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EMPLOYEE BENEFITS LEASING, INC. 401(K) PLAN 401k Plan overview

Plan NameEMPLOYEE BENEFITS LEASING, INC. 401(K) PLAN
Plan identification number 001

EMPLOYEE BENEFITS LEASING, INC. 401(K) 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

EMPLOYEE BENEFITS LEASING, INC. has sponsored the creation of one or more 401k plans.

Company Name:EMPLOYEE BENEFITS LEASING, INC.
Employer identification number (EIN):270016253
NAIC Classification:236110

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFITS LEASING, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-10-01
0012020-10-01
0012019-10-01
0012018-10-01
0012018-01-01LYNN HAWKINS LYNN HAWKINS2019-07-15
0012017-01-01LYNN HAWKINS LYNN HAWKINS2018-10-12
0012016-01-01LYNN HAWKINS LYNN HAWKINS2017-10-13
0012015-01-01LYNN HAWKINS LYNN HAWKINS2016-10-14
0012014-01-01LYNN HAWKINS LYNN HAWKINS2015-10-13
0012013-01-01LYNN HAWKINS LYNN HAWKINS2014-10-15
0012012-01-01LYNN HAWKINS LYNN HAWKINS2013-10-14
0012011-01-01LYNN HAWKINS LYNN HAWKINS2012-10-15
0012010-01-01LYNN HAWKINS LYNN HAWKINS2011-10-19
0012009-01-01LYNN HAWKINS LYNN HAWKINS2010-10-13
0012008-01-01

Plan Statistics for EMPLOYEE BENEFITS LEASING, INC. 401(K) PLAN

401k plan membership statisitcs for EMPLOYEE BENEFITS LEASING, INC. 401(K) PLAN

Measure Date Value
2021: EMPLOYEE BENEFITS LEASING, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-10-01206
Total number of active participants reported on line 7a of the Form 55002021-10-01205
Number of retired or separated participants receiving benefits2021-10-011
Number of other retired or separated participants entitled to future benefits2021-10-0126
Total of all active and inactive participants2021-10-01232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-10-010
Total participants2021-10-01232
Number of participants with account balances2021-10-01159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-10-0125
2020: EMPLOYEE BENEFITS LEASING, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-10-01176
Total number of active participants reported on line 7a of the Form 55002020-10-01172
Number of retired or separated participants receiving benefits2020-10-010
Number of other retired or separated participants entitled to future benefits2020-10-0114
Total of all active and inactive participants2020-10-01186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-10-010
Total participants2020-10-01186
Number of participants with account balances2020-10-01128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-10-010
2019: EMPLOYEE BENEFITS LEASING, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-10-01146
Total number of active participants reported on line 7a of the Form 55002019-10-01151
Number of retired or separated participants receiving benefits2019-10-0116
Number of other retired or separated participants entitled to future benefits2019-10-010
Total of all active and inactive participants2019-10-01167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-10-010
Total participants2019-10-01167
Number of participants with account balances2019-10-01112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-10-010
2018: EMPLOYEE BENEFITS LEASING, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-10-01143
Total number of active participants reported on line 7a of the Form 55002018-10-01131
Number of retired or separated participants receiving benefits2018-10-010
Number of other retired or separated participants entitled to future benefits2018-10-0110
Total of all active and inactive participants2018-10-01141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-10-010
Total participants2018-10-01141
Number of participants with account balances2018-10-0196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-10-010
Total participants, beginning-of-year2018-01-01143
Total number of active participants reported on line 7a of the Form 55002018-01-01118
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0120
Total of all active and inactive participants2018-01-01138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01138
Number of participants with account balances2018-01-0195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: EMPLOYEE BENEFITS LEASING, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01137
Total number of active participants reported on line 7a of the Form 55002017-01-01112
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0120
Total of all active and inactive participants2017-01-01132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01132
Number of participants with account balances2017-01-0185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: EMPLOYEE BENEFITS LEASING, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01137
Total number of active participants reported on line 7a of the Form 55002016-01-01112
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0123
Total of all active and inactive participants2016-01-01135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01135
Number of participants with account balances2016-01-0180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: EMPLOYEE BENEFITS LEASING, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01127
Total number of active participants reported on line 7a of the Form 55002015-01-01111
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0117
Total of all active and inactive participants2015-01-01128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01128
Number of participants with account balances2015-01-0179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: EMPLOYEE BENEFITS LEASING, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01121
Total number of active participants reported on line 7a of the Form 55002014-01-0198
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0117
Total of all active and inactive participants2014-01-01115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01115
Number of participants with account balances2014-01-0161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: EMPLOYEE BENEFITS LEASING, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01120
Total number of active participants reported on line 7a of the Form 55002013-01-0188
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0121
Total of all active and inactive participants2013-01-01109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01109
Number of participants with account balances2013-01-0162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: EMPLOYEE BENEFITS LEASING, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01121
Total number of active participants reported on line 7a of the Form 55002012-01-0189
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0126
Total of all active and inactive participants2012-01-01115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01115
Number of participants with account balances2012-01-0168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: EMPLOYEE BENEFITS LEASING, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01128
Total number of active participants reported on line 7a of the Form 55002011-01-0194
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0125
Total of all active and inactive participants2011-01-01119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01119
Number of participants with account balances2011-01-0168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: EMPLOYEE BENEFITS LEASING, INC. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01144
Total number of active participants reported on line 7a of the Form 55002010-01-0195
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0130
Total of all active and inactive participants2010-01-01125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01125
Number of participants with account balances2010-01-0173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: EMPLOYEE BENEFITS LEASING, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01159
Total number of active participants reported on line 7a of the Form 55002009-01-01108
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0125
Total of all active and inactive participants2009-01-01133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01133
Number of participants with account balances2009-01-0176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on EMPLOYEE BENEFITS LEASING, INC. 401(K) PLAN

Measure Date Value
2022 : EMPLOYEE BENEFITS LEASING, INC. 401(K) PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-09-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2022-09-30$0
Total unrealized appreciation/depreciation of assets2022-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$0
Expenses. Interest paid2022-09-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-09-30$0
Total income from all sources (including contributions)2022-09-30$118,209
Total loss/gain on sale of assets2022-09-30$0
Total of all expenses incurred2022-09-30$1,053,361
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-09-30$867,416
Expenses. Certain deemed distributions of participant loans2022-09-30$0
Value of total corrective distributions2022-09-30$144,859
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-09-30$1,305,140
Value of total assets at end of year2022-09-30$5,739,807
Value of total assets at beginning of year2022-09-30$6,674,959
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-09-30$41,086
Total income from rents2022-09-30$0
Total interest from all sources2022-09-30$2,818
Total dividends received (eg from common stock, registered investment company shares)2022-09-30$84,623
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-09-30$84,623
Assets. Real estate other than employer real property at end of year2022-09-30$0
Assets. Real estate other than employer real property at beginning of year2022-09-30$0
Administrative expenses professional fees incurred2022-09-30$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-09-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-09-30$0
Was this plan covered by a fidelity bond2022-09-30Yes
Value of fidelity bond cover2022-09-30$450,000
If this is an individual account plan, was there a blackout period2022-09-30No
Were there any nonexempt tranactions with any party-in-interest2022-09-30No
Contributions received from participants2022-09-30$696,832
Participant contributions at end of year2022-09-30$15,678
Participant contributions at beginning of year2022-09-30$19,753
Participant contributions at end of year2022-09-30$0
Participant contributions at beginning of year2022-09-30$21,688
Assets. Other investments not covered elsewhere at end of year2022-09-30$0
Assets. Other investments not covered elsewhere at beginning of year2022-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2022-09-30$181,590
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-09-30$0
Assets. Loans (other than to participants) at end of year2022-09-30$0
Assets. Loans (other than to participants) at beginning of year2022-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-09-30$0
Other income not declared elsewhere2022-09-30$2,113
Administrative expenses (other) incurred2022-09-30$0
Total non interest bearing cash at end of year2022-09-30$0
Total non interest bearing cash at beginning of year2022-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Income. Non cash contributions2022-09-30$0
Value of net income/loss2022-09-30$-935,152
Value of net assets at end of year (total assets less liabilities)2022-09-30$5,739,807
Value of net assets at beginning of year (total assets less liabilities)2022-09-30$6,674,959
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-09-30No
Were any leases to which the plan was party in default or uncollectible2022-09-30No
Assets. partnership/joint venture interests at end of year2022-09-30$0
Assets. partnership/joint venture interests at beginning of year2022-09-30$0
Investment advisory and management fees2022-09-30$21,160
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-09-30$1,112,252
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-09-30$1,267,888
Interest on participant loans2022-09-30$940
Income. Interest from loans (other than to participants)2022-09-30$0
Interest earned on other investments2022-09-30$1,878
Income. Interest from US Government securities2022-09-30$0
Income. Interest from corporate debt instruments2022-09-30$0
Value of interest in master investment trust accounts at end of year2022-09-30$0
Value of interest in master investment trust accounts at beginning of year2022-09-30$0
Value of interest in common/collective trusts at end of year2022-09-30$4,359,999
Value of interest in common/collective trusts at beginning of year2022-09-30$5,192,214
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-09-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-09-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-09-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-09-30$0
Assets. Value of investments in 103.12 investment entities at end of year2022-09-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-09-30$251,878
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-09-30$155,495
Expenses. Payments to insurance carriers foe the provision of benefits2022-09-30$0
Asset value of US Government securities at end of year2022-09-30$0
Asset value of US Government securities at beginning of year2022-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-09-30$-323,146
Net investment gain/loss from pooled separate accounts2022-09-30$0
Net investment gain or loss from common/collective trusts2022-09-30$-953,339
Net gain/loss from 103.12 investment entities2022-09-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-09-30No
Was there a failure to transmit to the plan any participant contributions2022-09-30No
Has the plan failed to provide any benefit when due under the plan2022-09-30No
Assets. Invements in employer securities at end of year2022-09-30$0
Assets. Invements in employer securities at beginning of year2022-09-30$0
Assets. Value of employer real property at end of year2022-09-30$0
Assets. Value of employer real property at beginning of year2022-09-30$0
Contributions received in cash from employer2022-09-30$426,718
Employer contributions (assets) at end of year2022-09-30$0
Employer contributions (assets) at beginning of year2022-09-30$17,921
Income. Dividends from preferred stock2022-09-30$0
Income. Dividends from common stock2022-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-09-30$867,416
Asset. Corporate debt instrument preferred debt at end of year2022-09-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-09-30$0
Asset. Corporate debt instrument debt (other) at end of year2022-09-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-09-30$0
Contract administrator fees2022-09-30$19,926
Assets. Corporate common stocks other than exployer securities at end of year2022-09-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-09-30$0
Liabilities. Value of benefit claims payable at end of year2022-09-30$0
Liabilities. Value of benefit claims payable at beginning of year2022-09-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2022-09-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-09-30$0
Did the plan have assets held for investment2022-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-09-30No
Aggregate proceeds on sale of assets2022-09-30$0
Aggregate carrying amount (costs) on sale of assets2022-09-30$0
Liabilities. Value of acquisition indebtedness at end of year2022-09-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2022-09-30$0
Opinion of an independent qualified public accountant for this plan2022-09-30Unqualified
Accountancy firm name2022-09-30CLIFTON LARSEN ALLEN
Accountancy firm EIN2022-09-30410746749
2021 : EMPLOYEE BENEFITS LEASING, INC. 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$0
Total income from all sources (including contributions)2021-09-30$2,181,027
Total loss/gain on sale of assets2021-09-30$0
Total of all expenses incurred2021-09-30$333,447
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-09-30$307,348
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-09-30$1,050,113
Value of total assets at end of year2021-09-30$6,674,959
Value of total assets at beginning of year2021-09-30$4,827,379
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-09-30$26,099
Total interest from all sources2021-09-30$418
Total dividends received (eg from common stock, registered investment company shares)2021-09-30$40,023
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-09-30$40,023
Was this plan covered by a fidelity bond2021-09-30Yes
Value of fidelity bond cover2021-09-30$500,000
If this is an individual account plan, was there a blackout period2021-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-09-30$0
Were there any nonexempt tranactions with any party-in-interest2021-09-30No
Contributions received from participants2021-09-30$600,804
Participant contributions at end of year2021-09-30$19,753
Participant contributions at beginning of year2021-09-30$0
Participant contributions at end of year2021-09-30$21,688
Income. Received or receivable in cash from other sources (including rollovers)2021-09-30$53,416
Administrative expenses (other) incurred2021-09-30$24,224
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Value of net income/loss2021-09-30$1,847,580
Value of net assets at end of year (total assets less liabilities)2021-09-30$6,674,959
Value of net assets at beginning of year (total assets less liabilities)2021-09-30$4,827,379
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-09-30No
Were any leases to which the plan was party in default or uncollectible2021-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-09-30$1,267,888
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-09-30$975,391
Interest on participant loans2021-09-30$358
Interest earned on other investments2021-09-30$60
Value of interest in common/collective trusts at end of year2021-09-30$5,192,214
Value of interest in common/collective trusts at beginning of year2021-09-30$3,717,896
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-09-30$155,495
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-09-30$134,092
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-09-30$133,471
Net investment gain or loss from common/collective trusts2021-09-30$957,002
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-09-30No
Was there a failure to transmit to the plan any participant contributions2021-09-30No
Has the plan failed to provide any benefit when due under the plan2021-09-30No
Contributions received in cash from employer2021-09-30$395,893
Employer contributions (assets) at end of year2021-09-30$17,921
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-09-30$307,348
Contract administrator fees2021-09-30$1,875
Did the plan have assets held for investment2021-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-09-30No
Opinion of an independent qualified public accountant for this plan2021-09-30Disclaimer
Accountancy firm name2021-09-30CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2021-09-30410746749
2020 : EMPLOYEE BENEFITS LEASING, INC. 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$0
Total income from all sources (including contributions)2020-09-30$1,504,091
Total loss/gain on sale of assets2020-09-30$0
Total of all expenses incurred2020-09-30$872,621
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-09-30$838,438
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-09-30$1,081,810
Value of total assets at end of year2020-09-30$4,827,379
Value of total assets at beginning of year2020-09-30$4,195,909
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-09-30$34,183
Total interest from all sources2020-09-30$28
Total dividends received (eg from common stock, registered investment company shares)2020-09-30$33,677
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-09-30$33,677
Was this plan covered by a fidelity bond2020-09-30Yes
Value of fidelity bond cover2020-09-30$500,000
If this is an individual account plan, was there a blackout period2020-09-30No
Were there any nonexempt tranactions with any party-in-interest2020-09-30No
Contributions received from participants2020-09-30$509,685
Participant contributions at end of year2020-09-30$0
Participant contributions at beginning of year2020-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2020-09-30$247,224
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-09-30$0
Administrative expenses (other) incurred2020-09-30$32,600
Liabilities. Value of operating payables at beginning of year2020-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Value of net income/loss2020-09-30$631,470
Value of net assets at end of year (total assets less liabilities)2020-09-30$4,827,379
Value of net assets at beginning of year (total assets less liabilities)2020-09-30$4,195,909
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-09-30No
Were any leases to which the plan was party in default or uncollectible2020-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-09-30$975,391
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-09-30$1,683,364
Interest earned on other investments2020-09-30$28
Value of interest in common/collective trusts at end of year2020-09-30$3,717,896
Value of interest in common/collective trusts at beginning of year2020-09-30$2,102,801
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-09-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-09-30$802
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-09-30$802
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-09-30$134,092
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-09-30$408,942
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-09-30$7,907
Net investment gain or loss from common/collective trusts2020-09-30$380,669
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-09-30No
Was there a failure to transmit to the plan any participant contributions2020-09-30No
Has the plan failed to provide any benefit when due under the plan2020-09-30No
Contributions received in cash from employer2020-09-30$324,901
Employer contributions (assets) at end of year2020-09-30$0
Employer contributions (assets) at beginning of year2020-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-09-30$838,438
Contract administrator fees2020-09-30$1,583
Liabilities. Value of benefit claims payable at beginning of year2020-09-30$0
Did the plan have assets held for investment2020-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-09-30Yes
Opinion of an independent qualified public accountant for this plan2020-09-30Disclaimer
Accountancy firm name2020-09-30CLIFTONLARSONALLEN LLP
Accountancy firm EIN2020-09-30410746749
2019 : EMPLOYEE BENEFITS LEASING, INC. 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$109,693
Total income from all sources (including contributions)2019-09-30$1,089,333
Total loss/gain on sale of assets2019-09-30$0
Total of all expenses incurred2019-09-30$121,923
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-09-30$80,868
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-09-30$948,796
Value of total assets at end of year2019-09-30$4,195,909
Value of total assets at beginning of year2019-09-30$3,338,192
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-09-30$41,055
Total interest from all sources2019-09-30$932
Total dividends received (eg from common stock, registered investment company shares)2019-09-30$63,531
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-09-30$63,531
Was this plan covered by a fidelity bond2019-09-30Yes
Value of fidelity bond cover2019-09-30$500,000
If this is an individual account plan, was there a blackout period2019-09-30No
Were there any nonexempt tranactions with any party-in-interest2019-09-30No
Contributions received from participants2019-09-30$426,977
Participant contributions at end of year2019-09-30$0
Participant contributions at beginning of year2019-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2019-09-30$223,182
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-09-30$90,878
Administrative expenses (other) incurred2019-09-30$40,430
Liabilities. Value of operating payables at end of year2019-09-30$0
Liabilities. Value of operating payables at beginning of year2019-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Value of net income/loss2019-09-30$967,410
Value of net assets at end of year (total assets less liabilities)2019-09-30$4,195,909
Value of net assets at beginning of year (total assets less liabilities)2019-09-30$3,228,499
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-09-30No
Were any leases to which the plan was party in default or uncollectible2019-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-09-30$1,683,364
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-09-30$1,519,438
Value of interest in common/collective trusts at end of year2019-09-30$2,102,801
Value of interest in common/collective trusts at beginning of year2019-09-30$1,625,487
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-09-30$802
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-09-30$84,729
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-09-30$84,729
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-09-30$932
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-09-30$408,942
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-09-30$108,538
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-09-30$18,159
Net investment gain or loss from common/collective trusts2019-09-30$57,915
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-09-30No
Was there a failure to transmit to the plan any participant contributions2019-09-30No
Has the plan failed to provide any benefit when due under the plan2019-09-30No
Contributions received in cash from employer2019-09-30$298,637
Employer contributions (assets) at end of year2019-09-30$0
Employer contributions (assets) at beginning of year2019-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-09-30$80,868
Contract administrator fees2019-09-30$625
Liabilities. Value of benefit claims payable at end of year2019-09-30$0
Liabilities. Value of benefit claims payable at beginning of year2019-09-30$18,815
Did the plan have assets held for investment2019-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-09-30Yes
Opinion of an independent qualified public accountant for this plan2019-09-30Disclaimer
Accountancy firm name2019-09-30CLIFTONLARSONALLEN LLP
Accountancy firm EIN2019-09-30410746749
2018 : EMPLOYEE BENEFITS LEASING, INC. 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$109,693
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$169,269
Total income from all sources (including contributions)2018-09-30$905,061
Total loss/gain on sale of assets2018-09-30$0
Total of all expenses incurred2018-09-30$53,392
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-09-30$18,947
Value of total corrective distributions2018-09-30$18,815
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-09-30$792,653
Value of total assets at end of year2018-09-30$3,338,192
Value of total assets at beginning of year2018-09-30$2,546,099
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-09-30$15,630
Total interest from all sources2018-09-30$112
Total dividends received (eg from common stock, registered investment company shares)2018-09-30$18,665
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-09-30$18,665
Was this plan covered by a fidelity bond2018-09-30Yes
Value of fidelity bond cover2018-09-30$500,000
If this is an individual account plan, was there a blackout period2018-09-30No
Were there any nonexempt tranactions with any party-in-interest2018-09-30No
Contributions received from participants2018-09-30$258,203
Participant contributions at end of year2018-09-30$0
Participant contributions at beginning of year2018-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2018-09-30$367,150
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-09-30$90,878
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-09-30$72,300
Administrative expenses (other) incurred2018-09-30$15,505
Liabilities. Value of operating payables at end of year2018-09-30$0
Liabilities. Value of operating payables at beginning of year2018-09-30$6,325
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Value of net income/loss2018-09-30$851,669
Value of net assets at end of year (total assets less liabilities)2018-09-30$3,228,499
Value of net assets at beginning of year (total assets less liabilities)2018-09-30$2,376,830
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-09-30No
Were any leases to which the plan was party in default or uncollectible2018-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-09-30$1,519,438
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-09-30$1,714,532
Value of interest in common/collective trusts at end of year2018-09-30$1,625,487
Value of interest in common/collective trusts at beginning of year2018-09-30$724,993
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-09-30$84,729
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-09-30$6,325
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-09-30$6,325
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-09-30$112
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-09-30$108,538
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-09-30$100,115
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-09-30$51,688
Net investment gain or loss from common/collective trusts2018-09-30$41,943
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-09-30No
Was there a failure to transmit to the plan any participant contributions2018-09-30No
Has the plan failed to provide any benefit when due under the plan2018-09-30No
Contributions received in cash from employer2018-09-30$167,300
Employer contributions (assets) at end of year2018-09-30$0
Employer contributions (assets) at beginning of year2018-09-30$134
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-09-30$18,947
Contract administrator fees2018-09-30$125
Liabilities. Value of benefit claims payable at end of year2018-09-30$18,815
Liabilities. Value of benefit claims payable at beginning of year2018-09-30$90,644
Did the plan have assets held for investment2018-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-09-30Yes
Opinion of an independent qualified public accountant for this plan2018-09-30Disclaimer
Accountancy firm name2018-09-30CLIFTONLARSONALLEN LLP
Accountancy firm EIN2018-09-30410746749
2017 : EMPLOYEE BENEFITS LEASING, INC. 401(K) 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$169,269
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$22,628
Total income from all sources (including contributions)2017-12-31$902,479
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$352,596
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$170,670
Value of total corrective distributions2017-12-31$162,943
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$592,503
Value of total assets at end of year2017-12-31$2,546,099
Value of total assets at beginning of year2017-12-31$1,849,575
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$18,983
Total interest from all sources2017-12-31$24
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$250,000
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$291,240
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$103,095
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$72,300
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$5,342
Liabilities. Value of operating payables at end of year2017-12-31$6,325
Liabilities. Value of operating payables at beginning of year2017-12-31$547
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$549,883
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,376,830
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,826,947
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$18,858
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$1,714,532
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,253,890
Value of interest in common/collective trusts at end of year2017-12-31$724,993
Value of interest in common/collective trusts at beginning of year2017-12-31$508,351
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$6,325
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$547
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$547
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$24
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$100,115
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$86,368
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$187,640
Net investment gain or loss from common/collective trusts2017-12-31$122,312
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$198,168
Employer contributions (assets) at end of year2017-12-31$134
Employer contributions (assets) at beginning of year2017-12-31$419
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$170,670
Contract administrator fees2017-12-31$125
Liabilities. Value of benefit claims payable at end of year2017-12-31$90,644
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$16,739
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 name2017-12-31WSRP, LLC
Accountancy firm EIN2017-12-31870517754
2016 : EMPLOYEE BENEFITS LEASING, INC. 401(K) 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$22,628
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$570,474
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$113,050
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$81,980
Value of total corrective distributions2016-12-31$16,739
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$429,943
Value of total assets at end of year2016-12-31$1,849,575
Value of total assets at beginning of year2016-12-31$1,369,523
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$14,331
Total interest from all sources2016-12-31$2
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$185,000
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$265,372
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$127
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$5,342
Liabilities. Value of operating payables at end of year2016-12-31$547
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$457,424
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,826,947
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,369,523
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
Investment advisory and management fees2016-12-31$14,081
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,253,890
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,290,789
Value of interest in common/collective trusts at end of year2016-12-31$508,351
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$547
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$2
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$86,368
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$78,655
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$91,982
Net investment gain or loss from common/collective trusts2016-12-31$48,547
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$164,444
Employer contributions (assets) at end of year2016-12-31$419
Employer contributions (assets) at beginning of year2016-12-31$79
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$81,980
Contract administrator fees2016-12-31$250
Liabilities. Value of benefit claims payable at end of year2016-12-31$16,739
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 name2016-12-31WSRP, LLC
Accountancy firm EIN2016-12-31870517754
2015 : EMPLOYEE BENEFITS LEASING, INC. 401(K) 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$388,424
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$69,483
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$57,844
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$397,208
Value of total assets at end of year2015-12-31$1,369,523
Value of total assets at beginning of year2015-12-31$1,050,582
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$11,639
Total interest from all sources2015-12-31$0
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$150,000
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$245,572
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$3,417
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$318,941
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,369,523
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,050,582
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
Investment advisory and management fees2015-12-31$10,889
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,290,789
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$989,689
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$78,655
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$60,706
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-8,784
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$148,219
Employer contributions (assets) at end of year2015-12-31$79
Employer contributions (assets) at beginning of year2015-12-31$187
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$57,844
Contract administrator fees2015-12-31$750
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 name2015-12-31WSRP, LLC
Accountancy firm EIN2015-12-31870517754
2014 : EMPLOYEE BENEFITS LEASING, INC. 401(K) 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$243,302
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$46,102
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$38,227
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$171,625
Value of total assets at end of year2014-12-31$1,050,582
Value of total assets at beginning of year2014-12-31$853,382
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$7,875
Total interest from all sources2014-12-31$0
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$110,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$146,510
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$197,200
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,050,582
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$853,382
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
Investment advisory and management fees2014-12-31$7,875
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$989,689
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$801,931
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$60,706
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$51,451
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$71,677
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$25,115
Employer contributions (assets) at end of year2014-12-31$187
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$38,227
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 name2014-12-31WSRP, LLC
Accountancy firm EIN2014-12-31870517754
2013 : EMPLOYEE BENEFITS LEASING, INC. 401(K) 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$236,599
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$126,993
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$121,137
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$130,815
Value of total assets at end of year2013-12-31$853,382
Value of total assets at beginning of year2013-12-31$743,776
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$5,856
Total interest from all sources2013-12-31$0
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$150,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$111,626
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$109,606
Value of net assets at end of year (total assets less liabilities)2013-12-31$853,382
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$743,776
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
Investment advisory and management fees2013-12-31$5,156
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$801,931
Value of interest in pooled separate accounts at end of year2013-12-31$0
Value of interest in pooled separate accounts at beginning of year2013-12-31$694,980
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$51,451
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$48,796
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$64,831
Net investment gain/loss from pooled separate accounts2013-12-31$40,953
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$19,189
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$121,137
Contract administrator fees2013-12-31$700
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 name2013-12-31WSRP, LLC
Accountancy firm EIN2013-12-31870517754
2012 : EMPLOYEE BENEFITS LEASING, INC. 401(K) 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$1,672
Total income from all sources (including contributions)2012-12-31$192,678
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$33,009
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$26,520
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$131,848
Value of total assets at end of year2012-12-31$743,776
Value of total assets at beginning of year2012-12-31$585,779
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$6,489
Total interest from all sources2012-12-31$0
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$150,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$101,775
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$3,769
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$10,212
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$1,672
Administrative expenses (other) incurred2012-12-31$6,089
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$159,669
Value of net assets at end of year (total assets less liabilities)2012-12-31$743,776
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$584,107
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$694,980
Value of interest in pooled separate accounts at beginning of year2012-12-31$538,768
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$48,796
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$42,532
Net investment gain/loss from pooled separate accounts2012-12-31$60,830
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$19,861
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$710
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$26,520
Contract administrator fees2012-12-31$400
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 name2012-12-31WISAN SMITH RACKER & PRESCOTT LLP
Accountancy firm EIN2012-12-31870517754
2011 : EMPLOYEE BENEFITS LEASING, INC. 401(K) 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$1,672
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,046
Total income from all sources (including contributions)2011-12-31$104,372
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$245,217
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$236,295
Value of total corrective distributions2011-12-31$1,672
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$105,314
Value of total assets at end of year2011-12-31$585,779
Value of total assets at beginning of year2011-12-31$725,998
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$7,250
Total interest from all sources2011-12-31$0
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$150,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$88,309
Participant contributions at end of year2011-12-31$3,769
Participant contributions at beginning of year2011-12-31$40
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$1,672
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$1,046
Administrative expenses (other) incurred2011-12-31$6,350
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-140,845
Value of net assets at end of year (total assets less liabilities)2011-12-31$584,107
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$724,952
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$538,768
Value of interest in pooled separate accounts at beginning of year2011-12-31$689,146
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$42,532
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$36,812
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-942
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$17,005
Employer contributions (assets) at end of year2011-12-31$710
Employer contributions (assets) at beginning of year2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$236,295
Contract administrator fees2011-12-31$900
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 name2011-12-31WISAN SMITH RACKER & PRESCOTT LLP
Accountancy firm EIN2011-12-31870517754
2010 : EMPLOYEE BENEFITS LEASING, INC. 401(K) 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$1,046
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$2,168
Total income from all sources (including contributions)2010-12-31$132,870
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$45,636
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$38,308
Value of total corrective distributions2010-12-31$512
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$69,333
Value of total assets at end of year2010-12-31$725,998
Value of total assets at beginning of year2010-12-31$639,886
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$6,816
Total interest from all sources2010-12-31$0
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$100,000
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$57,000
Participant contributions at end of year2010-12-31$40
Participant contributions at beginning of year2010-12-31$2,172
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$1,046
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$2,168
Administrative expenses (other) incurred2010-12-31$6,316
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$87,234
Value of net assets at end of year (total assets less liabilities)2010-12-31$724,952
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$637,718
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
Investment advisory and management fees2010-12-31$500
Value of interest in pooled separate accounts at end of year2010-12-31$689,146
Value of interest in pooled separate accounts at beginning of year2010-12-31$601,670
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$36,812
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$31,138
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$63,537
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$12,333
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$4,906
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$38,308
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 name2010-12-31WISAN SMITH RACKER & PRESCOTT LLP
Accountancy firm EIN2010-12-31870517754

Form 5500 Responses for EMPLOYEE BENEFITS LEASING, INC. 401(K) PLAN

2021: EMPLOYEE BENEFITS LEASING, INC. 401(K) PLAN 2021 form 5500 responses
2021-10-01Type of plan entitySingle employer plan
2021-10-01Submission has been amendedNo
2021-10-01This submission is the final filingNo
2021-10-01This return/report is a short plan year return/report (less than 12 months)No
2021-10-01Plan is a collectively bargained planNo
2021-10-01Plan funding arrangement – InsuranceYes
2021-10-01Plan funding arrangement – TrustYes
2021-10-01Plan benefit arrangement – InsuranceYes
2021-10-01Plan benefit arrangement - TrustYes
2020: EMPLOYEE BENEFITS LEASING, INC. 401(K) PLAN 2020 form 5500 responses
2020-10-01Type of plan entitySingle employer plan
2020-10-01Submission has been amendedNo
2020-10-01This submission is the final filingNo
2020-10-01This return/report is a short plan year return/report (less than 12 months)No
2020-10-01Plan is a collectively bargained planNo
2020-10-01Plan funding arrangement – InsuranceYes
2020-10-01Plan funding arrangement – TrustYes
2020-10-01Plan benefit arrangement – InsuranceYes
2020-10-01Plan benefit arrangement - TrustYes
2019: EMPLOYEE BENEFITS LEASING, INC. 401(K) PLAN 2019 form 5500 responses
2019-10-01Type of plan entitySingle employer plan
2019-10-01Submission has been amendedNo
2019-10-01This submission is the final filingNo
2019-10-01This return/report is a short plan year return/report (less than 12 months)No
2019-10-01Plan is a collectively bargained planNo
2019-10-01Plan funding arrangement – InsuranceYes
2019-10-01Plan funding arrangement – TrustYes
2019-10-01Plan benefit arrangement – InsuranceYes
2019-10-01Plan benefit arrangement - TrustYes
2018: EMPLOYEE BENEFITS LEASING, INC. 401(K) PLAN 2018 form 5500 responses
2018-10-01Type of plan entitySingle employer plan
2018-10-01Submission has been amendedNo
2018-10-01This submission is the final filingNo
2018-10-01This return/report is a short plan year return/report (less than 12 months)No
2018-10-01Plan is a collectively bargained planNo
2018-10-01Plan funding arrangement – InsuranceYes
2018-10-01Plan funding arrangement – TrustYes
2018-10-01Plan benefit arrangement – InsuranceYes
2018-10-01Plan benefit arrangement - TrustYes
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)Yes
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: EMPLOYEE BENEFITS LEASING, INC. 401(K) 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: EMPLOYEE BENEFITS LEASING, INC. 401(K) 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: EMPLOYEE BENEFITS LEASING, INC. 401(K) 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: EMPLOYEE BENEFITS LEASING, INC. 401(K) 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: EMPLOYEE BENEFITS LEASING, INC. 401(K) 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: EMPLOYEE BENEFITS LEASING, INC. 401(K) 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: EMPLOYEE BENEFITS LEASING, INC. 401(K) 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: EMPLOYEE BENEFITS LEASING, INC. 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
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: EMPLOYEE BENEFITS LEASING, INC. 401(K) 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
2008: EMPLOYEE BENEFITS LEASING, INC. 401(K) PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedYes
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number336062-01
Policy instance 1
Insurance contract or identification number336062-01
Number of Individuals Covered4
Insurance policy start date2021-10-01
Insurance policy end date2022-09-30
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 number336062-01
Policy instance 1
Insurance contract or identification number336062-01
Number of Individuals Covered4
Insurance policy start date2020-10-01
Insurance policy end date2021-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number336062-01
Policy instance 1
Insurance contract or identification number336062-01
Number of Individuals Covered4
Insurance policy start date2019-10-01
Insurance policy end date2020-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number336062-01
Policy instance 1
Insurance contract or identification number336062-01
Number of Individuals Covered6
Insurance policy start date2018-10-01
Insurance policy end date2019-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number336062-01
Policy instance 1
Insurance contract or identification number336062-01
Number of Individuals Covered6
Insurance policy start date2018-01-01
Insurance policy end date2018-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number336062-01
Policy instance 1
Insurance contract or identification number336062-01
Number of Individuals Covered6
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number336062-01
Policy instance 1
Insurance contract or identification number336062-01
Number of Individuals Covered15
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $392
Total amount of fees paid to insurance companyUSD $0
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?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
Commission paid to Insurance BrokerUSD $241
Insurance broker organization code?3
Insurance broker nameJEFFREY SCOTT
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number336062-01
Policy instance 1
Insurance contract or identification number336062-01
Number of Individuals Covered7
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $312
Total amount of fees paid to insurance companyUSD $0
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?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
Commission paid to Insurance BrokerUSD $312
Insurance broker organization code?3
Insurance broker nameNFP SECURITIES INC
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number336062-01
Policy instance 2
Insurance contract or identification number336062-01
Number of Individuals Covered3
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $63
Total amount of fees paid to insurance companyUSD $0
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?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
Commission paid to Insurance BrokerUSD $63
Insurance broker organization code?3
Insurance broker nameNFP SECURITIES INC
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP63112
Policy instance 1
Insurance contract or identification numberGP63112
Number of Individuals Covered0
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $952
Total amount of fees paid to insurance companyUSD $263
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?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
Commission paid to Insurance BrokerUSD $952
Insurance broker organization code?4
Amount paid for insurance broker fees238
Additional information about fees paid to insurance brokerMARKETING ALLOWANCE
Insurance broker nameNFP SECURITIES INC
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP63112
Policy instance 1
Insurance contract or identification numberGP63112
Number of Individuals Covered69
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $2,407
Total amount of fees paid to insurance companyUSD $26
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?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
Commission paid to Insurance BrokerUSD $2,407
Insurance broker organization code?4
Amount paid for insurance broker fees26
Additional information about fees paid to insurance brokerNON-MONETARY COMPENSATION TO SALES REP
Insurance broker nameLINCOLN FINANCIAL ADVISORS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP63112
Policy instance 1
Insurance contract or identification numberGP63112
Number of Individuals Covered70
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $2,495
Total amount of fees paid to insurance companyUSD $44
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?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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP63112
Policy instance 1
Insurance contract or identification numberGP63112
Number of Individuals Covered73
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $2,407
Total amount of fees paid to insurance companyUSD $20
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?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

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