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STANDARD E AND S, LLC 401(K) PLAN 401k Plan overview

Plan NameSTANDARD E AND S, LLC 401(K) PLAN
Plan identification number 001

STANDARD E AND S, LLC 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

STANDARD E AND S, LLC has sponsored the creation of one or more 401k plans.

Company Name:STANDARD E AND S, LLC
Employer identification number (EIN):271295198
NAIC Classification:211120
NAIC Description:Crude Petroleum Extraction

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STANDARD E AND S, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01BEN BOSTON
0012016-01-01BEN BOSTON
0012015-01-01BEN BOSTON
0012014-01-01BEN BOSTON
0012013-01-01BEN BOSTON
0012012-01-01JODIE STRILEY
0012011-01-01JODIE STRILEY
0012010-01-01JODIE STRILEY

Plan Statistics for STANDARD E AND S, LLC 401(K) PLAN

401k plan membership statisitcs for STANDARD E AND S, LLC 401(K) PLAN

Measure Date Value
2022: STANDARD E AND S, LLC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01186
Total number of active participants reported on line 7a of the Form 55002022-01-01143
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0129
Total of all active and inactive participants2022-01-01172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01172
Number of participants with account balances2022-01-0167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-016
2021: STANDARD E AND S, LLC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01148
Total number of active participants reported on line 7a of the Form 55002021-01-01117
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0127
Total of all active and inactive participants2021-01-01144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01144
Number of participants with account balances2021-01-0154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-013
2020: STANDARD E AND S, LLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01205
Total number of active participants reported on line 7a of the Form 55002020-01-0198
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0131
Total of all active and inactive participants2020-01-01129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01129
Number of participants with account balances2020-01-0161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0121
2019: STANDARD E AND S, LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01225
Total number of active participants reported on line 7a of the Form 55002019-01-01140
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0127
Total of all active and inactive participants2019-01-01167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01167
Number of participants with account balances2019-01-0173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0121
2018: STANDARD E AND S, LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01206
Total number of active participants reported on line 7a of the Form 55002018-01-01138
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0128
Total of all active and inactive participants2018-01-01166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01166
Number of participants with account balances2018-01-0177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0114
2017: STANDARD E AND S, LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01207
Total number of active participants reported on line 7a of the Form 55002017-01-01131
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0127
Total of all active and inactive participants2017-01-01158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01158
Number of participants with account balances2017-01-0172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0116
2016: STANDARD E AND S, LLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01223
Total number of active participants reported on line 7a of the Form 55002016-01-01135
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0135
Total of all active and inactive participants2016-01-01170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01170
Number of participants with account balances2016-01-0199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0148
2015: STANDARD E AND S, LLC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01293
Total number of active participants reported on line 7a of the Form 55002015-01-01142
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0130
Total of all active and inactive participants2015-01-01172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01172
Number of participants with account balances2015-01-0199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0141
2014: STANDARD E AND S, LLC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01283
Total number of active participants reported on line 7a of the Form 55002014-01-01163
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0168
Total of all active and inactive participants2014-01-01231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01232
Number of participants with account balances2014-01-01145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0133
2013: STANDARD E AND S, LLC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01246
Total number of active participants reported on line 7a of the Form 55002013-01-01164
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0154
Total of all active and inactive participants2013-01-01218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01218
Number of participants with account balances2013-01-01130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-017
2012: STANDARD E AND S, LLC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01318
Total number of active participants reported on line 7a of the Form 55002012-01-01210
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-0134
Total of all active and inactive participants2012-01-01246
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01246
Number of participants with account balances2012-01-01111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0134
2011: STANDARD E AND S, LLC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01294
Total number of active participants reported on line 7a of the Form 55002011-01-01214
Number of retired or separated participants receiving benefits2011-01-012
Number of other retired or separated participants entitled to future benefits2011-01-0121
Total of all active and inactive participants2011-01-01237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01237
Number of participants with account balances2011-01-0179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0122
2010: STANDARD E AND S, LLC 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01253
Total number of active participants reported on line 7a of the Form 55002010-01-01173
Number of retired or separated participants receiving benefits2010-01-014
Number of other retired or separated participants entitled to future benefits2010-01-0118
Total of all active and inactive participants2010-01-01195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01195
Number of participants with account balances2010-01-0184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0132

Financial Data on STANDARD E AND S, LLC 401(K) PLAN

Measure Date Value
2022 : STANDARD E AND S, LLC 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$11,253
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-15,497
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$89,431
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$62,411
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$113,312
Value of total assets at end of year2022-12-31$753,280
Value of total assets at beginning of year2022-12-31$846,955
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$27,020
Total interest from all sources2022-12-31$1,650
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$17,019
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$17,019
Administrative expenses professional fees incurred2022-12-31$11,000
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$87,835
Participant contributions at end of year2022-12-31$72,722
Participant contributions at beginning of year2022-12-31$41,119
Participant contributions at end of year2022-12-31$2,272
Participant contributions at beginning of year2022-12-31$0
Administrative expenses (other) incurred2022-12-31$1,315
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-104,928
Value of net assets at end of year (total assets less liabilities)2022-12-31$753,280
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$846,955
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$7,944
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$675,600
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$805,061
Interest on participant loans2022-12-31$1,650
Value of interest in common/collective trusts at end of year2022-12-31$1,667
Value of interest in common/collective trusts at beginning of year2022-12-31$775
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-147,192
Net investment gain or loss from common/collective trusts2022-12-31$-286
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$25,477
Employer contributions (assets) at end of year2022-12-31$1,019
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$62,411
Contract administrator fees2022-12-31$6,761
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31ROBINSON BURDETTE MARTIN & SERIGHT
Accountancy firm EIN2022-12-31752489868
2021 : STANDARD E AND S, LLC 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$45,114
Total transfer of assets from this plan2021-12-31$1,691
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$136,401
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$94,189
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$68,272
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$47,369
Value of total assets at end of year2021-12-31$846,955
Value of total assets at beginning of year2021-12-31$761,320
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$25,917
Total interest from all sources2021-12-31$2,616
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$26,259
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$26,259
Administrative expenses professional fees incurred2021-12-31$10,936
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$47,369
Participant contributions at end of year2021-12-31$41,119
Participant contributions at beginning of year2021-12-31$37,644
Administrative expenses (other) incurred2021-12-31$727
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$42,212
Value of net assets at end of year (total assets less liabilities)2021-12-31$846,955
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$761,320
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$8,679
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$805,061
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$718,984
Interest on participant loans2021-12-31$2,616
Value of interest in common/collective trusts at end of year2021-12-31$775
Value of interest in common/collective trusts at beginning of year2021-12-31$4,692
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$66,286
Net investment gain or loss from common/collective trusts2021-12-31$-6,129
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$68,272
Contract administrator fees2021-12-31$5,575
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31ROBINSON BURDETTE MARTIN & SERIGHT
Accountancy firm EIN2021-12-31752489868
2020 : STANDARD E AND S, LLC 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$164,042
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$292,488
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$264,701
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$80,750
Value of total assets at end of year2020-12-31$761,320
Value of total assets at beginning of year2020-12-31$889,766
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$27,787
Total interest from all sources2020-12-31$2,779
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$19,268
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$19,268
Administrative expenses professional fees incurred2020-12-31$10,500
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$70,361
Participant contributions at end of year2020-12-31$37,644
Participant contributions at beginning of year2020-12-31$61,321
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$3,639
Administrative expenses (other) incurred2020-12-31$944
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-128,446
Value of net assets at end of year (total assets less liabilities)2020-12-31$761,320
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$889,766
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$7,968
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$718,984
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$766,293
Interest on participant loans2020-12-31$2,779
Value of interest in common/collective trusts at end of year2020-12-31$4,692
Value of interest in common/collective trusts at beginning of year2020-12-31$57,274
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$67,260
Net investment gain or loss from common/collective trusts2020-12-31$-6,015
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$10,389
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$1,239
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$264,701
Contract administrator fees2020-12-31$8,375
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31ROBINSON BURDETTE MARTIN & SERIGHT
Accountancy firm EIN2020-12-31752489868
2019 : STANDARD E AND S, LLC 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$397,420
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$771,972
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$740,912
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$196,809
Value of total assets at end of year2019-12-31$889,766
Value of total assets at beginning of year2019-12-31$1,264,318
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$31,060
Total interest from all sources2019-12-31$4,591
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$25,118
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$25,118
Administrative expenses professional fees incurred2019-12-31$10,000
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$145,445
Participant contributions at end of year2019-12-31$61,321
Participant contributions at beginning of year2019-12-31$103,201
Participant contributions at end of year2019-12-31$3,639
Participant contributions at beginning of year2019-12-31$5,283
Administrative expenses (other) incurred2019-12-31$475
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$-374,552
Value of net assets at end of year (total assets less liabilities)2019-12-31$889,766
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,264,318
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$11,489
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$766,293
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,109,350
Interest on participant loans2019-12-31$4,591
Value of interest in common/collective trusts at end of year2019-12-31$57,274
Value of interest in common/collective trusts at beginning of year2019-12-31$44,451
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$173,304
Net investment gain or loss from common/collective trusts2019-12-31$-2,402
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$51,364
Employer contributions (assets) at end of year2019-12-31$1,239
Employer contributions (assets) at beginning of year2019-12-31$2,033
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$740,912
Contract administrator fees2019-12-31$9,096
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31ROBINSON BURDETTE MARTIN & SERIGHT
Accountancy firm EIN2019-12-31752489868
2018 : STANDARD E AND S, LLC 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$96,754
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$315,321
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$282,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$155,875
Value of total assets at end of year2018-12-31$1,264,318
Value of total assets at beginning of year2018-12-31$1,482,885
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$33,321
Total interest from all sources2018-12-31$6,193
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$35,877
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$35,877
Administrative expenses professional fees incurred2018-12-31$9,500
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$149,269
Participant contributions at end of year2018-12-31$103,201
Participant contributions at beginning of year2018-12-31$144,057
Participant contributions at end of year2018-12-31$5,283
Participant contributions at beginning of year2018-12-31$2,215
Administrative expenses (other) incurred2018-12-31$850
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-218,567
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,264,318
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,482,885
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$14,385
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,109,350
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,247,711
Interest on participant loans2018-12-31$6,193
Value of interest in common/collective trusts at end of year2018-12-31$44,451
Value of interest in common/collective trusts at beginning of year2018-12-31$88,902
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-100,874
Net investment gain or loss from common/collective trusts2018-12-31$-317
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$6,606
Employer contributions (assets) at end of year2018-12-31$2,033
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$282,000
Contract administrator fees2018-12-31$8,586
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31ROBINSON BURDETTE MARTIN & SERIGHT
Accountancy firm EIN2018-12-31752489868
2017 : STANDARD E AND S, LLC 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$353,870
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$356,342
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$267,645
Expenses. Certain deemed distributions of participant loans2017-12-31$52,081
Value of total corrective distributions2017-12-31$963
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$156,005
Value of total assets at end of year2017-12-31$1,482,885
Value of total assets at beginning of year2017-12-31$1,485,357
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$35,653
Total interest from all sources2017-12-31$5,944
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$28,711
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$9,000
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$156,005
Participant contributions at end of year2017-12-31$144,057
Participant contributions at beginning of year2017-12-31$142,041
Participant contributions at end of year2017-12-31$2,215
Participant contributions at beginning of year2017-12-31$0
Administrative expenses (other) incurred2017-12-31$1,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-2,472
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,482,885
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,485,357
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$15,321
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$1,247,711
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,246,639
Interest on participant loans2017-12-31$5,944
Value of interest in common/collective trusts at end of year2017-12-31$88,902
Value of interest in common/collective trusts at beginning of year2017-12-31$96,677
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$161,843
Net investment gain or loss from common/collective trusts2017-12-31$1,367
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$0
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$0
Income. Dividends from preferred stock2017-12-31$28,711
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$267,645
Contract administrator fees2017-12-31$10,332
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31ROBINSON BURDETTE MARTIN & SERIGHT
Accountancy firm EIN2017-12-31752489868
2016 : STANDARD E AND S, LLC 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$330,097
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$460,861
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$421,790
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$227,397
Value of total assets at end of year2016-12-31$1,485,357
Value of total assets at beginning of year2016-12-31$1,616,121
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$39,071
Total interest from all sources2016-12-31$6,590
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$30,736
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$8,500
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$162,000
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$201,645
Participant contributions at end of year2016-12-31$142,041
Participant contributions at beginning of year2016-12-31$138,415
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$904
Administrative expenses (other) incurred2016-12-31$1,348
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-130,764
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,485,357
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,616,121
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$15,988
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,246,639
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,477,706
Interest on participant loans2016-12-31$5,466
Value of interest in common/collective trusts at end of year2016-12-31$96,677
Value of interest in common/collective trusts at beginning of year2016-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$1,124
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$65,374
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$24,848
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$0
Income. Dividends from preferred stock2016-12-31$30,736
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$421,790
Contract administrator fees2016-12-31$13,235
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
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 name2016-12-31ROBINSON BURDETTE MARTIN & SERIGHT
Accountancy firm EIN2016-12-31752489868
2015 : STANDARD E AND S, LLC 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$433,607
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$606,487
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$562,970
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$435,476
Value of total assets at end of year2015-12-31$1,616,121
Value of total assets at beginning of year2015-12-31$1,789,001
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$43,517
Total interest from all sources2015-12-31$6,421
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$52,625
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$8,000
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$179,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
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$261,546
Participant contributions at end of year2015-12-31$138,415
Participant contributions at beginning of year2015-12-31$140,844
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$4,011
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$18,570
Administrative expenses (other) incurred2015-12-31$2,378
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-172,880
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,616,121
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,789,001
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$17,360
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,477,706
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,641,725
Interest on participant loans2015-12-31$6,421
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-60,915
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$155,360
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$2,421
Income. Dividends from preferred stock2015-12-31$52,625
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$562,970
Contract administrator fees2015-12-31$15,779
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
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 name2015-12-31ROBINSON BURDETTE MARTIN & SERIGHT
Accountancy firm EIN2015-12-31752489868
2014 : STANDARD E AND S, LLC 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$586,204
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$266,748
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$162,569
Expenses. Certain deemed distributions of participant loans2014-12-31$66,311
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$482,124
Value of total assets at end of year2014-12-31$1,789,001
Value of total assets at beginning of year2014-12-31$1,469,545
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$37,868
Total interest from all sources2014-12-31$5,244
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$46,346
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$46,346
Administrative expenses professional fees incurred2014-12-31$8,000
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$150,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
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$308,168
Participant contributions at end of year2014-12-31$140,844
Participant contributions at beginning of year2014-12-31$114,954
Participant contributions at end of year2014-12-31$4,011
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$319,456
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,789,001
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,469,545
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$15,420
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,641,725
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,354,591
Interest on participant loans2014-12-31$5,244
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$52,490
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$173,956
Employer contributions (assets) at end of year2014-12-31$2,421
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$162,569
Contract administrator fees2014-12-31$14,448
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
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 name2014-12-31ROBINSON BURDETTE MARTIN & SERIGHT
Accountancy firm EIN2014-12-31752489868
2013 : STANDARD E AND S, LLC 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$683,006
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$249,707
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$209,906
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$503,185
Value of total assets at end of year2013-12-31$1,469,545
Value of total assets at beginning of year2013-12-31$1,036,246
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$39,801
Total interest from all sources2013-12-31$5,219
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$17,648
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$17,648
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 period2013-12-31Yes
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$306,753
Participant contributions at end of year2013-12-31$114,954
Participant contributions at beginning of year2013-12-31$88,885
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$806
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$25,286
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$433,299
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,469,545
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,036,246
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$2,968
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,354,591
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$946,555
Interest on participant loans2013-12-31$5,219
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$156,954
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$171,146
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$209,906
Contract administrator fees2013-12-31$36,833
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
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 name2013-12-31ROBINSON BURDETTE MARTIN & SERIGHT
Accountancy firm EIN2013-12-31752489868
2012 : STANDARD E AND S, LLC 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$0
Total income from all sources (including contributions)2012-12-31$546,926
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$212,361
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$179,457
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$439,629
Value of total assets at end of year2012-12-31$1,036,246
Value of total assets at beginning of year2012-12-31$701,681
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$32,904
Total interest from all sources2012-12-31$2,972
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$100,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$285,667
Participant contributions at end of year2012-12-31$88,885
Participant contributions at beginning of year2012-12-31$44,423
Participant contributions at end of year2012-12-31$806
Participant contributions at beginning of year2012-12-31$26
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$6,752
Administrative expenses (other) incurred2012-12-31$7,511
Total non interest bearing cash at beginning of year2012-12-31$1,413
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$334,565
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,036,246
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$701,681
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
Investment advisory and management fees2012-12-31$12,942
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$946,555
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$655,793
Interest on participant loans2012-12-31$2,972
Net gain/loss from 103.12 investment entities2012-12-31$104,325
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$147,210
Employer contributions (assets) at beginning of year2012-12-31$26
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$179,457
Contract administrator fees2012-12-31$12,451
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 name2012-12-31ROBINSON BURDETTE MARTIN & SERIGHT
Accountancy firm EIN2012-12-31752489868
2011 : STANDARD E AND S, LLC 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$40
Total income from all sources (including contributions)2011-12-31$240,620
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$334,430
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$312,338
Value of total corrective distributions2011-12-31$2,881
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$254,393
Value of total assets at end of year2011-12-31$701,681
Value of total assets at beginning of year2011-12-31$795,531
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$19,211
Total interest from all sources2011-12-31$1,624
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
Administrative expenses professional fees incurred2011-12-31$9,247
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$100,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$168,536
Participant contributions at end of year2011-12-31$44,423
Participant contributions at beginning of year2011-12-31$60,840
Participant contributions at end of year2011-12-31$26
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$4,403
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$40
Administrative expenses (other) incurred2011-12-31$9,964
Total non interest bearing cash at end of year2011-12-31$1,413
Total non interest bearing cash at beginning of year2011-12-31$17,492
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-93,810
Value of net assets at end of year (total assets less liabilities)2011-12-31$701,681
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$795,491
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 registered invesment companies (eg mutual funds) at end of year2011-12-31$655,793
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$717,199
Interest on participant loans2011-12-31$1,624
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-15,397
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$81,454
Employer contributions (assets) at end of year2011-12-31$26
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$312,338
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 name2011-12-31ROBINSON BURDETTE MARTIN & SERIGHT
Accountancy firm EIN2011-12-31752489868
2010 : STANDARD E AND S, LLC 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$549,254
Total transfer of assets from this plan2010-12-31$-11,357
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$40
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$355,004
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$97,410
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$79,369
Value of total corrective distributions2010-12-31$3,263
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$267,353
Value of total assets at end of year2010-12-31$795,531
Value of total assets at beginning of year2010-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$14,778
Total interest from all sources2010-12-31$1,905
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
Administrative expenses professional fees incurred2010-12-31$6,226
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 period2010-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$159,048
Participant contributions at end of year2010-12-31$60,840
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$40
Total non interest bearing cash at end of year2010-12-31$17,492
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$257,594
Value of net assets at end of year (total assets less liabilities)2010-12-31$795,491
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$717,199
Interest on participant loans2010-12-31$1,905
Net gain/loss from 103.12 investment entities2010-12-31$85,746
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$108,305
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$79,369
Contract administrator fees2010-12-31$8,552
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
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 name2010-12-31ROBINSON BURDETTE MARTIN & SERIGHT
Accountancy firm EIN2010-12-31752489868

Form 5500 Responses for STANDARD E AND S, LLC 401(K) PLAN

2022: STANDARD E AND S, LLC 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: STANDARD E AND S, LLC 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: STANDARD E AND S, LLC 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: STANDARD E AND S, LLC 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: STANDARD E AND S, LLC 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: STANDARD E AND S, LLC 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: STANDARD E AND S, LLC 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: STANDARD E AND S, LLC 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: STANDARD E AND S, LLC 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: STANDARD E AND S, LLC 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 - TrustYes
2012: STANDARD E AND S, LLC 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 - TrustYes
2011: STANDARD E AND S, LLC 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 - TrustYes
2010: STANDARD E AND S, LLC 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01First time form 5500 has been submittedYes
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number95854
Policy instance 1
Insurance contract or identification number95854
Number of Individuals Covered0
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?5
Insurance broker nameLUBBOCK NATL BANK TRUST & FIN SVCS
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number95854
Policy instance 1
Insurance contract or identification number95854
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $18,306
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Amount paid for insurance broker fees13380
Additional information about fees paid to insurance brokerTPA COMPENSATION AND FEES
Insurance broker organization code?5
Insurance broker nameLUBBOCK NATL BANK TRUST & FIN SVCS
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number95854
Policy instance 1
Insurance contract or identification number95854
Number of Individuals Covered105
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $14,999
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number95854
Policy instance 1
Insurance contract or identification number95854
Number of Individuals Covered100
Insurance policy start date2010-02-25
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $10,325
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Amount paid for insurance broker fees7953
Additional information about fees paid to insurance brokerTPA COMPENSATION AND FEES
Insurance broker organization code?5
Insurance broker nameLUBBOCK NATL BANK TRUST & FIN SVCS

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