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R & T HARMAN ENTERPRISES, INC. - PENSION TRANSFER TRUST PLAN 401k Plan overview

Plan NameR & T HARMAN ENTERPRISES, INC. - PENSION TRANSFER TRUST PLAN
Plan identification number 001

R & T HARMAN ENTERPRISES, INC. - PENSION TRANSFER TRUST 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

R & T HARMAN ENTERPRISES, INC. has sponsored the creation of one or more 401k plans.

Company Name:R & T HARMAN ENTERPRISES, INC.
Employer identification number (EIN):272283636
NAIC Classification:444130
NAIC Description:Hardware Stores

Additional information about R & T HARMAN ENTERPRISES, INC.

Jurisdiction of Incorporation: Michigan Secretary of State
Incorporation Date: 0000-00-00
Company Identification Number: 03160K
Legal Registered Office Address: 5767 BLUE JAY DR KALAMAZOO


United States of America (USA)
49009

More information about R & T HARMAN ENTERPRISES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan R & T HARMAN ENTERPRISES, INC. - PENSION TRANSFER TRUST PLAN

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

Plan Statistics for R & T HARMAN ENTERPRISES, INC. - PENSION TRANSFER TRUST PLAN

401k plan membership statisitcs for R & T HARMAN ENTERPRISES, INC. - PENSION TRANSFER TRUST PLAN

Measure Date Value
2022: R & T HARMAN ENTERPRISES, INC. - PENSION TRANSFER TRUST PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-019
Total number of active participants reported on line 7a of the Form 55002022-01-017
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-011
Total of all active and inactive participants2022-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-018
Number of participants with account balances2022-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: R & T HARMAN ENTERPRISES, INC. - PENSION TRANSFER TRUST PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-018
Total number of active participants reported on line 7a of the Form 55002021-01-017
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-011
Total of all active and inactive participants2021-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-018
Number of participants with account balances2021-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: R & T HARMAN ENTERPRISES, INC. - PENSION TRANSFER TRUST PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-018
Total number of active participants reported on line 7a of the Form 55002020-01-017
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-018
Number of participants with account balances2020-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: R & T HARMAN ENTERPRISES, INC. - PENSION TRANSFER TRUST PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-017
Total number of active participants reported on line 7a of the Form 55002019-01-017
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-018
Number of participants with account balances2019-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: R & T HARMAN ENTERPRISES, INC. - PENSION TRANSFER TRUST PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-016
Total number of active participants reported on line 7a of the Form 55002018-01-016
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-017
Number of participants with account balances2018-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: R & T HARMAN ENTERPRISES, INC. - PENSION TRANSFER TRUST PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-016
Total number of active participants reported on line 7a of the Form 55002017-01-015
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-016
Number of participants with account balances2017-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: R & T HARMAN ENTERPRISES, INC. - PENSION TRANSFER TRUST PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-016
Total number of active participants reported on line 7a of the Form 55002016-01-015
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-016
Number of participants with account balances2016-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: R & T HARMAN ENTERPRISES, INC. - PENSION TRANSFER TRUST PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-016
Total number of active participants reported on line 7a of the Form 55002015-01-016
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-016
Number of participants with account balances2015-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: R & T HARMAN ENTERPRISES, INC. - PENSION TRANSFER TRUST PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-015
Total number of active participants reported on line 7a of the Form 55002014-01-016
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-016
Number of participants with account balances2014-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: R & T HARMAN ENTERPRISES, INC. - PENSION TRANSFER TRUST PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-014
Total number of active participants reported on line 7a of the Form 55002013-01-015
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-015
Number of participants with account balances2013-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: R & T HARMAN ENTERPRISES, INC. - PENSION TRANSFER TRUST PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013
Total number of active participants reported on line 7a of the Form 55002012-01-014
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-014
Number of participants with account balances2012-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: R & T HARMAN ENTERPRISES, INC. - PENSION TRANSFER TRUST PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011
Total number of active participants reported on line 7a of the Form 55002011-01-013
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-013
Number of participants with account balances2011-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

Financial Data on R & T HARMAN ENTERPRISES, INC. - PENSION TRANSFER TRUST PLAN

Measure Date Value
2022 : R & T HARMAN ENTERPRISES, INC. - PENSION TRANSFER TRUST PLAN 2022 401k financial data
Total income from all sources2022-12-31$32,303
Expenses. Total of all expenses incurred2022-12-31$2,043
Benefits paid (including direct rollovers)2022-12-31$2,030
Total plan assets at end of year2022-12-31$857,524
Total plan assets at beginning of year2022-12-31$827,264
Value of fidelity bond covering the plan2022-12-31$10,000
Other income received2022-12-31$32,303
Net income (gross income less expenses)2022-12-31$30,260
Net plan assets at end of year (total assets less liabilities)2022-12-31$857,524
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$827,264
Assets. Value of employer securities2022-12-31$830,985
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$13
2021 : R & T HARMAN ENTERPRISES, INC. - PENSION TRANSFER TRUST PLAN 2021 401k financial data
Total income from all sources2021-12-31$86,632
Expenses. Total of all expenses incurred2021-12-31$815
Benefits paid (including direct rollovers)2021-12-31$800
Total plan assets at end of year2021-12-31$827,264
Total plan assets at beginning of year2021-12-31$741,447
Value of fidelity bond covering the plan2021-12-31$12,000
Other income received2021-12-31$79,023
Net income (gross income less expenses)2021-12-31$85,817
Net plan assets at end of year (total assets less liabilities)2021-12-31$827,264
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$741,447
Assets. Value of employer securities2021-12-31$794,757
Total contributions received or receivable from employer(s)2021-12-31$7,609
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$15
2020 : R & T HARMAN ENTERPRISES, INC. - PENSION TRANSFER TRUST PLAN 2020 401k financial data
Total income from all sources2020-12-31$91,796
Expenses. Total of all expenses incurred2020-12-31$16
Total plan assets at end of year2020-12-31$741,447
Total plan assets at beginning of year2020-12-31$649,667
Value of fidelity bond covering the plan2020-12-31$20,000
Other income received2020-12-31$87,606
Net income (gross income less expenses)2020-12-31$91,780
Net plan assets at end of year (total assets less liabilities)2020-12-31$741,447
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$649,667
Assets. Value of employer securities2020-12-31$718,215
Total contributions received or receivable from employer(s)2020-12-31$4,190
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$16
2019 : R & T HARMAN ENTERPRISES, INC. - PENSION TRANSFER TRUST PLAN 2019 401k financial data
Total income from all sources2019-12-31$284,565
Expenses. Total of all expenses incurred2019-12-31$7
Total plan assets at end of year2019-12-31$649,667
Total plan assets at beginning of year2019-12-31$365,109
Value of fidelity bond covering the plan2019-12-31$25,000
Other income received2019-12-31$278,262
Net income (gross income less expenses)2019-12-31$284,558
Net plan assets at end of year (total assets less liabilities)2019-12-31$649,667
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$365,109
Assets. Value of employer securities2019-12-31$632,475
Total contributions received or receivable from employer(s)2019-12-31$6,303
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$7
2018 : R & T HARMAN ENTERPRISES, INC. - PENSION TRANSFER TRUST PLAN 2018 401k financial data
Total income from all sources2018-12-31$11,778
Expenses. Total of all expenses incurred2018-12-31$8
Total plan assets at end of year2018-12-31$365,109
Total plan assets at beginning of year2018-12-31$353,339
Value of fidelity bond covering the plan2018-12-31$20,000
Other income received2018-12-31$11,778
Net income (gross income less expenses)2018-12-31$11,770
Net plan assets at end of year (total assets less liabilities)2018-12-31$365,109
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$353,339
Assets. Value of employer securities2018-12-31$355,910
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$8
2017 : R & T HARMAN ENTERPRISES, INC. - PENSION TRANSFER TRUST PLAN 2017 401k financial data
Total income from all sources2017-12-31$-2,977
Expenses. Total of all expenses incurred2017-12-31$5
Total plan assets at end of year2017-12-31$353,339
Total plan assets at beginning of year2017-12-31$356,321
Value of fidelity bond covering the plan2017-12-31$300,000
Other income received2017-12-31$-2,977
Net income (gross income less expenses)2017-12-31$-2,982
Net plan assets at end of year (total assets less liabilities)2017-12-31$353,339
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$356,321
Assets. Value of employer securities2017-12-31$343,540
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$5
2016 : R & T HARMAN ENTERPRISES, INC. - PENSION TRANSFER TRUST PLAN 2016 401k financial data
Total income from all sources2016-12-31$37,723
Expenses. Total of all expenses incurred2016-12-31$4
Total plan assets at end of year2016-12-31$356,321
Total plan assets at beginning of year2016-12-31$318,602
Value of fidelity bond covering the plan2016-12-31$650,000
Other income received2016-12-31$34,788
Net income (gross income less expenses)2016-12-31$37,719
Net plan assets at end of year (total assets less liabilities)2016-12-31$356,321
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$318,602
Assets. Value of employer securities2016-12-31$347,475
Total contributions received or receivable from employer(s)2016-12-31$2,935
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$4
2015 : R & T HARMAN ENTERPRISES, INC. - PENSION TRANSFER TRUST PLAN 2015 401k financial data
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$-13,957
Expenses. Total of all expenses incurred2015-12-31$5
Total plan assets at end of year2015-12-31$318,602
Total plan assets at beginning of year2015-12-31$332,564
Value of fidelity bond covering the plan2015-12-31$650,000
Other income received2015-12-31$-13,957
Net income (gross income less expenses)2015-12-31$-13,962
Net plan assets at end of year (total assets less liabilities)2015-12-31$318,602
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$332,564
Assets. Value of employer securities2015-12-31$313,165
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$5
2014 : R & T HARMAN ENTERPRISES, INC. - PENSION TRANSFER TRUST PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$29,317
Expenses. Total of all expenses incurred2014-12-31$542
Benefits paid (including direct rollovers)2014-12-31$532
Total plan assets at end of year2014-12-31$332,564
Total plan assets at beginning of year2014-12-31$303,789
Value of fidelity bond covering the plan2014-12-31$650,000
Total contributions received or receivable from participants2014-12-31$0
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$29,317
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$28,775
Net plan assets at end of year (total assets less liabilities)2014-12-31$332,564
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$303,789
Assets. Value of employer securities2014-12-31$326,962
Total contributions received or receivable from employer(s)2014-12-31$0
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$10
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : R & T HARMAN ENTERPRISES, INC. - PENSION TRANSFER TRUST PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$8,270
Expenses. Total of all expenses incurred2013-12-31$25
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$303,789
Total plan assets at beginning of year2013-12-31$295,544
Total contributions received or receivable from participants2013-12-31$0
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$20,635
Other income received2013-12-31$-12,365
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$8,245
Net plan assets at end of year (total assets less liabilities)2013-12-31$303,789
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$295,544
Assets. Value of employer securities2013-12-31$277,046
Total contributions received or receivable from employer(s)2013-12-31$0
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$25
2012 : R & T HARMAN ENTERPRISES, INC. - PENSION TRANSFER TRUST PLAN 2012 401k financial data
Total income from all sources2012-12-31$-24,247
Expenses. Total of all expenses incurred2012-12-31$14
Total plan assets at end of year2012-12-31$295,544
Total plan assets at beginning of year2012-12-31$319,805
Value of fidelity bond covering the plan2012-12-31$1,000,000
Other income received2012-12-31$-26,822
Net income (gross income less expenses)2012-12-31$-24,261
Net plan assets at end of year (total assets less liabilities)2012-12-31$295,544
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$319,805
Assets. Value of employer securities2012-12-31$289,718
Total contributions received or receivable from employer(s)2012-12-31$2,575
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$14
2011 : R & T HARMAN ENTERPRISES, INC. - PENSION TRANSFER TRUST PLAN 2011 401k financial data
Total income from all sources2011-12-31$70,837
Expenses. Total of all expenses incurred2011-12-31$279
Total plan assets at end of year2011-12-31$319,805
Total plan assets at beginning of year2011-12-31$249,247
Value of fidelity bond covering the plan2011-12-31$1,000,000
Contributions received from other sources (not participants or employers)2011-12-31$19,228
Other income received2011-12-31$49,415
Net income (gross income less expenses)2011-12-31$70,558
Net plan assets at end of year (total assets less liabilities)2011-12-31$319,805
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$249,247
Assets. Value of employer securities2011-12-31$316,669
Total contributions received or receivable from employer(s)2011-12-31$2,194
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$279

Form 5500 Responses for R & T HARMAN ENTERPRISES, INC. - PENSION TRANSFER TRUST PLAN

2022: R & T HARMAN ENTERPRISES, INC. - PENSION TRANSFER TRUST PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
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: R & T HARMAN ENTERPRISES, INC. - PENSION TRANSFER TRUST PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
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: R & T HARMAN ENTERPRISES, INC. - PENSION TRANSFER TRUST PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
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: R & T HARMAN ENTERPRISES, INC. - PENSION TRANSFER TRUST PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
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: R & T HARMAN ENTERPRISES, INC. - PENSION TRANSFER TRUST PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
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: R & T HARMAN ENTERPRISES, INC. - PENSION TRANSFER TRUST PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
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: R & T HARMAN ENTERPRISES, INC. - PENSION TRANSFER TRUST PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
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: R & T HARMAN ENTERPRISES, INC. - PENSION TRANSFER TRUST PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
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: R & T HARMAN ENTERPRISES, INC. - PENSION TRANSFER TRUST PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
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: R & T HARMAN ENTERPRISES, INC. - PENSION TRANSFER TRUST PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
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: R & T HARMAN ENTERPRISES, INC. - PENSION TRANSFER TRUST PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: R & T HARMAN ENTERPRISES, INC. - PENSION TRANSFER TRUST PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01First time form 5500 has been submittedYes
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

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number1260073-01
Policy instance 1
Insurance contract or identification number1260073-01
Number of Individuals Covered334
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number1260073-01
Policy instance 1
Insurance contract or identification number1260073-01
Number of Individuals Covered288
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number1260073-01
Policy instance 1
Insurance contract or identification number1260073-01
Number of Individuals Covered257
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $83
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $83
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number1260073-01
Policy instance 1
Insurance contract or identification number1260073-01
Number of Individuals Covered254
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $786
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $786
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number1260073-01
Policy instance 1
Insurance contract or identification number1260073-01
Number of Individuals Covered236
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $556
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $556
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number1260073-01
Policy instance 1
Insurance contract or identification number1260073-01
Number of Individuals Covered229
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $369
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $369
Insurance broker organization code?3
Insurance broker nameMERRILL LYNCH LIFE AGENCY, INC.

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