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AMERICAN CONTRACT BRIDGE LEAGUE 401K RETIREMENT PLAN 401k Plan overview

Plan NameAMERICAN CONTRACT BRIDGE LEAGUE 401K RETIREMENT PLAN
Plan identification number 002

AMERICAN CONTRACT BRIDGE LEAGUE 401K RETIREMENT PLAN Benefits

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

401k Sponsoring company profile

AMERICAN CONTRACT BRIDGE LEAGUE has sponsored the creation of one or more 401k plans.

Company Name:AMERICAN CONTRACT BRIDGE LEAGUE
Employer identification number (EIN):130430330
NAIC Classification:713900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AMERICAN CONTRACT BRIDGE LEAGUE 401K RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01JOSEPH JONES JOSEPH JONES2018-09-17
0022016-01-01JOSEPH JONES JOSEPH JONES2017-08-17
0022015-01-01JOE JONES JOE JONES2016-07-26
0022014-01-01JOSEPH JONES DEBRA POSTON2015-09-10
0022013-01-01SYLVIA HARDIN
0022012-01-01SYLVIA HARDIN
0022011-01-01SYLVIA HARDIN
0022010-01-01SYLVIA HARDIN
0022009-01-01BRENDA ATWILL

Plan Statistics for AMERICAN CONTRACT BRIDGE LEAGUE 401K RETIREMENT PLAN

401k plan membership statisitcs for AMERICAN CONTRACT BRIDGE LEAGUE 401K RETIREMENT PLAN

Measure Date Value
2022: AMERICAN CONTRACT BRIDGE LEAGUE 401K RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01131
Total number of active participants reported on line 7a of the Form 55002022-01-0190
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0140
Total of all active and inactive participants2022-01-01130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01131
Number of participants with account balances2022-01-01130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-017
2021: AMERICAN CONTRACT BRIDGE LEAGUE 401K RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01135
Total number of active participants reported on line 7a of the Form 55002021-01-0189
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0139
Total of all active and inactive participants2021-01-01128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01129
Number of participants with account balances2021-01-01129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-012
2020: AMERICAN CONTRACT BRIDGE LEAGUE 401K RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01140
Total number of active participants reported on line 7a of the Form 55002020-01-0199
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0134
Total of all active and inactive participants2020-01-01133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01134
Number of participants with account balances2020-01-01133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-018
2019: AMERICAN CONTRACT BRIDGE LEAGUE 401K RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01143
Total number of active participants reported on line 7a of the Form 55002019-01-01113
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0124
Total of all active and inactive participants2019-01-01137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01138
Number of participants with account balances2019-01-01138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: AMERICAN CONTRACT BRIDGE LEAGUE 401K RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01134
Total number of active participants reported on line 7a of the Form 55002018-01-01108
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0127
Total of all active and inactive participants2018-01-01135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01136
Number of participants with account balances2018-01-01135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-014
2017: AMERICAN CONTRACT BRIDGE LEAGUE 401K RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01148
Total number of active participants reported on line 7a of the Form 55002017-01-01120
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0118
Total of all active and inactive participants2017-01-01138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01139
Number of participants with account balances2017-01-01130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: AMERICAN CONTRACT BRIDGE LEAGUE 401K RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01140
Total number of active participants reported on line 7a of the Form 55002016-01-01111
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0128
Total of all active and inactive participants2016-01-01139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01139
Number of participants with account balances2016-01-01136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-012
2015: AMERICAN CONTRACT BRIDGE LEAGUE 401K RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01134
Total number of active participants reported on line 7a of the Form 55002015-01-01110
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0121
Total of all active and inactive participants2015-01-01131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01131
Number of participants with account balances2015-01-01131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-014
2014: AMERICAN CONTRACT BRIDGE LEAGUE 401K RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01132
Total number of active participants reported on line 7a of the Form 55002014-01-01112
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0117
Total of all active and inactive participants2014-01-01129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01130
Number of participants with account balances2014-01-01119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: AMERICAN CONTRACT BRIDGE LEAGUE 401K RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01127
Total number of active participants reported on line 7a of the Form 55002013-01-01108
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0124
Total of all active and inactive participants2013-01-01132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01132
Number of participants with account balances2013-01-01124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-013
2012: AMERICAN CONTRACT BRIDGE LEAGUE 401K RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01126
Total number of active participants reported on line 7a of the Form 55002012-01-01107
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0120
Total of all active and inactive participants2012-01-01127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01127
Number of participants with account balances2012-01-01115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-013
2011: AMERICAN CONTRACT BRIDGE LEAGUE 401K RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01125
Total number of active participants reported on line 7a of the Form 55002011-01-01113
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0113
Total of all active and inactive participants2011-01-01126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01126
Number of participants with account balances2011-01-01115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: AMERICAN CONTRACT BRIDGE LEAGUE 401K RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01137
Total number of active participants reported on line 7a of the Form 55002010-01-01110
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0115
Total of all active and inactive participants2010-01-01125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01125
Number of participants with account balances2010-01-01121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: AMERICAN CONTRACT BRIDGE LEAGUE 401K RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01139
Total number of active participants reported on line 7a of the Form 55002009-01-01117
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0120
Total of all active and inactive participants2009-01-01137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01137
Number of participants with account balances2009-01-01133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on AMERICAN CONTRACT BRIDGE LEAGUE 401K RETIREMENT PLAN

Measure Date Value
2022 : AMERICAN CONTRACT BRIDGE LEAGUE 401K RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,433,290
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$662,445
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$617,440
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$656,256
Value of total assets at end of year2022-12-31$11,111,079
Value of total assets at beginning of year2022-12-31$13,206,814
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$45,005
Total interest from all sources2022-12-31$6,501
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$225
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$522,663
Participant contributions at end of year2022-12-31$134,692
Participant contributions at beginning of year2022-12-31$145,861
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$0
Administrative expenses (other) incurred2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,095,735
Value of net assets at end of year (total assets less liabilities)2022-12-31$11,111,079
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$13,206,814
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$26,236
Value of interest in pooled separate accounts at end of year2022-12-31$10,967,643
Value of interest in pooled separate accounts at beginning of year2022-12-31$12,918,025
Interest on participant loans2022-12-31$6,501
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$8,744
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$424
Net investment gain/loss from pooled separate accounts2022-12-31$-2,096,047
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$133,593
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$142,504
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$617,440
Contract administrator fees2022-12-31$18,544
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 name2022-12-31FORVIS, LLP
Accountancy firm EIN2022-12-31440160260
2021 : AMERICAN CONTRACT BRIDGE LEAGUE 401K RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$2,097,539
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$4,557,602
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,505,223
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$882,159
Value of total assets at end of year2021-12-31$13,206,814
Value of total assets at beginning of year2021-12-31$15,666,877
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$52,379
Total interest from all sources2021-12-31$6,363
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$150
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$511,420
Participant contributions at end of year2021-12-31$145,861
Participant contributions at beginning of year2021-12-31$111,530
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$110,649
Administrative expenses (other) incurred2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-2,460,063
Value of net assets at end of year (total assets less liabilities)2021-12-31$13,206,814
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$15,666,877
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$30,000
Value of interest in pooled separate accounts at end of year2021-12-31$12,918,025
Value of interest in pooled separate accounts at beginning of year2021-12-31$15,402,903
Interest on participant loans2021-12-31$6,363
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$424
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$11,262
Net investment gain/loss from pooled separate accounts2021-12-31$1,209,017
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$260,090
Employer contributions (assets) at end of year2021-12-31$142,504
Employer contributions (assets) at beginning of year2021-12-31$141,182
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,505,223
Contract administrator fees2021-12-31$22,229
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
Liabilities. Value of acquisition indebtedness at beginning of year2021-12-31$0
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31FORVIS, LLP
Accountancy firm EIN2021-12-31440160260
2020 : AMERICAN CONTRACT BRIDGE LEAGUE 401K RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$30,253
Total income from all sources (including contributions)2020-12-31$2,599,066
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,972,444
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,916,968
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$783,759
Value of total assets at end of year2020-12-31$15,666,877
Value of total assets at beginning of year2020-12-31$16,070,508
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$55,476
Total interest from all sources2020-12-31$7,084
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$25,326
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$513,809
Participant contributions at end of year2020-12-31$111,530
Participant contributions at beginning of year2020-12-31$156,825
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$0
Administrative expenses (other) incurred2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-373,378
Value of net assets at end of year (total assets less liabilities)2020-12-31$15,666,877
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$16,040,255
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$150
Value of interest in pooled separate accounts at end of year2020-12-31$15,402,903
Value of interest in pooled separate accounts at beginning of year2020-12-31$15,709,718
Interest on participant loans2020-12-31$7,084
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$11,262
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$9,426
Net investment gain/loss from pooled separate accounts2020-12-31$1,808,223
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$269,950
Employer contributions (assets) at end of year2020-12-31$141,182
Employer contributions (assets) at beginning of year2020-12-31$194,539
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,916,968
Contract administrator fees2020-12-31$30,000
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
Liabilities. Value of acquisition indebtedness at end of year2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$30,253
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31WATKINS UIBERALL, PLLC
Accountancy firm EIN2020-12-31621804252
2019 : AMERICAN CONTRACT BRIDGE LEAGUE 401K RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$30,253
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$3,404,723
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,655,428
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,599,628
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$982,911
Value of total assets at end of year2019-12-31$16,070,508
Value of total assets at beginning of year2019-12-31$14,290,960
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$55,800
Total interest from all sources2019-12-31$8,779
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
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$625,157
Participant contributions at end of year2019-12-31$156,825
Participant contributions at beginning of year2019-12-31$165,807
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$21,087
Administrative expenses (other) incurred2019-12-31$300
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$1,749,295
Value of net assets at end of year (total assets less liabilities)2019-12-31$16,040,255
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$14,290,960
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$30,000
Value of interest in pooled separate accounts at end of year2019-12-31$15,709,718
Value of interest in pooled separate accounts at beginning of year2019-12-31$13,937,291
Interest on participant loans2019-12-31$8,779
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$9,426
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$8,908
Net investment gain/loss from pooled separate accounts2019-12-31$2,413,033
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$336,667
Employer contributions (assets) at end of year2019-12-31$194,539
Employer contributions (assets) at beginning of year2019-12-31$178,954
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,599,628
Contract administrator fees2019-12-31$25,500
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Liabilities. Value of acquisition indebtedness at end of year2019-12-31$30,253
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WATKINS UIBERALL, PLLC
Accountancy firm EIN2019-12-31621804252
2018 : AMERICAN CONTRACT BRIDGE LEAGUE 401K RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$478,813
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$333,961
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$271,762
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$904,900
Value of total assets at end of year2018-12-31$14,290,960
Value of total assets at beginning of year2018-12-31$14,146,108
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$62,199
Total interest from all sources2018-12-31$6,431
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$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$579,643
Participant contributions at end of year2018-12-31$165,807
Participant contributions at beginning of year2018-12-31$134,261
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$14,611
Administrative expenses (other) incurred2018-12-31$450
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$144,852
Value of net assets at end of year (total assets less liabilities)2018-12-31$14,290,960
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$14,146,108
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
Investment advisory and management fees2018-12-31$30,000
Value of interest in pooled separate accounts at end of year2018-12-31$13,937,291
Value of interest in pooled separate accounts at beginning of year2018-12-31$13,826,959
Interest on participant loans2018-12-31$6,431
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$8,908
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,380
Net investment gain/loss from pooled separate accounts2018-12-31$-432,518
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$310,646
Employer contributions (assets) at end of year2018-12-31$178,954
Employer contributions (assets) at beginning of year2018-12-31$183,508
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$271,762
Contract administrator fees2018-12-31$31,749
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 name2018-12-31WATKINS UIBERALL, PLLC
Accountancy firm EIN2018-12-31621804252
2017 : AMERICAN CONTRACT BRIDGE LEAGUE 401K RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$2,454,365
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,062,943
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$997,048
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$896,535
Value of total assets at end of year2017-12-31$14,146,108
Value of total assets at beginning of year2017-12-31$12,754,686
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$65,895
Total interest from all sources2017-12-31$6,961
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$580,953
Participant contributions at end of year2017-12-31$134,261
Participant contributions at beginning of year2017-12-31$187,027
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$0
Administrative expenses (other) incurred2017-12-31$300
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$1,391,422
Value of net assets at end of year (total assets less liabilities)2017-12-31$14,146,108
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$12,754,686
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
Investment advisory and management fees2017-12-31$30,954
Value of interest in pooled separate accounts at end of year2017-12-31$13,826,959
Value of interest in pooled separate accounts at beginning of year2017-12-31$12,390,882
Interest on participant loans2017-12-31$6,961
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,380
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$74
Net investment gain/loss from pooled separate accounts2017-12-31$1,550,869
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$315,582
Employer contributions (assets) at end of year2017-12-31$183,508
Employer contributions (assets) at beginning of year2017-12-31$176,703
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$997,048
Contract administrator fees2017-12-31$34,641
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 name2017-12-31WATKINS UIBERALL, PLLC
Accountancy firm EIN2017-12-31621804252
2016 : AMERICAN CONTRACT BRIDGE LEAGUE 401K RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,656,792
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$831,013
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$770,513
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$900,465
Value of total assets at end of year2016-12-31$12,754,686
Value of total assets at beginning of year2016-12-31$11,928,907
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$60,500
Total interest from all sources2016-12-31$6,302
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$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$596,066
Participant contributions at end of year2016-12-31$187,027
Participant contributions at beginning of year2016-12-31$115,979
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$11,722
Administrative expenses (other) incurred2016-12-31$600
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$825,779
Value of net assets at end of year (total assets less liabilities)2016-12-31$12,754,686
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$11,928,907
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
Investment advisory and management fees2016-12-31$28,458
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$0
Value of interest in pooled separate accounts at end of year2016-12-31$12,390,882
Value of interest in pooled separate accounts at beginning of year2016-12-31$11,694,759
Interest on participant loans2016-12-31$6,302
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$74
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$6,496
Net investment gain/loss from pooled separate accounts2016-12-31$750,025
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$292,677
Employer contributions (assets) at end of year2016-12-31$176,703
Employer contributions (assets) at beginning of year2016-12-31$111,673
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$770,513
Contract administrator fees2016-12-31$31,442
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 name2016-12-31WATKINS UIBERALL, PLLC
Accountancy firm EIN2016-12-31621804252
2015 : AMERICAN CONTRACT BRIDGE LEAGUE 401K RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,491,542
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,815,282
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,805,183
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,118,745
Value of total assets at end of year2015-12-31$11,928,907
Value of total assets at beginning of year2015-12-31$12,252,647
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$10,099
Total interest from all sources2015-12-31$5,541
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
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$567,201
Participant contributions at end of year2015-12-31$115,979
Participant contributions at beginning of year2015-12-31$140,176
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$210,772
Administrative expenses (other) incurred2015-12-31$700
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-323,740
Value of net assets at end of year (total assets less liabilities)2015-12-31$11,928,907
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$12,252,647
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$0
Value of interest in pooled separate accounts at end of year2015-12-31$11,694,759
Value of interest in pooled separate accounts at beginning of year2015-12-31$9,281,111
Interest on participant loans2015-12-31$5,541
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$6,496
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$2,831,360
Net investment gain/loss from pooled separate accounts2015-12-31$367,256
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$340,772
Employer contributions (assets) at end of year2015-12-31$111,673
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,805,183
Contract administrator fees2015-12-31$9,399
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
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 name2015-12-31WATKINS UIBERALL, PLLC
Accountancy firm EIN2015-12-31621804252
2014 : AMERICAN CONTRACT BRIDGE LEAGUE 401K RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$2,909,320
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,399,019
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,398,119
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,221,649
Value of total assets at end of year2014-12-31$12,252,647
Value of total assets at beginning of year2014-12-31$11,742,346
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$900
Total interest from all sources2014-12-31$86,485
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$588,829
Participant contributions at end of year2014-12-31$140,176
Participant contributions at beginning of year2014-12-31$136,103
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,370,368
Administrative expenses (other) incurred2014-12-31$900
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$510,301
Value of net assets at end of year (total assets less liabilities)2014-12-31$12,252,647
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$11,742,346
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$9,281,111
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$8,813,481
Interest on participant loans2014-12-31$6,056
Interest earned on other investments2014-12-31$80,429
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$2,831,360
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$2,792,762
Net investment gain/loss from pooled separate accounts2014-12-31$601,186
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$262,452
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,398,119
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 name2014-12-31WATKINS UIBERALL PLLC
Accountancy firm EIN2014-12-31621804252
2013 : AMERICAN CONTRACT BRIDGE LEAGUE 401K RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$2,554,805
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,202,425
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,201,525
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$815,191
Value of total assets at end of year2013-12-31$11,742,346
Value of total assets at beginning of year2013-12-31$10,389,966
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$900
Total interest from all sources2013-12-31$93,855
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$551,568
Participant contributions at end of year2013-12-31$136,103
Participant contributions at beginning of year2013-12-31$149,685
Other income not declared elsewhere2013-12-31$101
Administrative expenses (other) incurred2013-12-31$900
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$1,352,380
Value of net assets at end of year (total assets less liabilities)2013-12-31$11,742,346
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$10,389,966
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$8,813,481
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$7,321,714
Interest on participant loans2013-12-31$6,073
Interest earned on other investments2013-12-31$87,782
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$2,792,762
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$2,918,567
Net investment gain/loss from pooled separate accounts2013-12-31$1,645,658
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$263,623
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,201,525
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 name2013-12-31WATKINS UIBERALL PLLC
Accountancy firm EIN2013-12-31621804252
2012 : AMERICAN CONTRACT BRIDGE LEAGUE 401K RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,575,098
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$814,354
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$813,454
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$668,319
Value of total assets at end of year2012-12-31$10,389,966
Value of total assets at beginning of year2012-12-31$9,629,222
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$900
Total interest from all sources2012-12-31$96,424
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$564,886
Participant contributions at end of year2012-12-31$149,685
Participant contributions at beginning of year2012-12-31$153,261
Other income not declared elsewhere2012-12-31$180
Administrative expenses (other) incurred2012-12-31$900
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$760,744
Value of net assets at end of year (total assets less liabilities)2012-12-31$10,389,966
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$9,629,222
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$7,321,714
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$6,280,158
Interest on participant loans2012-12-31$6,661
Interest earned on other investments2012-12-31$89,763
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$2,918,567
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$3,195,803
Net investment gain/loss from pooled separate accounts2012-12-31$810,175
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$103,433
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$813,454
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 name2012-12-31WATKINS UIBERALL PLLC
Accountancy firm EIN2012-12-31621804252
2011 : AMERICAN CONTRACT BRIDGE LEAGUE 401K RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$804,635
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,118,383
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,116,757
Value of total corrective distributions2011-12-31$976
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$691,949
Value of total assets at end of year2011-12-31$9,629,222
Value of total assets at beginning of year2011-12-31$9,942,970
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$650
Total interest from all sources2011-12-31$104,213
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$565,333
Participant contributions at end of year2011-12-31$153,261
Participant contributions at beginning of year2011-12-31$182,636
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$11,734
Other income not declared elsewhere2011-12-31$501
Administrative expenses (other) incurred2011-12-31$650
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-313,748
Value of net assets at end of year (total assets less liabilities)2011-12-31$9,629,222
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$9,942,970
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$6,280,158
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$6,764,752
Interest on participant loans2011-12-31$7,523
Interest earned on other investments2011-12-31$96,690
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$3,195,803
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$2,995,582
Net investment gain/loss from pooled separate accounts2011-12-31$7,972
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$114,882
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,116,757
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 name2011-12-31WATKINS UIBERALL PLLC
Accountancy firm EIN2011-12-31621804252
2010 : AMERICAN CONTRACT BRIDGE LEAGUE 401K RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,558,749
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,060,425
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,059,475
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$720,801
Value of total assets at end of year2010-12-31$9,942,970
Value of total assets at beginning of year2010-12-31$9,444,646
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$950
Total interest from all sources2010-12-31$106,221
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$602,691
Participant contributions at end of year2010-12-31$182,636
Participant contributions at beginning of year2010-12-31$133,286
Other income not declared elsewhere2010-12-31$3
Administrative expenses (other) incurred2010-12-31$950
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$498,324
Value of net assets at end of year (total assets less liabilities)2010-12-31$9,942,970
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$9,444,646
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$6,764,752
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$5,770,814
Interest on participant loans2010-12-31$6,598
Interest earned on other investments2010-12-31$99,623
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$2,995,582
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$3,540,546
Net investment gain/loss from pooled separate accounts2010-12-31$731,724
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$118,110
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,059,475
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 name2010-12-31WATKINS UIBERALL PLLC
Accountancy firm EIN2010-12-31621804252

Form 5500 Responses for AMERICAN CONTRACT BRIDGE LEAGUE 401K RETIREMENT PLAN

2022: AMERICAN CONTRACT BRIDGE LEAGUE 401K RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: AMERICAN CONTRACT BRIDGE LEAGUE 401K RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
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: AMERICAN CONTRACT BRIDGE LEAGUE 401K RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
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: AMERICAN CONTRACT BRIDGE LEAGUE 401K RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
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: AMERICAN CONTRACT BRIDGE LEAGUE 401K RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
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: AMERICAN CONTRACT BRIDGE LEAGUE 401K RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: AMERICAN CONTRACT BRIDGE LEAGUE 401K RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: AMERICAN CONTRACT BRIDGE LEAGUE 401K RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
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: AMERICAN CONTRACT BRIDGE LEAGUE 401K RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
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: AMERICAN CONTRACT BRIDGE LEAGUE 401K RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
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: AMERICAN CONTRACT BRIDGE LEAGUE 401K RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: AMERICAN CONTRACT BRIDGE LEAGUE 401K RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: AMERICAN CONTRACT BRIDGE LEAGUE 401K RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: AMERICAN CONTRACT BRIDGE LEAGUE 401K RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number120348
Policy instance 1
Insurance contract or identification number120348
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 $6,083
Amount paid for insurance broker fees6083
Additional information about fees paid to insurance brokerTPA FEES AND COMPENSATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number120348
Policy instance 1
Insurance contract or identification number120348
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 $7,090
Amount paid for insurance broker fees7090
Additional information about fees paid to insurance brokerTPA FEES AND COMPENSATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number120348
Policy instance 1
Insurance contract or identification number120348
Number of Individuals Covered137
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 $7,786
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees7786
Additional information about fees paid to insurance brokerTPA COMPENSATION AND FEES
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number120348
Policy instance 1
Insurance contract or identification number120348
Number of Individuals Covered138
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 $7,818
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees7818
Additional information about fees paid to insurance brokerTPA FEES AND COMPENSATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number120348
Policy instance 1
Insurance contract or identification number120348
Number of Individuals Covered127
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $6,799
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees6799
Additional information about fees paid to insurance brokerTPA FEES AND COMPENSATION
Insurance broker organization code?5
Insurance broker nameBURLEIGH CONSULTING GROUP
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number120348
Policy instance 1
Insurance contract or identification number120348
Number of Individuals Covered130
Insurance policy start date2015-10-28
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $4,467
Total amount of fees paid to insurance companyUSD $25,157
Commission paid to Insurance BrokerUSD $4,467
Insurance broker organization code?3
Amount paid for insurance broker fees25157
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker nameBURLEIGH CONSULTING GROUP, INC.
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHX215
Policy instance 2
Insurance contract or identification numberPHX215
Number of Individuals Covered134
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Insurance broker organization code?3
Insurance broker nameLPL FINANCIAL CORPORATION
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHX215
Policy instance 1
Insurance contract or identification numberPHX215
Number of Individuals Covered130
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $2,525
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,525
Insurance broker organization code?3
Insurance broker nameLPL FINANCIAL CORPORATION
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHX215
Policy instance 1
Insurance contract or identification numberPHX215
Number of Individuals Covered132
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $27,119
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $27,119
Insurance broker organization code?3
Insurance broker nameLPL FINANCIAL CORPORATION
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHX215
Policy instance 1
Insurance contract or identification numberPHX215
Number of Individuals Covered127
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $24,772
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,309
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameUBS FINANCIAL SERVICES INC
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHX215
Policy instance 1
Insurance contract or identification numberPHX215
Number of Individuals Covered126
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $24,241
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHX215
Policy instance 1
Insurance contract or identification numberPHX215
Number of Individuals Covered125
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $22,873
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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