-11-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

P91265

Policy instance

Insurance contract or identification number	P91265
Number of Individuals Covered	115
Insurance policy start date	2017-11-01
Insurance policy end date	2018-10-31
Total amount of commissions paid to insurance broker	USD $873
Life Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $9,658
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $873
Insurance broker organization code?	3
Insurance broker name	STAMM STUART BYBEE INS

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Company Name:	GRESHAM TRANSFER, INC.
Employer identification number (EIN):	930179300
NAIC Classification:	484120
NAIC Description:	General Freight Trucking, Long-Distance

Jurisdiction of Incorporation:	Oregon Secretary of State Corporations Division
Incorporation Date:	2025-02-02
Company Identification Number:	2778512
Legal Registered Office Address:	24001 NE SANDY BLVD WOOD VILLAGE United States of America (USA) 97060