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PETER PAN BUS LINES, INC RETIREMENT PROGRAM FOR UNION EMPLOYEES 401k Plan overview

Plan NamePETER PAN BUS LINES, INC RETIREMENT PROGRAM FOR UNION EMPLOYEES
Plan identification number 001

PETER PAN BUS LINES, INC RETIREMENT PROGRAM FOR UNION EMPLOYEES Benefits

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

401k Sponsoring company profile

PETER PAN BUS LINES, INC has sponsored the creation of one or more 401k plans.

Company Name:PETER PAN BUS LINES, INC
Employer identification number (EIN):042202752
NAIC Classification:485210
NAIC Description:Interurban and Rural Bus Transportation

Additional information about PETER PAN BUS LINES, INC

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 3037858

More information about PETER PAN BUS LINES, INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PETER PAN BUS LINES, INC RETIREMENT PROGRAM FOR UNION EMPLOYEES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01BRIAN R. STEFANO
0012016-01-01BRIAN R. STEFANO
0012015-01-01BRIAN R. STEFANO
0012014-01-01BRIAN R. STEFANO
0012013-01-01BRIAN R. STEFANO
0012012-01-01BRIAN R. STEFANO
0012011-01-01BRIAN R. STEFANO
0012010-01-01BRIAN R. STEFANO
0012009-01-01BRIAN R. STEFANO BRIAN R. STEFANO2010-10-15

Plan Statistics for PETER PAN BUS LINES, INC RETIREMENT PROGRAM FOR UNION EMPLOYEES

401k plan membership statisitcs for PETER PAN BUS LINES, INC RETIREMENT PROGRAM FOR UNION EMPLOYEES

Measure Date Value
2022: PETER PAN BUS LINES, INC RETIREMENT PROGRAM FOR UNION EMPLOYEES 2022 401k membership
Total participants, beginning-of-year2022-01-01124
Total number of active participants reported on line 7a of the Form 55002022-01-01104
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0118
Total of all active and inactive participants2022-01-01122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01122
Number of participants with account balances2022-01-0184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: PETER PAN BUS LINES, INC RETIREMENT PROGRAM FOR UNION EMPLOYEES 2021 401k membership
Total participants, beginning-of-year2021-01-01118
Total number of active participants reported on line 7a of the Form 55002021-01-0197
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0127
Total of all active and inactive participants2021-01-01124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01124
Number of participants with account balances2021-01-0194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: PETER PAN BUS LINES, INC RETIREMENT PROGRAM FOR UNION EMPLOYEES 2020 401k membership
Total participants, beginning-of-year2020-01-01165
Total number of active participants reported on line 7a of the Form 55002020-01-0141
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0177
Total of all active and inactive participants2020-01-01118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01118
Number of participants with account balances2020-01-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: PETER PAN BUS LINES, INC RETIREMENT PROGRAM FOR UNION EMPLOYEES 2019 401k membership
Total participants, beginning-of-year2019-01-01158
Total number of active participants reported on line 7a of the Form 55002019-01-01157
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-018
Total of all active and inactive participants2019-01-01165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01165
Number of participants with account balances2019-01-01109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: PETER PAN BUS LINES, INC RETIREMENT PROGRAM FOR UNION EMPLOYEES 2018 401k membership
Total participants, beginning-of-year2018-01-01165
Total number of active participants reported on line 7a of the Form 55002018-01-01148
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0110
Total of all active and inactive participants2018-01-01158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01158
Number of participants with account balances2018-01-01106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: PETER PAN BUS LINES, INC RETIREMENT PROGRAM FOR UNION EMPLOYEES 2017 401k membership
Total participants, beginning-of-year2017-01-01165
Total number of active participants reported on line 7a of the Form 55002017-01-01155
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0110
Total of all active and inactive participants2017-01-01165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01165
Number of participants with account balances2017-01-01110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: PETER PAN BUS LINES, INC RETIREMENT PROGRAM FOR UNION EMPLOYEES 2016 401k membership
Total participants, beginning-of-year2016-01-01160
Total number of active participants reported on line 7a of the Form 55002016-01-01156
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-019
Total of all active and inactive participants2016-01-01165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01165
Number of participants with account balances2016-01-01113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: PETER PAN BUS LINES, INC RETIREMENT PROGRAM FOR UNION EMPLOYEES 2015 401k membership
Total participants, beginning-of-year2015-01-01163
Total number of active participants reported on line 7a of the Form 55002015-01-01150
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0110
Total of all active and inactive participants2015-01-01160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01160
Number of participants with account balances2015-01-01112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: PETER PAN BUS LINES, INC RETIREMENT PROGRAM FOR UNION EMPLOYEES 2014 401k membership
Total participants, beginning-of-year2014-01-01169
Total number of active participants reported on line 7a of the Form 55002014-01-01156
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-017
Total of all active and inactive participants2014-01-01163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01163
Number of participants with account balances2014-01-01113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: PETER PAN BUS LINES, INC RETIREMENT PROGRAM FOR UNION EMPLOYEES 2013 401k membership
Total participants, beginning-of-year2013-01-01185
Total number of active participants reported on line 7a of the Form 55002013-01-01160
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-019
Total of all active and inactive participants2013-01-01169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01169
Number of participants with account balances2013-01-01124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: PETER PAN BUS LINES, INC RETIREMENT PROGRAM FOR UNION EMPLOYEES 2012 401k membership
Total participants, beginning-of-year2012-01-01209
Total number of active participants reported on line 7a of the Form 55002012-01-01172
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0112
Total of all active and inactive participants2012-01-01184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01184
Number of participants with account balances2012-01-01133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: PETER PAN BUS LINES, INC RETIREMENT PROGRAM FOR UNION EMPLOYEES 2011 401k membership
Total participants, beginning-of-year2011-01-01166
Total number of active participants reported on line 7a of the Form 55002011-01-01186
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0116
Total of all active and inactive participants2011-01-01202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01202
Number of participants with account balances2011-01-01145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: PETER PAN BUS LINES, INC RETIREMENT PROGRAM FOR UNION EMPLOYEES 2010 401k membership
Total participants, beginning-of-year2010-01-01190
Total number of active participants reported on line 7a of the Form 55002010-01-01154
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0112
Total of all active and inactive participants2010-01-01166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01166
Number of participants with account balances2010-01-01148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: PETER PAN BUS LINES, INC RETIREMENT PROGRAM FOR UNION EMPLOYEES 2009 401k membership
Total participants, beginning-of-year2009-01-01145
Total number of active participants reported on line 7a of the Form 55002009-01-01162
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0111
Total of all active and inactive participants2009-01-01173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01173
Number of participants with account balances2009-01-01152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on PETER PAN BUS LINES, INC RETIREMENT PROGRAM FOR UNION EMPLOYEES

Measure Date Value
2022 : PETER PAN BUS LINES, INC RETIREMENT PROGRAM FOR UNION EMPLOYEES 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$0
Total income from all sources (including contributions)2022-12-31$-231,470
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$471,596
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$422,300
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$231,875
Value of total assets at end of year2022-12-31$3,992,390
Value of total assets at beginning of year2022-12-31$4,695,456
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$49,296
Total interest from all sources2022-12-31$6,904
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$18,210
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$175,214
Participant contributions at end of year2022-12-31$110,910
Participant contributions at beginning of year2022-12-31$143,896
Participant contributions at end of year2022-12-31$3,494
Participant contributions at beginning of year2022-12-31$5,925
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-703,066
Value of net assets at end of year (total assets less liabilities)2022-12-31$3,992,390
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$4,695,456
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$10,141
Value of interest in pooled separate accounts at end of year2022-12-31$3,874,022
Value of interest in pooled separate accounts at beginning of year2022-12-31$4,540,754
Interest on participant loans2022-12-31$6,904
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$2,877
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$2,877
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$2,877
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-470,249
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$56,661
Employer contributions (assets) at end of year2022-12-31$1,087
Employer contributions (assets) at beginning of year2022-12-31$2,004
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$422,300
Contract administrator fees2022-12-31$20,945
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 name2022-12-31MEYERS BROTHERS KALICKA, PC
Accountancy firm EIN2022-12-31042713795
2021 : PETER PAN BUS LINES, INC RETIREMENT PROGRAM FOR UNION EMPLOYEES 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$659,353
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$640,433
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$587,497
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$177,719
Value of total assets at end of year2021-12-31$4,695,456
Value of total assets at beginning of year2021-12-31$4,676,536
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$52,936
Total interest from all sources2021-12-31$9,574
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$17,273
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$132,200
Participant contributions at end of year2021-12-31$143,896
Participant contributions at beginning of year2021-12-31$200,068
Participant contributions at end of year2021-12-31$5,925
Participant contributions at beginning of year2021-12-31$2,104
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$18,920
Value of net assets at end of year (total assets less liabilities)2021-12-31$4,695,456
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$4,676,536
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$12,087
Value of interest in pooled separate accounts at end of year2021-12-31$4,540,754
Value of interest in pooled separate accounts at beginning of year2021-12-31$4,469,925
Interest on participant loans2021-12-31$9,574
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$2,877
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$2,838
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$2,838
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$472,060
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$45,519
Employer contributions (assets) at end of year2021-12-31$2,004
Employer contributions (assets) at beginning of year2021-12-31$1,601
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$587,497
Contract administrator fees2021-12-31$23,576
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 name2021-12-31MEYERS BROTHERS KALICKA, PC
Accountancy firm EIN2021-12-31042713795
2020 : PETER PAN BUS LINES, INC RETIREMENT PROGRAM FOR UNION EMPLOYEES 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$558,403
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$351,218
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$310,995
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$170,846
Value of total assets at end of year2020-12-31$4,676,536
Value of total assets at beginning of year2020-12-31$4,469,351
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$40,223
Total interest from all sources2020-12-31$12,656
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$5,160
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$124,886
Participant contributions at end of year2020-12-31$200,068
Participant contributions at beginning of year2020-12-31$250,159
Participant contributions at end of year2020-12-31$2,104
Participant contributions at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$207,185
Value of net assets at end of year (total assets less liabilities)2020-12-31$4,676,536
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$4,469,351
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$12,596
Value of interest in pooled separate accounts at end of year2020-12-31$4,469,925
Value of interest in pooled separate accounts at beginning of year2020-12-31$4,216,354
Interest on participant loans2020-12-31$12,656
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$2,838
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$2,838
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$2,838
Net investment gain/loss from pooled separate accounts2020-12-31$374,901
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$45,960
Employer contributions (assets) at end of year2020-12-31$1,601
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$310,995
Contract administrator fees2020-12-31$22,467
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31MEYERS BROTHERS KALICKA, PC
Accountancy firm EIN2020-12-31042713795
2019 : PETER PAN BUS LINES, INC RETIREMENT PROGRAM FOR UNION EMPLOYEES 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$858,720
Total income from all sources (including contributions)2019-12-31$858,720
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$125,748
Total of all expenses incurred2019-12-31$125,748
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$87,132
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$87,132
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$318,998
Value of total assets at end of year2019-12-31$4,469,351
Value of total assets at end of year2019-12-31$4,469,351
Value of total assets at beginning of year2019-12-31$3,736,379
Value of total assets at beginning of year2019-12-31$3,736,379
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$38,616
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$38,616
Total interest from all sources2019-12-31$13,530
Total interest from all sources2019-12-31$13,530
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
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
Administrative expenses professional fees incurred2019-12-31$5,705
Administrative expenses professional fees incurred2019-12-31$5,705
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$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$234,889
Contributions received from participants2019-12-31$234,889
Participant contributions at end of year2019-12-31$250,159
Participant contributions at end of year2019-12-31$250,159
Participant contributions at beginning of year2019-12-31$240,270
Participant contributions at beginning of year2019-12-31$240,270
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$4,072
Participant contributions at beginning of year2019-12-31$4,072
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
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$732,972
Value of net income/loss2019-12-31$732,972
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,469,351
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,469,351
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,736,379
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,736,379
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$11,730
Value of interest in pooled separate accounts at end of year2019-12-31$4,216,354
Value of interest in pooled separate accounts at end of year2019-12-31$4,216,354
Value of interest in pooled separate accounts at beginning of year2019-12-31$3,487,698
Value of interest in pooled separate accounts at beginning of year2019-12-31$3,487,698
Interest on participant loans2019-12-31$13,530
Interest on participant loans2019-12-31$13,530
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$2,838
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$2,838
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$2,838
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$2,838
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$2,838
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$2,838
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$526,192
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$526,192
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$84,109
Contributions received in cash from employer2019-12-31$84,109
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$1,501
Employer contributions (assets) at beginning of year2019-12-31$1,501
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$87,132
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$87,132
Contract administrator fees2019-12-31$21,181
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
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 name2019-12-31MEYERS BROTHERS KALICKA, PC
Accountancy firm name2019-12-31MEYERS BROTHERS KALICKA, PC
Accountancy firm EIN2019-12-31042713795
Accountancy firm EIN2019-12-31042713795
2018 : PETER PAN BUS LINES, INC RETIREMENT PROGRAM FOR UNION EMPLOYEES 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$163,284
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$552,583
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$521,892
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$288,966
Value of total assets at end of year2018-12-31$3,736,379
Value of total assets at beginning of year2018-12-31$4,125,678
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$30,691
Total interest from all sources2018-12-31$11,765
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$211,911
Participant contributions at end of year2018-12-31$240,270
Participant contributions at beginning of year2018-12-31$257,923
Participant contributions at end of year2018-12-31$4,072
Participant contributions at beginning of year2018-12-31$3,532
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Administrative expenses (other) incurred2018-12-31$30,691
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-389,299
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,736,379
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,125,678
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 pooled separate accounts at end of year2018-12-31$3,487,698
Value of interest in pooled separate accounts at beginning of year2018-12-31$3,859,942
Interest on participant loans2018-12-31$11,765
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$2,838
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$2,838
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$2,838
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-137,447
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$77,055
Employer contributions (assets) at end of year2018-12-31$1,501
Employer contributions (assets) at beginning of year2018-12-31$1,443
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$521,892
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 name2018-12-31MEYERS BROTHERS KALICKA, PC
Accountancy firm EIN2018-12-31042713795
2017 : PETER PAN BUS LINES, INC RETIREMENT PROGRAM FOR UNION EMPLOYEES 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$721,282
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$921,146
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$900,629
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$287,998
Value of total assets at end of year2017-12-31$4,125,678
Value of total assets at beginning of year2017-12-31$4,325,542
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$20,517
Total interest from all sources2017-12-31$11,249
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$205,561
Participant contributions at end of year2017-12-31$257,923
Participant contributions at beginning of year2017-12-31$287,545
Participant contributions at end of year2017-12-31$3,532
Participant contributions at beginning of year2017-12-31$3,526
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$5,206
Administrative expenses (other) incurred2017-12-31$20,517
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-199,864
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,125,678
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,325,542
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 pooled separate accounts at end of year2017-12-31$3,859,942
Value of interest in pooled separate accounts at beginning of year2017-12-31$4,030,461
Interest on participant loans2017-12-31$11,249
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$2,838
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$2,838
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$2,838
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$422,035
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$77,231
Employer contributions (assets) at end of year2017-12-31$1,443
Employer contributions (assets) at beginning of year2017-12-31$1,172
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$900,629
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 name2017-12-31MEYERS BROTHERS KALICKA, PC
Accountancy firm EIN2017-12-31042713795
2016 : PETER PAN BUS LINES, INC RETIREMENT PROGRAM FOR UNION EMPLOYEES 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$464,336
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$440,036
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$420,194
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$287,430
Value of total assets at end of year2016-12-31$4,325,542
Value of total assets at beginning of year2016-12-31$4,301,242
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$19,842
Total interest from all sources2016-12-31$13,479
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$214,905
Participant contributions at end of year2016-12-31$287,545
Participant contributions at beginning of year2016-12-31$351,297
Participant contributions at end of year2016-12-31$3,526
Participant contributions at beginning of year2016-12-31$3,875
Administrative expenses (other) incurred2016-12-31$19,842
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$24,300
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,325,542
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,301,242
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 pooled separate accounts at end of year2016-12-31$4,030,461
Value of interest in pooled separate accounts at beginning of year2016-12-31$3,942,115
Interest on participant loans2016-12-31$13,479
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$2,838
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$2,838
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$2,838
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$163,427
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$72,525
Employer contributions (assets) at end of year2016-12-31$1,172
Employer contributions (assets) at beginning of year2016-12-31$1,117
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$420,194
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 name2016-12-31MEYERS BROTHERS KALICKA, PC
Accountancy firm EIN2016-12-31042713795
2015 : PETER PAN BUS LINES, INC RETIREMENT PROGRAM FOR UNION EMPLOYEES 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$166,516
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$272,164
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$252,748
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$276,261
Value of total assets at end of year2015-12-31$4,301,242
Value of total assets at beginning of year2015-12-31$4,406,890
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$19,416
Total interest from all sources2015-12-31$13,069
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
Administrative expenses professional fees incurred2015-12-31$18,193
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$205,812
Participant contributions at end of year2015-12-31$351,297
Participant contributions at beginning of year2015-12-31$308,031
Participant contributions at end of year2015-12-31$3,875
Participant contributions at beginning of year2015-12-31$3,804
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-105,648
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,301,242
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,406,890
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 pooled separate accounts at end of year2015-12-31$3,942,115
Value of interest in pooled separate accounts at beginning of year2015-12-31$4,092,193
Interest on participant loans2015-12-31$13,069
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$2,838
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$2,839
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$2,839
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-122,814
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$70,449
Employer contributions (assets) at end of year2015-12-31$1,117
Employer contributions (assets) at beginning of year2015-12-31$23
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$252,748
Contract administrator fees2015-12-31$1,223
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 name2015-12-31MEYERS BROTHERS KALICKA, PC
Accountancy firm EIN2015-12-31042713795
2014 : PETER PAN BUS LINES, INC RETIREMENT PROGRAM FOR UNION EMPLOYEES 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$381,702
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$466,232
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$436,128
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$285,411
Value of total assets at end of year2014-12-31$4,406,890
Value of total assets at beginning of year2014-12-31$4,491,420
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$30,104
Total interest from all sources2014-12-31$11,555
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
Administrative expenses professional fees incurred2014-12-31$28,958
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$214,967
Participant contributions at end of year2014-12-31$308,031
Participant contributions at beginning of year2014-12-31$291,780
Participant contributions at end of year2014-12-31$3,804
Participant contributions at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-84,530
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,406,890
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,491,420
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$0
Value of interest in pooled separate accounts at end of year2014-12-31$4,092,193
Value of interest in pooled separate accounts at beginning of year2014-12-31$4,196,792
Interest on participant loans2014-12-31$11,555
Value of interest in common/collective trusts at end of year2014-12-31$0
Value of interest in common/collective trusts at beginning of year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$2,839
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$2,848
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$2,848
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$84,736
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$70,444
Employer contributions (assets) at end of year2014-12-31$23
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$436,128
Contract administrator fees2014-12-31$1,146
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 name2014-12-31MEYERS BROTHERS KALICKA, PC
Accountancy firm EIN2014-12-31042713795
2013 : PETER PAN BUS LINES, INC RETIREMENT PROGRAM FOR UNION EMPLOYEES 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$708,153
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$337,396
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$328,516
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$271,408
Value of total assets at end of year2013-12-31$4,491,420
Value of total assets at beginning of year2013-12-31$4,120,663
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$8,880
Total interest from all sources2013-12-31$11,949
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
Administrative expenses professional fees incurred2013-12-31$7,600
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$199,763
Participant contributions at end of year2013-12-31$291,780
Participant contributions at beginning of year2013-12-31$280,790
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$3,504
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$370,757
Value of net assets at end of year (total assets less liabilities)2013-12-31$4,491,420
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,120,663
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$0
Value of interest in pooled separate accounts at end of year2013-12-31$4,196,792
Value of interest in pooled separate accounts at beginning of year2013-12-31$3,832,812
Interest on participant loans2013-12-31$11,949
Value of interest in common/collective trusts at end of year2013-12-31$0
Value of interest in common/collective trusts at beginning of year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$2,848
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$2,848
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$2,848
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$424,796
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$71,645
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$709
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$328,516
Contract administrator fees2013-12-31$1,280
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 name2013-12-31MEYERS BROTHERS KALICKA, PC
Accountancy firm EIN2013-12-31042713795
2012 : PETER PAN BUS LINES, INC RETIREMENT PROGRAM FOR UNION EMPLOYEES 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$646,437
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$646,334
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$627,096
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$317,058
Value of total assets at end of year2012-12-31$4,120,663
Value of total assets at beginning of year2012-12-31$4,120,560
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$19,238
Total interest from all sources2012-12-31$13,489
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$17,807
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$197,186
Participant contributions at end of year2012-12-31$280,790
Participant contributions at beginning of year2012-12-31$343,326
Participant contributions at end of year2012-12-31$3,504
Participant contributions at beginning of year2012-12-31$3,737
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$43,528
Administrative expenses (other) incurred2012-12-31$101
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$103
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,120,663
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,120,560
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$0
Value of interest in pooled separate accounts at end of year2012-12-31$3,832,812
Value of interest in pooled separate accounts at beginning of year2012-12-31$3,769,664
Interest on participant loans2012-12-31$13,489
Value of interest in common/collective trusts at end of year2012-12-31$0
Value of interest in common/collective trusts at beginning of year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$2,848
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$2,846
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$2,846
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$315,890
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$76,344
Employer contributions (assets) at end of year2012-12-31$709
Employer contributions (assets) at beginning of year2012-12-31$987
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$627,096
Contract administrator fees2012-12-31$1,330
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 name2012-12-31MEYERS BROTHERS KALICKA, PC
Accountancy firm EIN2012-12-31042713795
2011 : PETER PAN BUS LINES, INC RETIREMENT PROGRAM FOR UNION EMPLOYEES 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$284,123
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$278,143
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$258,908
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$306,889
Value of total assets at end of year2011-12-31$4,120,560
Value of total assets at beginning of year2011-12-31$4,114,580
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$19,235
Total interest from all sources2011-12-31$12,316
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
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$0
Administrative expenses professional fees incurred2011-12-31$18,000
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$222,252
Participant contributions at end of year2011-12-31$343,326
Participant contributions at beginning of year2011-12-31$304,896
Participant contributions at end of year2011-12-31$3,737
Participant contributions at beginning of year2011-12-31$0
Administrative expenses (other) incurred2011-12-31$63
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$5,980
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,120,560
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,114,580
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,977,141
Value of interest in pooled separate accounts at end of year2011-12-31$3,769,664
Value of interest in pooled separate accounts at beginning of year2011-12-31$0
Interest on participant loans2011-12-31$12,238
Value of interest in common/collective trusts at end of year2011-12-31$0
Value of interest in common/collective trusts at beginning of year2011-12-31$1,832,543
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$2,846
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$78
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$15,576
Net investment gain/loss from pooled separate accounts2011-12-31$-50,658
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$84,637
Employer contributions (assets) at end of year2011-12-31$987
Employer contributions (assets) at beginning of year2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$258,908
Contract administrator fees2011-12-31$1,172
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
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 name2011-12-31MEYERS BROTHERS KALICKA, PC
Accountancy firm EIN2011-12-31042713795
2010 : PETER PAN BUS LINES, INC RETIREMENT PROGRAM FOR UNION EMPLOYEES 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$578,577
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$271,212
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$239,071
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$280,783
Value of total assets at end of year2010-12-31$4,114,580
Value of total assets at beginning of year2010-12-31$3,807,215
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$32,141
Total interest from all sources2010-12-31$15,644
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$41,410
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$41,410
Administrative expenses professional fees incurred2010-12-31$12,575
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$193,739
Participant contributions at end of year2010-12-31$304,896
Participant contributions at beginning of year2010-12-31$302,013
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$10,188
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$307,365
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,114,580
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,807,215
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$12,685
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,977,141
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,698,406
Interest on participant loans2010-12-31$15,644
Value of interest in common/collective trusts at end of year2010-12-31$1,832,543
Value of interest in common/collective trusts at beginning of year2010-12-31$1,806,796
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$187,879
Net investment gain or loss from common/collective trusts2010-12-31$52,861
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$76,856
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$239,071
Contract administrator fees2010-12-31$6,881
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
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 name2010-12-31MEYERS BROTHERS KALICKA, PC
Accountancy firm EIN2010-12-31042713795

Form 5500 Responses for PETER PAN BUS LINES, INC RETIREMENT PROGRAM FOR UNION EMPLOYEES

2022: PETER PAN BUS LINES, INC RETIREMENT PROGRAM FOR UNION EMPLOYEES 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PETER PAN BUS LINES, INC RETIREMENT PROGRAM FOR UNION EMPLOYEES 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PETER PAN BUS LINES, INC RETIREMENT PROGRAM FOR UNION EMPLOYEES 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: PETER PAN BUS LINES, INC RETIREMENT PROGRAM FOR UNION EMPLOYEES 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: PETER PAN BUS LINES, INC RETIREMENT PROGRAM FOR UNION EMPLOYEES 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: PETER PAN BUS LINES, INC RETIREMENT PROGRAM FOR UNION EMPLOYEES 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: PETER PAN BUS LINES, INC RETIREMENT PROGRAM FOR UNION EMPLOYEES 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: PETER PAN BUS LINES, INC RETIREMENT PROGRAM FOR UNION EMPLOYEES 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: PETER PAN BUS LINES, INC RETIREMENT PROGRAM FOR UNION EMPLOYEES 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: PETER PAN BUS LINES, INC RETIREMENT PROGRAM FOR UNION EMPLOYEES 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: PETER PAN BUS LINES, INC RETIREMENT PROGRAM FOR UNION EMPLOYEES 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained 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: PETER PAN BUS LINES, INC RETIREMENT PROGRAM FOR UNION EMPLOYEES 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained 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: PETER PAN BUS LINES, INC RETIREMENT PROGRAM FOR UNION EMPLOYEES 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
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 – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: PETER PAN BUS LINES, INC RETIREMENT PROGRAM FOR UNION EMPLOYEES 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number99372
Policy instance 1
Insurance contract or identification number99372
Number of Individuals Covered90
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $6,589
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
Amount paid for insurance broker fees6589
Additional information about fees paid to insurance brokerTPA FEES, TPA COMPENSATION, OTHER ALLOWANCES
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number99372
Policy instance 1
Insurance contract or identification number99372
Number of Individuals Covered100
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $6,582
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
Amount paid for insurance broker fees6582
Additional information about fees paid to insurance brokerTPA FEES, TPA COMPENSATION, OTHER ALLOWANCES
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number99372
Policy instance 1
Insurance contract or identification number99372
Number of Individuals Covered106
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $7,365
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
Amount paid for insurance broker fees7365
Additional information about fees paid to insurance brokerTPA FEES, TPA COMPENSATION, OTHER ALLOWANCES
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number99372
Policy instance 1
Insurance contract or identification number99372
Number of Individuals Covered113
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $7,923
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
Amount paid for insurance broker fees7794
Additional information about fees paid to insurance brokerTPA FEES, TPA COMPENSATION, OTHER ALLOWANCES
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number99372
Policy instance 1
Insurance contract or identification number99372
Number of Individuals Covered110
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $10,240
Total amount of fees paid to insurance companyUSD $10,242
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 $10,240
Amount paid for insurance broker fees1601
Additional information about fees paid to insurance brokerOTHER ALLOWANCES
Insurance broker organization code?3
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number99372
Policy instance 1
Insurance contract or identification number99372
Number of Individuals Covered114
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $12,156
Total amount of fees paid to insurance companyUSD $10,431
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 $12,156
Amount paid for insurance broker fees1744
Additional information about fees paid to insurance brokerOTHER ALLOWANCES
Insurance broker organization code?3
Insurance broker namePASI, LLC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number99372
Policy instance 1
Insurance contract or identification number99372
Number of Individuals Covered115
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $12,335
Total amount of fees paid to insurance companyUSD $10,685
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 $12,335
Amount paid for insurance broker fees1774
Additional information about fees paid to insurance brokerOTHER ALLOWANCES
Insurance broker organization code?3
Insurance broker namePASI, LLC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number99372
Policy instance 1
Insurance contract or identification number99372
Number of Individuals Covered117
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $12,454
Total amount of fees paid to insurance companyUSD $11,677
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 $12,454
Amount paid for insurance broker fees1777
Additional information about fees paid to insurance brokerOTHER ALLOWANCES
Insurance broker organization code?3
Insurance broker namePASI, LLC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number99372
Policy instance 1
Insurance contract or identification number99372
Number of Individuals Covered128
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $12,025
Total amount of fees paid to insurance companyUSD $14,159
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 $12,025
Amount paid for insurance broker fees1693
Additional information about fees paid to insurance brokerOTHER ALLOWANCES
Insurance broker organization code?3
Insurance broker namePASI, LLC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number99372
Policy instance 1
Insurance contract or identification number99372
Number of Individuals Covered137
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $10,842
Total amount of fees paid to insurance companyUSD $14,841
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 $10,842
Amount paid for insurance broker fees2217
Additional information about fees paid to insurance brokerOTHER ALLOWANCES
Insurance broker organization code?3
Insurance broker nameT. ROWE PRICE ASSOCIATES, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number99372
Policy instance 1
Insurance contract or identification number99372
Number of Individuals Covered148
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $31,828
Total amount of fees paid to insurance companyUSD $14,078
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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