STANDARD INSURANCE COMPANY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan STANDARD RETIREMENT PLAN FOR FIELD PERSONNEL
Measure | Date | Value |
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2016: STANDARD RETIREMENT PLAN FOR FIELD PERSONNEL 2016 401k membership |
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Market value of plan assets | 2016-12-31 | 13,361,230 |
Acturial value of plan assets | 2016-12-31 | 13,361,230 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 9,440,562 |
Number of terminated vested participants | 2016-12-31 | 43 |
Fundng target for terminated vested participants | 2016-12-31 | 2,073,401 |
Active participant vested funding target | 2016-12-31 | 0 |
Number of active participants | 2016-12-31 | 0 |
Total funding liabilities for active participants | 2016-12-31 | 0 |
Total participant count | 2016-12-31 | 174 |
Total funding target for all participants | 2016-12-31 | 11,513,963 |
Balance at beginning of prior year after applicable adjustments | 2016-12-31 | 1,498,657 |
Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2016-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2016-12-31 | 0 |
Amount remaining of carryover balance | 2016-12-31 | 1,498,657 |
Amount remaining of prefunding balance | 2016-12-31 | 0 |
Present value of excess contributions | 2016-12-31 | 2,846,068 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 3,017,971 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2016-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2016-12-31 | 0 |
Balance of carryovers at beginning of current year | 2016-12-31 | 1,551,260 |
Balance of prefunding at beginning of current year | 2016-12-31 | 0 |
Total employer contributions | 2016-12-31 | 0 |
Total employee contributions | 2016-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2016-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2016-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2016-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2016-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2016-12-31 | 0 |
Net shortfall amortization installment of oustanding balance | 2016-12-31 | 0 |
Waiver amortization installment | 2016-12-31 | 0 |
Waived amount of outstanding balance | 2016-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Additional cash requirement | 2016-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |
Total participants, beginning-of-year | 2016-01-01 | 174 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 0 |
Total of all active and inactive participants | 2016-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 0 |
Number of participants with account balances | 2016-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: STANDARD RETIREMENT PLAN FOR FIELD PERSONNEL 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 177 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 107 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 43 |
Total of all active and inactive participants | 2015-01-01 | 150 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 24 |
Total participants | 2015-01-01 | 174 |
Number of participants with account balances | 2015-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: STANDARD RETIREMENT PLAN FOR FIELD PERSONNEL 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 188 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 105 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 49 |
Total of all active and inactive participants | 2014-01-01 | 154 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 23 |
Total participants | 2014-01-01 | 177 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: STANDARD RETIREMENT PLAN FOR FIELD PERSONNEL 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 192 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 107 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 57 |
Total of all active and inactive participants | 2013-01-01 | 164 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 24 |
Total participants | 2013-01-01 | 188 |
Number of participants with account balances | 2013-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: STANDARD RETIREMENT PLAN FOR FIELD PERSONNEL 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 201 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 99 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 68 |
Total of all active and inactive participants | 2012-01-01 | 167 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 25 |
Total participants | 2012-01-01 | 192 |
Number of participants with account balances | 2012-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: STANDARD RETIREMENT PLAN FOR FIELD PERSONNEL 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 205 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 100 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 76 |
Total of all active and inactive participants | 2011-01-01 | 176 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 24 |
Total participants | 2011-01-01 | 200 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2009: STANDARD RETIREMENT PLAN FOR FIELD PERSONNEL 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 219 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 86 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 100 |
Total of all active and inactive participants | 2009-01-01 | 186 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 27 |
Total participants | 2009-01-01 | 213 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
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2016 : STANDARD RETIREMENT PLAN FOR FIELD PERSONNEL 2016 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total transfer of assets from this plan | 2016-12-31 | $12,564,459 |
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 | $1,787 |
Total income from all sources (including contributions) | 2016-12-31 | $3,863,509 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $1,300,908 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $1,282,696 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $3,500,000 |
Value of total assets at end of year | 2016-12-31 | $0 |
Value of total assets at beginning of year | 2016-12-31 | $10,003,645 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $18,212 |
Total interest from all sources | 2016-12-31 | $363,509 |
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 year | 2016-12-31 | No |
Administrative expenses professional fees incurred | 2016-12-31 | $7,076 |
Was this plan covered by a fidelity bond | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Administrative expenses (other) incurred | 2016-12-31 | $11,136 |
Liabilities. Value of operating payables at end of year | 2016-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2016-12-31 | $1,787 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $2,562,601 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $10,001,858 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $363,509 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $10,003,645 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $3,500,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $1,282,696 |
Did the plan have assets held for investment | 2016-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | MOSS ADAMS |
Accountancy firm EIN | 2016-12-31 | 910189318 |
2015 : STANDARD RETIREMENT PLAN FOR FIELD PERSONNEL 2015 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $1,787 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $3,481 |
Total income from all sources (including contributions) | 2015-12-31 | $363,627 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $1,401,886 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $1,326,692 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $0 |
Value of total assets at end of year | 2015-12-31 | $10,003,645 |
Value of total assets at beginning of year | 2015-12-31 | $11,043,598 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $75,194 |
Total interest from all sources | 2015-12-31 | $363,627 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Administrative expenses professional fees incurred | 2015-12-31 | $8,273 |
Was this plan covered by a fidelity bond | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Administrative expenses (other) incurred | 2015-12-31 | $66,921 |
Liabilities. Value of operating payables at end of year | 2015-12-31 | $1,787 |
Liabilities. Value of operating payables at beginning of year | 2015-12-31 | $3,481 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-1,038,259 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $10,001,858 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $11,040,117 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $363,627 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $10,003,645 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $11,043,598 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $1,326,692 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | MOSS ADAMS |
Accountancy firm EIN | 2015-12-31 | 910189318 |
2014 : STANDARD RETIREMENT PLAN FOR FIELD PERSONNEL 2014 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $3,481 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $2,102 |
Total income from all sources (including contributions) | 2014-12-31 | $443,055 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $1,427,859 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $1,378,329 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $0 |
Value of total assets at end of year | 2014-12-31 | $11,043,598 |
Value of total assets at beginning of year | 2014-12-31 | $12,027,023 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $49,530 |
Total interest from all sources | 2014-12-31 | $443,055 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Administrative expenses professional fees incurred | 2014-12-31 | $8,762 |
Was this plan covered by a fidelity bond | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Administrative expenses (other) incurred | 2014-12-31 | $40,768 |
Liabilities. Value of operating payables at end of year | 2014-12-31 | $3,481 |
Liabilities. Value of operating payables at beginning of year | 2014-12-31 | $2,102 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $-984,804 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $11,040,117 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $12,024,921 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Interest earned on other investments | 2014-12-31 | $443,055 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $11,043,598 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $12,027,023 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $1,378,329 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | MOSS ADAMS |
Accountancy firm EIN | 2014-12-31 | 910189318 |
2013 : STANDARD RETIREMENT PLAN FOR FIELD PERSONNEL 2013 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $2,102 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $3,056 |
Total income from all sources (including contributions) | 2013-12-31 | $455,150 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $1,479,657 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $1,447,561 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $0 |
Value of total assets at end of year | 2013-12-31 | $12,027,023 |
Value of total assets at beginning of year | 2013-12-31 | $13,052,484 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $32,096 |
Total interest from all sources | 2013-12-31 | $455,150 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Was this plan covered by a fidelity bond | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Administrative expenses (other) incurred | 2013-12-31 | $22,788 |
Liabilities. Value of operating payables at end of year | 2013-12-31 | $2,102 |
Liabilities. Value of operating payables at beginning of year | 2013-12-31 | $3,056 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $-1,024,507 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $12,024,921 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $13,049,428 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Interest earned on other investments | 2013-12-31 | $455,150 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $12,027,023 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $13,052,484 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $1,447,561 |
Contract administrator fees | 2013-12-31 | $9,308 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | DELOITTE TOUCHE LLP |
Accountancy firm EIN | 2013-12-31 | 133891517 |
2012 : STANDARD RETIREMENT PLAN FOR FIELD PERSONNEL 2012 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $3,056 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $1,730 |
Total income from all sources (including contributions) | 2012-12-31 | $541,161 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $1,312,099 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $1,294,895 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $0 |
Value of total assets at end of year | 2012-12-31 | $13,052,484 |
Value of total assets at beginning of year | 2012-12-31 | $13,822,096 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $17,204 |
Total interest from all sources | 2012-12-31 | $541,161 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Was this plan covered by a fidelity bond | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Administrative expenses (other) incurred | 2012-12-31 | $7,467 |
Liabilities. Value of operating payables at end of year | 2012-12-31 | $3,056 |
Liabilities. Value of operating payables at beginning of year | 2012-12-31 | $1,730 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $-770,938 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $13,049,428 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $13,820,366 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Interest earned on other investments | 2012-12-31 | $541,161 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $13,052,484 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $13,822,096 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $1,294,895 |
Contract administrator fees | 2012-12-31 | $9,737 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | DELOITTE TOUCHE LLP |
Accountancy firm EIN | 2012-12-31 | 133891517 |
2011 : STANDARD RETIREMENT PLAN FOR FIELD PERSONNEL 2011 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $1,730 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $1,747 |
Total income from all sources (including contributions) | 2011-12-31 | $638,044 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $1,275,941 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $1,260,420 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $0 |
Value of total assets at end of year | 2011-12-31 | $13,822,096 |
Value of total assets at beginning of year | 2011-12-31 | $14,460,010 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $15,521 |
Total interest from all sources | 2011-12-31 | $638,044 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Was this plan covered by a fidelity bond | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Administrative expenses (other) incurred | 2011-12-31 | $7,925 |
Liabilities. Value of operating payables at end of year | 2011-12-31 | $1,730 |
Liabilities. Value of operating payables at beginning of year | 2011-12-31 | $1,747 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-637,897 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $13,820,366 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $14,458,263 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Interest earned on other investments | 2011-12-31 | $638,044 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $13,822,096 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $14,460,010 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $1,260,420 |
Contract administrator fees | 2011-12-31 | $7,596 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
Accountancy firm name | 2011-12-31 | DELOITTE & TOUCHE LLP |
Accountancy firm EIN | 2011-12-31 | 133891517 |
2010 : STANDARD RETIREMENT PLAN FOR FIELD PERSONNEL 2010 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $1,747 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $1,814 |
Total income from all sources (including contributions) | 2010-12-31 | $705,787 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $1,218,319 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $1,202,311 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $0 |
Value of total assets at end of year | 2010-12-31 | $14,460,010 |
Value of total assets at beginning of year | 2010-12-31 | $14,972,609 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $16,008 |
Total interest from all sources | 2010-12-31 | $705,787 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Was this plan covered by a fidelity bond | 2010-12-31 | No |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Administrative expenses (other) incurred | 2010-12-31 | $7,455 |
Liabilities. Value of operating payables at end of year | 2010-12-31 | $1,747 |
Liabilities. Value of operating payables at beginning of year | 2010-12-31 | $1,814 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $-512,532 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $14,458,263 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $14,970,795 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Interest earned on other investments | 2010-12-31 | $705,787 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $14,460,010 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $14,972,609 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $1,202,311 |
Contract administrator fees | 2010-12-31 | $8,553 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
Accountancy firm name | 2010-12-31 | DELOITTE & TOUCHE LLP |
Accountancy firm EIN | 2010-12-31 | 133891517 |
2009 : STANDARD RETIREMENT PLAN FOR FIELD PERSONNEL 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |