Logo

ASSIGN CORP. EMPLOYEE RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameASSIGN CORP. EMPLOYEE RETIREMENT SAVINGS PLAN
Plan identification number 001

ASSIGN CORP. EMPLOYEE RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 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.

401k Sponsoring company profile

ASSIGN CORP. has sponsored the creation of one or more 401k plans.

Company Name:ASSIGN CORP.
Employer identification number (EIN):954664862
NAIC Classification:541600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ASSIGN CORP. EMPLOYEE RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01RACHEL MANDALA2023-09-15
0012021-01-01RACHEL MANDALA2022-10-10
0012020-01-01RACHEL MANDALA2021-09-22
0012019-01-01RACHEL MANDALA2020-02-11
0012018-01-01RACHEL MANDALA2019-10-03
0012017-01-01RACHEL MANDALA2018-10-24
0012016-01-01RACHEL MANDALA2017-10-11
0012015-01-01DEEPA2016-06-30
0012014-01-01DEEPA2015-10-13
0012013-01-01DEEPA ACHAR
0012012-01-01DEEPA ACHAR
0012011-01-01LUISA TOLAND
0012010-01-01LUISA TOLAND
0012009-01-01LUISA TOLAND
0012009-01-01LUISA TOLAND

Plan Statistics for ASSIGN CORP. EMPLOYEE RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for ASSIGN CORP. EMPLOYEE RETIREMENT SAVINGS PLAN

Measure Date Value
2013: ASSIGN CORP. EMPLOYEE RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01113
Total number of active participants reported on line 7a of the Form 55002013-01-0122
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0148
Total of all active and inactive participants2013-01-0170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0170
Number of participants with account balances2013-01-0161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: ASSIGN CORP. EMPLOYEE RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01106
Total number of active participants reported on line 7a of the Form 55002012-01-0179
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0133
Total of all active and inactive participants2012-01-01112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01112
Number of participants with account balances2012-01-0185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: ASSIGN CORP. EMPLOYEE RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01127
Total number of active participants reported on line 7a of the Form 55002011-01-0174
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0130
Total of all active and inactive participants2011-01-01104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01104
Number of participants with account balances2011-01-0174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-014
2010: ASSIGN CORP. EMPLOYEE RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01127
Total number of active participants reported on line 7a of the Form 55002010-01-0182
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0145
Total of all active and inactive participants2010-01-01127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01127
Number of participants with account balances2010-01-0198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-016
2009: ASSIGN CORP. EMPLOYEE RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01135
Total number of active participants reported on line 7a of the Form 55002009-01-0182
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0142
Total of all active and inactive participants2009-01-01124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01124
Number of participants with account balances2009-01-01100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-012

Financial Data on ASSIGN CORP. EMPLOYEE RETIREMENT SAVINGS PLAN

Measure Date Value
2013 : ASSIGN CORP. EMPLOYEE RETIREMENT SAVINGS PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$330,291
Total of all expenses incurred2013-12-31$539,543
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$518,412
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$146,115
Value of total assets at end of year2013-12-31$1,640,730
Value of total assets at beginning of year2013-12-31$1,849,982
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$21,131
Total interest from all sources2013-12-31$130
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$9,638
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$200,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$146,115
Participant contributions at end of year2013-12-31$5,115
Participant contributions at beginning of year2013-12-31$6,172
Other income not declared elsewhere2013-12-31$14,024
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-209,252
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,640,730
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,849,982
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$11,493
Value of interest in pooled separate accounts at end of year2013-12-31$795,425
Value of interest in pooled separate accounts at beginning of year2013-12-31$769,529
Interest on participant loans2013-12-31$130
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$840,190
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,074,281
Net investment gain/loss from pooled separate accounts2013-12-31$170,022
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$518,412
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31IRVING MICHAEL GUSTILLO, CPA
Accountancy firm EIN2013-12-31454203919
2012 : ASSIGN CORP. EMPLOYEE RETIREMENT SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$416,302
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$140,663
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$119,672
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$312,178
Value of total assets at end of year2012-12-31$1,849,982
Value of total assets at beginning of year2012-12-31$1,574,343
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$20,991
Total interest from all sources2012-12-31$367
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$9,997
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$180,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$287,481
Participant contributions at end of year2012-12-31$6,172
Participant contributions at beginning of year2012-12-31$41,351
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$5,203
Other income not declared elsewhere2012-12-31$16,905
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$275,639
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,849,982
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,574,343
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$10,994
Value of interest in pooled separate accounts at end of year2012-12-31$769,529
Value of interest in pooled separate accounts at beginning of year2012-12-31$629,755
Interest on participant loans2012-12-31$367
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,074,281
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$903,237
Net investment gain/loss from pooled separate accounts2012-12-31$86,852
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$19,494
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$119,672
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31IRVING M. GUSTILO
Accountancy firm EIN2012-12-31454203919
2011 : ASSIGN CORP. EMPLOYEE RETIREMENT SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$256,574
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$106,942
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$87,849
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$264,750
Value of total assets at end of year2011-12-31$1,574,343
Value of total assets at beginning of year2011-12-31$1,424,711
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$19,093
Total interest from all sources2011-12-31$1,133
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$2,596
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$180,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$237,836
Participant contributions at end of year2011-12-31$41,351
Participant contributions at beginning of year2011-12-31$34,490
Other income not declared elsewhere2011-12-31$19,652
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$149,632
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,574,343
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,424,711
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$16,497
Value of interest in pooled separate accounts at end of year2011-12-31$629,755
Value of interest in pooled separate accounts at beginning of year2011-12-31$686,271
Interest on participant loans2011-12-31$1,133
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$903,237
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$703,950
Net investment gain/loss from pooled separate accounts2011-12-31$-28,961
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$26,914
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$87,849
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31IRVING M. GUSTILO
Accountancy firm EIN2011-12-31152666824
2010 : ASSIGN CORP. EMPLOYEE RETIREMENT SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$419,482
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$64,421
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$46,219
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$327,349
Value of total assets at end of year2010-12-31$1,424,711
Value of total assets at beginning of year2010-12-31$1,069,650
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$18,202
Total interest from all sources2010-12-31$465
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$10,340
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$125,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$243,528
Participant contributions at end of year2010-12-31$34,490
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$50,688
Other income not declared elsewhere2010-12-31$11,732
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$355,061
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,424,711
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,069,650
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$7,862
Value of interest in pooled separate accounts at end of year2010-12-31$686,271
Value of interest in pooled separate accounts at beginning of year2010-12-31$567,687
Interest on participant loans2010-12-31$465
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$703,950
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$501,963
Net investment gain/loss from pooled separate accounts2010-12-31$79,936
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$33,133
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$46,219
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31IRVING M. GUSTILO
Accountancy firm EIN2010-12-31152666824
2009 : ASSIGN CORP. EMPLOYEE RETIREMENT SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for ASSIGN CORP. EMPLOYEE RETIREMENT SAVINGS PLAN

2013: ASSIGN CORP. EMPLOYEE RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ASSIGN CORP. EMPLOYEE RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ASSIGN CORP. EMPLOYEE RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: ASSIGN CORP. EMPLOYEE RETIREMENT SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: ASSIGN CORP. EMPLOYEE RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number998114-000
Policy instance 1
Insurance contract or identification number998114-000
Number of Individuals Covered61
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $4,410
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,410
Insurance broker organization code?3
Insurance broker nameCHARLES P CHARIS
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number998114-000
Policy instance 1
Insurance contract or identification number998114-000
Number of Individuals Covered85
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $4,209
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,209
Insurance broker organization code?3
Insurance broker nameMERRILL LYNCH LIFE AGENCY INC
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number998114-000
Policy instance 1
Insurance contract or identification number998114-000
Number of Individuals Covered74
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $3,793
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number998114-000
Policy instance 1
Insurance contract or identification number998114-000
Number of Individuals Covered98
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $2,985
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1