RATHBUN ASSOCIATES has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan RATHBUN ASSOCIATES 401(K) PLAN AND TRUST
| Measure | Date | Value |
|---|
| 2022: RATHBUN ASSOCIATES 401(K) PLAN AND TRUST 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 19 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 18 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 2 |
| Total of all active and inactive participants | 2022-01-01 | 20 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 20 |
| Number of participants with account balances | 2022-01-01 | 7 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
| 2021: RATHBUN ASSOCIATES 401(K) PLAN AND TRUST 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 17 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 15 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 0 |
| Total of all active and inactive participants | 2021-01-01 | 17 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 17 |
| Number of participants with account balances | 2021-01-01 | 7 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
| 2020: RATHBUN ASSOCIATES 401(K) PLAN AND TRUST 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 17 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 15 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 2 |
| Total of all active and inactive participants | 2020-01-01 | 17 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 17 |
| Number of participants with account balances | 2020-01-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| 2019: RATHBUN ASSOCIATES 401(K) PLAN AND TRUST 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 17 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 15 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 2 |
| Total of all active and inactive participants | 2019-01-01 | 17 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 17 |
| Number of participants with account balances | 2019-01-01 | 6 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: RATHBUN ASSOCIATES 401(K) PLAN AND TRUST 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 14 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 15 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 2 |
| Total of all active and inactive participants | 2018-01-01 | 17 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 17 |
| Number of participants with account balances | 2018-01-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| 2017: RATHBUN ASSOCIATES 401(K) PLAN AND TRUST 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 14 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 12 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 2 |
| Total of all active and inactive participants | 2017-01-01 | 14 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 14 |
| Number of participants with account balances | 2017-01-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| 2016: RATHBUN ASSOCIATES 401(K) PLAN AND TRUST 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 13 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 13 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 1 |
| Total of all active and inactive participants | 2016-01-01 | 14 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 14 |
| Number of participants with account balances | 2016-01-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: RATHBUN ASSOCIATES 401(K) PLAN AND TRUST 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 12 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 12 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 0 |
| Total of all active and inactive participants | 2015-01-01 | 13 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 13 |
| Number of participants with account balances | 2015-01-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: RATHBUN ASSOCIATES 401(K) PLAN AND TRUST 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 11 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 0 |
| Total of all active and inactive participants | 2014-01-01 | 12 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 12 |
| Number of participants with account balances | 2014-01-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: RATHBUN ASSOCIATES 401(K) PLAN AND TRUST 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 8 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 0 |
| Total of all active and inactive participants | 2013-01-01 | 8 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 8 |
| Number of participants with account balances | 2013-01-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: RATHBUN ASSOCIATES 401(K) PLAN AND TRUST 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 7 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 1 |
| Total of all active and inactive participants | 2012-01-01 | 8 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 8 |
| Number of participants with account balances | 2012-01-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: RATHBUN ASSOCIATES 401(K) PLAN AND TRUST 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 10 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 0 |
| Total of all active and inactive participants | 2011-01-01 | 10 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 10 |
| Number of participants with account balances | 2011-01-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2022 : RATHBUN ASSOCIATES 401(K) PLAN AND TRUST 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $143,820 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $4,679 |
| Total plan assets at end of year | 2022-12-31 | $1,382,662 |
| Total plan assets at beginning of year | 2022-12-31 | $1,243,521 |
| Value of fidelity bond covering the plan | 2022-12-31 | $97,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $43,625 |
| Assets. Value of loans (other than to participants) | 2022-12-31 | $61,567 |
| Other income received | 2022-12-31 | $78,114 |
| Net income (gross income less expenses) | 2022-12-31 | $139,141 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $1,382,662 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,243,521 |
| Assets. Value of employer securities | 2022-12-31 | $948,837 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $22,081 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $4,679 |
| 2021 : RATHBUN ASSOCIATES 401(K) PLAN AND TRUST 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $91,193 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $5,014 |
| Total plan assets at end of year | 2021-12-31 | $981,941 |
| Total plan assets at beginning of year | 2021-12-31 | $895,762 |
| Value of fidelity bond covering the plan | 2021-12-31 | $97,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $37,650 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
| Other income received | 2021-12-31 | $35,479 |
| Noncash contributions received | 2021-12-31 | $0 |
| Net income (gross income less expenses) | 2021-12-31 | $86,179 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $981,941 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $895,762 |
| Assets. Value of participant loans | 2021-12-31 | $78,213 |
| Assets. Value of employer securities | 2021-12-31 | $547,884 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $18,064 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $5,014 |
| 2020 : RATHBUN ASSOCIATES 401(K) PLAN AND TRUST 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $-3,618 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $4,048 |
| Total plan assets at end of year | 2020-12-31 | $895,762 |
| Total plan assets at beginning of year | 2020-12-31 | $903,428 |
| Value of fidelity bond covering the plan | 2020-12-31 | $97,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $23,500 |
| Other income received | 2020-12-31 | $-44,618 |
| Net income (gross income less expenses) | 2020-12-31 | $-7,666 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $895,762 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $903,428 |
| Assets. Value of participant loans | 2020-12-31 | $36,575 |
| Assets. Value of employer securities | 2020-12-31 | $547,884 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $17,500 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $4,048 |
| 2019 : RATHBUN ASSOCIATES 401(K) PLAN AND TRUST 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $-61,183 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $3,733 |
| Total plan assets at end of year | 2019-12-31 | $903,428 |
| Total plan assets at beginning of year | 2019-12-31 | $968,344 |
| Value of fidelity bond covering the plan | 2019-12-31 | $97,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $22,950 |
| Other income received | 2019-12-31 | $-98,542 |
| Net income (gross income less expenses) | 2019-12-31 | $-64,916 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $903,428 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $968,344 |
| Assets. Value of participant loans | 2019-12-31 | $13,807 |
| Assets. Value of employer securities | 2019-12-31 | $603,735 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $14,409 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $3,733 |
| 2018 : RATHBUN ASSOCIATES 401(K) PLAN AND TRUST 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $19,984 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $3,065 |
| Total plan assets at end of year | 2018-12-31 | $968,344 |
| Total plan assets at beginning of year | 2018-12-31 | $951,425 |
| Value of fidelity bond covering the plan | 2018-12-31 | $85,614 |
| Total contributions received or receivable from participants | 2018-12-31 | $16,500 |
| Other income received | 2018-12-31 | $-10,855 |
| Net income (gross income less expenses) | 2018-12-31 | $16,919 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $968,344 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $951,425 |
| Assets. Value of participant loans | 2018-12-31 | $27,972 |
| Assets. Value of employer securities | 2018-12-31 | $736,319 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $14,339 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $3,065 |
| 2017 : RATHBUN ASSOCIATES 401(K) PLAN AND TRUST 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $-18,175 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $2,267 |
| Total plan assets at end of year | 2017-12-31 | $951,425 |
| Total plan assets at beginning of year | 2017-12-31 | $971,867 |
| Value of fidelity bond covering the plan | 2017-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $17,780 |
| Other income received | 2017-12-31 | $-35,955 |
| Net income (gross income less expenses) | 2017-12-31 | $-20,442 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $951,425 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $971,867 |
| Assets. Value of participant loans | 2017-12-31 | $41,416 |
| Assets. Value of employer securities | 2017-12-31 | $735,166 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $2,267 |
| 2016 : RATHBUN ASSOCIATES 401(K) PLAN AND TRUST 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $117,275 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $1,547 |
| Total plan assets at end of year | 2016-12-31 | $971,867 |
| Total plan assets at beginning of year | 2016-12-31 | $856,139 |
| Value of fidelity bond covering the plan | 2016-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $13,740 |
| Other income received | 2016-12-31 | $93,075 |
| Net income (gross income less expenses) | 2016-12-31 | $115,728 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $971,867 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $856,139 |
| Assets. Value of participant loans | 2016-12-31 | $54,174 |
| Assets. Value of employer securities | 2016-12-31 | $794,937 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $10,460 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $1,547 |
| 2015 : RATHBUN ASSOCIATES 401(K) PLAN AND TRUST 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $156,323 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $2,076 |
| Total plan assets at end of year | 2015-12-31 | $856,139 |
| Total plan assets at beginning of year | 2015-12-31 | $701,892 |
| Value of fidelity bond covering the plan | 2015-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $13,100 |
| Other income received | 2015-12-31 | $133,333 |
| Net income (gross income less expenses) | 2015-12-31 | $154,247 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $856,139 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $701,892 |
| Assets. Value of participant loans | 2015-12-31 | $50,000 |
| Assets. Value of employer securities | 2015-12-31 | $712,105 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $9,890 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $2,076 |
| 2014 : RATHBUN ASSOCIATES 401(K) PLAN AND TRUST 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $68,458 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $70,808 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $68,413 |
| Total plan assets at end of year | 2014-12-31 | $701,892 |
| Total plan assets at beginning of year | 2014-12-31 | $704,242 |
| Value of fidelity bond covering the plan | 2014-12-31 | $40,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $12,990 |
| Other income received | 2014-12-31 | $45,656 |
| Net income (gross income less expenses) | 2014-12-31 | $-2,350 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $701,892 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $704,242 |
| Assets. Value of employer securities | 2014-12-31 | $573,348 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $9,812 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $2,395 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2013 : RATHBUN ASSOCIATES 401(K) PLAN AND TRUST 2013 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2013-12-31 | $0 |
| Total income from all sources | 2013-12-31 | $97,811 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $26,326 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $24,269 |
| Total plan assets at end of year | 2013-12-31 | $704,242 |
| Total plan assets at beginning of year | 2013-12-31 | $632,757 |
| Value of fidelity bond covering the plan | 2013-12-31 | $20,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $18,660 |
| Other income received | 2013-12-31 | $64,311 |
| Net income (gross income less expenses) | 2013-12-31 | $71,485 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $704,242 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $632,757 |
| Assets. Value of employer securities | 2013-12-31 | $533,426 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $14,840 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $2,057 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2012 : RATHBUN ASSOCIATES 401(K) PLAN AND TRUST 2012 401k financial data |
|---|
| Total plan liabilities at end of year | 2012-12-31 | $0 |
| Total plan liabilities at beginning of year | 2012-12-31 | $0 |
| Total income from all sources | 2012-12-31 | $140,836 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $1,652 |
| Total plan assets at end of year | 2012-12-31 | $632,757 |
| Total plan assets at beginning of year | 2012-12-31 | $493,573 |
| Value of fidelity bond covering the plan | 2012-12-31 | $20,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $18,810 |
| Other income received | 2012-12-31 | $106,914 |
| Net income (gross income less expenses) | 2012-12-31 | $139,184 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $632,757 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $493,573 |
| Assets. Value of employer securities | 2012-12-31 | $491,843 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $15,112 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $1,652 |
| 2011 : RATHBUN ASSOCIATES 401(K) PLAN AND TRUST 2011 401k financial data |
|---|
| Total plan liabilities at end of year | 2011-12-31 | $0 |
| Total plan liabilities at beginning of year | 2011-12-31 | $0 |
| Total income from all sources | 2011-12-31 | $104,871 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $899 |
| Total plan assets at end of year | 2011-12-31 | $493,573 |
| Total plan assets at beginning of year | 2011-12-31 | $389,601 |
| Value of fidelity bond covering the plan | 2011-12-31 | $20,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $15,599 |
| Other income received | 2011-12-31 | $76,225 |
| Net income (gross income less expenses) | 2011-12-31 | $103,972 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $493,573 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $389,601 |
| Assets. Value of employer securities | 2011-12-31 | $381,689 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $13,047 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $899 |
| 2010 : RATHBUN ASSOCIATES 401(K) PLAN AND TRUST 2010 401k financial data |
|---|
| Transfers to/from the plan | 2010-12-31 | $311,529 |
| Total plan liabilities at end of year | 2010-12-31 | $0 |
| Total plan liabilities at beginning of year | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $16,604 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $0 |
| Total plan assets at end of year | 2010-12-31 | $389,601 |
| Total plan assets at beginning of year | 2010-12-31 | $61,468 |
| Value of fidelity bond covering the plan | 2010-12-31 | $20,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $6,188 |
| Other income received | 2010-12-31 | $10,416 |
| Net income (gross income less expenses) | 2010-12-31 | $16,604 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $389,601 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $61,468 |
| Assets. Value of employer securities | 2010-12-31 | $297,035 |
| 2022: RATHBUN ASSOCIATES 401(K) PLAN AND TRUST 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Insurance | Yes |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: RATHBUN ASSOCIATES 401(K) PLAN AND TRUST 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | Yes |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Insurance | Yes |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: RATHBUN ASSOCIATES 401(K) PLAN AND TRUST 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: RATHBUN ASSOCIATES 401(K) PLAN AND TRUST 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: RATHBUN ASSOCIATES 401(K) PLAN AND TRUST 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: RATHBUN ASSOCIATES 401(K) PLAN AND TRUST 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: RATHBUN ASSOCIATES 401(K) PLAN AND TRUST 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: RATHBUN ASSOCIATES 401(K) PLAN AND TRUST 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: RATHBUN ASSOCIATES 401(K) PLAN AND TRUST 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: RATHBUN ASSOCIATES 401(K) PLAN AND TRUST 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: RATHBUN ASSOCIATES 401(K) PLAN AND TRUST 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: RATHBUN ASSOCIATES 401(K) PLAN AND TRUST 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 ) |
| Policy contract number | 802027-000 |
| Policy instance | 1 |
| Insurance contract or identification number | 802027-000 | | Number of Individuals Covered | 7 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $1,837 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 1671 | | Additional information about fees paid to insurance broker | COMMISSIONS | | Insurance broker organization code? | 3 |
|
| TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 ) |
| Policy contract number | 802027-000 |
| Policy instance | 1 |
| Insurance contract or identification number | 802027-000 | | Number of Individuals Covered | 7 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $1,908 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 1733 | | Additional information about fees paid to insurance broker | COMMISSIONS | | Insurance broker organization code? | 3 |
|
| TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 ) |
| Policy contract number | 802027-000 |
| Policy instance | 1 |
| Insurance contract or identification number | 802027-000 | | Number of Individuals Covered | 5 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $1,535 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Broker | USD $0 | | Amount paid for insurance broker fees | 1397 | | Additional information about fees paid to insurance broker | COMMISSIONS | | Insurance broker organization code? | 3 |
|
| TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 ) |
| Policy contract number | 802027-000 |
| Policy instance | 1 |
| Insurance contract or identification number | 802027-000 | | Number of Individuals Covered | 6 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $1,280 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Broker | USD $0 | | Amount paid for insurance broker fees | 1163 | | Additional information about fees paid to insurance broker | COMMISSIONS | | Insurance broker organization code? | 3 |
|
| TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 ) |
| Policy contract number | 802027-000 |
| Policy instance | 1 |
| Insurance contract or identification number | 802027-000 | | Number of Individuals Covered | 5 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $952 | | Total amount of fees paid to insurance company | USD $95 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Broker | USD $952 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | COMMISSIONS | | Insurance broker organization code? | 3 |
|
| TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 ) |
| Policy contract number | 802027-000 |
| Policy instance | 1 |
| Insurance contract or identification number | 802027-000 | | Number of Individuals Covered | 5 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $681 | | Total amount of fees paid to insurance company | USD $69 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Broker | USD $367 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | 00 | | Insurance broker organization code? | 3 | | Insurance broker name | DWC ERISA CONSULTANTS, LLC |
|
| TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 ) |
| Policy contract number | 802027-000 |
| Policy instance | 1 |
| Insurance contract or identification number | 802027-000 | | Number of Individuals Covered | 4 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $625 | | Total amount of fees paid to insurance company | USD $61 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Broker | USD $625 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | 0 | | Insurance broker organization code? | 3 | | Insurance broker name | |
|
| TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 ) |
| Policy contract number | 802027-000 |
| Policy instance | 1 |
| Insurance contract or identification number | 802027-000 | | Number of Individuals Covered | 4 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $741 | | Total amount of fees paid to insurance company | USD $74 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Broker | USD $741 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | INSURANCE | | Insurance broker organization code? | 3 | | Insurance broker name | DESTEL-BERGEN CORPORATION |
|
| TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 ) |
| Policy contract number | 802027-000 |
| Policy instance | 1 |
| Insurance contract or identification number | 802027-000 | | Number of Individuals Covered | 4 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $744 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Broker | USD $649 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | INSURANCE | | Insurance broker organization code? | 3 | | Insurance broker name | DESTEL-BERGEN CORPORATION |
|
| TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 ) |
| Policy contract number | 802027-000 |
| Policy instance | 1 |
| Insurance contract or identification number | 802027-000 | | Number of Individuals Covered | 7 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $540 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Broker | USD $277 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | INSURANCE | | Insurance broker organization code? | 3 | | Insurance broker name | DESTEL-BERGEN CORPORATION |
|
| TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 ) |
| Policy contract number | 802027-000 |
| Policy instance | 1 |
| Insurance contract or identification number | 802027-000 | | Number of Individuals Covered | 4 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $848 | | Total amount of fees paid to insurance company | USD $147 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 |
|
