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| Plan Name | NEUBRIDG, INC. SUPPLEMENTAL UNEMPLOYMENT COMPENSATION BENEFIT PLAN & TRUST |
| Plan identification number | 510 |
| 401k Plan Type | Welfare Benefit |
| Plan Features/Benefits |
|
| Company Name: | TRUELSEN BLUMENTAHL, LLC |
| Employer identification number (EIN): | 200521477 |
| NAIC Classification: | 221300 |
Additional information about TRUELSEN BLUMENTAHL, LLC
| Jurisdiction of Incorporation: | Iowa Secretary of State Business Entities |
| Incorporation Date: | 2003-12-29 |
| Company Identification Number: | 288424 |
| Legal Registered Office Address: |
6701 WESTOWN PKWY STE 100 WEST DES MOINES United States of America (USA) 50266 |
More information about TRUELSEN BLUMENTAHL, LLC
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 510 | 2023-01-01 | ||||
| 510 | 2022-01-01 | ||||
| 510 | 2021-01-01 | SHERRI LANDSBERGER | 2022-09-18 | ||
| 510 | 2020-01-01 | SHERRI LANDSBERGER | 2021-10-14 | ||
| 510 | 2019-01-01 | ||||
| 510 | 2018-01-01 | ||||
| 510 | 2017-01-01 | ||||
| 510 | 2016-01-01 | KAREN VAN SICKLE | 2017-04-17 | ||
| 510 | 2015-01-01 | KAREN VAN SICKLE | 2016-05-20 | ||
| 510 | 2014-01-01 | KAREN VAN SICKLE | 2015-10-09 | ||
| 510 | 2013-01-17 | PATTY FISHER | 2014-10-13 |
| Measure | Date | Value |
|---|---|---|
| 2025: NEUBRIDG, INC. SUPPLEMENTAL UNEMPLOYMENT COMPENSATION BENEFIT PLAN & TRUST 2025 401k membership | ||
| Total number of particpants at beginning of year | 2025-07-23 | 59 |
| Total number of particpants at end of year | 2025-07-23 | 33 |
| Number of Participants With Account Balances | 2025-07-23 | 33 |
| 2024: NEUBRIDG, INC. SUPPLEMENTAL UNEMPLOYMENT COMPENSATION BENEFIT PLAN & TRUST 2024 401k membership | ||
| Total number of particpants at beginning of year | 2024-07-26 | 92 |
| Total number of particpants at end of year | 2024-07-26 | 59 |
| Number of Participants With Account Balances | 2024-07-26 | 59 |
| 2021: NEUBRIDG, INC. SUPPLEMENTAL UNEMPLOYMENT COMPENSATION BENEFIT PLAN & TRUST 2021 401k membership | ||
| Total participants, beginning-of-year | 2021-01-01 | 120 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 0 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 19 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 74 |
| Total of all active and inactive participants | 2021-01-01 | 93 |
| 2020: NEUBRIDG, INC. SUPPLEMENTAL UNEMPLOYMENT COMPENSATION BENEFIT PLAN & TRUST 2020 401k membership | ||
| Total participants, beginning-of-year | 2020-01-01 | 141 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 61 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 19 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 67 |
| Total of all active and inactive participants | 2020-01-01 | 147 |
| Measure | Date | Value |
|---|---|---|
| 2025 : NEUBRIDG, INC. SUPPLEMENTAL UNEMPLOYMENT COMPENSATION BENEFIT PLAN & TRUST 2025 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2025-07-23 | 3317 |
| Net assets as of the end of the plan year | 2025-07-23 | 7589 |
| Total assets as of the beginning of the plan year | 2025-07-23 | 10906 |
| Other expenses paid from plan in this plan year | 2025-07-23 | 3218 |
| Plan net income in this plan year | 2025-07-23 | -3317 |
| Net assets as of the end of the plan year | 2025-07-23 | 7589 |
| Net assets as of the beginning of the plan year | 2025-07-23 | 10906 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-23 | 99 |
| 2024 : NEUBRIDG, INC. SUPPLEMENTAL UNEMPLOYMENT COMPENSATION BENEFIT PLAN & TRUST 2024 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2024-07-26 | 366 |
| Net assets as of the end of the plan year | 2024-07-26 | 10906 |
| Total assets as of the beginning of the plan year | 2024-07-26 | 11272 |
| Plan net income in this plan year | 2024-07-26 | -366 |
| Net assets as of the end of the plan year | 2024-07-26 | 10906 |
| Net assets as of the beginning of the plan year | 2024-07-26 | 11272 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-26 | 165 |
| 2021 : NEUBRIDG, INC. SUPPLEMENTAL UNEMPLOYMENT COMPENSATION BENEFIT PLAN & TRUST 2021 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $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 | $0 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $12,792 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $12,639 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $0 |
| Value of total assets at end of year | 2021-12-31 | $11,327 |
| Value of total assets at beginning of year | 2021-12-31 | $24,119 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $153 |
| Total interest from all sources | 2021-12-31 | $0 |
| 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 year | 2021-12-31 | No |
| Administrative expenses professional fees incurred | 2021-12-31 | $153 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $1,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $11,327 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $24,119 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $-12,792 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $11,327 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $24,119 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $12,639 |
| Did the plan have assets held for investment | 2021-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | CLIFTONLARSONALLEN, LLP |
| Accountancy firm EIN | 2021-12-31 | 410746749 |
| 2020 : NEUBRIDG, INC. SUPPLEMENTAL UNEMPLOYMENT COMPENSATION BENEFIT PLAN & TRUST 2020 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
| Total income from all sources (including contributions) | 2020-12-31 | $107,507 |
| Total loss/gain on sale of assets | 2020-12-31 | $0 |
| Total of all expenses incurred | 2020-12-31 | $114,554 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $108,232 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $107,507 |
| Value of total assets at end of year | 2020-12-31 | $24,119 |
| Value of total assets at beginning of year | 2020-12-31 | $31,166 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $6,322 |
| Total interest from all sources | 2020-12-31 | $0 |
| 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 year | 2020-12-31 | No |
| Administrative expenses professional fees incurred | 2020-12-31 | $6,322 |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $1,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $24,119 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $31,166 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $-7,047 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $24,119 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $31,166 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Contributions received in cash from employer | 2020-12-31 | $107,507 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $108,232 |
| Did the plan have assets held for investment | 2020-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
| Accountancy firm name | 2020-12-31 | CLIFTONLARSONALLEN, LLP |
| Accountancy firm EIN | 2020-12-31 | 410746749 |
| 2021: NEUBRIDG, INC. SUPPLEMENTAL UNEMPLOYMENT COMPENSATION BENEFIT PLAN & TRUST 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 - Trust | Yes |
| 2020: NEUBRIDG, INC. SUPPLEMENTAL UNEMPLOYMENT COMPENSATION BENEFIT PLAN & TRUST 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 - Trust | Yes |