MARCELLUS CONSTRUCTION CO., INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan EMPIRE STATE HIGHWAY CONTRACTORS ASSOCIATION, INC. EMPLOYEES H & W PLAN FOR THE EMPLOYEES OF MARCELLUS CONSTRUCTION CO., INC.
401k plan membership statisitcs for EMPIRE STATE HIGHWAY CONTRACTORS ASSOCIATION, INC. EMPLOYEES H & W PLAN FOR THE EMPLOYEES OF MARCELLUS CONSTRUCTION CO., INC.
| Measure | Date | Value |
|---|
| 2022: EMPIRE STATE HIGHWAY CONTRACTORS ASSOCIATION, INC. EMPLOYEES H & W PLAN FOR THE EMPLOYEES OF MARCELLUS CONSTRUCTION CO., INC. 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 22 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 20 |
| Total of all active and inactive participants | 2022-01-01 | 20 |
| 2021: EMPIRE STATE HIGHWAY CONTRACTORS ASSOCIATION, INC. EMPLOYEES H & W PLAN FOR THE EMPLOYEES OF MARCELLUS CONSTRUCTION CO., INC. 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 28 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 22 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 0 |
| Total of all active and inactive participants | 2021-01-01 | 22 |
| 2020: EMPIRE STATE HIGHWAY CONTRACTORS ASSOCIATION, INC. EMPLOYEES H & W PLAN FOR THE EMPLOYEES OF MARCELLUS CONSTRUCTION CO., INC. 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 25 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 28 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 0 |
| Total of all active and inactive participants | 2020-01-01 | 28 |
| 2019: EMPIRE STATE HIGHWAY CONTRACTORS ASSOCIATION, INC. EMPLOYEES H & W PLAN FOR THE EMPLOYEES OF MARCELLUS CONSTRUCTION CO., INC. 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 31 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 25 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 0 |
| Total of all active and inactive participants | 2019-01-01 | 25 |
| 2018: EMPIRE STATE HIGHWAY CONTRACTORS ASSOCIATION, INC. EMPLOYEES H & W PLAN FOR THE EMPLOYEES OF MARCELLUS CONSTRUCTION CO., INC. 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 27 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 31 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 0 |
| Total of all active and inactive participants | 2018-01-01 | 31 |
| 2017: EMPIRE STATE HIGHWAY CONTRACTORS ASSOCIATION, INC. EMPLOYEES H & W PLAN FOR THE EMPLOYEES OF MARCELLUS CONSTRUCTION CO., INC. 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 18 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 27 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 0 |
| Total of all active and inactive participants | 2017-01-01 | 27 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| 2016: EMPIRE STATE HIGHWAY CONTRACTORS ASSOCIATION, INC. EMPLOYEES H & W PLAN FOR THE EMPLOYEES OF MARCELLUS CONSTRUCTION CO., INC. 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 18 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 18 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 0 |
| Total of all active and inactive participants | 2016-01-01 | 18 |
| 2015: EMPIRE STATE HIGHWAY CONTRACTORS ASSOCIATION, INC. EMPLOYEES H & W PLAN FOR THE EMPLOYEES OF MARCELLUS CONSTRUCTION CO., INC. 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 15 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 18 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 0 |
| Total of all active and inactive participants | 2015-01-01 | 18 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Number of participants with account balances | 2015-01-01 | 18 |
| 2014: EMPIRE STATE HIGHWAY CONTRACTORS ASSOCIATION, INC. EMPLOYEES H & W PLAN FOR THE EMPLOYEES OF MARCELLUS CONSTRUCTION CO., INC. 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 15 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 15 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 0 |
| Total of all active and inactive participants | 2014-01-01 | 15 |
| Measure | Date | Value |
|---|
| 2022 : EMPIRE STATE HIGHWAY CONTRACTORS ASSOCIATION, INC. EMPLOYEES H & W PLAN FOR THE EMPLOYEES OF MARCELLUS CONSTRUCTION CO., INC. 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $408,966 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $448,879 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $413,477 |
| Total plan assets at end of year | 2022-12-31 | $520,944 |
| Total plan assets at beginning of year | 2022-12-31 | $560,857 |
| Value of fidelity bond covering the plan | 2022-12-31 | $35,000 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $35,402 |
| Other income received | 2022-12-31 | $6,061 |
| Net income (gross income less expenses) | 2022-12-31 | $-39,913 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $520,944 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $560,857 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $402,905 |
| 2021 : EMPIRE STATE HIGHWAY CONTRACTORS ASSOCIATION, INC. EMPLOYEES H & W PLAN FOR THE EMPLOYEES OF MARCELLUS CONSTRUCTION CO., INC. 2021 401k financial data |
|---|
| Transfers to/from the plan | 2021-12-31 | $-412,377 |
| Total income from all sources | 2021-12-31 | $738,282 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $406,761 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $365,730 |
| Total plan assets at end of year | 2021-12-31 | $560,857 |
| Total plan assets at beginning of year | 2021-12-31 | $641,713 |
| Value of fidelity bond covering the plan | 2021-12-31 | $35,000 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $41,031 |
| Other income received | 2021-12-31 | $1,906 |
| Net income (gross income less expenses) | 2021-12-31 | $331,521 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $560,857 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $641,713 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $736,376 |
| 2020 : EMPIRE STATE HIGHWAY CONTRACTORS ASSOCIATION, INC. EMPLOYEES H & W PLAN FOR THE EMPLOYEES OF MARCELLUS CONSTRUCTION CO., INC. 2020 401k financial data |
|---|
| Transfers to/from the plan | 2020-12-31 | $-460,161 |
| Total income from all sources | 2020-12-31 | $1,261,101 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $497,701 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $464,131 |
| Total plan assets at end of year | 2020-12-31 | $641,713 |
| Total plan assets at beginning of year | 2020-12-31 | $338,474 |
| Value of fidelity bond covering the plan | 2020-12-31 | $35,000 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $33,570 |
| Other income received | 2020-12-31 | $3,589 |
| Net income (gross income less expenses) | 2020-12-31 | $763,400 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $641,713 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $338,474 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $1,257,512 |
| 2019 : EMPIRE STATE HIGHWAY CONTRACTORS ASSOCIATION, INC. EMPLOYEES H & W PLAN FOR THE EMPLOYEES OF MARCELLUS CONSTRUCTION CO., INC. 2019 401k financial data |
|---|
| Transfers to/from the plan | 2019-12-31 | $-323,702 |
| Total income from all sources | 2019-12-31 | $607,762 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $431,011 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $398,277 |
| Total plan assets at end of year | 2019-12-31 | $338,474 |
| Total plan assets at beginning of year | 2019-12-31 | $485,425 |
| Value of fidelity bond covering the plan | 2019-12-31 | $60,000 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $32,734 |
| Other income received | 2019-12-31 | $5,614 |
| Net income (gross income less expenses) | 2019-12-31 | $176,751 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $338,474 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $485,425 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $602,148 |
| 2018 : EMPIRE STATE HIGHWAY CONTRACTORS ASSOCIATION, INC. EMPLOYEES H & W PLAN FOR THE EMPLOYEES OF MARCELLUS CONSTRUCTION CO., INC. 2018 401k financial data |
|---|
| Transfers to/from the plan | 2018-12-31 | $-297,436 |
| Total income from all sources | 2018-12-31 | $864,994 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $392,992 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $360,917 |
| Total plan assets at end of year | 2018-12-31 | $485,425 |
| Total plan assets at beginning of year | 2018-12-31 | $310,859 |
| Value of fidelity bond covering the plan | 2018-12-31 | $15,000 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $32,075 |
| Other income received | 2018-12-31 | $4,875 |
| Net income (gross income less expenses) | 2018-12-31 | $472,002 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $485,425 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $310,859 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $860,119 |
| 2017 : EMPIRE STATE HIGHWAY CONTRACTORS ASSOCIATION, INC. EMPLOYEES H & W PLAN FOR THE EMPLOYEES OF MARCELLUS CONSTRUCTION CO., INC. 2017 401k financial data |
|---|
| Transfers to/from the plan | 2017-12-31 | $-403,292 |
| Total income from all sources | 2017-12-31 | $531,907 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $378,485 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $348,396 |
| Total plan assets at end of year | 2017-12-31 | $310,859 |
| Total plan assets at beginning of year | 2017-12-31 | $560,729 |
| Value of fidelity bond covering the plan | 2017-12-31 | $15,000 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $30,089 |
| Other income received | 2017-12-31 | $2,885 |
| Net income (gross income less expenses) | 2017-12-31 | $153,422 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $310,859 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $560,729 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $529,022 |
| 2016 : EMPIRE STATE HIGHWAY CONTRACTORS ASSOCIATION, INC. EMPLOYEES H & W PLAN FOR THE EMPLOYEES OF MARCELLUS CONSTRUCTION CO., INC. 2016 401k financial data |
|---|
| Transfers to/from the plan | 2016-12-31 | $-414,426 |
| Total income from all sources | 2016-12-31 | $678,571 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $212,828 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $191,895 |
| Total plan assets at end of year | 2016-12-31 | $560,729 |
| Total plan assets at beginning of year | 2016-12-31 | $509,412 |
| Value of fidelity bond covering the plan | 2016-12-31 | $15,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $27,157 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $20,933 |
| Other income received | 2016-12-31 | $1,007 |
| Net income (gross income less expenses) | 2016-12-31 | $465,743 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $560,729 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $509,412 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $650,407 |
| 2015 : EMPIRE STATE HIGHWAY CONTRACTORS ASSOCIATION, INC. EMPLOYEES H & W PLAN FOR THE EMPLOYEES OF MARCELLUS CONSTRUCTION CO., INC. 2015 401k financial data |
|---|
| Transfers to/from the plan | 2015-12-31 | $-369,901 |
| Total income from all sources | 2015-12-31 | $672,631 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $123,617 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $113,400 |
| Total plan assets at end of year | 2015-12-31 | $509,412 |
| Total plan assets at beginning of year | 2015-12-31 | $330,299 |
| Value of fidelity bond covering the plan | 2015-12-31 | $15,000 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $10,217 |
| Other income received | 2015-12-31 | $27 |
| Net income (gross income less expenses) | 2015-12-31 | $549,014 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $509,412 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $330,299 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $672,604 |
| 2014 : EMPIRE STATE HIGHWAY CONTRACTORS ASSOCIATION, INC. EMPLOYEES H & W PLAN FOR THE EMPLOYEES OF MARCELLUS CONSTRUCTION CO., INC. 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $448,073 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $117,774 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $117,623 |
| Total plan assets at end of year | 2014-12-31 | $330,299 |
| Total plan assets at beginning of year | 2014-12-31 | $0 |
| Value of fidelity bond covering the plan | 2014-12-31 | $15,000 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $151 |
| Other income received | 2014-12-31 | $1 |
| Net income (gross income less expenses) | 2014-12-31 | $330,299 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $330,299 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $448,072 |
| 2022: EMPIRE STATE HIGHWAY CONTRACTORS ASSOCIATION, INC. EMPLOYEES H & W PLAN FOR THE EMPLOYEES OF MARCELLUS CONSTRUCTION CO., INC. 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: EMPIRE STATE HIGHWAY CONTRACTORS ASSOCIATION, INC. EMPLOYEES H & W PLAN FOR THE EMPLOYEES OF MARCELLUS CONSTRUCTION CO., INC. 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: EMPIRE STATE HIGHWAY CONTRACTORS ASSOCIATION, INC. EMPLOYEES H & W PLAN FOR THE EMPLOYEES OF MARCELLUS CONSTRUCTION CO., INC. 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: EMPIRE STATE HIGHWAY CONTRACTORS ASSOCIATION, INC. EMPLOYEES H & W PLAN FOR THE EMPLOYEES OF MARCELLUS CONSTRUCTION CO., INC. 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: EMPIRE STATE HIGHWAY CONTRACTORS ASSOCIATION, INC. EMPLOYEES H & W PLAN FOR THE EMPLOYEES OF MARCELLUS CONSTRUCTION CO., INC. 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: EMPIRE STATE HIGHWAY CONTRACTORS ASSOCIATION, INC. EMPLOYEES H & W PLAN FOR THE EMPLOYEES OF MARCELLUS CONSTRUCTION CO., INC. 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: EMPIRE STATE HIGHWAY CONTRACTORS ASSOCIATION, INC. EMPLOYEES H & W PLAN FOR THE EMPLOYEES OF MARCELLUS CONSTRUCTION CO., INC. 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: EMPIRE STATE HIGHWAY CONTRACTORS ASSOCIATION, INC. EMPLOYEES H & W PLAN FOR THE EMPLOYEES OF MARCELLUS CONSTRUCTION CO., INC. 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: EMPIRE STATE HIGHWAY CONTRACTORS ASSOCIATION, INC. EMPLOYEES H & W PLAN FOR THE EMPLOYEES OF MARCELLUS CONSTRUCTION CO., INC. 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | First time form 5500 has been submitted | Yes |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
| Policy contract number | 00372939 |
| Policy instance | 1 |
| Insurance contract or identification number | 00372939 | | Number of Individuals Covered | 22 | | Insurance policy start date | 2021-10-01 | | Insurance policy end date | 2022-09-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | AD&D | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $4,089 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
| Policy contract number | 00372939 |
| Policy instance | 1 |
| Insurance contract or identification number | 00372939 | | Number of Individuals Covered | 28 | | Insurance policy start date | 2020-10-01 | | Insurance policy end date | 2021-09-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | AD&D | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $4,147 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
| Policy contract number | 00372939 |
| Policy instance | 1 |
| Insurance contract or identification number | 00372939 | | Number of Individuals Covered | 25 | | Insurance policy start date | 2019-10-01 | | Insurance policy end date | 2020-09-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | AD&D | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $4,860 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
| Policy contract number | 00372939 |
| Policy instance | 1 |
| Insurance contract or identification number | 00372939 | | Number of Individuals Covered | 25 | | Insurance policy start date | 2018-10-01 | | Insurance policy end date | 2019-09-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | AD&D | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $3,967 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
| Policy contract number | 00372939 |
| Policy instance | 1 |
| Insurance contract or identification number | 00372939 | | Number of Individuals Covered | 31 | | Insurance policy start date | 2017-10-01 | | Insurance policy end date | 2018-09-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | AD&D | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $3,375 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
| Policy contract number | 00372939 |
| Policy instance | 1 |
| Insurance contract or identification number | 00372939 | | Number of Individuals Covered | 27 | | Insurance policy start date | 2016-10-01 | | Insurance policy end date | 2017-09-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | AD&D | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $3,825 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
| Policy contract number | 00372939 |
| Policy instance | 1 |
| Insurance contract or identification number | 00372939 | | Number of Individuals Covered | 18 | | Insurance policy start date | 2014-10-01 | | Insurance policy end date | 2015-09-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | AD&D | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $2,999 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
| Policy contract number | 00372939 |
| Policy instance | 1 |
| Insurance contract or identification number | 00372939 | | Number of Individuals Covered | 15 | | Insurance policy start date | 2013-10-01 | | Insurance policy end date | 2014-09-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | AD & D | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $2,974 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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