?>
Logo

BEARINGS & DRIVES UNLIMITED, INC. 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameBEARINGS & DRIVES UNLIMITED, INC. 401(K) RETIREMENT PLAN
Plan identification number 001

BEARINGS & DRIVES UNLIMITED, INC. 401(K) RETIREMENT 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

BEARINGS & DRIVES UNLIMITED, INC. has sponsored the creation of one or more 401k plans.

Company Name:BEARINGS & DRIVES UNLIMITED, INC.
Employer identification number (EIN):272245260
NAIC Classification:423990
NAIC Description:Other Miscellaneous Durable Goods Merchant Wholesalers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BEARINGS & DRIVES UNLIMITED, INC. 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01BRIAN WEVODAU2023-09-27
0012021-01-01BRIAN WEVODAU2022-10-12
0012020-01-01BRIAN WEVODAU2021-09-07
0012019-01-01BRIAN WEVODAU2020-10-06
0012018-01-01BRIAN WEVODAU2019-10-13
0012017-01-01
0012016-01-01
0012015-01-01J. WILLARD LANDIS
0012014-01-01J. WILLARD LANDIS
0012013-01-01J. WILLARD LANDIS
0012012-01-01MARK STEVENS
0012011-01-01JOSEPH TOBIN
0012010-01-01MARK STEVENS

Plan Statistics for BEARINGS & DRIVES UNLIMITED, INC. 401(K) RETIREMENT PLAN

401k plan membership statisitcs for BEARINGS & DRIVES UNLIMITED, INC. 401(K) RETIREMENT PLAN

Measure Date Value
2022: BEARINGS & DRIVES UNLIMITED, INC. 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01255
Total number of active participants reported on line 7a of the Form 55002022-01-01256
Number of retired or separated participants receiving benefits2022-01-017
Number of other retired or separated participants entitled to future benefits2022-01-0124
Total of all active and inactive participants2022-01-01287
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01287
Number of participants with account balances2022-01-01197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-015
2021: BEARINGS & DRIVES UNLIMITED, INC. 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01232
Total number of active participants reported on line 7a of the Form 55002021-01-01204
Number of retired or separated participants receiving benefits2021-01-016
Number of other retired or separated participants entitled to future benefits2021-01-0131
Total of all active and inactive participants2021-01-01241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01241
Number of participants with account balances2021-01-01180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-019
2020: BEARINGS & DRIVES UNLIMITED, INC. 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01196
Total number of active participants reported on line 7a of the Form 55002020-01-01186
Number of retired or separated participants receiving benefits2020-01-016
Number of other retired or separated participants entitled to future benefits2020-01-0120
Total of all active and inactive participants2020-01-01212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01212
Number of participants with account balances2020-01-01161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-012
2019: BEARINGS & DRIVES UNLIMITED, INC. 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01191
Total number of active participants reported on line 7a of the Form 55002019-01-01174
Number of retired or separated participants receiving benefits2019-01-015
Number of other retired or separated participants entitled to future benefits2019-01-0117
Total of all active and inactive participants2019-01-01196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01196
Number of participants with account balances2019-01-01152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-016
2018: BEARINGS & DRIVES UNLIMITED, INC. 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01185
Total number of active participants reported on line 7a of the Form 55002018-01-01171
Number of retired or separated participants receiving benefits2018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-0117
Total of all active and inactive participants2018-01-01190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01190
Number of participants with account balances2018-01-01147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-017
2017: BEARINGS & DRIVES UNLIMITED, INC. 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01126
Total number of active participants reported on line 7a of the Form 55002017-01-01155
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0111
Total of all active and inactive participants2017-01-01166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01166
Number of participants with account balances2017-01-01133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-014
2016: BEARINGS & DRIVES UNLIMITED, INC. 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01114
Total number of active participants reported on line 7a of the Form 55002016-01-01117
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-012
Total of all active and inactive participants2016-01-01119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01119
Number of participants with account balances2016-01-0181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-013
2015: BEARINGS & DRIVES UNLIMITED, INC. 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01108
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 benefits2015-01-012
Total of all active and inactive participants2015-01-01113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01113
Number of participants with account balances2015-01-0180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: BEARINGS & DRIVES UNLIMITED, INC. 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01105
Total number of active participants reported on line 7a of the Form 55002014-01-01103
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-015
Total of all active and inactive participants2014-01-01108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01108
Number of participants with account balances2014-01-0177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: BEARINGS & DRIVES UNLIMITED, INC. 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01116
Total number of active participants reported on line 7a of the Form 55002013-01-01101
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-012
Total of all active and inactive participants2013-01-01104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01105
Number of participants with account balances2013-01-0173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-018
2012: BEARINGS & DRIVES UNLIMITED, INC. 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01114
Total number of active participants reported on line 7a of the Form 55002012-01-01112
Number of retired or separated participants receiving benefits2012-01-013
Number of other retired or separated participants entitled to future benefits2012-01-010
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 balances2012-01-0177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-013
2011: BEARINGS & DRIVES UNLIMITED, INC. 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01125
Total number of active participants reported on line 7a of the Form 55002011-01-01110
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-012
Total of all active and inactive participants2011-01-01113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01113
Number of participants with account balances2011-01-0177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2010: BEARINGS & DRIVES UNLIMITED, INC. 401(K) RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01126
Total number of active participants reported on line 7a of the Form 55002010-01-01105
Number of retired or separated participants receiving benefits2010-01-011
Number of other retired or separated participants entitled to future benefits2010-01-0113
Total of all active and inactive participants2010-01-01119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01119
Number of participants with account balances2010-01-0187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-017

Financial Data on BEARINGS & DRIVES UNLIMITED, INC. 401(K) RETIREMENT PLAN

Measure Date Value
2022 : BEARINGS & DRIVES UNLIMITED, INC. 401(K) RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$35,380
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$41,018
Total income from all sources (including contributions)2022-12-31$-2,303,737
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,092,420
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,969,947
Value of total corrective distributions2022-12-31$35,380
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,472,597
Value of total assets at end of year2022-12-31$18,125,108
Value of total assets at beginning of year2022-12-31$22,526,903
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$87,093
Total interest from all sources2022-12-31$3,127
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$-486,500
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$-486,500
Administrative expenses professional fees incurred2022-12-31$195
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$1,073,169
Participant contributions at end of year2022-12-31$53,788
Participant contributions at beginning of year2022-12-31$73,197
Participant contributions at beginning of year2022-12-31$258
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$32,257
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$35,380
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$41,018
Total non interest bearing cash at end of year2022-12-31$11,679
Total non interest bearing cash at beginning of year2022-12-31$1,704
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-4,396,157
Value of net assets at end of year (total assets less liabilities)2022-12-31$18,089,728
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$22,485,885
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$58,228
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$2,828,919
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$3,245,012
Value of interest in pooled separate accounts at end of year2022-12-31$14,638,356
Value of interest in pooled separate accounts at beginning of year2022-12-31$19,193,153
Interest on participant loans2022-12-31$3,127
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$592,366
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$13,527
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$13,527
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,292,961
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$367,171
Employer contributions (assets) at beginning of year2022-12-31$52
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,969,947
Contract administrator fees2022-12-31$28,670
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 name2022-12-31BELFLINT, LYONS & SHUMAN, P.A.
Accountancy firm EIN2022-12-31510232399
2021 : BEARINGS & DRIVES UNLIMITED, INC. 401(K) RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$41,018
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$31,755
Total income from all sources (including contributions)2021-12-31$4,021,513
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,304,316
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,136,183
Value of total corrective distributions2021-12-31$41,018
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,428,163
Value of total assets at end of year2021-12-31$22,526,903
Value of total assets at beginning of year2021-12-31$19,800,443
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$127,115
Total interest from all sources2021-12-31$4,332
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$52,389
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$52,389
Administrative expenses professional fees incurred2021-12-31$120
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$929,660
Participant contributions at end of year2021-12-31$73,197
Participant contributions at beginning of year2021-12-31$102,895
Participant contributions at end of year2021-12-31$258
Participant contributions at beginning of year2021-12-31$42
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$184,229
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$41,018
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$31,755
Total non interest bearing cash at end of year2021-12-31$1,704
Total non interest bearing cash at beginning of year2021-12-31$1,245
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$2,717,197
Value of net assets at end of year (total assets less liabilities)2021-12-31$22,485,885
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$19,768,688
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$64,152
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$3,245,012
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$3,092,850
Value of interest in pooled separate accounts at end of year2021-12-31$19,193,153
Value of interest in pooled separate accounts at beginning of year2021-12-31$16,599,459
Interest on participant loans2021-12-31$4,332
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$13,527
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,536,629
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$314,274
Employer contributions (assets) at end of year2021-12-31$52
Employer contributions (assets) at beginning of year2021-12-31$3,952
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,136,183
Contract administrator fees2021-12-31$62,843
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 plan2021-12-31Unqualified
Accountancy firm name2021-12-31DETWEILER HERSHEY & ASSOC. P.C.
Accountancy firm EIN2021-12-31231887636
2020 : BEARINGS & DRIVES UNLIMITED, INC. 401(K) RETIREMENT 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$31,755
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$24,606
Total income from all sources (including contributions)2020-12-31$3,481,418
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$982,521
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$847,214
Value of total corrective distributions2020-12-31$28,753
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,127,302
Value of total assets at end of year2020-12-31$19,800,443
Value of total assets at beginning of year2020-12-31$17,294,397
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$106,554
Total interest from all sources2020-12-31$5,994
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$28,913
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$28,913
Administrative expenses professional fees incurred2020-12-31$106,554
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$846,576
Participant contributions at end of year2020-12-31$102,895
Participant contributions at beginning of year2020-12-31$140,642
Participant contributions at end of year2020-12-31$42
Participant contributions at beginning of year2020-12-31$42
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$31,755
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$24,606
Total non interest bearing cash at end of year2020-12-31$1,245
Total non interest bearing cash at beginning of year2020-12-31$14,738
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$2,498,897
Value of net assets at end of year (total assets less liabilities)2020-12-31$19,768,688
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$17,269,791
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$3,092,850
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$2,987,524
Value of interest in pooled separate accounts at end of year2020-12-31$16,599,459
Value of interest in pooled separate accounts at beginning of year2020-12-31$14,147,499
Interest on participant loans2020-12-31$5,994
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,319,209
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$280,726
Employer contributions (assets) at end of year2020-12-31$3,952
Employer contributions (assets) at beginning of year2020-12-31$3,952
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$847,214
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31DETWEILER HERSHEY & ASSOC. PC
Accountancy firm EIN2020-12-31231887636
2019 : BEARINGS & DRIVES UNLIMITED, INC. 401(K) RETIREMENT 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$24,606
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$18,160
Total income from all sources (including contributions)2019-12-31$4,681,475
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$849,611
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$711,927
Value of total corrective distributions2019-12-31$24,606
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,800,421
Value of total assets at end of year2019-12-31$17,294,397
Value of total assets at beginning of year2019-12-31$13,456,087
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$113,078
Total interest from all sources2019-12-31$7,012
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$45,531
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$45,531
Administrative expenses professional fees incurred2019-12-31$150
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$825,471
Participant contributions at end of year2019-12-31$140,642
Participant contributions at beginning of year2019-12-31$117,127
Participant contributions at end of year2019-12-31$42
Participant contributions at beginning of year2019-12-31$407
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$697,098
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$240
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$24,606
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$18,160
Total non interest bearing cash at end of year2019-12-31$14,738
Total non interest bearing cash at beginning of year2019-12-31$4,887
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$3,831,864
Value of net assets at end of year (total assets less liabilities)2019-12-31$17,269,791
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$13,437,927
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$73,650
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,987,524
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,445,446
Value of interest in pooled separate accounts at end of year2019-12-31$14,147,499
Value of interest in pooled separate accounts at beginning of year2019-12-31$10,879,990
Interest on participant loans2019-12-31$7,012
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,828,511
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 contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$277,852
Employer contributions (assets) at end of year2019-12-31$3,952
Employer contributions (assets) at beginning of year2019-12-31$7,990
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$711,927
Contract administrator fees2019-12-31$39,278
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 name2019-12-31DETWEILER HERSHEY & ASSOC. PC
Accountancy firm EIN2019-12-31231887636
2018 : BEARINGS & DRIVES UNLIMITED, INC. 401(K) RETIREMENT 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$18,160
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$16,309
Total income from all sources (including contributions)2018-12-31$8,262
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$275,840
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$198,228
Value of total corrective distributions2018-12-31$18,160
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$974,218
Value of total assets at end of year2018-12-31$13,456,087
Value of total assets at beginning of year2018-12-31$13,721,814
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$59,452
Total interest from all sources2018-12-31$6,002
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$34,179
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$34,179
Administrative expenses professional fees incurred2018-12-31$75
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$730,134
Participant contributions at end of year2018-12-31$117,127
Participant contributions at beginning of year2018-12-31$152,139
Participant contributions at end of year2018-12-31$407
Participant contributions at beginning of year2018-12-31$13,062
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$2,818
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$240
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$107
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$18,160
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$16,309
Total non interest bearing cash at end of year2018-12-31$4,887
Total non interest bearing cash at beginning of year2018-12-31$1,273
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-267,578
Value of net assets at end of year (total assets less liabilities)2018-12-31$13,437,927
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$13,705,505
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$30,297
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$2,445,446
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,593,441
Value of interest in pooled separate accounts at end of year2018-12-31$10,879,990
Value of interest in pooled separate accounts at beginning of year2018-12-31$10,957,720
Interest on participant loans2018-12-31$6,002
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-247,329
Net investment gain/loss from pooled separate accounts2018-12-31$-758,808
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$241,266
Employer contributions (assets) at end of year2018-12-31$7,990
Employer contributions (assets) at beginning of year2018-12-31$4,072
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$198,228
Contract administrator fees2018-12-31$29,080
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 name2018-12-31DETWEILER HERSHEY & ASSOC. PC
Accountancy firm EIN2018-12-31231887636
2017 : BEARINGS & DRIVES UNLIMITED, INC. 401(K) RETIREMENT 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$16,309
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$28,756
Total income from all sources (including contributions)2017-12-31$3,402,712
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$445,992
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$374,803
Value of total corrective distributions2017-12-31$16,309
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,676,617
Value of total assets at end of year2017-12-31$13,721,814
Value of total assets at beginning of year2017-12-31$10,777,541
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$54,880
Total interest from all sources2017-12-31$5,099
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$357,807
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$357,807
Administrative expenses professional fees incurred2017-12-31$5,320
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$558,166
Participant contributions at end of year2017-12-31$152,139
Participant contributions at beginning of year2017-12-31$109,928
Participant contributions at end of year2017-12-31$13,062
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$936,166
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$107
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$107
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$16,309
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$28,756
Total non interest bearing cash at end of year2017-12-31$1,273
Total non interest bearing cash at beginning of year2017-12-31$6,976
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$2,956,720
Value of net assets at end of year (total assets less liabilities)2017-12-31$13,705,505
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$10,748,785
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$16,195
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$2,593,441
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,174,777
Value of interest in pooled separate accounts at end of year2017-12-31$10,957,720
Value of interest in pooled separate accounts at beginning of year2017-12-31$8,485,753
Interest on participant loans2017-12-31$5,099
Net investment gain/loss from pooled separate accounts2017-12-31$1,363,189
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$182,285
Employer contributions (assets) at end of year2017-12-31$4,072
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$374,803
Contract administrator fees2017-12-31$33,365
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 name2017-12-31DETWEILER HERSHEY & ASSOC. PC
Accountancy firm EIN2017-12-31231887636
2016 : BEARINGS & DRIVES UNLIMITED, INC. 401(K) RETIREMENT 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$28,756
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$20,348
Total income from all sources (including contributions)2016-12-31$1,327,314
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$337,308
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$265,000
Value of total corrective distributions2016-12-31$28,756
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$611,338
Value of total assets at end of year2016-12-31$10,777,541
Value of total assets at beginning of year2016-12-31$9,779,127
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$43,552
Total interest from all sources2016-12-31$4,231
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$29,536
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$29,536
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$459,949
Participant contributions at end of year2016-12-31$109,928
Participant contributions at beginning of year2016-12-31$74,505
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$107
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$32
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$28,756
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$20,348
Other income not declared elsewhere2016-12-31$86,417
Total non interest bearing cash at end of year2016-12-31$6,976
Total non interest bearing cash at beginning of year2016-12-31$2,522
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$990,006
Value of net assets at end of year (total assets less liabilities)2016-12-31$10,748,785
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$9,758,779
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$2,174,777
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,996,890
Value of interest in pooled separate accounts at end of year2016-12-31$8,485,753
Value of interest in pooled separate accounts at beginning of year2016-12-31$7,705,178
Interest on participant loans2016-12-31$4,231
Net investment gain/loss from pooled separate accounts2016-12-31$595,792
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$151,389
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$265,000
Contract administrator fees2016-12-31$43,552
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 name2016-12-31DETWEILER HERSHEY & ASSOC. PC
Accountancy firm EIN2016-12-31231887636
2015 : BEARINGS & DRIVES UNLIMITED, INC. 401(K) RETIREMENT 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$20,348
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$42,916
Total income from all sources (including contributions)2015-12-31$507,460
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$307,707
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$239,504
Value of total corrective distributions2015-12-31$20,348
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$620,233
Value of total assets at end of year2015-12-31$9,779,127
Value of total assets at beginning of year2015-12-31$9,601,942
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$47,855
Total interest from all sources2015-12-31$2,998
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$41,165
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$36,619
Administrative expenses professional fees incurred2015-12-31$5,325
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$470,284
Participant contributions at end of year2015-12-31$74,505
Participant contributions at beginning of year2015-12-31$78,771
Participant contributions at beginning of year2015-12-31$1,749
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$32
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$184
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$20,348
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$42,916
Total non interest bearing cash at end of year2015-12-31$2,522
Total non interest bearing cash at beginning of year2015-12-31$6,319
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$199,753
Value of net assets at end of year (total assets less liabilities)2015-12-31$9,758,779
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$9,559,026
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,996,890
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,958,740
Value of interest in pooled separate accounts at end of year2015-12-31$7,705,178
Value of interest in pooled separate accounts at beginning of year2015-12-31$7,555,568
Interest on participant loans2015-12-31$2,998
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-77,486
Net investment gain/loss from pooled separate accounts2015-12-31$-79,450
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$149,949
Employer contributions (assets) at beginning of year2015-12-31$611
Income. Dividends from common stock2015-12-31$4,546
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$239,504
Contract administrator fees2015-12-31$42,530
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 name2015-12-31DETWEILER HERSHEY & ASSOC. PC
Accountancy firm EIN2015-12-31231887636
2014 : BEARINGS & DRIVES UNLIMITED, INC. 401(K) RETIREMENT 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$42,916
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$25,330
Total income from all sources (including contributions)2014-12-31$1,029,853
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$321,419
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$234,396
Value of total corrective distributions2014-12-31$42,069
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$606,993
Value of total assets at end of year2014-12-31$9,601,942
Value of total assets at beginning of year2014-12-31$8,875,922
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$44,954
Total interest from all sources2014-12-31$3,816
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$27,761
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$27,761
Administrative expenses professional fees incurred2014-12-31$4,500
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
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$451,279
Participant contributions at end of year2014-12-31$78,771
Participant contributions at beginning of year2014-12-31$97,069
Participant contributions at end of year2014-12-31$1,749
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$10,904
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$184
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$184
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$42,916
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$25,330
Total non interest bearing cash at end of year2014-12-31$6,319
Total non interest bearing cash at beginning of year2014-12-31$5,420
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$708,434
Value of net assets at end of year (total assets less liabilities)2014-12-31$9,559,026
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$8,850,592
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,958,740
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,836,784
Value of interest in pooled separate accounts at end of year2014-12-31$7,555,568
Value of interest in pooled separate accounts at beginning of year2014-12-31$6,936,465
Interest on participant loans2014-12-31$3,816
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$48,508
Net investment gain/loss from pooled separate accounts2014-12-31$342,775
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 contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$144,810
Employer contributions (assets) at end of year2014-12-31$611
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$234,396
Contract administrator fees2014-12-31$40,454
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 name2014-12-31DETWEILER HERSHEY & ASSOC. PC
Accountancy firm EIN2014-12-31231887636
2013 : BEARINGS & DRIVES UNLIMITED, INC. 401(K) RETIREMENT 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$25,330
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$35,701
Total income from all sources (including contributions)2013-12-31$1,761,067
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$404,502
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$306,513
Expenses. Certain deemed distributions of participant loans2013-12-31$13,118
Value of total corrective distributions2013-12-31$24,483
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$455,865
Value of total assets at end of year2013-12-31$8,875,922
Value of total assets at beginning of year2013-12-31$7,529,728
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$60,388
Total interest from all sources2013-12-31$4,097
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$22,948
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$22,948
Administrative expenses professional fees incurred2013-12-31$20,730
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
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$343,331
Participant contributions at end of year2013-12-31$97,069
Participant contributions at beginning of year2013-12-31$105,143
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$7
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$184
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$184
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$25,330
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$35,701
Total non interest bearing cash at end of year2013-12-31$5,420
Total non interest bearing cash at beginning of year2013-12-31$16,317
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$1,356,565
Value of net assets at end of year (total assets less liabilities)2013-12-31$8,850,592
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$7,494,027
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$16,615
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,836,784
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,531,107
Value of interest in pooled separate accounts at end of year2013-12-31$6,936,465
Value of interest in pooled separate accounts at beginning of year2013-12-31$5,876,977
Interest on participant loans2013-12-31$4,097
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$213,155
Net investment gain/loss from pooled separate accounts2013-12-31$1,065,002
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 contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$112,527
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$306,513
Contract administrator fees2013-12-31$23,043
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
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 name2013-12-31DETWILER HERSHEY & ASSOC. PC
Accountancy firm EIN2013-12-31231887636
2012 : BEARINGS & DRIVES UNLIMITED, INC. 401(K) RETIREMENT 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$35,701
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$28,955
Total income from all sources (including contributions)2012-12-31$1,434,946
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$403,204
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$348,306
Value of total corrective distributions2012-12-31$34,854
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$593,855
Value of total assets at end of year2012-12-31$7,529,728
Value of total assets at beginning of year2012-12-31$6,491,240
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$20,044
Total interest from all sources2012-12-31$3,688
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$19,225
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$19,225
Administrative expenses professional fees incurred2012-12-31$300
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
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$383,367
Participant contributions at end of year2012-12-31$105,143
Participant contributions at beginning of year2012-12-31$35,189
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$92,176
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$184
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$184
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$35,701
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$28,955
Total non interest bearing cash at end of year2012-12-31$16,317
Total non interest bearing cash at beginning of year2012-12-31$9,600
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$1,031,742
Value of net assets at end of year (total assets less liabilities)2012-12-31$7,494,027
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$6,462,285
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 registered invesment companies (eg mutual funds) at end of year2012-12-31$1,531,107
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,332,907
Value of interest in pooled separate accounts at end of year2012-12-31$5,876,977
Value of interest in pooled separate accounts at beginning of year2012-12-31$5,113,360
Interest on participant loans2012-12-31$3,688
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$105,724
Net investment gain/loss from pooled separate accounts2012-12-31$712,454
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$118,312
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$348,306
Contract administrator fees2012-12-31$19,744
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
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 name2012-12-31DETWEILER HERSHEY & ASSOC. PC
Accountancy firm EIN2012-12-31231887636
2011 : BEARINGS & DRIVES UNLIMITED, INC. 401(K) RETIREMENT 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$28,955
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$22,966
Total income from all sources (including contributions)2011-12-31$267,454
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$440,390
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$391,466
Value of total corrective distributions2011-12-31$28,109
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$518,918
Value of total assets at end of year2011-12-31$6,491,240
Value of total assets at beginning of year2011-12-31$6,658,187
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$20,815
Total interest from all sources2011-12-31$3,411
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$460,000
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$389,307
Participant contributions at end of year2011-12-31$35,189
Participant contributions at beginning of year2011-12-31$52,662
Participant contributions at beginning of year2011-12-31$377
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$58
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$184
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$28,955
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$22,966
Other income not declared elsewhere2011-12-31$5,216
Total non interest bearing cash at end of year2011-12-31$9,600
Total non interest bearing cash at beginning of year2011-12-31$3,296
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-172,936
Value of net assets at end of year (total assets less liabilities)2011-12-31$6,462,285
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$6,635,221
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$1,332,907
Value of interest in pooled separate accounts at end of year2011-12-31$5,113,360
Value of interest in pooled separate accounts at beginning of year2011-12-31$6,601,756
Interest on participant loans2011-12-31$3,411
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-124,422
Net investment gain/loss from pooled separate accounts2011-12-31$-136,901
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$129,553
Employer contributions (assets) at beginning of year2011-12-31$96
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$391,466
Contract administrator fees2011-12-31$20,815
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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 name2011-12-31MAILLIE, FALCONIERO & COMPANY, LLP
Accountancy firm EIN2011-12-31231518888
2010 : BEARINGS & DRIVES UNLIMITED, INC. 401(K) RETIREMENT 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$22,966
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$46,062
Total income from all sources (including contributions)2010-12-31$1,233,392
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$206,568
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$154,563
Value of total corrective distributions2010-12-31$11,766
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$445,507
Value of total assets at end of year2010-12-31$6,658,187
Value of total assets at beginning of year2010-12-31$5,654,459
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$40,239
Total interest from all sources2010-12-31$5,013
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$18,900
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$460,000
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$326,127
Participant contributions at end of year2010-12-31$52,662
Participant contributions at beginning of year2010-12-31$75,863
Participant contributions at end of year2010-12-31$377
Participant contributions at beginning of year2010-12-31$19,338
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$272
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$1,266
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$22,966
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$46,062
Total non interest bearing cash at end of year2010-12-31$3,296
Total non interest bearing cash at beginning of year2010-12-31$1,879
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,026,824
Value of net assets at end of year (total assets less liabilities)2010-12-31$6,635,221
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$5,608,397
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$6,601,756
Value of interest in pooled separate accounts at beginning of year2010-12-31$5,549,399
Interest on participant loans2010-12-31$5,013
Net investment gain/loss from pooled separate accounts2010-12-31$782,872
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 contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$119,108
Employer contributions (assets) at end of year2010-12-31$96
Employer contributions (assets) at beginning of year2010-12-31$6,714
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$154,563
Contract administrator fees2010-12-31$21,339
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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 name2010-12-31MAILLIE, FALCONIERO & COMPANY, LLP
Accountancy firm EIN2010-12-31231518888

Form 5500 Responses for BEARINGS & DRIVES UNLIMITED, INC. 401(K) RETIREMENT PLAN

2022: BEARINGS & DRIVES UNLIMITED, INC. 401(K) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulitple employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BEARINGS & DRIVES UNLIMITED, INC. 401(K) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulitple employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BEARINGS & DRIVES UNLIMITED, INC. 401(K) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulitple employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BEARINGS & DRIVES UNLIMITED, INC. 401(K) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulitple employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BEARINGS & DRIVES UNLIMITED, INC. 401(K) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulitple employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BEARINGS & DRIVES UNLIMITED, INC. 401(K) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulitple 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: BEARINGS & DRIVES UNLIMITED, INC. 401(K) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulitple 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: BEARINGS & DRIVES UNLIMITED, INC. 401(K) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulitple 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: BEARINGS & DRIVES UNLIMITED, INC. 401(K) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulitple 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: BEARINGS & DRIVES UNLIMITED, INC. 401(K) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulitple 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: BEARINGS & DRIVES UNLIMITED, INC. 401(K) RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulitple 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: BEARINGS & DRIVES UNLIMITED, INC. 401(K) RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulitple 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: BEARINGS & DRIVES UNLIMITED, INC. 401(K) RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entityMulitple employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number24153
Policy instance 1
Insurance contract or identification number24153
Number of Individuals Covered199
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $8,526
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
Amount paid for insurance broker fees8526
Additional information about fees paid to insurance brokerTPA FEES TPA FORUM COMPENSATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number24153
Policy instance 1
Insurance contract or identification number24153
Number of Individuals Covered187
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $9,112
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
Amount paid for insurance broker fees9112
Additional information about fees paid to insurance brokerTPA FEES TPA FORUM COMPENSATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number24153
Policy instance 1
Insurance contract or identification number24153
Number of Individuals Covered165
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $7,162
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees7162
Additional information about fees paid to insurance brokerTPA FEES TPA FORUM COMPENSATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number24153
Policy instance 1
Insurance contract or identification number24153
Number of Individuals Covered154
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $10,150
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees10150
Additional information about fees paid to insurance brokerTPA FEES TPA FORUM COMPENSATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number24153
Policy instance 1
Insurance contract or identification number24153
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $55,672
Total amount of fees paid to insurance companyUSD $9,085
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $42,487
Insurance broker organization code?4
Amount paid for insurance broker fees9085
Additional information about fees paid to insurance brokerTPA FEES TPA FORUM COMPENSATION
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number24153
Policy instance 1
Insurance contract or identification number24153
Number of Individuals Covered133
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $46,012
Total amount of fees paid to insurance companyUSD $9,925
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
Commission paid to Insurance BrokerUSD $46,012
Insurance broker organization code?4
Amount paid for insurance broker fees9925
Additional information about fees paid to insurance brokerTPA FEES TPA FORUM COMPENSATION
Insurance broker nameTHE PARAGON ALLIANCE GROUP, LLC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number24153
Policy instance 1
Insurance contract or identification number24153
Number of Individuals Covered80
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $39,034
Total amount of fees paid to insurance companyUSD $3,945
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
Commission paid to Insurance BrokerUSD $39,034
Insurance broker organization code?4
Amount paid for insurance broker fees3945
Additional information about fees paid to insurance brokerTPA FEES TPA FORUM COMPENSATION
Insurance broker nameTHE PARAGON ALLIANCE GROUP, LLC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number24153
Policy instance 1
Insurance contract or identification number24153
Number of Individuals Covered78
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $36,723
Total amount of fees paid to insurance companyUSD $8,786
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
Commission paid to Insurance BrokerUSD $36,723
Insurance broker organization code?4
Amount paid for insurance broker fees8786
Additional information about fees paid to insurance brokerTPA FEES TPA FORUM COMPENSATION
Insurance broker nameTHE PARAGON ALLIANCE GROUP, LLC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number24153
Policy instance 1
Insurance contract or identification number24153
Number of Individuals Covered76
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $31,908
Total amount of fees paid to insurance companyUSD $7,708
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
Commission paid to Insurance BrokerUSD $31,908
Insurance broker organization code?4
Amount paid for insurance broker fees7708
Additional information about fees paid to insurance brokerTPA FEES TPA FORUM COMPENSATION
Insurance broker nameTHE PARAGON ALLIANCE GROUP, LLC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number24153
Policy instance 1
Insurance contract or identification number24153
Number of Individuals Covered80
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $27,369
Total amount of fees paid to insurance companyUSD $3,014
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
Commission paid to Insurance BrokerUSD $27,369
Insurance broker organization code?4
Amount paid for insurance broker fees3014
Additional information about fees paid to insurance brokerTPA FEES TPA FORUM COMPENSATION
Insurance broker nameTHE PARAGON ALLIANCE GROUP, LLC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number24153
Policy instance 1
Insurance contract or identification number24153
Number of Individuals Covered113
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $29,820
Total amount of fees paid to insurance companyUSD $3,115
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
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number24153
Policy instance 1
Insurance contract or identification number24153
Number of Individuals Covered91
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $29,489
Total amount of fees paid to insurance companyUSD $2,380
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
Commission paid to Insurance BrokerUSD $29,489
Insurance broker organization code?4
Amount paid for insurance broker fees2380
Additional information about fees paid to insurance brokerTPA FEES TPA FORUM COMPENSATION
Insurance broker nameTHE PARAGON ALLIANCE GROUP, LLC

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3