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PMC, INC. AND SUBSIDIARIES EMPLOYEES' RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NamePMC, INC. AND SUBSIDIARIES EMPLOYEES' RETIREMENT SAVINGS PLAN
Plan identification number 001

PMC, INC. AND SUBSIDIARIES EMPLOYEES' RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

PMC GLOBAL, INC. has sponsored the creation of one or more 401k plans.

Company Name:PMC GLOBAL, INC.
Employer identification number (EIN):954605938
NAIC Classification:325100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PMC, INC. AND SUBSIDIARIES EMPLOYEES' RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01PETER GAMBOA
0012016-01-01PETER GAMBOA

Plan Statistics for PMC, INC. AND SUBSIDIARIES EMPLOYEES' RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for PMC, INC. AND SUBSIDIARIES EMPLOYEES' RETIREMENT SAVINGS PLAN

Measure Date Value
2022: PMC, INC. AND SUBSIDIARIES EMPLOYEES' RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,719
Total number of active participants reported on line 7a of the Form 55002022-01-011,051
Number of retired or separated participants receiving benefits2022-01-0150
Number of other retired or separated participants entitled to future benefits2022-01-01461
Total of all active and inactive participants2022-01-011,562
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-011,562
Number of participants with account balances2022-01-011,517
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0193
2021: PMC, INC. AND SUBSIDIARIES EMPLOYEES' RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,871
Total number of active participants reported on line 7a of the Form 55002021-01-011,163
Number of retired or separated participants receiving benefits2021-01-0178
Number of other retired or separated participants entitled to future benefits2021-01-01453
Total of all active and inactive participants2021-01-011,694
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-011,694
Number of participants with account balances2021-01-011,608
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01106
2020: PMC, INC. AND SUBSIDIARIES EMPLOYEES' RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,531
Total number of active participants reported on line 7a of the Form 55002020-01-01894
Number of retired or separated participants receiving benefits2020-01-01122
Number of other retired or separated participants entitled to future benefits2020-01-01433
Total of all active and inactive participants2020-01-011,449
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-011,449
Number of participants with account balances2020-01-011,392
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01124
2019: PMC, INC. AND SUBSIDIARIES EMPLOYEES' RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,603
Total number of active participants reported on line 7a of the Form 55002019-01-011,069
Number of retired or separated participants receiving benefits2019-01-01140
Number of other retired or separated participants entitled to future benefits2019-01-01322
Total of all active and inactive participants2019-01-011,531
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011,531
Number of participants with account balances2019-01-011,440
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01116
2018: PMC, INC. AND SUBSIDIARIES EMPLOYEES' RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,519
Total number of active participants reported on line 7a of the Form 55002018-01-011,122
Number of retired or separated participants receiving benefits2018-01-01238
Number of other retired or separated participants entitled to future benefits2018-01-01243
Total of all active and inactive participants2018-01-011,603
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011,603
Number of participants with account balances2018-01-011,493
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0180
2017: PMC, INC. AND SUBSIDIARIES EMPLOYEES' RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,579
Total number of active participants reported on line 7a of the Form 55002017-01-011,086
Number of retired or separated participants receiving benefits2017-01-0118
Number of other retired or separated participants entitled to future benefits2017-01-01301
Total of all active and inactive participants2017-01-011,405
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-014
Total participants2017-01-011,409
Number of participants with account balances2017-01-011,327
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01102
2016: PMC, INC. AND SUBSIDIARIES EMPLOYEES' RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,291
Total number of active participants reported on line 7a of the Form 55002016-01-011,040
Number of retired or separated participants receiving benefits2016-01-0111
Number of other retired or separated participants entitled to future benefits2016-01-01493
Total of all active and inactive participants2016-01-011,544
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-014
Total participants2016-01-011,548
Number of participants with account balances2016-01-011,481
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0172

Financial Data on PMC, INC. AND SUBSIDIARIES EMPLOYEES' RETIREMENT SAVINGS PLAN

Measure Date Value
2022 : PMC, INC. AND SUBSIDIARIES EMPLOYEES' RETIREMENT SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,431,753
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$6,984,155
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$6,715,422
Expenses. Certain deemed distributions of participant loans2022-12-31$142,578
Value of total corrective distributions2022-12-31$8,065
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$7,014,439
Value of total assets at end of year2022-12-31$62,775,735
Value of total assets at beginning of year2022-12-31$71,191,643
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$118,090
Total interest from all sources2022-12-31$297,869
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,830,337
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,830,337
Administrative expenses professional fees incurred2022-12-31$12,500
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$5,327,501
Participant contributions at end of year2022-12-31$1,080,316
Participant contributions at beginning of year2022-12-31$760,462
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$382,881
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-8,415,908
Value of net assets at end of year (total assets less liabilities)2022-12-31$62,775,735
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$71,191,643
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$63,928
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$48,600,908
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$57,327,716
Interest on participant loans2022-12-31$40,689
Interest earned on other investments2022-12-31$257,180
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$13,094,511
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$13,103,465
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-10,574,398
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,304,057
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$6,715,422
Contract administrator fees2022-12-31$41,662
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2022-12-31952036255
2021 : PMC, INC. AND SUBSIDIARIES EMPLOYEES' RETIREMENT SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$18,198,297
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$9,013,906
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$8,775,538
Expenses. Certain deemed distributions of participant loans2021-12-31$45,393
Value of total corrective distributions2021-12-31$10,018
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$10,531,379
Value of total assets at end of year2021-12-31$71,191,643
Value of total assets at beginning of year2021-12-31$62,007,252
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$182,957
Total interest from all sources2021-12-31$342,378
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$3,645,330
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$3,645,330
Administrative expenses professional fees incurred2021-12-31$24,000
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$4,852,414
Participant contributions at end of year2021-12-31$760,462
Participant contributions at beginning of year2021-12-31$648,876
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$4,446,824
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$9,184,391
Value of net assets at end of year (total assets less liabilities)2021-12-31$71,191,643
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$62,007,252
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$64,326
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$57,327,716
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$47,952,279
Interest on participant loans2021-12-31$34,418
Interest earned on other investments2021-12-31$307,960
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$13,103,465
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$13,406,097
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,679,210
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,232,141
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$8,775,538
Contract administrator fees2021-12-31$94,631
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2021-12-31952036255
2020 : PMC, INC. AND SUBSIDIARIES EMPLOYEES' RETIREMENT SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$13,018,708
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$8,375,363
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$8,107,219
Expenses. Certain deemed distributions of participant loans2020-12-31$102,147
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$6,142,343
Value of total assets at end of year2020-12-31$62,007,252
Value of total assets at beginning of year2020-12-31$57,363,907
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$165,997
Total interest from all sources2020-12-31$351,520
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,928,918
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,928,918
Administrative expenses professional fees incurred2020-12-31$12,000
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$3,082,367
Participant contributions at end of year2020-12-31$648,876
Participant contributions at beginning of year2020-12-31$744,324
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,747,374
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$4,643,345
Value of net assets at end of year (total assets less liabilities)2020-12-31$62,007,252
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$57,363,907
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$54,099
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$47,952,279
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$44,016,064
Interest on participant loans2020-12-31$38,698
Interest earned on other investments2020-12-31$312,822
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$13,406,097
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$12,603,519
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$4,595,927
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,312,602
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$8,107,219
Contract administrator fees2020-12-31$99,898
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2020-12-31952036255
2019 : PMC, INC. AND SUBSIDIARIES EMPLOYEES' RETIREMENT SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$14,601,569
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$6,442,747
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$6,169,862
Expenses. Certain deemed distributions of participant loans2019-12-31$89,731
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$5,526,906
Value of total assets at end of year2019-12-31$57,363,907
Value of total assets at beginning of year2019-12-31$49,205,085
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$183,154
Total interest from all sources2019-12-31$335,679
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,597,626
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,597,626
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$3,192,023
Participant contributions at end of year2019-12-31$744,324
Participant contributions at beginning of year2019-12-31$717,581
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,087,749
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$8,158,822
Value of net assets at end of year (total assets less liabilities)2019-12-31$57,363,907
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$49,205,085
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$64,341
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$44,016,064
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$35,701,453
Interest on participant loans2019-12-31$36,359
Interest earned on other investments2019-12-31$299,320
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$12,603,519
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$12,786,051
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$7,141,358
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,247,134
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$6,169,862
Contract administrator fees2019-12-31$118,813
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2019-12-31952036255
2018 : PMC, INC. AND SUBSIDIARIES EMPLOYEES' RETIREMENT SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$3,691,390
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$5,814,268
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$5,564,907
Expenses. Certain deemed distributions of participant loans2018-12-31$85,883
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$5,203,834
Value of total assets at end of year2018-12-31$49,205,085
Value of total assets at beginning of year2018-12-31$51,327,963
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$163,478
Total interest from all sources2018-12-31$292,059
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,327,177
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$2,327,177
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,855,101
Participant contributions at end of year2018-12-31$717,581
Participant contributions at beginning of year2018-12-31$637,382
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,260,446
Administrative expenses (other) incurred2018-12-31$163,478
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,122,878
Value of net assets at end of year (total assets less liabilities)2018-12-31$49,205,085
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$51,327,963
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$35,701,453
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$37,167,574
Interest on participant loans2018-12-31$29,335
Interest earned on other investments2018-12-31$262,724
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$12,786,051
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$13,523,007
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-4,131,680
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,088,287
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$5,564,907
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2018-12-31952036255
2017 : PMC, INC. AND SUBSIDIARIES EMPLOYEES' RETIREMENT SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$595,477
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$9,839,234
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$6,022,311
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$5,766,466
Expenses. Certain deemed distributions of participant loans2017-12-31$66,368
Value of total corrective distributions2017-12-31$29,449
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,773,883
Value of total assets at end of year2017-12-31$51,327,963
Value of total assets at beginning of year2017-12-31$46,915,563
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$160,028
Total interest from all sources2017-12-31$294,924
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$917,786
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$917,786
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,513,013
Participant contributions at end of year2017-12-31$637,382
Participant contributions at beginning of year2017-12-31$640,830
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$222,297
Administrative expenses (other) incurred2017-12-31$160,028
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$3,816,923
Value of net assets at end of year (total assets less liabilities)2017-12-31$51,327,963
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$46,915,563
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$37,167,574
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$32,285,270
Value of interest in pooled separate accounts at end of year2017-12-31$0
Value of interest in pooled separate accounts at beginning of year2017-12-31$0
Interest on participant loans2017-12-31$22,722
Interest earned on other investments2017-12-31$272,202
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$13,523,007
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$13,989,463
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$4,852,641
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,038,573
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$5,766,466
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2017-12-31952036255
2016 : PMC, INC. AND SUBSIDIARIES 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$5,906,608
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$9,034,039
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$8,908,083
Expenses. Certain deemed distributions of participant loans2016-12-31$40,688
Value of total corrective distributions2016-12-31$2,249
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,515,366
Value of total assets at end of year2016-12-31$46,915,563
Value of total assets at beginning of year2016-12-31$50,042,994
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$83,019
Total interest from all sources2016-12-31$337,479
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$954,989
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$954,989
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,166,756
Participant contributions at end of year2016-12-31$640,830
Participant contributions at beginning of year2016-12-31$666,765
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$420,742
Administrative expenses (other) incurred2016-12-31$83,019
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-3,127,431
Value of net assets at end of year (total assets less liabilities)2016-12-31$46,915,563
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$50,042,994
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$32,285,270
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$26,056,099
Value of interest in pooled separate accounts at end of year2016-12-31$0
Value of interest in pooled separate accounts at beginning of year2016-12-31$7,545,339
Interest on participant loans2016-12-31$21,010
Interest earned on other investments2016-12-31$316,469
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$13,989,463
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$15,774,791
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$982,779
Net investment gain/loss from pooled separate accounts2016-12-31$115,995
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$927,868
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$8,908,083
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2016-12-31952036255

Form 5500 Responses for PMC, INC. AND SUBSIDIARIES EMPLOYEES' RETIREMENT SAVINGS PLAN

2022: PMC, INC. AND SUBSIDIARIES EMPLOYEES' RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PMC, INC. AND SUBSIDIARIES EMPLOYEES' RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PMC, INC. AND SUBSIDIARIES EMPLOYEES' RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PMC, INC. AND SUBSIDIARIES EMPLOYEES' RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PMC, INC. AND SUBSIDIARIES EMPLOYEES' RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PMC, INC. AND SUBSIDIARIES EMPLOYEES' RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PMC, INC. AND SUBSIDIARIES 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

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number894434-087
Policy instance 1
Insurance contract or identification number894434-087
Number of Individuals Covered1403
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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 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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number894434-087
Policy instance 1
Insurance contract or identification number894434-087
Number of Individuals Covered1452
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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 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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number894434-087
Policy instance 1
Insurance contract or identification number894434-087
Number of Individuals Covered1255
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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 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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number894434-087
Policy instance 1
Insurance contract or identification number894434-087
Number of Individuals Covered1271
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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 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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number894434-087
Policy instance 1
Insurance contract or identification number894434-087
Number of Individuals Covered1192
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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 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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number894434-087
Policy instance 1
Insurance contract or identification number894434-087
Number of Individuals Covered1173
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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 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

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