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YOUNG BROTHERS, LIMITED PENSION PLAN 401k Plan overview

Plan NameYOUNG BROTHERS, LIMITED PENSION PLAN
Plan identification number 004

YOUNG BROTHERS, LIMITED PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

YOUNG BROTHERS, LLC has sponsored the creation of one or more 401k plans.

Company Name:YOUNG BROTHERS, LLC
Employer identification number (EIN):990105204
NAIC Classification:483000
NAIC Description: Water Transportation

Form 5500 Filing Information

Submission information for form 5500 for 401k plan YOUNG BROTHERS, LIMITED PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042022-01-01
0042021-01-01
0042020-01-01
0042019-01-01
0042019-01-01
0042019-01-01
0042018-01-01
0042017-01-01CHRISTIE ELLIS BRYCEON SUMNER2018-10-05
0042016-01-01VIVIAN KANETANI DEAN KAPOI2017-10-12
0042015-01-01VIVIAN KANETANI DEAN KAPOI2016-10-13
0042014-01-01VIVIAN KANETANI DEAN KAPOI2015-10-07
0042013-01-01VIVIAN KANETANI DEAN KAPOI2014-10-06
0042012-01-01VIVIAN KANETANI DEAN KAPOI2014-12-22
0042011-01-01VIVIAN KANETANI DEAN KAPOI2014-12-22
0042010-01-01VIVIAN KANETANI DEAN KAPOI2014-12-22
0042009-01-01VIVIAN KANETANI DEAN KAPOI2010-10-14
0042009-01-01VIVIAN KANETANI DEAN KAPOI2014-12-26
0042009-01-01VIVIAN KANETANI DEAN KAPOI2010-10-13
0042008-01-01

Plan Statistics for YOUNG BROTHERS, LIMITED PENSION PLAN

401k plan membership statisitcs for YOUNG BROTHERS, LIMITED PENSION PLAN

Measure Date Value
2022: YOUNG BROTHERS, LIMITED PENSION PLAN 2022 401k membership
Market value of plan assets2022-12-31104,237,155
Acturial value of plan assets2022-12-31101,660,709
Funding target for retired participants and beneficiaries receiving payment2022-12-3129,830,806
Number of terminated vested participants2022-12-3138
Fundng target for terminated vested participants2022-12-313,321,637
Active participant vested funding target2022-12-3145,668,069
Number of active participants2022-12-31209
Total funding liabilities for active participants2022-12-3148,377,979
Total participant count2022-12-31318
Total funding target for all participants2022-12-3181,530,422
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-315,001,739
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-315,001,739
Present value of excess contributions2022-12-314,878,090
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-315,155,166
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-312,170,000
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-317,763,945
Total employer contributions2022-12-311,881,550
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-311,724,254
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-312,786,388
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-311,724,254
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-01315
Total number of active participants reported on line 7a of the Form 55002022-01-01211
Number of retired or separated participants receiving benefits2022-01-0174
Number of other retired or separated participants entitled to future benefits2022-01-0132
Total of all active and inactive participants2022-01-01317
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-018
Total participants2022-01-01325
2021: YOUNG BROTHERS, LIMITED PENSION PLAN 2021 401k membership
Market value of plan assets2021-12-3191,605,568
Acturial value of plan assets2021-12-3188,611,326
Funding target for retired participants and beneficiaries receiving payment2021-12-3126,726,183
Number of terminated vested participants2021-12-3137
Fundng target for terminated vested participants2021-12-312,242,896
Active participant vested funding target2021-12-3143,352,283
Number of active participants2021-12-31213
Total funding liabilities for active participants2021-12-3146,021,668
Total participant count2021-12-31316
Total funding target for all participants2021-12-3174,990,747
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-317,803,141
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-31711,489
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-317,091,652
Present value of excess contributions2021-12-3170,837
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-3181,017
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-3181,017
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-313,190,000
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-315,001,739
Total employer contributions2021-12-315,298,737
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-314,878,090
Liquidity shortfalls end of Q12021-12-310
Liquidity shortfalls end of Q22021-12-310
Liquidity shortfalls end of Q32021-12-310
Liquidity shortfalls end of Q42021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-312,589,029
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-314,878,090
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-01313
Total number of active participants reported on line 7a of the Form 55002021-01-01209
Number of retired or separated participants receiving benefits2021-01-0164
Number of other retired or separated participants entitled to future benefits2021-01-0135
Total of all active and inactive participants2021-01-01308
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-017
Total participants2021-01-01315
2020: YOUNG BROTHERS, LIMITED PENSION PLAN 2020 401k membership
Market value of plan assets2020-12-3180,343,908
Acturial value of plan assets2020-12-3175,956,347
Funding target for retired participants and beneficiaries receiving payment2020-12-3123,761,406
Number of terminated vested participants2020-12-3139
Fundng target for terminated vested participants2020-12-312,228,857
Active participant vested funding target2020-12-3146,797,736
Number of active participants2020-12-31211
Total funding liabilities for active participants2020-12-3149,988,585
Total participant count2020-12-31310
Total funding target for all participants2020-12-3175,978,848
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-317,385,841
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-317,803,141
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-317,803,141
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-317,803,141
Total employer contributions2020-12-312,920,465
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-312,794,905
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-312,692,664
Net shortfall amortization installment of oustanding balance2020-12-317,825,642
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-313,435,557
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-31711,489
Additional cash requirement2020-12-312,724,068
Contributions allocatedtoward minimum required contributions for current year2020-12-312,794,905
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-01307
Total number of active participants reported on line 7a of the Form 55002020-01-01213
Number of retired or separated participants receiving benefits2020-01-0160
Number of other retired or separated participants entitled to future benefits2020-01-0134
Total of all active and inactive participants2020-01-01307
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-016
Total participants2020-01-01313
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: YOUNG BROTHERS, LIMITED PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-3159,781,269
Acturial value of plan assets2019-12-3163,826,255
Funding target for retired participants and beneficiaries receiving payment2019-12-3118,053,601
Number of terminated vested participants2019-12-3137
Fundng target for terminated vested participants2019-12-312,279,736
Active participant vested funding target2019-12-3142,657,843
Number of active participants2019-12-31208
Total funding liabilities for active participants2019-12-3145,484,438
Total participant count2019-12-31291
Total funding target for all participants2019-12-3165,817,775
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-3122,385
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-3123,245
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-3110,983,289
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-3110,211,664
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-312,641,691
Net shortfall amortization installment of oustanding balance2019-12-311,991,520
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-312,825,823
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-312,825,823
Contributions allocatedtoward minimum required contributions for current year2019-12-3110,211,664
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-01291
Total number of active participants reported on line 7a of the Form 55002019-01-01211
Number of retired or separated participants receiving benefits2019-01-0156
Number of other retired or separated participants entitled to future benefits2019-01-0134
Total of all active and inactive participants2019-01-01301
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-016
Total participants2019-01-01307
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: YOUNG BROTHERS, LIMITED PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-3166,263,375
Acturial value of plan assets2018-12-3166,263,375
Funding target for retired participants and beneficiaries receiving payment2018-12-3121,932,951
Number of terminated vested participants2018-12-3141
Fundng target for terminated vested participants2018-12-313,169,227
Active participant vested funding target2018-12-3152,222,792
Number of active participants2018-12-31207
Total funding liabilities for active participants2018-12-3153,204,894
Total participant count2018-12-31304
Total funding target for all participants2018-12-3178,307,072
Balance at beginning of prior year after applicable adjustments2018-12-312,726,513
Prefunding balance at beginning of prior year after applicable adjustments2018-12-311,233,430
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-312,726,513
Prefunding balanced used to offset prior years funding requirement2018-12-311,233,430
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-31120,482
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-31120,482
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-315,500,000
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-315,355,542
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-312,996,777
Net shortfall amortization installment of oustanding balance2018-12-3112,043,697
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-315,333,157
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-315,333,157
Contributions allocatedtoward minimum required contributions for current year2018-12-315,355,542
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-01304
Total number of active participants reported on line 7a of the Form 55002018-01-01208
Number of retired or separated participants receiving benefits2018-01-0145
Number of other retired or separated participants entitled to future benefits2018-01-0137
Total of all active and inactive participants2018-01-01290
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01291
Number of participants with account balances2018-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: YOUNG BROTHERS, LIMITED PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-3163,164,861
Acturial value of plan assets2017-12-3163,164,861
Funding target for retired participants and beneficiaries receiving payment2017-12-3123,422,406
Number of terminated vested participants2017-12-3142
Fundng target for terminated vested participants2017-12-312,558,600
Active participant vested funding target2017-12-3147,762,922
Number of active participants2017-12-31208
Total funding liabilities for active participants2017-12-3148,021,179
Total participant count2017-12-31381
Total funding target for all participants2017-12-3174,002,185
Balance at beginning of prior year after applicable adjustments2017-12-315,784,943
Prefunding balance at beginning of prior year after applicable adjustments2017-12-311,143,547
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-312,965,072
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-312,819,871
Amount remaining of prefunding balance2017-12-311,143,547
Present value of excess contributions2017-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-31315,000
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-312,726,513
Balance of prefunding at beginning of current year2017-12-311,233,430
Total employer contributions2017-12-311,400,000
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-311,327,617
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-312,726,669
Net shortfall amortization installment of oustanding balance2017-12-3114,797,267
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-315,167,078
Carryover balance elected to use to offset funding requirement2017-12-312,726,513
Prefunding balance elected to use to offset funding requirement2017-12-311,233,430
Additional cash requirement2017-12-311,207,135
Contributions allocatedtoward minimum required contributions for current year2017-12-311,327,617
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-01381
Total number of active participants reported on line 7a of the Form 55002017-01-01210
Number of retired or separated participants receiving benefits2017-01-0151
Number of other retired or separated participants entitled to future benefits2017-01-0141
Total of all active and inactive participants2017-01-01302
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-01304
Number of participants with account balances2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: YOUNG BROTHERS, LIMITED PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-3160,712,271
Acturial value of plan assets2016-12-3160,712,271
Funding target for retired participants and beneficiaries receiving payment2016-12-3123,994,655
Number of terminated vested participants2016-12-3141
Fundng target for terminated vested participants2016-12-312,396,692
Active participant vested funding target2016-12-3134,746,773
Number of active participants2016-12-31204
Total funding liabilities for active participants2016-12-3134,960,544
Total participant count2016-12-31378
Total funding target for all participants2016-12-3161,351,891
Balance at beginning of prior year after applicable adjustments2016-12-316,019,085
Prefunding balance at beginning of prior year after applicable adjustments2016-12-311,189,831
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-316,019,085
Amount remaining of prefunding balance2016-12-311,189,831
Present value of excess contributions2016-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-315,784,943
Balance of prefunding at beginning of current year2016-12-311,143,547
Total employer contributions2016-12-310
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-311,798,614
Net shortfall amortization installment of oustanding balance2016-12-317,568,110
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-312,965,072
Carryover balance elected to use to offset funding requirement2016-12-312,965,072
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-01378
Total number of active participants reported on line 7a of the Form 55002016-01-01208
Number of retired or separated participants receiving benefits2016-01-01120
Number of other retired or separated participants entitled to future benefits2016-01-0142
Total of all active and inactive participants2016-01-01370
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0111
Total participants2016-01-01381
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: YOUNG BROTHERS, LIMITED PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01379
Total number of active participants reported on line 7a of the Form 55002015-01-01204
Number of retired or separated participants receiving benefits2015-01-01124
Number of other retired or separated participants entitled to future benefits2015-01-0141
Total of all active and inactive participants2015-01-01369
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-019
Total participants2015-01-01378
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: YOUNG BROTHERS, LIMITED PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01374
Total number of active participants reported on line 7a of the Form 55002014-01-01207
Number of retired or separated participants receiving benefits2014-01-01123
Number of other retired or separated participants entitled to future benefits2014-01-0141
Total of all active and inactive participants2014-01-01371
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-018
Total participants2014-01-01379
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: YOUNG BROTHERS, LIMITED PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01371
Total number of active participants reported on line 7a of the Form 55002013-01-01201
Number of retired or separated participants receiving benefits2013-01-01125
Number of other retired or separated participants entitled to future benefits2013-01-0140
Total of all active and inactive participants2013-01-01366
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-018
Total participants2013-01-01374
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: YOUNG BROTHERS, LIMITED PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01378
Total number of active participants reported on line 7a of the Form 55002012-01-01203
Number of retired or separated participants receiving benefits2012-01-01119
Number of other retired or separated participants entitled to future benefits2012-01-0139
Total of all active and inactive participants2012-01-01361
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0110
Total participants2012-01-01371
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: YOUNG BROTHERS, LIMITED PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01377
Total number of active participants reported on line 7a of the Form 55002011-01-01204
Number of retired or separated participants receiving benefits2011-01-01120
Number of other retired or separated participants entitled to future benefits2011-01-0143
Total of all active and inactive participants2011-01-01367
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0110
Total participants2011-01-01377
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2010: YOUNG BROTHERS, LIMITED PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01374
Total number of active participants reported on line 7a of the Form 55002010-01-01207
Number of retired or separated participants receiving benefits2010-01-01118
Number of other retired or separated participants entitled to future benefits2010-01-0146
Total of all active and inactive participants2010-01-01371
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-016
Total participants2010-01-01377
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-011
2009: YOUNG BROTHERS, LIMITED PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01368
Total number of active participants reported on line 7a of the Form 55002009-01-01208
Number of retired or separated participants receiving benefits2009-01-01114
Number of other retired or separated participants entitled to future benefits2009-01-0146
Total of all active and inactive participants2009-01-01368
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-015
Total participants2009-01-01373
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on YOUNG BROTHERS, LIMITED PENSION PLAN

Measure Date Value
2022 : YOUNG BROTHERS, LIMITED PENSION 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$0
Total income from all sources (including contributions)2022-12-31$-22,961,048
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$3,857,245
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,325,932
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,881,550
Value of total assets at end of year2022-12-31$77,562,433
Value of total assets at beginning of year2022-12-31$104,380,726
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$531,313
Total interest from all sources2022-12-31$93
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$170,265
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$2,936
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$15,500,061
Administrative expenses (other) incurred2022-12-31$216,090
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-26,818,293
Value of net assets at end of year (total assets less liabilities)2022-12-31$77,562,433
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$104,380,726
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$112,983
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$66,808,046
Value of interest in common/collective trusts at end of year2022-12-31$75,677,947
Value of interest in common/collective trusts at beginning of year2022-12-31$16,627,311
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$146,571
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$146,571
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$93
Net investment gain or loss from common/collective trusts2022-12-31$-24,842,691
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,881,550
Employer contributions (assets) at end of year2022-12-31$1,881,550
Employer contributions (assets) at beginning of year2022-12-31$5,298,737
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,325,932
Contract administrator fees2022-12-31$31,975
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 name2022-12-31HAGEN, KURTH, PERMAN CPAS
Accountancy firm EIN2022-12-31911233794
2021 : YOUNG BROTHERS, LIMITED PENSION 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$16,040,375
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,268,558
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,624,923
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$5,298,737
Value of total assets at end of year2021-12-31$104,380,726
Value of total assets at beginning of year2021-12-31$91,608,909
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$643,635
Total interest from all sources2021-12-31$117
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$698,318
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$698,318
Administrative expenses professional fees incurred2021-12-31$320,431
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$15,500,061
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$2
Administrative expenses (other) incurred2021-12-31$209,084
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$12,771,817
Value of net assets at end of year (total assets less liabilities)2021-12-31$104,380,726
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$91,608,909
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$90,634
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$66,808,046
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$84,470,997
Value of interest in pooled separate accounts at end of year2021-12-31$0
Value of interest in pooled separate accounts at beginning of year2021-12-31$0
Value of interest in common/collective trusts at end of year2021-12-31$16,627,311
Value of interest in common/collective trusts at beginning of year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$146,571
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$5,612,445
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$5,612,445
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$117
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$10,014,687
Net investment gain or loss from common/collective trusts2021-12-31$28,516
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$5,298,737
Employer contributions (assets) at end of year2021-12-31$5,298,737
Employer contributions (assets) at beginning of year2021-12-31$1,525,465
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,624,923
Contract administrator fees2021-12-31$23,486
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 name2021-12-31HAGEN, KURTH, PERMAN CPAS
Accountancy firm EIN2021-12-31911233794
2020 : YOUNG BROTHERS, LIMITED PENSION 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$13,684,972
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,718,851
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,244,405
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,920,465
Value of total assets at end of year2020-12-31$91,608,909
Value of total assets at beginning of year2020-12-31$80,642,788
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$474,446
Total interest from all sources2020-12-31$776
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,698,329
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$2,698,329
Administrative expenses professional fees incurred2020-12-31$137,999
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$2
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$9,664
Administrative expenses (other) incurred2020-12-31$197,808
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$10,966,121
Value of net assets at end of year (total assets less liabilities)2020-12-31$91,608,909
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$80,642,788
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$27,119
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$84,470,997
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$73,043,583
Value of interest in pooled separate accounts at end of year2020-12-31$0
Value of interest in pooled separate accounts at beginning of year2020-12-31$321,394
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$5,612,445
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$344,522
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$344,522
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$776
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$8,055,086
Net investment gain/loss from pooled separate accounts2020-12-31$652
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$2,920,465
Employer contributions (assets) at end of year2020-12-31$1,525,465
Employer contributions (assets) at beginning of year2020-12-31$6,933,289
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,244,405
Contract administrator fees2020-12-31$111,520
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 name2020-12-31HAGEN, KURTH, PERMAN CPAS
Accountancy firm EIN2020-12-31911233794
2019 : YOUNG BROTHERS, LIMITED PENSION PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
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 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 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$17,805,655
Total income from all sources (including contributions)2019-12-31$17,805,655
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,553,788
Total of all expenses incurred2019-12-31$2,553,788
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,060,996
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,060,996
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$5,383,289
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$5,383,289
Value of total assets at end of year2019-12-31$75,042,788
Value of total assets at end of year2019-12-31$75,042,788
Value of total assets at beginning of year2019-12-31$59,790,921
Value of total assets at beginning of year2019-12-31$59,790,921
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$492,792
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$492,792
Total interest from all sources2019-12-31$3,673
Total interest from all sources2019-12-31$3,673
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,044,272
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,044,272
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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$2,044,272
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,044,272
Administrative expenses professional fees incurred2019-12-31$73,612
Administrative expenses professional fees incurred2019-12-31$73,612
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
Value of fidelity bond cover2019-12-31$10,000,000
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Administrative expenses (other) incurred2019-12-31$180,811
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$15,251,867
Value of net income/loss2019-12-31$15,251,867
Value of net assets at end of year (total assets less liabilities)2019-12-31$75,042,788
Value of net assets at end of year (total assets less liabilities)2019-12-31$75,042,788
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$59,790,921
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$59,790,921
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$33,829
Investment advisory and management fees2019-12-31$33,829
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$73,043,583
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$73,043,583
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$57,066,803
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$57,066,803
Value of interest in pooled separate accounts at end of year2019-12-31$321,394
Value of interest in pooled separate accounts at end of year2019-12-31$321,394
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,122,476
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,122,476
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$344,522
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$344,522
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,642
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,642
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,642
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,642
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$3,673
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$3,673
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$10,363,156
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$10,363,156
Net investment gain/loss from pooled separate accounts2019-12-31$11,265
Net investment gain/loss from pooled separate accounts2019-12-31$11,265
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$5,383,289
Contributions received in cash from employer2019-12-31$5,383,289
Employer contributions (assets) at end of year2019-12-31$1,333,289
Employer contributions (assets) at end of year2019-12-31$1,333,289
Employer contributions (assets) at beginning of year2019-12-31$1,600,000
Employer contributions (assets) at beginning of year2019-12-31$1,600,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,060,996
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,060,996
Contract administrator fees2019-12-31$204,540
Contract administrator fees2019-12-31$204,540
Did the plan have assets held for investment2019-12-31Yes
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31HAGEN, KURTH, PERMAN CPAS
Accountancy firm name2019-12-31HAGEN, KURTH, PERMAN CPAS
Accountancy firm EIN2019-12-31911233794
Accountancy firm EIN2019-12-31911233794
2018 : YOUNG BROTHERS, LIMITED PENSION 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$1,252,514
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$7,738,803
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$7,197,626
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$5,500,000
Value of total assets at end of year2018-12-31$59,790,921
Value of total assets at beginning of year2018-12-31$66,277,210
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$541,177
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,956,323
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$1,956,323
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
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
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Administrative expenses (other) incurred2018-12-31$541,177
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-6,486,289
Value of net assets at end of year (total assets less liabilities)2018-12-31$59,790,921
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$66,277,210
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$57,066,803
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$64,877,210
Value of interest in pooled separate accounts at end of year2018-12-31$1,122,476
Value of interest in pooled separate accounts at beginning of year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$1,642
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$5,340,315
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-6,203,809
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$5,500,000
Employer contributions (assets) at end of year2018-12-31$1,600,000
Employer contributions (assets) at beginning of year2018-12-31$1,400,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,857,311
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 name2018-12-31HAGEN, KURTH, PERMAN CPAS
Accountancy firm EIN2018-12-31911233794
2017 : YOUNG BROTHERS, LIMITED PENSION PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$11,214,354
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$8,102,005
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$7,569,594
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,400,000
Value of total assets at end of year2017-12-31$66,277,210
Value of total assets at beginning of year2017-12-31$63,164,861
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$532,411
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,793,871
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$1,793,871
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
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
Administrative expenses (other) incurred2017-12-31$532,411
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$3,112,349
Value of net assets at end of year (total assets less liabilities)2017-12-31$66,277,210
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$63,164,861
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$64,877,210
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$63,164,861
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$5,642,400
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$8,020,483
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,400,000
Employer contributions (assets) at end of year2017-12-31$1,400,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,927,194
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 name2017-12-31ACCUITY LLP
Accountancy firm EIN2017-12-31205325889
2016 : YOUNG BROTHERS, LIMITED PENSION 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$4,680,349
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,227,759
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,149,883
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$10,272
Value of total assets at end of year2016-12-31$63,164,861
Value of total assets at beginning of year2016-12-31$60,712,271
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$77,876
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
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
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$10,272
Administrative expenses (other) incurred2016-12-31$77,161
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$2,452,590
Value of net assets at end of year (total assets less liabilities)2016-12-31$63,164,861
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$60,712,271
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$63,164,861
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$60,712,271
Value of interest in pooled separate accounts at beginning of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$0
Net investment gain/loss from pooled separate accounts2016-12-31$4,670,077
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,149,883
Contract administrator fees2016-12-31$715
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 name2016-12-31ACCUITY LLP
Accountancy firm EIN2016-12-31205325889
2015 : YOUNG BROTHERS, LIMITED PENSION PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$-2,397,873
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,243,389
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,148,979
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$0
Value of total assets at end of year2015-12-31$60,712,271
Value of total assets at beginning of year2015-12-31$65,353,533
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$94,410
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Administrative expenses (other) incurred2015-12-31$94,410
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-4,641,262
Value of net assets at end of year (total assets less liabilities)2015-12-31$60,712,271
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$65,353,533
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$60,712,271
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$0
Value of interest in pooled separate accounts at end of year2015-12-31$0
Value of interest in pooled separate accounts at beginning of year2015-12-31$61,853,533
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$0
Net investment gain/loss from pooled separate accounts2015-12-31$-2,397,873
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$3,500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,148,979
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31ACCUITY LLP
Accountancy firm EIN2015-12-31205325889
2014 : YOUNG BROTHERS, LIMITED PENSION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$7,541,860
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,127,494
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,059,391
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,819,000
Value of total assets at end of year2014-12-31$65,353,533
Value of total assets at beginning of year2014-12-31$59,939,167
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$68,103
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Administrative expenses (other) incurred2014-12-31$67,488
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$5,414,366
Value of net assets at end of year (total assets less liabilities)2014-12-31$65,353,533
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$59,939,167
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$61,853,533
Value of interest in pooled separate accounts at beginning of year2014-12-31$56,389,167
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$0
Net investment gain/loss from pooled separate accounts2014-12-31$3,722,860
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$3,819,000
Employer contributions (assets) at end of year2014-12-31$3,500,000
Employer contributions (assets) at beginning of year2014-12-31$3,550,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,059,391
Contract administrator fees2014-12-31$615
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31ACCUITY LLP
Accountancy firm EIN2014-12-31205325889
2013 : YOUNG BROTHERS, LIMITED PENSION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$13,373,673
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,099,914
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,005,619
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$5,470,000
Value of total assets at end of year2013-12-31$59,939,167
Value of total assets at beginning of year2013-12-31$48,665,408
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$94,295
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Administrative expenses (other) incurred2013-12-31$93,690
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$11,273,759
Value of net assets at end of year (total assets less liabilities)2013-12-31$59,939,167
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$48,665,408
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$56,389,167
Value of interest in pooled separate accounts at beginning of year2013-12-31$46,639,408
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$0
Net investment gain/loss from pooled separate accounts2013-12-31$7,903,673
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
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
Contributions received in cash from employer2013-12-31$5,470,000
Employer contributions (assets) at end of year2013-12-31$3,550,000
Employer contributions (assets) at beginning of year2013-12-31$2,026,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,005,619
Contract administrator fees2013-12-31$605
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 name2013-12-31ACCUITY LLP
Accountancy firm EIN2013-12-31205325889
2012 : YOUNG BROTHERS, LIMITED PENSION 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$9,285,446
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,053,069
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,979,036
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$4,026,000
Value of total assets at end of year2012-12-31$48,665,408
Value of total assets at beginning of year2012-12-31$41,433,031
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$74,033
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
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
Administrative expenses (other) incurred2012-12-31$73,454
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$7,232,377
Value of net assets at end of year (total assets less liabilities)2012-12-31$48,665,408
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$41,433,031
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$46,639,408
Value of interest in pooled separate accounts at beginning of year2012-12-31$39,131,031
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$0
Net investment gain/loss from pooled separate accounts2012-12-31$5,259,446
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
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$4,026,000
Employer contributions (assets) at end of year2012-12-31$2,026,000
Employer contributions (assets) at beginning of year2012-12-31$2,302,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,979,036
Contract administrator fees2012-12-31$579
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 name2012-12-31ACCUITY LLP
Accountancy firm EIN2012-12-31205325889
2011 : YOUNG BROTHERS, LIMITED PENSION 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$3,563,121
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,954,615
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,902,300
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,503,181
Value of total assets at end of year2011-12-31$41,433,031
Value of total assets at beginning of year2011-12-31$39,824,525
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$52,315
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Administrative expenses (other) incurred2011-12-31$52,315
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,608,506
Value of net assets at end of year (total assets less liabilities)2011-12-31$41,433,031
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$39,824,525
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$39,131,031
Value of interest in pooled separate accounts at beginning of year2011-12-31$39,609,525
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$0
Net investment gain/loss from pooled separate accounts2011-12-31$59,940
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
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$3,503,181
Employer contributions (assets) at end of year2011-12-31$2,302,000
Employer contributions (assets) at beginning of year2011-12-31$215,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,902,300
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 name2011-12-31ACCUITY LLP
Accountancy firm EIN2011-12-31205325889
2010 : YOUNG BROTHERS, LIMITED PENSION 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$7,806
Total income from all sources (including contributions)2010-12-31$5,546,240
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,810,752
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,776,110
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,087,130
Value of total assets at end of year2010-12-31$39,824,525
Value of total assets at beginning of year2010-12-31$36,096,843
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$34,642
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
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
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$7,806
Administrative expenses (other) incurred2010-12-31$34,642
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$3,735,488
Value of net assets at end of year (total assets less liabilities)2010-12-31$39,824,525
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$36,089,037
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$39,609,525
Value of interest in pooled separate accounts at beginning of year2010-12-31$34,196,843
Net investment gain/loss from pooled separate accounts2010-12-31$4,459,110
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
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$1,087,130
Employer contributions (assets) at end of year2010-12-31$215,000
Employer contributions (assets) at beginning of year2010-12-31$1,900,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,776,110
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 name2010-12-31ACCUITY LLP
Accountancy firm EIN2010-12-31205325889
2009 : YOUNG BROTHERS, LIMITED PENSION PLAN 2009 401k financial data
Total unrealized appreciation/depreciation of assets2009-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2009-12-31$7,806
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2009-12-31$50,308
Total income from all sources (including contributions)2009-12-31$8,990,209
Total loss/gain on sale of assets2009-12-31$0
Total of all expenses incurred2009-12-31$1,642,029
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2009-12-31$1,571,575
Total contributions o plan (from employers,participants, others, non cash contrinutions)2009-12-31$2,850,000
Value of total assets at end of year2009-12-31$36,096,843
Value of total assets at beginning of year2009-12-31$28,791,165
Total of administrative expenses incurred including professional, contract, advisory and management fees2009-12-31$70,454
Total interest from all sources2009-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2009-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2009-12-31No
Was this plan covered by a fidelity bond2009-12-31Yes
Value of fidelity bond cover2009-12-31$10,000,000
If this is an individual account plan, was there a blackout period2009-12-31No
Were there any nonexempt tranactions with any party-in-interest2009-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2009-12-31$7,806
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2009-12-31$50,308
Administrative expenses (other) incurred2009-12-31$70,454
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2009-12-31No
Value of net income/loss2009-12-31$7,348,180
Value of net assets at end of year (total assets less liabilities)2009-12-31$36,089,037
Value of net assets at beginning of year (total assets less liabilities)2009-12-31$28,740,857
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2009-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2009-12-31No
Were any leases to which the plan was party in default or uncollectible2009-12-31No
Value of interest in pooled separate accounts at end of year2009-12-31$34,196,843
Value of interest in pooled separate accounts at beginning of year2009-12-31$24,196,165
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2009-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2009-12-31$0
Net investment gain/loss from pooled separate accounts2009-12-31$6,140,209
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2009-12-31Yes
Was there a failure to transmit to the plan any participant contributions2009-12-31No
Has the plan failed to provide any benefit when due under the plan2009-12-31No
Contributions received in cash from employer2009-12-31$2,850,000
Employer contributions (assets) at end of year2009-12-31$1,900,000
Employer contributions (assets) at beginning of year2009-12-31$4,595,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2009-12-31$1,571,575
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32009-12-31No
Did the plan have assets held for investment2009-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2009-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2009-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2009-12-31Yes
Opinion of an independent qualified public accountant for this plan2009-12-31Disclaimer
Accountancy firm name2009-12-31ACCUITY LLP
Accountancy firm EIN2009-12-31205325889

Form 5500 Responses for YOUNG BROTHERS, LIMITED PENSION PLAN

2022: YOUNG BROTHERS, LIMITED PENSION 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 – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: YOUNG BROTHERS, LIMITED PENSION 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 – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: YOUNG BROTHERS, LIMITED PENSION 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: YOUNG BROTHERS, LIMITED PENSION 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: YOUNG BROTHERS, LIMITED PENSION 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: YOUNG BROTHERS, LIMITED PENSION 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 planYes
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: YOUNG BROTHERS, LIMITED PENSION 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 planYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: YOUNG BROTHERS, LIMITED PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: YOUNG BROTHERS, LIMITED PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: YOUNG BROTHERS, LIMITED PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
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: YOUNG BROTHERS, LIMITED PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
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 planYes
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: YOUNG BROTHERS, LIMITED PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
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 planYes
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: YOUNG BROTHERS, LIMITED PENSION 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 planYes
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: YOUNG BROTHERS, LIMITED PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes
2008: YOUNG BROTHERS, LIMITED PENSION PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedYes
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSA 12988
Policy instance 1
Insurance contract or identification numberSA 12988
Number of Individuals Covered313
Insurance policy start date2020-01-01
Insurance policy end date2020-03-23
Total amount of commissions paid to insurance brokerUSD $67
Total amount of fees paid to insurance companyUSD $0
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
Commission paid to Insurance BrokerUSD $58
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSA 12988
Policy instance 1
Insurance contract or identification numberSA 12988
Number of Individuals Covered307
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $477
Total amount of fees paid to insurance companyUSD $0
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
Commission paid to Insurance BrokerUSD $413
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSA 12988
Policy instance 1
Insurance contract or identification numberSA 12988
Number of Individuals Covered291
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $909
Total amount of fees paid to insurance companyUSD $0
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
Commission paid to Insurance BrokerUSD $804
Amount paid for insurance broker fees0
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSA 12988
Policy instance 1
Insurance contract or identification numberSA 12988
Number of Individuals Covered304
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $2,577
Total amount of fees paid to insurance companyUSD $0
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
Commission paid to Insurance BrokerUSD $2,236
Insurance broker organization code?3
Insurance broker nameGRANT DAVID FRASER
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSA 12988
Policy instance 1
Insurance contract or identification numberSA 12988
Number of Individuals Covered378
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $37,854
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 $33,066
Insurance broker organization code?3
Insurance broker nameGRANT DAVID FRASER
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSA 12988
Policy instance 1
Insurance contract or identification numberSA 12988
Number of Individuals Covered379
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $36,171
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 $31,579
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameGRANT DAVID FRASER
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSA 12988
Policy instance 1
Insurance contract or identification numberSA 12988
Number of Individuals Covered374
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $31,157
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 $27,149
Insurance broker organization code?3
Insurance broker nameGRANT DAVID FRASER
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSA 12988
Policy instance 1
Insurance contract or identification numberSA 12988
Number of Individuals Covered371
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $21,483
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 $21,483
Insurance broker organization code?3
Insurance broker nameGRANT DAVID FRASER
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSA 12988
Policy instance 1
Insurance contract or identification numberSA 12988
Number of Individuals Covered377
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $25,045
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSA 12988
Policy instance 1
Insurance contract or identification numberSA 12988
Number of Individuals Covered377
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $25,362
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSA 12988
Policy instance 1
Insurance contract or identification numberSA 12988
Number of Individuals Covered373
Insurance policy start date2009-01-01
Insurance policy end date2009-12-31
Total amount of commissions paid to insurance brokerUSD $18,812
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 $17,183
Insurance broker organization code?3
Insurance broker nameGRANT DAVID FRASER

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