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RENOVATE AMERICA, INC. RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameRENOVATE AMERICA, INC. RETIREMENT SAVINGS PLAN
Plan identification number 001

RENOVATE AMERICA, INC. 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

RENOVATE AMERICA, INC. has sponsored the creation of one or more 401k plans.

Company Name:RENOVATE AMERICA, INC.
Employer identification number (EIN):264103452
NAIC Classification:522291
NAIC Description:Consumer Lending

Additional information about RENOVATE AMERICA, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1999-09-13
Company Identification Number: P99000081001
Legal Registered Office Address: 27200 RIVERVIEW CENTER BOULEVARD

BONITA SPRINGS

34134

More information about RENOVATE AMERICA, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RENOVATE AMERICA, INC. RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012018-01-01
0012018-01-01
0012017-01-01TAMEKA REESE
0012016-01-01PLAN SPONSOR

Plan Statistics for RENOVATE AMERICA, INC. RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for RENOVATE AMERICA, INC. RETIREMENT SAVINGS PLAN

Measure Date Value
2021: RENOVATE AMERICA, INC. RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01383
Total number of active participants reported on line 7a of the Form 55002021-01-010
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-010
Number of participants with account balances2021-01-010
2020: RENOVATE AMERICA, INC. RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01420
Total number of active participants reported on line 7a of the Form 55002020-01-01163
Number of retired or separated participants receiving benefits2020-01-015
Number of other retired or separated participants entitled to future benefits2020-01-01215
Total of all active and inactive participants2020-01-01383
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01383
Number of participants with account balances2020-01-01346
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: RENOVATE AMERICA, INC. RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01551
Total number of active participants reported on line 7a of the Form 55002019-01-01163
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01255
Total of all active and inactive participants2019-01-01418
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01418
Number of participants with account balances2019-01-01410
2018: RENOVATE AMERICA, INC. RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01642
Total number of active participants reported on line 7a of the Form 55002018-01-01396
Number of retired or separated participants receiving benefits2018-01-017
Number of other retired or separated participants entitled to future benefits2018-01-01148
Total of all active and inactive participants2018-01-01551
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01551
Number of participants with account balances2018-01-01517
2017: RENOVATE AMERICA, INC. RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01738
Total number of active participants reported on line 7a of the Form 55002017-01-01400
Number of retired or separated participants receiving benefits2017-01-016
Number of other retired or separated participants entitled to future benefits2017-01-01236
Total of all active and inactive participants2017-01-01642
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01642
Number of participants with account balances2017-01-01640
2016: RENOVATE AMERICA, INC. RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01578
Total number of active participants reported on line 7a of the Form 55002016-01-01644
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0190
Total of all active and inactive participants2016-01-01734
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01734
Number of participants with account balances2016-01-01725
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010

Financial Data on RENOVATE AMERICA, INC. RETIREMENT SAVINGS PLAN

Measure Date Value
2021 : RENOVATE AMERICA, INC. RETIREMENT SAVINGS PLAN 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets2021-10-07$0
Unrealized appreciation/depreciation of other (non real estate) assets2021-10-07$0
Total unrealized appreciation/depreciation of assets2021-10-07$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-10-07$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-10-07$0
Expenses. Interest paid2021-10-07$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022021-10-07$0
Total income from all sources (including contributions)2021-10-07$1,848,397
Total loss/gain on sale of assets2021-10-07$0
Total of all expenses incurred2021-10-07$15,273,334
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-10-07$15,134,098
Expenses. Certain deemed distributions of participant loans2021-10-07$0
Value of total corrective distributions2021-10-07$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-10-07$418,716
Value of total assets at end of year2021-10-07$0
Value of total assets at beginning of year2021-10-07$13,424,937
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-10-07$139,236
Total income from rents2021-10-07$0
Total interest from all sources2021-10-07$11,284
Total dividends received (eg from common stock, registered investment company shares)2021-10-07$26,080
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-10-07Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2021-10-07$0
Total dividends received from registered investment company shares (eg mutual funds)2021-10-07$26,080
Assets. Real estate other than employer real property at end of year2021-10-07$0
Assets. Real estate other than employer real property at beginning of year2021-10-07$0
Administrative expenses professional fees incurred2021-10-07$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-10-07$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-10-07$0
Was this plan covered by a fidelity bond2021-10-07Yes
Value of fidelity bond cover2021-10-07$1,000,000
If this is an individual account plan, was there a blackout period2021-10-07No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-10-07$0
Were there any nonexempt tranactions with any party-in-interest2021-10-07No
Contributions received from participants2021-10-07$256,692
Participant contributions at end of year2021-10-07$0
Participant contributions at beginning of year2021-10-07$229,457
Participant contributions at end of year2021-10-07$0
Participant contributions at beginning of year2021-10-07$23,555
Assets. Other investments not covered elsewhere at end of year2021-10-07$0
Assets. Other investments not covered elsewhere at beginning of year2021-10-07$0
Income. Received or receivable in cash from other sources (including rollovers)2021-10-07$12,470
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-10-07$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-10-07$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-10-07$0
Assets. Loans (other than to participants) at end of year2021-10-07$0
Assets. Loans (other than to participants) at beginning of year2021-10-07$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-10-07$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-10-07$0
Other income not declared elsewhere2021-10-07$31,204
Administrative expenses (other) incurred2021-10-07$0
Total non interest bearing cash at end of year2021-10-07$0
Total non interest bearing cash at beginning of year2021-10-07$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-10-07No
Income. Non cash contributions2021-10-07$0
Value of net income/loss2021-10-07$-13,424,937
Value of net assets at end of year (total assets less liabilities)2021-10-07$0
Value of net assets at beginning of year (total assets less liabilities)2021-10-07$13,424,937
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-10-07No
Were any loans by the plan or fixed income obligations due to the plan in default2021-10-07No
Were any leases to which the plan was party in default or uncollectible2021-10-07No
Assets. partnership/joint venture interests at end of year2021-10-07$0
Assets. partnership/joint venture interests at beginning of year2021-10-07$0
Investment advisory and management fees2021-10-07$31,204
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-10-07$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-10-07$12,734,555
Interest on participant loans2021-10-07$8,594
Income. Interest from loans (other than to participants)2021-10-07$0
Interest earned on other investments2021-10-07$2,690
Income. Interest from US Government securities2021-10-07$0
Income. Interest from corporate debt instruments2021-10-07$0
Value of interest in master investment trust accounts at end of year2021-10-07$0
Value of interest in master investment trust accounts at beginning of year2021-10-07$0
Value of interest in common/collective trusts at end of year2021-10-07$0
Value of interest in common/collective trusts at beginning of year2021-10-07$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-10-07$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-10-07$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-10-07$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-10-07$0
Assets. Value of investments in 103.12 investment entities at end of year2021-10-07$0
Assets. Value of investments in 103.12 investment entities at beginning of year2021-10-07$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-10-07$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-10-07$425,252
Expenses. Payments to insurance carriers foe the provision of benefits2021-10-07$0
Asset value of US Government securities at end of year2021-10-07$0
Asset value of US Government securities at beginning of year2021-10-07$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-10-07$1,361,113
Net investment gain/loss from pooled separate accounts2021-10-07$0
Net investment gain or loss from common/collective trusts2021-10-07$0
Net gain/loss from 103.12 investment entities2021-10-07$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-10-07No
Was there a failure to transmit to the plan any participant contributions2021-10-07No
Has the plan failed to provide any benefit when due under the plan2021-10-07No
Assets. Invements in employer securities at end of year2021-10-07$0
Assets. Invements in employer securities at beginning of year2021-10-07$0
Assets. Value of employer real property at end of year2021-10-07$0
Assets. Value of employer real property at beginning of year2021-10-07$0
Contributions received in cash from employer2021-10-07$149,554
Employer contributions (assets) at end of year2021-10-07$0
Employer contributions (assets) at beginning of year2021-10-07$12,118
Income. Dividends from preferred stock2021-10-07$0
Income. Dividends from common stock2021-10-07$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-10-07$15,134,098
Asset. Corporate debt instrument preferred debt at end of year2021-10-07$0
Asset. Corporate debt instrument preferred debt at beginning of year2021-10-07$0
Asset. Corporate debt instrument debt (other) at end of year2021-10-07$0
Asset. Corporate debt instrument debt (other) at beginning of year2021-10-07$0
Contract administrator fees2021-10-07$108,032
Assets. Corporate common stocks other than exployer securities at end of year2021-10-07$0
Assets. Corporate common stocks other than exployer securities at beginning of year2021-10-07$0
Liabilities. Value of benefit claims payable at end of year2021-10-07$0
Liabilities. Value of benefit claims payable at beginning of year2021-10-07$0
Assets. Value of buildings and other operty used in plan operation at end of year2021-10-07$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-10-07$0
Did the plan have assets held for investment2021-10-07No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-10-07No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-10-07Yes
Aggregate proceeds on sale of assets2021-10-07$0
Aggregate carrying amount (costs) on sale of assets2021-10-07$0
Liabilities. Value of acquisition indebtedness at end of year2021-10-07$0
Liabilities. Value of acquisition indebtedness at beginning of year2021-10-07$0
Opinion of an independent qualified public accountant for this plan2021-10-07Disclaimer
Accountancy firm name2021-10-07JGD & ASSOCIATES LLP
Accountancy firm EIN2021-10-07953132551
2020 : RENOVATE AMERICA, INC. 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$3,338,969
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$3,977,348
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,852,731
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,536,628
Value of total assets at end of year2020-12-31$13,424,937
Value of total assets at beginning of year2020-12-31$14,063,316
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$124,617
Total interest from all sources2020-12-31$20,568
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$290,076
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$290,076
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
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$897,813
Participant contributions at end of year2020-12-31$229,457
Participant contributions at beginning of year2020-12-31$258,264
Participant contributions at end of year2020-12-31$23,555
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$107,421
Other income not declared elsewhere2020-12-31$38,162
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-638,379
Value of net assets at end of year (total assets less liabilities)2020-12-31$13,424,937
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$14,063,316
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
Investment advisory and management fees2020-12-31$38,162
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$12,734,555
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$13,214,381
Interest on participant loans2020-12-31$15,988
Interest earned on other investments2020-12-31$4,580
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$425,252
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$590,671
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,453,535
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$531,394
Employer contributions (assets) at end of year2020-12-31$12,118
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,852,731
Contract administrator fees2020-12-31$86,455
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 name2020-12-31JGD & ASSOCIATES LLP
Accountancy firm EIN2020-12-31953132551
2019 : RENOVATE AMERICA, INC. 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$4,845,443
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$4,991,444
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,842,549
Expenses. Certain deemed distributions of participant loans2019-12-31$58,888
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,833,051
Value of total assets at end of year2019-12-31$14,063,316
Value of total assets at beginning of year2019-12-31$14,209,317
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$90,007
Total interest from all sources2019-12-31$21,468
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$319,870
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$319,870
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
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$1,151,075
Participant contributions at end of year2019-12-31$258,264
Participant contributions at beginning of year2019-12-31$382,627
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$2,721
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$-146,001
Value of net assets at end of year (total assets less liabilities)2019-12-31$14,063,316
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$14,209,317
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
Investment advisory and management fees2019-12-31$36,693
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$13,214,381
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$13,335,775
Interest on participant loans2019-12-31$15,234
Interest earned on other investments2019-12-31$6,234
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$590,671
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$490,915
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,671,054
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$679,255
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,842,549
Contract administrator fees2019-12-31$53,314
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 name2019-12-31JGD & ASSOCIATES LLP
Accountancy firm EIN2019-12-31953132551
2018 : RENOVATE AMERICA, INC. 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$2,974,838
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$4,525,604
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$4,410,205
Expenses. Certain deemed distributions of participant loans2018-12-31$36,933
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,972,499
Value of total assets at end of year2018-12-31$14,209,317
Value of total assets at beginning of year2018-12-31$15,760,083
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$78,466
Total interest from all sources2018-12-31$21,397
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$402,892
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$402,892
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
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$2,263,991
Participant contributions at end of year2018-12-31$382,627
Participant contributions at beginning of year2018-12-31$341,210
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$10,151
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$380,581
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,550,766
Value of net assets at end of year (total assets less liabilities)2018-12-31$14,209,317
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$15,760,083
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
Investment advisory and management fees2018-12-31$1,805
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$13,335,775
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$15,105,229
Interest on participant loans2018-12-31$16,539
Interest earned on other investments2018-12-31$4,858
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$490,915
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$296,745
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,421,950
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 contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,327,927
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$6,748
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$4,410,205
Contract administrator fees2018-12-31$76,661
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
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 name2018-12-31JGD & ASSOCIATES LLP
Accountancy firm EIN2018-12-31953132551
2017 : RENOVATE AMERICA, INC. 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$8,719,827
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,691,892
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,630,477
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$6,563,186
Value of total assets at end of year2017-12-31$15,760,083
Value of total assets at beginning of year2017-12-31$8,732,148
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$61,415
Total interest from all sources2017-12-31$15,046
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$317,153
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$317,153
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
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$3,620,454
Participant contributions at end of year2017-12-31$341,210
Participant contributions at beginning of year2017-12-31$185,387
Participant contributions at end of year2017-12-31$10,151
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$733,653
Other income not declared elsewhere2017-12-31$0
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$7,027,935
Value of net assets at end of year (total assets less liabilities)2017-12-31$15,760,083
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$8,732,148
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
Investment advisory and management fees2017-12-31$714
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$15,105,229
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$8,190,779
Interest on participant loans2017-12-31$11,092
Interest earned on other investments2017-12-31$3,954
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$296,745
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$355,982
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,824,442
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$2,209,079
Employer contributions (assets) at end of year2017-12-31$6,748
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,630,477
Contract administrator fees2017-12-31$60,701
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
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 name2017-12-31JGD & ASSOCIATES LLP
Accountancy firm EIN2017-12-31953132551
2016 : RENOVATE AMERICA, INC. RETIREMENT SAVINGS PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$0
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
Expenses. Interest paid2016-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-12-31$0
Total income from all sources (including contributions)2016-12-31$8,892,074
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$159,926
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$145,763
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Value of total corrective distributions2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$8,297,220
Value of total assets at end of year2016-12-31$8,732,148
Value of total assets at beginning of year2016-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$14,163
Total income from rents2016-12-31$0
Total interest from all sources2016-12-31$6,552
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$185,290
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$185,290
Assets. Real estate other than employer real property at end of year2016-12-31$0
Assets. Real estate other than employer real property at beginning of year2016-12-31$0
Administrative expenses professional fees incurred2016-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2016-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
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$3,441,778
Participant contributions at end of year2016-12-31$185,387
Participant contributions at beginning of year2016-12-31$0
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Assets. Other investments not covered elsewhere at end of year2016-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$2,652,112
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Assets. Loans (other than to participants) at end of year2016-12-31$0
Assets. Loans (other than to participants) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Administrative expenses (other) incurred2016-12-31$0
Liabilities. Value of operating payables at end of year2016-12-31$0
Liabilities. Value of operating payables at beginning of year2016-12-31$0
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$0
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
Income. Non cash contributions2016-12-31$0
Value of net income/loss2016-12-31$8,732,148
Value of net assets at end of year (total assets less liabilities)2016-12-31$8,732,148
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$0
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
Assets. partnership/joint venture interests at end of year2016-12-31$0
Assets. partnership/joint venture interests at beginning of year2016-12-31$0
Investment advisory and management fees2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$8,190,779
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$0
Value of interest in pooled separate accounts at end of year2016-12-31$0
Value of interest in pooled separate accounts at beginning of year2016-12-31$0
Interest on participant loans2016-12-31$3,414
Income. Interest from loans (other than to participants)2016-12-31$0
Interest earned on other investments2016-12-31$3,138
Income. Interest from US Government securities2016-12-31$0
Income. Interest from corporate debt instruments2016-12-31$0
Value of interest in master investment trust accounts at end of year2016-12-31$0
Value of interest in master investment trust accounts at beginning of year2016-12-31$0
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of interest in common/collective trusts at beginning of year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2016-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$355,982
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Asset value of US Government securities at end of year2016-12-31$0
Asset value of US Government securities at beginning of year2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$403,012
Net investment gain/loss from pooled separate accounts2016-12-31$0
Net investment gain or loss from common/collective trusts2016-12-31$0
Net gain/loss from 103.12 investment entities2016-12-31$0
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
Assets. Invements in employer securities at end of year2016-12-31$0
Assets. Invements in employer securities at beginning of year2016-12-31$0
Assets. Value of employer real property at end of year2016-12-31$0
Assets. Value of employer real property at beginning of year2016-12-31$0
Contributions received in cash from employer2016-12-31$2,203,330
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$0
Income. Dividends from preferred stock2016-12-31$0
Income. Dividends from common stock2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$145,763
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$0
Contract administrator fees2016-12-31$14,163
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$0
Liabilities. Value of benefit claims payable at end of year2016-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$0
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
Aggregate proceeds on sale of assets2016-12-31$0
Aggregate carrying amount (costs) on sale of assets2016-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2016-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$0
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 name2016-12-31JGD & ASSOCIATES LLP
Accountancy firm EIN2016-12-31953132551

Form 5500 Responses for RENOVATE AMERICA, INC. RETIREMENT SAVINGS PLAN

2021: RENOVATE AMERICA, INC. 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 filingYes
2021-01-01This return/report is a short plan year return/report (less than 12 months)Yes
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: RENOVATE AMERICA, INC. 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: RENOVATE AMERICA, INC. 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: RENOVATE AMERICA, INC. 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: RENOVATE AMERICA, INC. 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: RENOVATE AMERICA, INC. RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01First time form 5500 has been submittedYes
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

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number374738-01
Policy instance 1
Insurance contract or identification number374738-01
Number of Individuals Covered0
Insurance policy start date2021-01-01
Insurance policy end date2021-10-07
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?Yes
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number374738-01
Policy instance 1
Insurance contract or identification number374738-01
Number of Individuals Covered26
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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?Yes
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number374738-01
Policy instance 1
Insurance contract or identification number374738-01
Number of Individuals Covered24
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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?Yes
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number374738-01
Policy instance 1
Insurance contract or identification number374738-01
Number of Individuals Covered25
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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?Yes
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number374738-01
Policy instance 1
Insurance contract or identification number374738-01
Number of Individuals Covered25
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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?Yes
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

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