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LYONS MAGNUS EMPLOYEES' RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameLYONS MAGNUS EMPLOYEES' RETIREMENT SAVINGS PLAN
Plan identification number 004

LYONS MAGNUS EMPLOYEES' RETIREMENT SAVINGS 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

LYONS MAGNUS has sponsored the creation of one or more 401k plans.

Company Name:LYONS MAGNUS
Employer identification number (EIN):941641823
NAIC Classification:424400

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LYONS MAGNUS EMPLOYEES' RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042016-01-01
0042015-01-01
0042014-01-01PHILLIP JAMES
0042013-01-01PHILLIP JAMES
0042012-01-01PHILLIP JAMES
0042011-01-01ROBERT SMITTCAMP
0042009-01-01JEFF LARSEN
0042009-01-01RUBEN MANZANO
0042009-01-01RUBEN MANZANO

Plan Statistics for LYONS MAGNUS EMPLOYEES' RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for LYONS MAGNUS EMPLOYEES' RETIREMENT SAVINGS PLAN

Measure Date Value
2016: LYONS MAGNUS EMPLOYEES' RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01749
Total number of active participants reported on line 7a of the Form 55002016-01-01731
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0167
Total of all active and inactive participants2016-01-01798
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-01800
Number of participants with account balances2016-01-01700
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0143
2015: LYONS MAGNUS EMPLOYEES' RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01672
Total number of active participants reported on line 7a of the Form 55002015-01-01696
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-0135
Total of all active and inactive participants2015-01-01732
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01732
Number of participants with account balances2015-01-01639
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0137
2014: LYONS MAGNUS EMPLOYEES' RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01644
Total number of active participants reported on line 7a of the Form 55002014-01-01594
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0176
Total of all active and inactive participants2014-01-01670
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-01672
Number of participants with account balances2014-01-01642
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-018
2013: LYONS MAGNUS EMPLOYEES' RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01617
Total number of active participants reported on line 7a of the Form 55002013-01-01584
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0160
Total of all active and inactive participants2013-01-01644
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01644
Number of participants with account balances2013-01-01553
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0131
2012: LYONS MAGNUS EMPLOYEES' RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01601
Total number of active participants reported on line 7a of the Form 55002012-01-01546
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0153
Total of all active and inactive participants2012-01-01599
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01599
Number of participants with account balances2012-01-01536
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0126
2011: LYONS MAGNUS EMPLOYEES' RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01573
Total number of active participants reported on line 7a of the Form 55002011-01-01523
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0151
Total of all active and inactive participants2011-01-01574
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01574
Number of participants with account balances2011-01-01523
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0134
2009: LYONS MAGNUS EMPLOYEES' RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01521
Total number of active participants reported on line 7a of the Form 55002009-01-01451
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0190
Total of all active and inactive participants2009-01-01541
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01541
Number of participants with account balances2009-01-01523
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-019

Financial Data on LYONS MAGNUS EMPLOYEES' RETIREMENT SAVINGS PLAN

Measure Date Value
2016 : LYONS MAGNUS EMPLOYEES' RETIREMENT SAVINGS 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$30,564
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$21,580
Total income from all sources (including contributions)2016-12-31$5,802,323
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,215,349
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,208,441
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,141,992
Value of total assets at end of year2016-12-31$38,994,837
Value of total assets at beginning of year2016-12-31$35,398,879
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$6,908
Total interest from all sources2016-12-31$48,537
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
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$1,898,509
Participant contributions at end of year2016-12-31$690,853
Participant contributions at beginning of year2016-12-31$625,749
Participant contributions at end of year2016-12-31$244
Participant contributions at beginning of year2016-12-31$16,075
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$226,492
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$918
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$1,137
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$22,328
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$13,344
Other income not declared elsewhere2016-12-31$155,559
Administrative expenses (other) incurred2016-12-31$6,908
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$3,586,974
Value of net assets at end of year (total assets less liabilities)2016-12-31$38,964,273
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$35,377,299
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$30,747,784
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$28,511,881
Interest on participant loans2016-12-31$41,990
Interest earned on other investments2016-12-31$6,547
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$6,542,013
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$5,277,081
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,456,235
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$1,016,991
Employer contributions (assets) at end of year2016-12-31$1,013,025
Employer contributions (assets) at beginning of year2016-12-31$966,956
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,208,441
Liabilities. Value of benefit claims payable at end of year2016-12-31$8,236
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$8,236
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 name2016-12-31BAKER, PETERSON & FRANKLIN, CPA LLP
Accountancy firm EIN2016-12-31941743187
2015 : LYONS MAGNUS EMPLOYEES' RETIREMENT SAVINGS 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$21,580
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$8,609
Total income from all sources (including contributions)2015-12-31$2,905,797
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,561,554
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,554,936
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,009,928
Value of total assets at end of year2015-12-31$35,398,879
Value of total assets at beginning of year2015-12-31$34,041,665
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$6,618
Total interest from all sources2015-12-31$40,263
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 period2015-12-31No
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$1,656,822
Participant contributions at end of year2015-12-31$625,749
Participant contributions at beginning of year2015-12-31$531,476
Participant contributions at end of year2015-12-31$16,075
Participant contributions at beginning of year2015-12-31$1,515
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$386,160
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$1,137
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$219
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$13,344
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$373
Other income not declared elsewhere2015-12-31$144,267
Administrative expenses (other) incurred2015-12-31$6,618
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$1,344,243
Value of net assets at end of year (total assets less liabilities)2015-12-31$35,377,299
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$34,033,056
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 registered invesment companies (eg mutual funds) at end of year2015-12-31$28,511,881
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$27,596,108
Interest on participant loans2015-12-31$39,497
Interest earned on other investments2015-12-31$766
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$5,277,081
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$4,990,781
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-288,661
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$966,946
Employer contributions (assets) at end of year2015-12-31$966,956
Employer contributions (assets) at beginning of year2015-12-31$921,566
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,554,936
Liabilities. Value of benefit claims payable at end of year2015-12-31$8,236
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$8,236
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 name2015-12-31BAKER, PETERSON & FRANKLIN, CPA LLP
Accountancy firm EIN2015-12-31941743187
2014 : LYONS MAGNUS EMPLOYEES' RETIREMENT SAVINGS PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$0
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$8,609
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$12,406
Total income from all sources (including contributions)2014-12-31$4,466,862
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,116,699
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,112,189
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,588,892
Value of total assets at end of year2014-12-31$34,041,665
Value of total assets at beginning of year2014-12-31$31,695,299
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$4,510
Total interest from all sources2014-12-31$31,582
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$1,545,218
Participant contributions at end of year2014-12-31$531,476
Participant contributions at beginning of year2014-12-31$502,190
Participant contributions at end of year2014-12-31$1,515
Participant contributions at beginning of year2014-12-31$53,556
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$122,081
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$5
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$219
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$669
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$373
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$5,038
Other income not declared elsewhere2014-12-31$118,322
Administrative expenses (other) incurred2014-12-31$4,510
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$2,350,163
Value of net assets at end of year (total assets less liabilities)2014-12-31$34,033,056
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$31,682,893
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 registered invesment companies (eg mutual funds) at end of year2014-12-31$27,596,108
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$26,625,440
Interest on participant loans2014-12-31$31,582
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$4,990,781
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$3,684,489
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,728,066
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 contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$921,593
Employer contributions (assets) at end of year2014-12-31$921,566
Employer contributions (assets) at beginning of year2014-12-31$828,955
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,112,184
Liabilities. Value of benefit claims payable at end of year2014-12-31$8,236
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$7,368
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 name2014-12-31BAKER, PETERSON & FRANKLIN, CPA LLP
Accountancy firm EIN2014-12-31941743187
2013 : LYONS MAGNUS EMPLOYEES' RETIREMENT SAVINGS 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$12,406
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$10,917
Total income from all sources (including contributions)2013-12-31$7,711,939
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,741,633
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,736,327
Value of total corrective distributions2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,629,977
Value of total assets at end of year2013-12-31$31,695,299
Value of total assets at beginning of year2013-12-31$25,723,504
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$5,306
Total interest from all sources2013-12-31$29,086
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$1,387,499
Participant contributions at end of year2013-12-31$502,190
Participant contributions at beginning of year2013-12-31$443,936
Participant contributions at end of year2013-12-31$53,556
Participant contributions at beginning of year2013-12-31$35,288
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$413,523
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$669
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$541
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$5,038
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$3,461
Other income not declared elsewhere2013-12-31$109,378
Administrative expenses (other) incurred2013-12-31$5,306
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$5,970,306
Value of net assets at end of year (total assets less liabilities)2013-12-31$31,682,893
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$25,712,587
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 registered invesment companies (eg mutual funds) at end of year2013-12-31$26,625,440
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$20,891,179
Interest on participant loans2013-12-31$29,086
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$3,684,489
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$3,603,219
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$4,943,498
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$828,955
Employer contributions (assets) at end of year2013-12-31$828,955
Employer contributions (assets) at beginning of year2013-12-31$749,341
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,736,327
Liabilities. Value of benefit claims payable at end of year2013-12-31$7,368
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$7,456
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 name2013-12-31BAKER, PETERSON & FRANKLIN, CPA LLP
Accountancy firm EIN2013-12-31941743187
2012 : LYONS MAGNUS EMPLOYEES' RETIREMENT SAVINGS 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$10,917
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$9,375
Total income from all sources (including contributions)2012-12-31$4,659,211
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,357,953
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,353,218
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,086,689
Value of total assets at end of year2012-12-31$25,723,504
Value of total assets at beginning of year2012-12-31$22,420,704
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$4,735
Total interest from all sources2012-12-31$23,209
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$1,337,348
Participant contributions at end of year2012-12-31$443,936
Participant contributions at beginning of year2012-12-31$346,648
Participant contributions at end of year2012-12-31$35,288
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$541
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$371
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$3,461
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$3,515
Other income not declared elsewhere2012-12-31$124,905
Administrative expenses (other) incurred2012-12-31$4,735
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$3,301,258
Value of net assets at end of year (total assets less liabilities)2012-12-31$25,712,587
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$22,411,329
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 registered invesment companies (eg mutual funds) at end of year2012-12-31$20,891,179
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$17,894,629
Interest on participant loans2012-12-31$23,209
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$3,603,219
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$3,498,209
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,424,408
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$749,341
Employer contributions (assets) at end of year2012-12-31$749,341
Employer contributions (assets) at beginning of year2012-12-31$680,847
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,353,218
Liabilities. Value of benefit claims payable at end of year2012-12-31$7,456
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$5,860
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 name2012-12-31BAKER, PETERSON & FRANKLIN, CPA LLP
Accountancy firm EIN2012-12-31941743187
2011 : LYONS MAGNUS EMPLOYEES' RETIREMENT SAVINGS 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$9,375
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$8,064
Total income from all sources (including contributions)2011-12-31$1,574,055
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$383,473
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$375,357
Value of total corrective distributions2011-12-31$3,461
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,001,646
Value of total assets at end of year2011-12-31$22,420,704
Value of total assets at beginning of year2011-12-31$21,228,811
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$4,655
Total interest from all sources2011-12-31$26,445
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$1,228,449
Participant contributions at end of year2011-12-31$346,648
Participant contributions at beginning of year2011-12-31$445,710
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$92,350
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$371
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$230
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$3,515
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$2,204
Other income not declared elsewhere2011-12-31$126,585
Administrative expenses (other) incurred2011-12-31$4,655
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$1,190,582
Value of net assets at end of year (total assets less liabilities)2011-12-31$22,411,329
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$21,220,747
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 registered invesment companies (eg mutual funds) at end of year2011-12-31$17,894,629
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$18,182,672
Interest on participant loans2011-12-31$26,445
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$3,498,209
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,907,224
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-580,621
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 contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$680,847
Employer contributions (assets) at end of year2011-12-31$680,847
Employer contributions (assets) at beginning of year2011-12-31$692,975
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$375,357
Liabilities. Value of benefit claims payable at end of year2011-12-31$5,860
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$5,860
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 name2011-12-31STOUGHTON DAVIDSON ACCOUNTANCY CORP
Accountancy firm EIN2011-12-31942248751
2010 : LYONS MAGNUS EMPLOYEES' RETIREMENT SAVINGS 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$8,064
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$5,960
Total income from all sources (including contributions)2010-12-31$4,340,215
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,517,363
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,505,058
Value of total corrective distributions2010-12-31$2,204
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,852,764
Value of total assets at end of year2010-12-31$21,228,811
Value of total assets at beginning of year2010-12-31$18,403,855
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$10,101
Total interest from all sources2010-12-31$25,716
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 year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
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$1,120,789
Participant contributions at end of year2010-12-31$445,710
Participant contributions at beginning of year2010-12-31$322,896
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$47,003
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$39,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$230
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$999
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$2,204
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$100
Other income not declared elsewhere2010-12-31$76,460
Administrative expenses (other) incurred2010-12-31$1,571
Total non interest bearing cash at end of year2010-12-31$0
Total non interest bearing cash at beginning of year2010-12-31$0
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$2,822,852
Value of net assets at end of year (total assets less liabilities)2010-12-31$21,220,747
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$18,397,895
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 registered invesment companies (eg mutual funds) at end of year2010-12-31$18,182,672
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$16,227,468
Interest on participant loans2010-12-31$25,085
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$330,264
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$330,264
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$631
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,907,224
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,368,157
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,385,275
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$692,975
Employer contributions (assets) at end of year2010-12-31$692,975
Employer contributions (assets) at beginning of year2010-12-31$107,068
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,505,058
Contract administrator fees2010-12-31$8,530
Liabilities. Value of benefit claims payable at end of year2010-12-31$5,860
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$5,860
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 name2010-12-31STOUGHTON DAVIDSON ACCOUNTANCY CORP
Accountancy firm EIN2010-12-31942248751
2009 : LYONS MAGNUS EMPLOYEES' RETIREMENT SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for LYONS MAGNUS EMPLOYEES' RETIREMENT SAVINGS PLAN

2016: LYONS MAGNUS EMPLOYEES' RETIREMENT SAVINGS 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: LYONS MAGNUS EMPLOYEES' RETIREMENT SAVINGS 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: LYONS MAGNUS EMPLOYEES' RETIREMENT SAVINGS 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: LYONS MAGNUS EMPLOYEES' RETIREMENT SAVINGS 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: LYONS MAGNUS EMPLOYEES' RETIREMENT SAVINGS 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: LYONS MAGNUS EMPLOYEES' RETIREMENT SAVINGS 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
2009: LYONS MAGNUS EMPLOYEES' RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60255-1
Policy instance 1
Insurance contract or identification numberMR 60255-1
Number of Individuals Covered639
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60255-1
Policy instance 1
Insurance contract or identification numberMR 60255-1
Number of Individuals Covered597
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60255-1
Policy instance 1
Insurance contract or identification numberMR 60255-1
Number of Individuals Covered553
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60255-1
Policy instance 1
Insurance contract or identification numberMR 60255-1
Number of Individuals Covered536
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60255-1
Policy instance 1
Insurance contract or identification numberMR 60255-1
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $1,954
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60255-1
Policy instance 1
Insurance contract or identification numberMR 60255-1
Number of Individuals Covered535
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $3,123
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,123
Amount paid for insurance broker fees0
Insurance broker organization code?4
Insurance broker nameINTERSTATE SELECT INS SERVICES, INC

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