AM & T GROUP, INC. has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2022: PENSION TRANSFER TRUST PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 5 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 1 |
| Total of all active and inactive participants | 2022-01-01 | 7 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 7 |
| Number of participants with account balances | 2022-01-01 | 7 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
| 2021: PENSION TRANSFER TRUST PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 4 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 1 |
| Total of all active and inactive participants | 2021-01-01 | 6 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 6 |
| Number of participants with account balances | 2021-01-01 | 6 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
| 2020: PENSION TRANSFER TRUST PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 6 |
| 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 | 6 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 6 |
| Number of participants with account balances | 2020-01-01 | 6 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| 2019: PENSION TRANSFER TRUST PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 4 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 1 |
| 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 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 5 |
| Number of participants with account balances | 2019-01-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: PENSION TRANSFER TRUST PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 5 |
| 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 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 5 |
| Number of participants with account balances | 2018-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| 2017: PENSION TRANSFER TRUST PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 4 |
| 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 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 4 |
| Number of participants with account balances | 2017-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| 2016: PENSION TRANSFER TRUST PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 2 |
| 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 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 2 |
| Number of participants with account balances | 2016-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: PENSION TRANSFER TRUST PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 2 |
| 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 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 2 |
| Number of participants with account balances | 2015-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: PENSION TRANSFER TRUST PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 2 |
| 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 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 2 |
| Number of participants with account balances | 2014-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: PENSION TRANSFER TRUST PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 0 |
| Total of all active and inactive participants | 2013-01-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 3 |
| Number of participants with account balances | 2013-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: PENSION TRANSFER TRUST PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 2 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 0 |
| Total of all active and inactive participants | 2012-01-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 2 |
| Number of participants with account balances | 2012-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: PENSION TRANSFER TRUST PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 2 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 0 |
| Total of all active and inactive participants | 2011-01-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 2 |
| Number of participants with account balances | 2011-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2022 : PENSION TRANSFER TRUST PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $49,639 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $28 |
| Total plan assets at end of year | 2022-12-31 | $427,349 |
| Total plan assets at beginning of year | 2022-12-31 | $377,738 |
| Value of fidelity bond covering the plan | 2022-12-31 | $40,000 |
| Other income received | 2022-12-31 | $39,974 |
| Net income (gross income less expenses) | 2022-12-31 | $49,611 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $427,349 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $377,738 |
| Assets. Value of employer securities | 2022-12-31 | $368,800 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $9,665 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $28 |
| 2021 : PENSION TRANSFER TRUST PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $26,117 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $33 |
| Total plan assets at end of year | 2021-12-31 | $377,738 |
| Total plan assets at beginning of year | 2021-12-31 | $351,654 |
| Value of fidelity bond covering the plan | 2021-12-31 | $40,000 |
| Other income received | 2021-12-31 | $26,117 |
| Net income (gross income less expenses) | 2021-12-31 | $26,084 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $377,738 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $351,654 |
| Assets. Value of employer securities | 2021-12-31 | $320,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $33 |
| 2020 : PENSION TRANSFER TRUST PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $13,878 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $2,846 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $2,823 |
| Total plan assets at end of year | 2020-12-31 | $351,654 |
| Total plan assets at beginning of year | 2020-12-31 | $340,622 |
| Value of fidelity bond covering the plan | 2020-12-31 | $40,000 |
| Other income received | 2020-12-31 | $3,723 |
| Net income (gross income less expenses) | 2020-12-31 | $11,032 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $351,654 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $340,622 |
| Assets. Value of employer securities | 2020-12-31 | $300,000 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $10,155 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $23 |
| 2019 : PENSION TRANSFER TRUST PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $16,979 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $18 |
| Total plan assets at end of year | 2019-12-31 | $340,622 |
| Total plan assets at beginning of year | 2019-12-31 | $323,661 |
| Value of fidelity bond covering the plan | 2019-12-31 | $30,000 |
| Other income received | 2019-12-31 | $8,242 |
| Net income (gross income less expenses) | 2019-12-31 | $16,961 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $340,622 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $323,661 |
| Assets. Value of employer securities | 2019-12-31 | $300,000 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $8,737 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $18 |
| 2018 : PENSION TRANSFER TRUST PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $75,585 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $10,026 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $10,000 |
| Total plan assets at end of year | 2018-12-31 | $323,661 |
| Total plan assets at beginning of year | 2018-12-31 | $258,102 |
| Value of fidelity bond covering the plan | 2018-12-31 | $30,000 |
| Other income received | 2018-12-31 | $69,615 |
| Net income (gross income less expenses) | 2018-12-31 | $65,559 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $323,661 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $258,102 |
| Assets. Value of employer securities | 2018-12-31 | $296,000 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $5,970 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $26 |
| 2017 : PENSION TRANSFER TRUST PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $4,529 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $5,027 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $5,000 |
| Total plan assets at end of year | 2017-12-31 | $258,102 |
| Total plan assets at beginning of year | 2017-12-31 | $258,600 |
| Value of fidelity bond covering the plan | 2017-12-31 | $30,000 |
| Other income received | 2017-12-31 | $4,529 |
| Net income (gross income less expenses) | 2017-12-31 | $-498 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $258,102 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $258,600 |
| Assets. Value of employer securities | 2017-12-31 | $225,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $27 |
| 2016 : PENSION TRANSFER TRUST PLAN 2016 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2016-12-31 | $0 |
| Total income from all sources | 2016-12-31 | $2,714 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $25 |
| Total plan assets at end of year | 2016-12-31 | $258,600 |
| Total plan assets at beginning of year | 2016-12-31 | $255,911 |
| Value of fidelity bond covering the plan | 2016-12-31 | $10,000 |
| Other income received | 2016-12-31 | $2,714 |
| Net income (gross income less expenses) | 2016-12-31 | $2,689 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $258,600 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $255,911 |
| Assets. Value of employer securities | 2016-12-31 | $225,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $25 |
| 2015 : PENSION TRANSFER TRUST PLAN 2015 401k financial data |
|---|
| Total plan liabilities at end of year | 2015-12-31 | $0 |
| Total plan liabilities at beginning of year | 2015-12-31 | $0 |
| Total income from all sources | 2015-12-31 | $-121,843 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $24 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $0 |
| Total plan assets at end of year | 2015-12-31 | $255,911 |
| Total plan assets at beginning of year | 2015-12-31 | $377,778 |
| Value of fidelity bond covering the plan | 2015-12-31 | $10,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
| Other income received | 2015-12-31 | $-121,843 |
| Noncash contributions received | 2015-12-31 | $0 |
| Net income (gross income less expenses) | 2015-12-31 | $-121,867 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $255,911 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $377,778 |
| Assets. Value of employer securities | 2015-12-31 | $225,000 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
| Value of corrective distributions | 2015-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $24 |
| 2014 : PENSION TRANSFER TRUST PLAN 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-12-31 | $0 |
| Total plan liabilities at end of year | 2014-12-31 | $0 |
| Total plan liabilities at beginning of year | 2014-12-31 | $0 |
| Total income from all sources | 2014-12-31 | $123,001 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $23,508 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $23,430 |
| Total plan assets at end of year | 2014-12-31 | $377,778 |
| Total plan assets at beginning of year | 2014-12-31 | $278,285 |
| Value of fidelity bond covering the plan | 2014-12-31 | $270,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
| Other income received | 2014-12-31 | $123,001 |
| Noncash contributions received | 2014-12-31 | $0 |
| Net income (gross income less expenses) | 2014-12-31 | $99,493 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $377,778 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $278,285 |
| Assets. Value of employer securities | 2014-12-31 | $346,000 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
| Value of corrective distributions | 2014-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $78 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2013 : PENSION TRANSFER TRUST PLAN 2013 401k financial data |
|---|
| Transfers to/from the plan | 2013-12-31 | $0 |
| Total plan liabilities at end of year | 2013-12-31 | $0 |
| Total plan liabilities at beginning of year | 2013-12-31 | $0 |
| Total income from all sources | 2013-12-31 | $18,114 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $248 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $0 |
| Total plan assets at end of year | 2013-12-31 | $278,285 |
| Total plan assets at beginning of year | 2013-12-31 | $260,419 |
| Value of fidelity bond covering the plan | 2013-12-31 | $270,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
| Other income received | 2013-12-31 | $18,114 |
| Noncash contributions received | 2013-12-31 | $0 |
| Net income (gross income less expenses) | 2013-12-31 | $17,866 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $278,285 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $260,419 |
| Assets. Value of employer securities | 2013-12-31 | $225,000 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
| Value of corrective distributions | 2013-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $248 |
| 2012 : PENSION TRANSFER TRUST PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $178,331 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $212 |
| Total plan assets at end of year | 2012-12-31 | $260,419 |
| Total plan assets at beginning of year | 2012-12-31 | $82,300 |
| Value of fidelity bond covering the plan | 2012-12-31 | $1,000,000 |
| Other income received | 2012-12-31 | $170,331 |
| Net income (gross income less expenses) | 2012-12-31 | $178,119 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $260,419 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $82,300 |
| Assets. Value of employer securities | 2012-12-31 | $216,369 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $8,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $212 |
| 2011 : PENSION TRANSFER TRUST PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $-146,400 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $187 |
| Total plan assets at end of year | 2011-12-31 | $82,300 |
| Total plan assets at beginning of year | 2011-12-31 | $228,887 |
| Value of fidelity bond covering the plan | 2011-12-31 | $1,000,000 |
| Other income received | 2011-12-31 | $-150,840 |
| Net income (gross income less expenses) | 2011-12-31 | $-146,587 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $82,300 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $228,887 |
| Assets. Value of employer securities | 2011-12-31 | $50,120 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $4,440 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $187 |
| 2022: PENSION TRANSFER TRUST PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Plan funding arrangement – Insurance | Yes |
| 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: PENSION TRANSFER TRUST PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Plan funding arrangement – Insurance | Yes |
| 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: PENSION TRANSFER TRUST PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 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: PENSION TRANSFER TRUST PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 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: PENSION TRANSFER TRUST PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 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: PENSION TRANSFER TRUST PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 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: PENSION TRANSFER TRUST PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 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: PENSION TRANSFER TRUST PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 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: PENSION TRANSFER TRUST PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: PENSION TRANSFER TRUST PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: PENSION TRANSFER TRUST PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: PENSION TRANSFER TRUST PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | First time form 5500 has been submitted | Yes |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
| Policy contract number | 1260073-01 |
| Policy instance | 1 |
| Insurance contract or identification number | 1260073-01 | | Number of Individuals Covered | 334 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
| Policy contract number | 1260073-01 |
| Policy instance | 1 |
| Insurance contract or identification number | 1260073-01 | | Number of Individuals Covered | 288 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
| Policy contract number | 1260073-01 |
| Policy instance | 1 |
| Insurance contract or identification number | 1260073-01 | | Number of Individuals Covered | 257 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $83 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $83 | | Insurance broker organization code? | 3 |
|
| GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
| Policy contract number | 1260073-01 |
| Policy instance | 1 |
| Insurance contract or identification number | 1260073-01 | | Number of Individuals Covered | 254 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $786 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $786 | | Insurance broker organization code? | 3 |
|
| GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
| Policy contract number | 1260073-01 |
| Policy instance | 1 |
| Insurance contract or identification number | 1260073-01 | | Number of Individuals Covered | 236 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $556 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $556 | | Insurance broker organization code? | 3 |
|
| GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
| Policy contract number | 1260073-01 |
| Policy instance | 1 |
| Insurance contract or identification number | 1260073-01 | | Number of Individuals Covered | 229 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $369 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $369 | | Insurance broker organization code? | 3 | | Insurance broker name | MERRILL LYNCH LIFE AGENCY, INC. |
|
| GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
| Policy contract number | 1260073-01 |
| Policy instance | 1 |
| Insurance contract or identification number | 1260073-01 | | Number of Individuals Covered | 235 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $420 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $420 | | Insurance broker organization code? | 3 | | Insurance broker name | MERRILL LYNCH LIFE AGENCY, INC. |
|
| GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
| Policy contract number | 1260073-01 |
| Policy instance | 2 |
| Insurance contract or identification number | 1260073-01 | | Number of Individuals Covered | 274 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $75 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $75 | | Additional information about fees paid to insurance broker | INSURANCE AGENT | | Insurance broker organization code? | 3 | | Insurance broker name | MERRILL LYNCH LIFE AGENCY, INC. |
|
| TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 ) |
| Policy contract number | 300169-000 |
| Policy instance | 1 |
| Insurance contract or identification number | 300169-000 | | Number of Individuals Covered | 0 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-06-26 | | Total amount of commissions paid to insurance broker | USD $8,100 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $8,100 | | Additional information about fees paid to insurance broker | INSURANCE AGENT | | Insurance broker organization code? | 3 | | Insurance broker name | MERRILL LYNCH LIFE AGENCY, INC. |
|
| TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 ) |
| Policy contract number | 300169-000 |
| Policy instance | 1 |
| Insurance contract or identification number | 300169-000 | | Number of Individuals Covered | 378 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $14,781 | | Total amount of fees paid to insurance company | USD $10,973 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $14,781 | | Additional information about fees paid to insurance broker | INSURANCE AGENT | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 10973 | | Insurance broker name | DESTEL-BERGEN CORPORATION |
|
| TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 ) |
| Policy contract number | 300169-000 |
| Policy instance | 1 |
| Insurance contract or identification number | 300169-000 | | Number of Individuals Covered | 336 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $13,707 | | Total amount of fees paid to insurance company | USD $13,635 | | 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 | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $13,707 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | THIRD WORLD ADMINISTRATION | | Insurance broker organization code? | 3 | | Insurance broker name | DESTEL-BERGEN CORPORATION |
|
| TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 ) |
| Policy contract number | 300169-000 |
| Policy instance | 1 |
| Insurance contract or identification number | 300169-000 | | Number of Individuals Covered | 415 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $12,879 | | Total amount of fees paid to insurance company | USD $13,087 | | 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 | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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