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GUARDIAN GROUP INSURANCE ADD, LIFE, LTD, STD 401k Plan overview

Plan NameGUARDIAN GROUP INSURANCE ADD, LIFE, LTD, STD
Plan identification number 504

GUARDIAN GROUP INSURANCE ADD, LIFE, LTD, STD Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Life insurance
  • Temporary disability (accident and sickness)
  • Long-term disability cover
  • Severance pay
  • Death benefits (include travel accident but not life insurance)

401k Sponsoring company profile

CURTIS INDUSTRIES, LLC has sponsored the creation of one or more 401k plans.

Company Name:CURTIS INDUSTRIES, LLC
Employer identification number (EIN):204148259
NAIC Classification:332900

Additional information about CURTIS INDUSTRIES, LLC

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 4081899

More information about CURTIS INDUSTRIES, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GUARDIAN GROUP INSURANCE ADD, LIFE, LTD, STD

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5042024-09-01CHRISTINE GOODHEART
5042023-09-01
5042023-09-01STEVEN LEBLANC
5042022-09-01
5042022-09-01STEVEN LEBLANC
5042021-09-01
5042021-09-01STEVEN LEBLANC
5042020-09-01
5042019-09-01
5042018-09-01
5042017-09-01STEVEN LEBLANC STEVEN LEBLANC2018-10-24
5042016-09-01STEVEN LEBLANC STEVEN LEBLANC2017-10-02
5042015-09-01STEVEN LEBLANC STEVEN LEBLANC2016-11-18
5042014-09-01STEVEN LEBLANC STEVEN LEBLANC2015-10-16
5042013-09-01STEVEN M. LEBLANC
5042008-09-01ANTHONY SINKEWICH
5042008-09-01ANTHONY SINKEWICH

Financial Data on GUARDIAN GROUP INSURANCE ADD, LIFE, LTD, STD

Measure Date Value
2024 : GUARDIAN GROUP INSURANCE ADD, LIFE, LTD, STD 2024 401k financial data
Total unrealized appreciation/depreciation of assets2024-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2024-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2024-08-31$0
Total income from all sources (including contributions)2024-08-31$0
Total loss/gain on sale of assets2024-08-31$0
Total of all expenses incurred2024-08-31$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2024-08-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2024-08-31$0
Value of total assets at end of year2024-08-31$0
Value of total assets at beginning of year2024-08-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2024-08-31$0
Total interest from all sources2024-08-31$0
Total dividends received (eg from common stock, registered investment company shares)2024-08-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2024-08-31No
Was this plan covered by a fidelity bond2024-08-31No
Were there any nonexempt tranactions with any party-in-interest2024-08-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2024-08-31No
Value of net income/loss2024-08-31$0
Value of net assets at end of year (total assets less liabilities)2024-08-31$0
Value of net assets at beginning of year (total assets less liabilities)2024-08-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2024-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2024-08-31No
Were any leases to which the plan was party in default or uncollectible2024-08-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2024-08-31No
Was there a failure to transmit to the plan any participant contributions2024-08-31No
Has the plan failed to provide any benefit when due under the plan2024-08-31No
Did the plan have assets held for investment2024-08-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2024-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2024-08-31No
2023 : GUARDIAN GROUP INSURANCE ADD, LIFE, LTD, STD 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-09-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-09-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-09-01$0
Total income from all sources (including contributions)2023-09-01$0
Total loss/gain on sale of assets2023-09-01$0
Total of all expenses incurred2023-09-01$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-09-01$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-09-01$0
Value of total assets at end of year2023-09-01$0
Value of total assets at beginning of year2023-09-01$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-09-01$0
Total interest from all sources2023-09-01$0
Total dividends received (eg from common stock, registered investment company shares)2023-09-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-09-01No
Was this plan covered by a fidelity bond2023-09-01No
Were there any nonexempt tranactions with any party-in-interest2023-09-01No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-09-01No
Value of net income/loss2023-09-01$0
Value of net assets at end of year (total assets less liabilities)2023-09-01$0
Value of net assets at beginning of year (total assets less liabilities)2023-09-01$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-09-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-09-01No
Were any leases to which the plan was party in default or uncollectible2023-09-01No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-09-01No
Was there a failure to transmit to the plan any participant contributions2023-09-01No
Has the plan failed to provide any benefit when due under the plan2023-09-01No
Did the plan have assets held for investment2023-09-01No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-09-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-09-01No
Total unrealized appreciation/depreciation of assets2023-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-08-31$0
Total income from all sources (including contributions)2023-08-31$0
Total loss/gain on sale of assets2023-08-31$0
Total of all expenses incurred2023-08-31$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-08-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-08-31$0
Value of total assets at end of year2023-08-31$0
Value of total assets at beginning of year2023-08-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-08-31$0
Total interest from all sources2023-08-31$0
Total dividends received (eg from common stock, registered investment company shares)2023-08-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-08-31No
Was this plan covered by a fidelity bond2023-08-31No
Were there any nonexempt tranactions with any party-in-interest2023-08-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-08-31No
Value of net income/loss2023-08-31$0
Value of net assets at end of year (total assets less liabilities)2023-08-31$0
Value of net assets at beginning of year (total assets less liabilities)2023-08-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-08-31No
Were any leases to which the plan was party in default or uncollectible2023-08-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-08-31No
Was there a failure to transmit to the plan any participant contributions2023-08-31No
Has the plan failed to provide any benefit when due under the plan2023-08-31No
Did the plan have assets held for investment2023-08-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-08-31No
2022 : GUARDIAN GROUP INSURANCE ADD, LIFE, LTD, STD 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-09-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-01$0
Total income from all sources (including contributions)2022-09-01$0
Total loss/gain on sale of assets2022-09-01$0
Total of all expenses incurred2022-09-01$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-09-01$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-09-01$0
Value of total assets at end of year2022-09-01$0
Value of total assets at beginning of year2022-09-01$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-09-01$0
Total interest from all sources2022-09-01$0
Total dividends received (eg from common stock, registered investment company shares)2022-09-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-09-01No
Was this plan covered by a fidelity bond2022-09-01No
Were there any nonexempt tranactions with any party-in-interest2022-09-01No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-01No
Value of net income/loss2022-09-01$0
Value of net assets at end of year (total assets less liabilities)2022-09-01$0
Value of net assets at beginning of year (total assets less liabilities)2022-09-01$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-09-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-09-01No
Were any leases to which the plan was party in default or uncollectible2022-09-01No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-09-01No
Was there a failure to transmit to the plan any participant contributions2022-09-01No
Has the plan failed to provide any benefit when due under the plan2022-09-01No
Did the plan have assets held for investment2022-09-01No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-09-01No
Total unrealized appreciation/depreciation of assets2022-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-08-31$0
Total income from all sources (including contributions)2022-08-31$0
Total loss/gain on sale of assets2022-08-31$0
Total of all expenses incurred2022-08-31$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-08-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-08-31$0
Value of total assets at end of year2022-08-31$0
Value of total assets at beginning of year2022-08-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-08-31$0
Total interest from all sources2022-08-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-08-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-08-31No
Was this plan covered by a fidelity bond2022-08-31No
If this is an individual account plan, was there a blackout period2022-08-31No
Were there any nonexempt tranactions with any party-in-interest2022-08-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-08-31No
Value of net income/loss2022-08-31$0
Value of net assets at end of year (total assets less liabilities)2022-08-31$0
Value of net assets at beginning of year (total assets less liabilities)2022-08-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-08-31No
Were any leases to which the plan was party in default or uncollectible2022-08-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-08-31No
Was there a failure to transmit to the plan any participant contributions2022-08-31No
Has the plan failed to provide any benefit when due under the plan2022-08-31No
Did the plan have assets held for investment2022-08-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-08-31No
2021 : GUARDIAN GROUP INSURANCE ADD, LIFE, LTD, STD 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-08-31$0
Total income from all sources (including contributions)2021-08-31$0
Total loss/gain on sale of assets2021-08-31$0
Total of all expenses incurred2021-08-31$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-08-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-08-31$0
Value of total assets at end of year2021-08-31$0
Value of total assets at beginning of year2021-08-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-08-31$0
Total interest from all sources2021-08-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-08-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-08-31No
Was this plan covered by a fidelity bond2021-08-31No
If this is an individual account plan, was there a blackout period2021-08-31No
Were there any nonexempt tranactions with any party-in-interest2021-08-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-08-31No
Value of net income/loss2021-08-31$0
Value of net assets at end of year (total assets less liabilities)2021-08-31$0
Value of net assets at beginning of year (total assets less liabilities)2021-08-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-08-31No
Were any leases to which the plan was party in default or uncollectible2021-08-31No
Was there a failure to transmit to the plan any participant contributions2021-08-31No
Has the plan failed to provide any benefit when due under the plan2021-08-31No
Did the plan have assets held for investment2021-08-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-08-31No
2020 : GUARDIAN GROUP INSURANCE ADD, LIFE, LTD, STD 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-08-31$0
Total unrealized appreciation/depreciation of assets2020-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-08-31$0
Total income from all sources (including contributions)2020-08-31$0
Total income from all sources (including contributions)2020-08-31$0
Total loss/gain on sale of assets2020-08-31$0
Total loss/gain on sale of assets2020-08-31$0
Total of all expenses incurred2020-08-31$0
Total of all expenses incurred2020-08-31$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-08-31$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-08-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-08-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-08-31$0
Value of total assets at end of year2020-08-31$0
Value of total assets at end of year2020-08-31$0
Value of total assets at beginning of year2020-08-31$0
Value of total assets at beginning of year2020-08-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-08-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-08-31$0
Total interest from all sources2020-08-31$0
Total interest from all sources2020-08-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-08-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-08-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-08-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-08-31No
Was this plan covered by a fidelity bond2020-08-31No
Was this plan covered by a fidelity bond2020-08-31No
If this is an individual account plan, was there a blackout period2020-08-31No
If this is an individual account plan, was there a blackout period2020-08-31No
Were there any nonexempt tranactions with any party-in-interest2020-08-31No
Were there any nonexempt tranactions with any party-in-interest2020-08-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-08-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-08-31No
Value of net income/loss2020-08-31$0
Value of net income/loss2020-08-31$0
Value of net assets at end of year (total assets less liabilities)2020-08-31$0
Value of net assets at end of year (total assets less liabilities)2020-08-31$0
Value of net assets at beginning of year (total assets less liabilities)2020-08-31$0
Value of net assets at beginning of year (total assets less liabilities)2020-08-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-08-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-08-31No
Were any leases to which the plan was party in default or uncollectible2020-08-31No
Were any leases to which the plan was party in default or uncollectible2020-08-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-08-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-08-31No
Was there a failure to transmit to the plan any participant contributions2020-08-31No
Was there a failure to transmit to the plan any participant contributions2020-08-31No
Has the plan failed to provide any benefit when due under the plan2020-08-31No
Has the plan failed to provide any benefit when due under the plan2020-08-31No
Did the plan have assets held for investment2020-08-31No
Did the plan have assets held for investment2020-08-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-08-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-08-31No
2019 : GUARDIAN GROUP INSURANCE ADD, LIFE, LTD, STD 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-08-31$0
Total income from all sources (including contributions)2019-08-31$0
Total loss/gain on sale of assets2019-08-31$0
Total of all expenses incurred2019-08-31$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-08-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-08-31$0
Value of total assets at end of year2019-08-31$0
Value of total assets at beginning of year2019-08-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-08-31$0
Total interest from all sources2019-08-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-08-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-08-31No
Was this plan covered by a fidelity bond2019-08-31No
If this is an individual account plan, was there a blackout period2019-08-31No
Were there any nonexempt tranactions with any party-in-interest2019-08-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-08-31No
Value of net income/loss2019-08-31$0
Value of net assets at end of year (total assets less liabilities)2019-08-31$0
Value of net assets at beginning of year (total assets less liabilities)2019-08-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-08-31No
Were any leases to which the plan was party in default or uncollectible2019-08-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-08-31No
Was there a failure to transmit to the plan any participant contributions2019-08-31No
Has the plan failed to provide any benefit when due under the plan2019-08-31No
Did the plan have assets held for investment2019-08-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-08-31No
2018 : GUARDIAN GROUP INSURANCE ADD, LIFE, LTD, STD 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-08-31$0
Total income from all sources (including contributions)2018-08-31$0
Total loss/gain on sale of assets2018-08-31$0
Total of all expenses incurred2018-08-31$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-08-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-08-31$0
Value of total assets at end of year2018-08-31$0
Value of total assets at beginning of year2018-08-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-08-31$0
Total interest from all sources2018-08-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-08-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-08-31No
Was this plan covered by a fidelity bond2018-08-31No
If this is an individual account plan, was there a blackout period2018-08-31No
Were there any nonexempt tranactions with any party-in-interest2018-08-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-08-31No
Value of net income/loss2018-08-31$0
Value of net assets at end of year (total assets less liabilities)2018-08-31$0
Value of net assets at beginning of year (total assets less liabilities)2018-08-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-08-31No
Were any leases to which the plan was party in default or uncollectible2018-08-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-08-31No
Was there a failure to transmit to the plan any participant contributions2018-08-31No
Has the plan failed to provide any benefit when due under the plan2018-08-31No
Did the plan have assets held for investment2018-08-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-08-31No
2017 : GUARDIAN GROUP INSURANCE ADD, LIFE, LTD, STD 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-08-31$0
Total income from all sources (including contributions)2017-08-31$0
Total loss/gain on sale of assets2017-08-31$0
Total of all expenses incurred2017-08-31$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-08-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-08-31$0
Value of total assets at end of year2017-08-31$0
Value of total assets at beginning of year2017-08-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-08-31$0
Total interest from all sources2017-08-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-08-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-08-31No
Was this plan covered by a fidelity bond2017-08-31No
If this is an individual account plan, was there a blackout period2017-08-31No
Were there any nonexempt tranactions with any party-in-interest2017-08-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-08-31No
Value of net income/loss2017-08-31$0
Value of net assets at end of year (total assets less liabilities)2017-08-31$0
Value of net assets at beginning of year (total assets less liabilities)2017-08-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-08-31No
Were any leases to which the plan was party in default or uncollectible2017-08-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-08-31No
Was there a failure to transmit to the plan any participant contributions2017-08-31No
Has the plan failed to provide any benefit when due under the plan2017-08-31No
Did the plan have assets held for investment2017-08-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-08-31No
2016 : GUARDIAN GROUP INSURANCE ADD, LIFE, LTD, STD 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-08-31$0
Total income from all sources (including contributions)2016-08-31$0
Total loss/gain on sale of assets2016-08-31$0
Total of all expenses incurred2016-08-31$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-08-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-08-31$0
Value of total assets at end of year2016-08-31$0
Value of total assets at beginning of year2016-08-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-08-31$0
Total interest from all sources2016-08-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-08-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-08-31No
Was this plan covered by a fidelity bond2016-08-31No
If this is an individual account plan, was there a blackout period2016-08-31No
Were there any nonexempt tranactions with any party-in-interest2016-08-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-08-31No
Value of net income/loss2016-08-31$0
Value of net assets at end of year (total assets less liabilities)2016-08-31$0
Value of net assets at beginning of year (total assets less liabilities)2016-08-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-08-31No
Were any leases to which the plan was party in default or uncollectible2016-08-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-08-31No
Was there a failure to transmit to the plan any participant contributions2016-08-31No
Has the plan failed to provide any benefit when due under the plan2016-08-31No
Did the plan have assets held for investment2016-08-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-08-31No
2015 : GUARDIAN GROUP INSURANCE ADD, LIFE, LTD, STD 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-08-31$0
Total income from all sources (including contributions)2015-08-31$0
Total loss/gain on sale of assets2015-08-31$0
Total of all expenses incurred2015-08-31$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-08-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-08-31$0
Value of total assets at end of year2015-08-31$0
Value of total assets at beginning of year2015-08-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-08-31$0
Total interest from all sources2015-08-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-08-31$0
Was this plan covered by a fidelity bond2015-08-31No
If this is an individual account plan, was there a blackout period2015-08-31No
Were there any nonexempt tranactions with any party-in-interest2015-08-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-08-31No
Value of net income/loss2015-08-31$0
Value of net assets at end of year (total assets less liabilities)2015-08-31$0
Value of net assets at beginning of year (total assets less liabilities)2015-08-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-08-31No
Were any leases to which the plan was party in default or uncollectible2015-08-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-08-31No
Was there a failure to transmit to the plan any participant contributions2015-08-31No
Has the plan failed to provide any benefit when due under the plan2015-08-31No
Did the plan have assets held for investment2015-08-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-08-31No
2014 : GUARDIAN GROUP INSURANCE ADD, LIFE, LTD, STD 2014 401k financial data
Total income from all sources (including contributions)2014-08-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-08-31No
Was this plan covered by a fidelity bond2014-08-31No
If this is an individual account plan, was there a blackout period2014-08-31No
Were there any nonexempt tranactions with any party-in-interest2014-08-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-08-31No
Value of net assets at end of year (total assets less liabilities)2014-08-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-08-31No
Were any leases to which the plan was party in default or uncollectible2014-08-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-08-31No
Was there a failure to transmit to the plan any participant contributions2014-08-31No
Has the plan failed to provide any benefit when due under the plan2014-08-31No
Did the plan have assets held for investment2014-08-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-08-31No

Form 5500 Responses for GUARDIAN GROUP INSURANCE ADD, LIFE, LTD, STD

2023: GUARDIAN GROUP INSURANCE ADD, LIFE, LTD, STD 2023 form 5500 responses
2023-09-01Type of plan entitySingle employer plan
2023-09-01Submission has been amendedNo
2023-09-01This submission is the final filingNo
2023-09-01This return/report is a short plan year return/report (less than 12 months)No
2023-09-01Plan is a collectively bargained planNo
2023-09-01Plan funding arrangement – InsuranceYes
2023-09-01Plan benefit arrangement – InsuranceYes
2022: GUARDIAN GROUP INSURANCE ADD, LIFE, LTD, STD 2022 form 5500 responses
2022-09-01Type of plan entitySingle employer plan
2022-09-01Submission has been amendedNo
2022-09-01This submission is the final filingNo
2022-09-01This return/report is a short plan year return/report (less than 12 months)No
2022-09-01Plan is a collectively bargained planNo
2022-09-01Plan funding arrangement – InsuranceYes
2022-09-01Plan benefit arrangement – InsuranceYes
2021: GUARDIAN GROUP INSURANCE ADD, LIFE, LTD, STD 2021 form 5500 responses
2021-09-01Type of plan entitySingle employer plan
2021-09-01Submission has been amendedNo
2021-09-01This submission is the final filingNo
2021-09-01This return/report is a short plan year return/report (less than 12 months)No
2021-09-01Plan is a collectively bargained planNo
2021-09-01Plan funding arrangement – InsuranceYes
2021-09-01Plan benefit arrangement – InsuranceYes
2020: GUARDIAN GROUP INSURANCE ADD, LIFE, LTD, STD 2020 form 5500 responses
2020-09-01Type of plan entitySingle employer plan
2020-09-01Submission has been amendedNo
2020-09-01This submission is the final filingNo
2020-09-01This return/report is a short plan year return/report (less than 12 months)No
2020-09-01Plan is a collectively bargained planNo
2020-09-01Plan funding arrangement – InsuranceYes
2020-09-01Plan benefit arrangement – InsuranceYes
2019: GUARDIAN GROUP INSURANCE ADD, LIFE, LTD, STD 2019 form 5500 responses
2019-09-01Type of plan entitySingle employer plan
2019-09-01Submission has been amendedNo
2019-09-01This submission is the final filingNo
2019-09-01This return/report is a short plan year return/report (less than 12 months)No
2019-09-01Plan is a collectively bargained planNo
2019-09-01Plan funding arrangement – InsuranceYes
2019-09-01Plan benefit arrangement – InsuranceYes
2018: GUARDIAN GROUP INSURANCE ADD, LIFE, LTD, STD 2018 form 5500 responses
2018-09-01Type of plan entitySingle employer plan
2018-09-01Submission has been amendedNo
2018-09-01This submission is the final filingNo
2018-09-01This return/report is a short plan year return/report (less than 12 months)No
2018-09-01Plan is a collectively bargained planNo
2018-09-01Plan funding arrangement – InsuranceYes
2018-09-01Plan benefit arrangement – InsuranceYes
2017: GUARDIAN GROUP INSURANCE ADD, LIFE, LTD, STD 2017 form 5500 responses
2017-09-01Type of plan entitySingle employer plan
2017-09-01Submission has been amendedNo
2017-09-01This submission is the final filingNo
2017-09-01This return/report is a short plan year return/report (less than 12 months)No
2017-09-01Plan is a collectively bargained planNo
2017-09-01Plan funding arrangement – InsuranceYes
2017-09-01Plan benefit arrangement – InsuranceYes
2016: GUARDIAN GROUP INSURANCE ADD, LIFE, LTD, STD 2016 form 5500 responses
2016-09-01Type of plan entitySingle employer plan
2016-09-01Submission has been amendedNo
2016-09-01This submission is the final filingNo
2016-09-01This return/report is a short plan year return/report (less than 12 months)No
2016-09-01Plan is a collectively bargained planNo
2016-09-01Plan funding arrangement – InsuranceYes
2016-09-01Plan benefit arrangement – InsuranceYes
2015: GUARDIAN GROUP INSURANCE ADD, LIFE, LTD, STD 2015 form 5500 responses
2015-09-01Type of plan entitySingle employer plan
2015-09-01Submission has been amendedNo
2015-09-01This submission is the final filingNo
2015-09-01This return/report is a short plan year return/report (less than 12 months)No
2015-09-01Plan is a collectively bargained planNo
2015-09-01Plan funding arrangement – InsuranceYes
2015-09-01Plan benefit arrangement – InsuranceYes
2014: GUARDIAN GROUP INSURANCE ADD, LIFE, LTD, STD 2014 form 5500 responses
2014-09-01Type of plan entitySingle employer plan
2014-09-01Submission has been amendedNo
2014-09-01This submission is the final filingNo
2014-09-01This return/report is a short plan year return/report (less than 12 months)No
2014-09-01Plan is a collectively bargained planNo
2014-09-01Plan funding arrangement – InsuranceYes
2014-09-01Plan benefit arrangement – InsuranceYes
2013: GUARDIAN GROUP INSURANCE ADD, LIFE, LTD, STD 2013 form 5500 responses
2013-09-01Type of plan entitySingle employer plan
2013-09-01Plan funding arrangement – InsuranceYes
2013-09-01Plan benefit arrangement – InsuranceYes
2008: GUARDIAN GROUP INSURANCE ADD, LIFE, LTD, STD 2008 form 5500 responses
2008-09-01Type of plan entitySingle employer plan
2008-09-01Submission has been amendedNo
2008-09-01This submission is the final filingNo
2008-09-01This return/report is a short plan year return/report (less than 12 months)No
2008-09-01Plan is a collectively bargained planNo
2008-09-01Plan funding arrangement – InsuranceYes
2008-09-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number1098141
Policy instance 1
Insurance contract or identification number1098141
Number of Individuals Covered120
Insurance policy start date2023-09-01
Insurance policy end date2024-08-31
Total amount of commissions paid to insurance brokerUSD $6,114
Total amount of fees paid to insurance companyUSD $5,675
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number1098141
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number1098141
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number1098141
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number1098141
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number1098141
Policy instance 1
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00417285
Policy instance 1

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