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OREGON BEVERAGE RECYCLING COOPERATIVE 401(K) PLAN 401k Plan overview

Plan NameOREGON BEVERAGE RECYCLING COOPERATIVE 401(K) PLAN
Plan identification number 001

OREGON BEVERAGE RECYCLING COOPERATIVE 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

OREGON BEVERAGE RECYCLING COOPERATIVE has sponsored the creation of one or more 401k plans.

Company Name:OREGON BEVERAGE RECYCLING COOPERATIVE
Employer identification number (EIN):930961383
NAIC Classification:423930
NAIC Description:Recyclable Material Merchant Wholesalers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OREGON BEVERAGE RECYCLING COOPERATIVE 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012021-01-01
0012020-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01TROY BALLEW
0012016-01-01TROY BALLEW TROY BALLEW2017-10-06
0012015-01-01TROY BALLEW
0012014-01-01TROY BALLEW
0012013-01-01TROY BALLEW
0012012-01-01TROY BALLEW
0012011-01-01TROY BALLEW
0012010-01-01TROY BALLEW

Plan Statistics for OREGON BEVERAGE RECYCLING COOPERATIVE 401(K) PLAN

401k plan membership statisitcs for OREGON BEVERAGE RECYCLING COOPERATIVE 401(K) PLAN

Measure Date Value
2022: OREGON BEVERAGE RECYCLING COOPERATIVE 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01527
Total number of active participants reported on line 7a of the Form 55002022-01-01457
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0169
Total of all active and inactive participants2022-01-01526
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01527
Number of participants with account balances2022-01-01221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: OREGON BEVERAGE RECYCLING COOPERATIVE 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01357
Total number of active participants reported on line 7a of the Form 55002021-01-01437
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0170
Total of all active and inactive participants2021-01-01507
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01508
Number of participants with account balances2021-01-01206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: OREGON BEVERAGE RECYCLING COOPERATIVE 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01349
Total number of active participants reported on line 7a of the Form 55002020-01-01285
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0158
Total of all active and inactive participants2020-01-01343
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01344
Number of participants with account balances2020-01-01185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: OREGON BEVERAGE RECYCLING COOPERATIVE 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01267
Total number of active participants reported on line 7a of the Form 55002019-01-01271
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0156
Total of all active and inactive participants2019-01-01327
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01327
Number of participants with account balances2019-01-01180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: OREGON BEVERAGE RECYCLING COOPERATIVE 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01232
Total number of active participants reported on line 7a of the Form 55002018-01-01206
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0145
Total of all active and inactive participants2018-01-01251
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01251
Number of participants with account balances2018-01-01153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: OREGON BEVERAGE RECYCLING COOPERATIVE 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01211
Total number of active participants reported on line 7a of the Form 55002017-01-01179
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0138
Total of all active and inactive participants2017-01-01217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01217
Number of participants with account balances2017-01-01147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: OREGON BEVERAGE RECYCLING COOPERATIVE 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01245
Total number of active participants reported on line 7a of the Form 55002016-01-01161
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0135
Total of all active and inactive participants2016-01-01196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01197
Number of participants with account balances2016-01-01141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-013
2015: OREGON BEVERAGE RECYCLING COOPERATIVE 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01201
Total number of active participants reported on line 7a of the Form 55002015-01-01145
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0183
Total of all active and inactive participants2015-01-01228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01228
Number of participants with account balances2015-01-01198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012
2014: OREGON BEVERAGE RECYCLING COOPERATIVE 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01185
Total number of active participants reported on line 7a of the Form 55002014-01-01172
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0120
Total of all active and inactive participants2014-01-01192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01192
Number of participants with account balances2014-01-01158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-016
2013: OREGON BEVERAGE RECYCLING COOPERATIVE 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01184
Total number of active participants reported on line 7a of the Form 55002013-01-01146
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0133
Total of all active and inactive participants2013-01-01179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01179
Number of participants with account balances2013-01-01151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0119
2012: OREGON BEVERAGE RECYCLING COOPERATIVE 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01183
Total number of active participants reported on line 7a of the Form 55002012-01-01143
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0135
Total of all active and inactive participants2012-01-01178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01178
Number of participants with account balances2012-01-01157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0124
2011: OREGON BEVERAGE RECYCLING COOPERATIVE 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01188
Total number of active participants reported on line 7a of the Form 55002011-01-01139
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0136
Total of all active and inactive participants2011-01-01175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01175
Number of participants with account balances2011-01-01153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0116
2010: OREGON BEVERAGE RECYCLING COOPERATIVE 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01152
Total number of active participants reported on line 7a of the Form 55002010-01-01177
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0111
Total of all active and inactive participants2010-01-01188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01188
Number of participants with account balances2010-01-01142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-017

Financial Data on OREGON BEVERAGE RECYCLING COOPERATIVE 401(K) PLAN

Measure Date Value
2022 : OREGON BEVERAGE RECYCLING COOPERATIVE 401(K) 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$0
Total income from all sources (including contributions)2022-12-31$-823,392
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$309,117
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$306,747
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,182,327
Value of total assets at end of year2022-12-31$11,086,546
Value of total assets at beginning of year2022-12-31$12,219,055
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$2,370
Total interest from all sources2022-12-31$1,262
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$139,382
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$139,382
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
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$685,270
Participant contributions at end of year2022-12-31$41,992
Participant contributions at beginning of year2022-12-31$31,400
Participant contributions at end of year2022-12-31$15,341
Participant contributions at beginning of year2022-12-31$8,099
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$61,109
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,132,509
Value of net assets at end of year (total assets less liabilities)2022-12-31$11,086,546
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$12,219,055
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$8,528,093
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$9,487,748
Interest on participant loans2022-12-31$1,262
Income. Interest from loans (other than to participants)2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$2,489,834
Value of interest in common/collective trusts at beginning of year2022-12-31$2,686,821
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,208,512
Net investment gain or loss from common/collective trusts2022-12-31$62,149
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$435,948
Employer contributions (assets) at end of year2022-12-31$11,286
Employer contributions (assets) at beginning of year2022-12-31$4,987
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$306,747
Contract administrator fees2022-12-31$2,370
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MOSS ADAMS, LLP
Accountancy firm EIN2022-12-31910189318
2021 : OREGON BEVERAGE RECYCLING COOPERATIVE 401(K) 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$2,724,823
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,104,655
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,102,495
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,046,374
Value of total assets at end of year2021-12-31$12,219,055
Value of total assets at beginning of year2021-12-31$11,598,887
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$2,160
Total interest from all sources2021-12-31$1,123
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$120,044
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$120,044
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
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$609,970
Participant contributions at end of year2021-12-31$31,400
Participant contributions at beginning of year2021-12-31$38,043
Participant contributions at end of year2021-12-31$8,099
Participant contributions at beginning of year2021-12-31$10,025
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$58,228
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$620,168
Value of net assets at end of year (total assets less liabilities)2021-12-31$12,219,055
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$11,598,887
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$9,487,748
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$9,412,192
Interest on participant loans2021-12-31$1,123
Income. Interest from loans (other than to participants)2021-12-31$0
Value of interest in common/collective trusts at end of year2021-12-31$2,686,821
Value of interest in common/collective trusts at beginning of year2021-12-31$2,132,204
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,507,679
Net investment gain or loss from common/collective trusts2021-12-31$49,603
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$378,176
Employer contributions (assets) at end of year2021-12-31$4,987
Employer contributions (assets) at beginning of year2021-12-31$6,423
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,102,495
Contract administrator fees2021-12-31$2,160
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MOSS ADAMS, LLP
Accountancy firm EIN2021-12-31910189318
2020 : OREGON BEVERAGE RECYCLING COOPERATIVE 401(K) 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$0
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$2,674,887
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$172,632
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$170,292
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$871,112
Value of total assets at end of year2020-12-31$11,598,887
Value of total assets at beginning of year2020-12-31$9,096,632
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$2,340
Total interest from all sources2020-12-31$778
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$118,852
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$118,852
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
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$484,109
Participant contributions at end of year2020-12-31$38,043
Participant contributions at beginning of year2020-12-31$4,575
Participant contributions at end of year2020-12-31$10,025
Participant contributions at beginning of year2020-12-31$7,740
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$73,795
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$2,502,255
Value of net assets at end of year (total assets less liabilities)2020-12-31$11,598,887
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$9,096,632
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$9,412,192
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$7,160,013
Interest on participant loans2020-12-31$778
Income. Interest from loans (other than to participants)2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$2,132,204
Value of interest in common/collective trusts at beginning of year2020-12-31$1,918,969
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,638,541
Net investment gain or loss from common/collective trusts2020-12-31$45,604
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$313,208
Employer contributions (assets) at end of year2020-12-31$6,423
Employer contributions (assets) at beginning of year2020-12-31$5,335
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$170,292
Contract administrator fees2020-12-31$2,340
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MOSS ADAMS, LLP
Accountancy firm EIN2020-12-31910189318
2019 : OREGON BEVERAGE RECYCLING COOPERATIVE 401(K) 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$2,282,815
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$145,336
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$144,316
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$698,567
Value of total assets at end of year2019-12-31$9,096,632
Value of total assets at beginning of year2019-12-31$6,959,153
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,020
Total interest from all sources2019-12-31$198
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$118,811
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$118,811
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
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$416,916
Participant contributions at end of year2019-12-31$4,575
Participant contributions at beginning of year2019-12-31$8,309
Participant contributions at end of year2019-12-31$7,740
Participant contributions at beginning of year2019-12-31$7,208
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$2,179
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$2,137,479
Value of net assets at end of year (total assets less liabilities)2019-12-31$9,096,632
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,959,153
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$7,160,013
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,225,561
Interest on participant loans2019-12-31$198
Income. Interest from loans (other than to participants)2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$1,918,969
Value of interest in common/collective trusts at beginning of year2019-12-31$1,712,820
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,414,203
Net investment gain or loss from common/collective trusts2019-12-31$51,036
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$279,472
Employer contributions (assets) at end of year2019-12-31$5,335
Employer contributions (assets) at beginning of year2019-12-31$5,255
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$144,316
Contract administrator fees2019-12-31$1,020
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 name2019-12-31PERKINS & COMPANY, P.C.
Accountancy firm EIN2019-12-31930928924
2018 : OREGON BEVERAGE RECYCLING COOPERATIVE 401(K) 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$328,558
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$685,820
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$685,130
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$622,026
Value of total assets at end of year2018-12-31$6,959,153
Value of total assets at beginning of year2018-12-31$7,316,415
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$690
Total interest from all sources2018-12-31$350
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$103,103
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$103,103
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
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$376,729
Participant contributions at end of year2018-12-31$8,309
Participant contributions at beginning of year2018-12-31$20,968
Participant contributions at end of year2018-12-31$7,208
Participant contributions at beginning of year2018-12-31$11,478
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-357,262
Value of net assets at end of year (total assets less liabilities)2018-12-31$6,959,153
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$7,316,415
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$5,225,561
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$5,633,844
Interest on participant loans2018-12-31$350
Value of interest in common/collective trusts at end of year2018-12-31$1,712,820
Value of interest in common/collective trusts at beginning of year2018-12-31$1,644,351
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-444,187
Net investment gain or loss from common/collective trusts2018-12-31$47,266
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$245,297
Employer contributions (assets) at end of year2018-12-31$5,255
Employer contributions (assets) at beginning of year2018-12-31$5,774
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$685,130
Contract administrator fees2018-12-31$690
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 name2018-12-31PERKINS & COMPANY, P.C.
Accountancy firm EIN2018-12-31930928924
2017 : OREGON BEVERAGE RECYCLING COOPERATIVE 401(K) 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$1,501,049
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$823,628
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$822,398
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$534,255
Value of total assets at end of year2017-12-31$7,316,415
Value of total assets at beginning of year2017-12-31$6,638,994
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,230
Total interest from all sources2017-12-31$466
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$93,184
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$93,184
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
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$314,630
Participant contributions at end of year2017-12-31$20,968
Participant contributions at beginning of year2017-12-31$13,163
Participant contributions at end of year2017-12-31$11,478
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$10,111
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$677,421
Value of net assets at end of year (total assets less liabilities)2017-12-31$7,316,415
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$6,638,994
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$5,633,844
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$4,388,635
Interest on participant loans2017-12-31$466
Value of interest in common/collective trusts at end of year2017-12-31$1,644,351
Value of interest in common/collective trusts at beginning of year2017-12-31$2,237,196
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$827,126
Net investment gain or loss from common/collective trusts2017-12-31$46,018
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$209,514
Employer contributions (assets) at end of year2017-12-31$5,774
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$822,398
Contract administrator fees2017-12-31$1,230
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 name2017-12-31PERKINS & COMPANY, P.C.
Accountancy firm EIN2017-12-31930928924
2016 : OREGON BEVERAGE RECYCLING COOPERATIVE 401(K) 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$924,579
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$212,126
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$211,026
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$477,342
Value of total assets at end of year2016-12-31$6,638,994
Value of total assets at beginning of year2016-12-31$5,926,541
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,100
Total interest from all sources2016-12-31$477
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$78,855
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$78,855
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$267,711
Participant contributions at end of year2016-12-31$13,163
Participant contributions at beginning of year2016-12-31$16,017
Participant contributions at end of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$31,810
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$712,453
Value of net assets at end of year (total assets less liabilities)2016-12-31$6,638,994
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$5,926,541
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$4,388,635
Value of interest in pooled separate accounts at end of year2016-12-31$0
Value of interest in pooled separate accounts at beginning of year2016-12-31$3,886,517
Interest on participant loans2016-12-31$477
Income. Interest from loans (other than to participants)2016-12-31$0
Value of interest in common/collective trusts at end of year2016-12-31$2,237,196
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$2,024,007
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$319,255
Net investment gain or loss from common/collective trusts2016-12-31$48,650
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$177,821
Employer contributions (assets) at end of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$211,026
Contract administrator fees2016-12-31$1,100
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 name2016-12-31PERKINS & COMPANY, P.C.
Accountancy firm EIN2016-12-31930928924
2015 : OREGON BEVERAGE RECYCLING COOPERATIVE 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$444,503
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$145,525
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$145,017
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$437,086
Value of total assets at end of year2015-12-31$5,926,541
Value of total assets at beginning of year2015-12-31$5,627,563
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$508
Total interest from all sources2015-12-31$68,388
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 year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$249,556
Participant contributions at end of year2015-12-31$16,017
Participant contributions at beginning of year2015-12-31$19,660
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$17,424
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$298,978
Value of net assets at end of year (total assets less liabilities)2015-12-31$5,926,541
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$5,627,563
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$3,886,517
Value of interest in pooled separate accounts at beginning of year2015-12-31$3,709,625
Interest on participant loans2015-12-31$579
Interest earned on other investments2015-12-31$67,809
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$2,024,007
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,898,278
Net investment gain/loss from pooled separate accounts2015-12-31$-60,971
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$170,106
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$145,017
Contract administrator fees2015-12-31$508
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
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 name2015-12-31PERKINS & COMPANY, P.C.
Accountancy firm EIN2015-12-31930928924
2014 : OREGON BEVERAGE RECYCLING COOPERATIVE 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$732,391
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$248,279
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$247,083
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$427,757
Value of total assets at end of year2014-12-31$5,627,563
Value of total assets at beginning of year2014-12-31$5,143,451
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,196
Total interest from all sources2014-12-31$65,370
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$258,682
Participant contributions at end of year2014-12-31$19,660
Participant contributions at beginning of year2014-12-31$24,923
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$484,112
Value of net assets at end of year (total assets less liabilities)2014-12-31$5,627,563
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$5,143,451
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$3,709,625
Value of interest in pooled separate accounts at beginning of year2014-12-31$3,388,635
Interest on participant loans2014-12-31$697
Interest earned on other investments2014-12-31$64,673
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,898,278
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,729,893
Net investment gain/loss from pooled separate accounts2014-12-31$239,264
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$169,075
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$247,083
Contract administrator fees2014-12-31$1,196
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 name2014-12-31PERKINS & COMPANY, P.C.
Accountancy firm EIN2014-12-31930928924
2013 : OREGON BEVERAGE RECYCLING COOPERATIVE 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,232,547
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$228,202
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$227,346
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$454,297
Value of total assets at end of year2013-12-31$5,143,451
Value of total assets at beginning of year2013-12-31$4,139,106
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$856
Total interest from all sources2013-12-31$55,946
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$277,022
Participant contributions at end of year2013-12-31$24,923
Participant contributions at beginning of year2013-12-31$34,085
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$1,004,345
Value of net assets at end of year (total assets less liabilities)2013-12-31$5,143,451
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,139,106
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$3,388,635
Value of interest in pooled separate accounts at beginning of year2013-12-31$2,566,722
Interest on participant loans2013-12-31$967
Interest earned on other investments2013-12-31$54,979
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,729,893
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,538,299
Net investment gain/loss from pooled separate accounts2013-12-31$722,304
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 contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$177,275
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$227,346
Contract administrator fees2013-12-31$856
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 name2013-12-31PERKINS & COMPANY, P.C.
Accountancy firm EIN2013-12-31930928924
2012 : OREGON BEVERAGE RECYCLING COOPERATIVE 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$827,660
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$260,673
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$258,863
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$443,433
Value of total assets at end of year2012-12-31$4,139,106
Value of total assets at beginning of year2012-12-31$3,572,119
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,810
Total interest from all sources2012-12-31$50,735
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$269,291
Participant contributions at end of year2012-12-31$34,085
Participant contributions at beginning of year2012-12-31$6,681
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$566,987
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,139,106
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,572,119
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$2,566,722
Value of interest in pooled separate accounts at beginning of year2012-12-31$2,139,756
Interest on participant loans2012-12-31$466
Interest earned on other investments2012-12-31$50,269
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,538,299
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,425,682
Net investment gain/loss from pooled separate accounts2012-12-31$333,492
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 contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$174,142
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$258,863
Contract administrator fees2012-12-31$1,810
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 name2012-12-31PERKINS & COMPANY, P.C.
Accountancy firm EIN2012-12-31930928924
2011 : OREGON BEVERAGE RECYCLING COOPERATIVE 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$505,721
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$166,501
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$165,388
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$518,532
Value of total assets at end of year2011-12-31$3,572,119
Value of total assets at beginning of year2011-12-31$3,232,899
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,113
Total interest from all sources2011-12-31$45,467
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$259,931
Participant contributions at end of year2011-12-31$6,681
Participant contributions at beginning of year2011-12-31$14,469
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$88,485
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$339,220
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,572,119
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,232,899
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$2,139,756
Value of interest in pooled separate accounts at beginning of year2011-12-31$2,033,869
Interest on participant loans2011-12-31$396
Interest earned on other investments2011-12-31$45,071
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,425,682
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,184,561
Net investment gain/loss from pooled separate accounts2011-12-31$-58,278
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$170,116
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$165,388
Contract administrator fees2011-12-31$1,113
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 name2011-12-31PERKINS & COMPANY, P.C.
Accountancy firm EIN2011-12-31930928924
2010 : OREGON BEVERAGE RECYCLING COOPERATIVE 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$779,837
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$30,136
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$29,590
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$481,466
Value of total assets at end of year2010-12-31$3,232,899
Value of total assets at beginning of year2010-12-31$2,483,198
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$546
Total interest from all sources2010-12-31$30,922
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$262,870
Participant contributions at end of year2010-12-31$14,469
Participant contributions at beginning of year2010-12-31$16,628
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$44,679
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$749,701
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,232,899
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,483,198
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$2,033,869
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,630,380
Interest on participant loans2010-12-31$539
Interest earned on other investments2010-12-31$30,383
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,184,561
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$836,190
Net investment gain/loss from pooled separate accounts2010-12-31$267,449
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 contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$173,917
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$29,590
Contract administrator fees2010-12-31$546
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 name2010-12-31PERKINS & COMPANY, P.C.
Accountancy firm EIN2010-12-31930928924

Form 5500 Responses for OREGON BEVERAGE RECYCLING COOPERATIVE 401(K) PLAN

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

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number502428
Policy instance 1
Insurance contract or identification number502428
Number of Individuals Covered228
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $3,890
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,890
Insurance broker organization code?3
Insurance broker nameSTEPHEN GORDENIER
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number502428
Policy instance 1
Insurance contract or identification number502428
Number of Individuals Covered192
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $3,958
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,958
Insurance broker organization code?3
Insurance broker nameSTEPHEN GORDENIER
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number502428
Policy instance 1
Insurance contract or identification number502428
Number of Individuals Covered179
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $4,141
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,141
Insurance broker organization code?3
Insurance broker nameSTEPHEN GORDENIER
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number502428
Policy instance 1
Insurance contract or identification number502428
Number of Individuals Covered178
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $4,098
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,098
Insurance broker organization code?3
Insurance broker nameSTEPHEN GORDENIER
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number502428
Policy instance 1
Insurance contract or identification number502428
Number of Individuals Covered175
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $4,030
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number502428
Policy instance 1
Insurance contract or identification number502428
Number of Individuals Covered188
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $4,007
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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