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PRIVATE INDUSTRY COUNCIL RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NamePRIVATE INDUSTRY COUNCIL RETIREMENT SAVINGS PLAN
Plan identification number 001

PRIVATE INDUSTRY COUNCIL RETIREMENT SAVINGS PLAN Benefits

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

401k Sponsoring company profile

PRIVATE INDUSTRY COUNCIL OF WESTMORELAND/FAYETTE INC. has sponsored the creation of one or more 401k plans.

Company Name:PRIVATE INDUSTRY COUNCIL OF WESTMORELAND/FAYETTE INC.
Employer identification number (EIN):251453441
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PRIVATE INDUSTRY COUNCIL RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01RACHEL STICKLE2023-07-25 RACHEL STICKLE2023-07-25
0012021-01-01RACHEL STICKLE2022-07-20 RACHEL STICKLE2022-07-20
0012020-01-01RACHEL STICKLE2021-07-26 RACHEL STICKLE2021-07-26
0012019-01-01TIMOTHY YURCISIN2020-08-11 TIMOTHY YURCISIN2020-08-11
0012018-01-01TIMOTHY YURCISIN2019-07-19
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01AMY LIBERONI
0012013-01-01
0012012-01-01AMY LIBERONI
0012011-01-01AMY LIBERONI
0012010-01-01AMY LIBERONI
0012009-01-01AMY LIBERONI

Plan Statistics for PRIVATE INDUSTRY COUNCIL RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for PRIVATE INDUSTRY COUNCIL RETIREMENT SAVINGS PLAN

Measure Date Value
2022: PRIVATE INDUSTRY COUNCIL RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01421
Total number of active participants reported on line 7a of the Form 55002022-01-01302
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01109
Total of all active and inactive participants2022-01-01411
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01411
Number of participants with account balances2022-01-01306
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0123
2021: PRIVATE INDUSTRY COUNCIL RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01420
Total number of active participants reported on line 7a of the Form 55002021-01-01316
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01105
Total of all active and inactive participants2021-01-01421
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01421
Number of participants with account balances2021-01-01319
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0133
2020: PRIVATE INDUSTRY COUNCIL RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01459
Total number of active participants reported on line 7a of the Form 55002020-01-01336
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0184
Total of all active and inactive participants2020-01-01420
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01420
Number of participants with account balances2020-01-01290
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0117
2019: PRIVATE INDUSTRY COUNCIL RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01431
Total number of active participants reported on line 7a of the Form 55002019-01-01374
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0182
Total of all active and inactive participants2019-01-01456
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01456
Number of participants with account balances2019-01-01281
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0130
2018: PRIVATE INDUSTRY COUNCIL RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01406
Total number of active participants reported on line 7a of the Form 55002018-01-01346
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0178
Total of all active and inactive participants2018-01-01424
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01424
Number of participants with account balances2018-01-01272
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0123
2017: PRIVATE INDUSTRY COUNCIL RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01416
Total number of active participants reported on line 7a of the Form 55002017-01-01330
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0168
Total of all active and inactive participants2017-01-01398
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01398
Number of participants with account balances2017-01-01270
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0110
2016: PRIVATE INDUSTRY COUNCIL RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01370
Total number of active participants reported on line 7a of the Form 55002016-01-01358
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0154
Total of all active and inactive participants2016-01-01412
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01412
Number of participants with account balances2016-01-01263
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0112
2015: PRIVATE INDUSTRY COUNCIL RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01400
Total number of active participants reported on line 7a of the Form 55002015-01-01317
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0151
Total of all active and inactive participants2015-01-01368
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01368
Number of participants with account balances2015-01-01241
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0111
2014: PRIVATE INDUSTRY COUNCIL RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01429
Total number of active participants reported on line 7a of the Form 55002014-01-01335
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0153
Total of all active and inactive participants2014-01-01388
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01388
Number of participants with account balances2014-01-01240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0115
2013: PRIVATE INDUSTRY COUNCIL RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01367
Total number of active participants reported on line 7a of the Form 55002013-01-01384
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0141
Total of all active and inactive participants2013-01-01425
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01425
Number of participants with account balances2013-01-01245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-017
2012: PRIVATE INDUSTRY COUNCIL RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01307
Total number of active participants reported on line 7a of the Form 55002012-01-01323
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0143
Total of all active and inactive participants2012-01-01366
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01366
Number of participants with account balances2012-01-01211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-017
2011: PRIVATE INDUSTRY COUNCIL RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01326
Total number of active participants reported on line 7a of the Form 55002011-01-01267
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0139
Total of all active and inactive participants2011-01-01306
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01306
Number of participants with account balances2011-01-01208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-013
2010: PRIVATE INDUSTRY COUNCIL RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01315
Total number of active participants reported on line 7a of the Form 55002010-01-01296
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0128
Total of all active and inactive participants2010-01-01324
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01324
Number of participants with account balances2010-01-01214
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0110
2009: PRIVATE INDUSTRY COUNCIL RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01350
Total number of active participants reported on line 7a of the Form 55002009-01-01283
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0119
Total of all active and inactive participants2009-01-01302
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01302
Number of participants with account balances2009-01-01204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-016

Financial Data on PRIVATE INDUSTRY COUNCIL RETIREMENT SAVINGS PLAN

Measure Date Value
2022 : PRIVATE INDUSTRY COUNCIL RETIREMENT SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-788,992
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,140,525
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,084,062
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$992,812
Value of total assets at end of year2022-12-31$9,730,597
Value of total assets at beginning of year2022-12-31$11,660,114
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$56,463
Total interest from all sources2022-12-31$2,425
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$630,504
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$585,653
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$11,930
Administrative expenses (other) incurred2022-12-31$56,463
Total non interest bearing cash at end of year2022-12-31$66,993
Total non interest bearing cash at beginning of year2022-12-31$41,554
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,929,517
Value of net assets at end of year (total assets less liabilities)2022-12-31$9,730,597
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$11,660,114
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$9,428,501
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$11,268,458
Interest earned on other investments2022-12-31$2,425
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$235,103
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$350,102
Net investment gain/loss from pooled separate accounts2022-12-31$-1,784,229
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$395,229
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,084,062
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Disclaimer
Accountancy firm name2022-12-31SLELMACK, DOBRANSKY & EANNACE, LLC
Accountancy firm EIN2022-12-31251900686
2021 : PRIVATE INDUSTRY COUNCIL RETIREMENT SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$2,098,796
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$779,950
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$719,014
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$857,452
Value of total assets at end of year2021-12-31$11,660,114
Value of total assets at beginning of year2021-12-31$10,341,268
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$60,936
Total interest from all sources2021-12-31$3,469
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$630,504
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$504,464
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$6,821
Administrative expenses (other) incurred2021-12-31$60,936
Total non interest bearing cash at end of year2021-12-31$41,554
Total non interest bearing cash at beginning of year2021-12-31$16,365
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,318,846
Value of net assets at end of year (total assets less liabilities)2021-12-31$11,660,114
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$10,341,268
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$11,268,458
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$9,979,345
Interest earned on other investments2021-12-31$3,469
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$350,102
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$345,558
Net investment gain/loss from pooled separate accounts2021-12-31$1,237,875
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$346,167
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$719,014
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31SLELMACK, DOBRANSKY & EANNACE, LLC
Accountancy firm EIN2021-12-31251900686
2020 : PRIVATE INDUSTRY COUNCIL RETIREMENT SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$2,133,506
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,339,403
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,279,446
Value of total corrective distributions2020-12-31$553
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$774,620
Value of total assets at end of year2020-12-31$10,341,268
Value of total assets at beginning of year2020-12-31$9,547,165
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$59,404
Total interest from all sources2020-12-31$4,163
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$630,504
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$457,988
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$5,208
Administrative expenses (other) incurred2020-12-31$59,404
Total non interest bearing cash at end of year2020-12-31$16,365
Total non interest bearing cash at beginning of year2020-12-31$13,483
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$794,103
Value of net assets at end of year (total assets less liabilities)2020-12-31$10,341,268
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$9,547,165
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$9,979,345
Value of interest in pooled separate accounts at beginning of year2020-12-31$9,195,695
Interest earned on other investments2020-12-31$4,163
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$345,558
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$337,987
Net investment gain/loss from pooled separate accounts2020-12-31$1,354,723
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$311,424
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,279,446
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31SLELMACK, DOBRANSKY & EANNACE, LLC
Accountancy firm EIN2020-12-31251900686
2019 : PRIVATE INDUSTRY COUNCIL RETIREMENT SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$2,378,049
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$930,740
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$882,004
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$808,577
Value of total assets at end of year2019-12-31$9,547,165
Value of total assets at beginning of year2019-12-31$8,099,856
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$48,736
Total interest from all sources2019-12-31$3,719
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$630,504
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$420,163
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$94,994
Administrative expenses (other) incurred2019-12-31$48,736
Total non interest bearing cash at end of year2019-12-31$13,483
Total non interest bearing cash at beginning of year2019-12-31$11,424
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,447,309
Value of net assets at end of year (total assets less liabilities)2019-12-31$9,547,165
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$8,099,856
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$9,195,695
Value of interest in pooled separate accounts at beginning of year2019-12-31$7,783,662
Interest earned on other investments2019-12-31$3,719
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$337,987
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$304,770
Net investment gain/loss from pooled separate accounts2019-12-31$1,565,753
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$293,420
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$882,004
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31LALLY & CO., LLC
Accountancy firm EIN2019-12-31251846963
2018 : PRIVATE INDUSTRY COUNCIL RETIREMENT SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$80,748
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$519,672
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$509,476
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$671,958
Value of total assets at end of year2018-12-31$8,099,856
Value of total assets at beginning of year2018-12-31$8,538,780
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$10,196
Total interest from all sources2018-12-31$2,777
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$630,504
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$392,539
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$26,317
Administrative expenses (other) incurred2018-12-31$10,196
Total non interest bearing cash at end of year2018-12-31$11,424
Total non interest bearing cash at beginning of year2018-12-31$23,255
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-438,924
Value of net assets at end of year (total assets less liabilities)2018-12-31$8,099,856
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$8,538,780
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$7,783,662
Value of interest in pooled separate accounts at beginning of year2018-12-31$8,221,016
Interest earned on other investments2018-12-31$2,777
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$304,770
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$294,509
Net investment gain/loss from pooled separate accounts2018-12-31$-593,987
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$253,102
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$509,476
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MCCLURE & WOLF, LLP
Accountancy firm EIN2018-12-31461571667
2017 : PRIVATE INDUSTRY COUNCIL RETIREMENT SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,836,471
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$456,711
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$447,649
Value of total corrective distributions2017-12-31$577
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$743,543
Value of total assets at end of year2017-12-31$8,538,780
Value of total assets at beginning of year2017-12-31$7,159,020
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$8,485
Total interest from all sources2017-12-31$870
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$630,504
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$411,252
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$46,645
Administrative expenses (other) incurred2017-12-31$8,485
Total non interest bearing cash at end of year2017-12-31$23,255
Total non interest bearing cash at beginning of year2017-12-31$12,979
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,379,760
Value of net assets at end of year (total assets less liabilities)2017-12-31$8,538,780
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$7,159,020
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$8,221,016
Value of interest in pooled separate accounts at beginning of year2017-12-31$6,809,244
Interest earned on other investments2017-12-31$870
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$294,509
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$336,797
Net investment gain/loss from pooled separate accounts2017-12-31$1,092,058
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$285,646
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$447,649
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MCCLURE & WOLF, LLP
Accountancy firm EIN2017-12-31461571667
2016 : PRIVATE INDUSTRY COUNCIL RETIREMENT SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,191,425
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,143,776
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,136,662
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$661,682
Value of total assets at end of year2016-12-31$7,159,020
Value of total assets at beginning of year2016-12-31$7,111,371
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$7,114
Total interest from all sources2016-12-31$504
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$374,322
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$24,422
Administrative expenses (other) incurred2016-12-31$7,114
Total non interest bearing cash at end of year2016-12-31$12,979
Total non interest bearing cash at beginning of year2016-12-31$6,459
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$47,649
Value of net assets at end of year (total assets less liabilities)2016-12-31$7,159,020
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$7,111,371
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$6,809,244
Value of interest in pooled separate accounts at beginning of year2016-12-31$6,778,890
Interest earned on other investments2016-12-31$504
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$336,797
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$326,022
Net investment gain/loss from pooled separate accounts2016-12-31$529,239
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$262,938
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,136,662
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31WILLIAM J. SWOPE, CPA
Accountancy firm EIN2016-12-31262543245
2015 : PRIVATE INDUSTRY COUNCIL RETIREMENT SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$509,748
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,206,575
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,197,367
Value of total corrective distributions2015-12-31$935
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$647,266
Value of total assets at end of year2015-12-31$7,111,371
Value of total assets at beginning of year2015-12-31$7,808,198
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$8,273
Total interest from all sources2015-12-31$176
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$366,811
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$19,945
Administrative expenses (other) incurred2015-12-31$8,273
Total non interest bearing cash at end of year2015-12-31$6,459
Total non interest bearing cash at beginning of year2015-12-31$12,754
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-696,827
Value of net assets at end of year (total assets less liabilities)2015-12-31$7,111,371
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$7,808,198
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$6,778,890
Value of interest in pooled separate accounts at beginning of year2015-12-31$7,458,875
Interest earned on other investments2015-12-31$176
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$326,022
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$336,569
Net investment gain/loss from pooled separate accounts2015-12-31$-137,694
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$260,510
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,197,367
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31WILLIAM J. SWOPE, CPA
Accountancy firm EIN2015-12-31262543245
2014 : PRIVATE INDUSTRY COUNCIL RETIREMENT SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$928,369
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$948,913
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$939,387
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$604,496
Value of total assets at end of year2014-12-31$7,808,198
Value of total assets at beginning of year2014-12-31$7,828,742
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$9,526
Total interest from all sources2014-12-31$308
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$349,006
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$61,152
Administrative expenses (other) incurred2014-12-31$9,526
Total non interest bearing cash at end of year2014-12-31$12,754
Total non interest bearing cash at beginning of year2014-12-31$29,422
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-20,544
Value of net assets at end of year (total assets less liabilities)2014-12-31$7,808,198
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$7,828,742
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$7,458,875
Value of interest in pooled separate accounts at beginning of year2014-12-31$7,420,682
Interest earned on other investments2014-12-31$308
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$336,569
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$378,638
Net investment gain/loss from pooled separate accounts2014-12-31$323,565
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$194,338
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$939,387
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31WILLIAM J. SWOPE, CPA
Accountancy firm EIN2014-12-31262543245
2013 : PRIVATE INDUSTRY COUNCIL RETIREMENT SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,627,480
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$707,049
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$697,750
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$546,283
Value of total assets at end of year2013-12-31$7,828,742
Value of total assets at beginning of year2013-12-31$6,908,311
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$9,299
Total interest from all sources2013-12-31$402
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$331,700
Administrative expenses (other) incurred2013-12-31$9,299
Total non interest bearing cash at end of year2013-12-31$29,422
Total non interest bearing cash at beginning of year2013-12-31$22,328
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$920,431
Value of net assets at end of year (total assets less liabilities)2013-12-31$7,828,742
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$6,908,311
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$7,420,682
Value of interest in pooled separate accounts at beginning of year2013-12-31$6,507,385
Interest earned on other investments2013-12-31$402
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$378,638
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$378,598
Net investment gain/loss from pooled separate accounts2013-12-31$1,080,795
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$214,583
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$697,750
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31LALLY & CO.
Accountancy firm EIN2013-12-31251846963
2012 : PRIVATE INDUSTRY COUNCIL RETIREMENT SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,315,927
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$712,648
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$703,810
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$548,664
Value of total assets at end of year2012-12-31$6,908,311
Value of total assets at beginning of year2012-12-31$6,305,032
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$8,838
Total interest from all sources2012-12-31$951
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$330,280
Administrative expenses (other) incurred2012-12-31$8,838
Total non interest bearing cash at end of year2012-12-31$22,328
Total non interest bearing cash at beginning of year2012-12-31$24,469
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$603,279
Value of net assets at end of year (total assets less liabilities)2012-12-31$6,908,311
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$6,305,032
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$6,507,385
Value of interest in pooled separate accounts at beginning of year2012-12-31$5,573,063
Interest earned on other investments2012-12-31$951
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$378,598
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$707,500
Net investment gain/loss from pooled separate accounts2012-12-31$766,312
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$218,384
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$703,810
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31LALLY & CO.
Accountancy firm EIN2012-12-31251846963
2011 : PRIVATE INDUSTRY COUNCIL RETIREMENT SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$469,195
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$556,767
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$549,275
Value of total corrective distributions2011-12-31$2,951
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$568,677
Value of total assets at end of year2011-12-31$6,305,032
Value of total assets at beginning of year2011-12-31$6,392,604
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$4,541
Total interest from all sources2011-12-31$7,084
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$344,031
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$436
Administrative expenses (other) incurred2011-12-31$4,541
Total non interest bearing cash at end of year2011-12-31$24,469
Total non interest bearing cash at beginning of year2011-12-31$4,756
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-87,572
Value of net assets at end of year (total assets less liabilities)2011-12-31$6,305,032
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$6,392,604
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$5,573,063
Value of interest in pooled separate accounts at beginning of year2011-12-31$5,687,879
Interest earned on other investments2011-12-31$7,084
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$707,500
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$699,969
Net investment gain/loss from pooled separate accounts2011-12-31$-106,566
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$224,210
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$549,275
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31LALLY & CO.
Accountancy firm EIN2011-12-31251846963
2010 : PRIVATE INDUSTRY COUNCIL RETIREMENT SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,265,339
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$260,014
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$257,530
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$622,208
Value of total assets at end of year2010-12-31$6,392,604
Value of total assets at beginning of year2010-12-31$5,387,279
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,484
Total interest from all sources2010-12-31$7,033
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$379,326
Administrative expenses (other) incurred2010-12-31$2,484
Total non interest bearing cash at end of year2010-12-31$4,756
Total non interest bearing cash at beginning of year2010-12-31$852
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,005,325
Value of net assets at end of year (total assets less liabilities)2010-12-31$6,392,604
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$5,387,279
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$5,687,879
Value of interest in pooled separate accounts at beginning of year2010-12-31$4,754,123
Interest earned on other investments2010-12-31$7,033
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$699,969
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$632,304
Net investment gain/loss from pooled separate accounts2010-12-31$636,098
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$242,882
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$257,530
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31LALLY & CO.
Accountancy firm EIN2010-12-31251846963
2009 : PRIVATE INDUSTRY COUNCIL RETIREMENT SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for PRIVATE INDUSTRY COUNCIL RETIREMENT SAVINGS PLAN

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

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number93007
Policy instance 1
Insurance contract or identification number93007
Number of Individuals Covered322
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $8,605
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 BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees8605
Additional information about fees paid to insurance brokerTHIRD PARTY ADMINISTRATOR SERVICE FEES
Insurance broker organization code?3
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number93007
Policy instance 1
Insurance contract or identification number93007
Number of Individuals Covered334
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $7,925
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 BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees7925
Additional information about fees paid to insurance brokerTHIRD PARTY ADMINISTRATOR SERVICE FEES
Insurance broker organization code?3
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number93007
Policy instance 1
Insurance contract or identification number93007
Number of Individuals Covered290
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $3,925
Total amount of fees paid to insurance companyUSD $7,525
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 BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $397
Amount paid for insurance broker fees7525
Additional information about fees paid to insurance brokerT.P.A SERVICE FEE
Insurance broker organization code?3
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number93007
Policy instance 1
Insurance contract or identification number93007
Number of Individuals Covered281
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $19,907
Total amount of fees paid to insurance companyUSD $4,101
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 BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,307
Insurance broker organization code?3
Amount paid for insurance broker fees4101
Additional information about fees paid to insurance brokerT.P.A SERVICE FEE
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number93007
Policy instance 1
Insurance contract or identification number93007
Number of Individuals Covered270
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $11,811
Total amount of fees paid to insurance companyUSD $7,470
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 BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,811
Insurance broker organization code?3
Amount paid for insurance broker fees7470
Additional information about fees paid to insurance brokerT.P.A SERVICE FEE
Insurance broker nameC.B. TRACY & ASSOCIATES, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number93007
Policy instance 1
Insurance contract or identification number93007
Number of Individuals Covered241
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $10,928
Total amount of fees paid to insurance companyUSD $7,380
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,928
Insurance broker organization code?3
Amount paid for insurance broker fees7380
Additional information about fees paid to insurance brokerT.P.A SERVICE FEE
Insurance broker nameC.B. TRACY & ASSOCIATES, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number93007
Policy instance 1
Insurance contract or identification number93007
Number of Individuals Covered240
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $11,703
Total amount of fees paid to insurance companyUSD $7,420
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $11,703
Insurance broker organization code?3
Amount paid for insurance broker fees7420
Additional information about fees paid to insurance brokerT.P.A. SERVICE FEE
Insurance broker nameC.B. TRACY & ASSOCIATES, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number93007
Policy instance 1
Insurance contract or identification number93007
Number of Individuals Covered245
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $10,914
Total amount of fees paid to insurance companyUSD $7,255
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $10,914
Insurance broker organization code?3
Amount paid for insurance broker fees7255
Additional information about fees paid to insurance brokerT.P.A. SERVICE FEE
Insurance broker nameC.B. TRACY & ASSOCIATES, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number93007
Policy instance 1
Insurance contract or identification number93007
Number of Individuals Covered211
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $10,262
Total amount of fees paid to insurance companyUSD $6,805
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $10,262
Insurance broker organization code?3
Amount paid for insurance broker fees6805
Additional information about fees paid to insurance brokerT.P.A. SERVICE FEE
Insurance broker nameC.B. TRACY & ASSOCIATES, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number93007
Policy instance 1
Insurance contract or identification number93007
Number of Individuals Covered208
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $9,761
Total amount of fees paid to insurance companyUSD $2,615
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number93007
Policy instance 1
Insurance contract or identification number93007
Number of Individuals Covered214
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $8,227
Total amount of fees paid to insurance companyUSD $880
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $8,227
Insurance broker organization code?3
Amount paid for insurance broker fees880
Additional information about fees paid to insurance brokerT.P.A. SERVICE FEE
Insurance broker nameC.B. TRACY & ASSOCIATES, INC.

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