?>
Logo

R. C. MERCHANT & COMPANY, INC. EMPLOYEES' SAVINGS PLAN 401k Plan overview

Plan NameR. C. MERCHANT & COMPANY, INC. EMPLOYEES' SAVINGS PLAN
Plan identification number 002

R. C. MERCHANT & COMPANY, INC. EMPLOYEES' SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

R.C. MERCHANT & CO., INC. has sponsored the creation of one or more 401k plans.

Company Name:R.C. MERCHANT & CO., INC.
Employer identification number (EIN):381505437
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan R. C. MERCHANT & COMPANY, INC. EMPLOYEES' SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01BROOKE MERCHANT
0022017-01-01BROOKE MERCHANT
0022016-01-01BROOKE MERCHANT
0022015-01-01BROOKE MERCHANT
0022014-01-01BROOKE MERCHANT
0022012-01-01BROOKE MERCHANT
0022011-01-01BROOKE MERCHANT
0022009-01-01BROOKE MERCHANT

Plan Statistics for R. C. MERCHANT & COMPANY, INC. EMPLOYEES' SAVINGS PLAN

401k plan membership statisitcs for R. C. MERCHANT & COMPANY, INC. EMPLOYEES' SAVINGS PLAN

Measure Date Value
2022: R. C. MERCHANT & COMPANY, INC. EMPLOYEES' SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-015
Total number of active participants reported on line 7a of the Form 55002022-01-015
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-015
Number of participants with account balances2022-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: R. C. MERCHANT & COMPANY, INC. EMPLOYEES' SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-015
Total number of active participants reported on line 7a of the Form 55002021-01-015
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-015
Number of participants with account balances2021-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: R. C. MERCHANT & COMPANY, INC. EMPLOYEES' SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-015
Total number of active participants reported on line 7a of the Form 55002020-01-015
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-015
Number of participants with account balances2020-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: R. C. MERCHANT & COMPANY, INC. EMPLOYEES' SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-015
Total number of active participants reported on line 7a of the Form 55002019-01-015
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-015
Number of participants with account balances2019-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: R. C. MERCHANT & COMPANY, INC. EMPLOYEES' SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-015
Total number of active participants reported on line 7a of the Form 55002018-01-015
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-015
Number of participants with account balances2018-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: R. C. MERCHANT & COMPANY, INC. EMPLOYEES' SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-014
Total number of active participants reported on line 7a of the Form 55002017-01-015
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-015
Number of participants with account balances2017-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: R. C. MERCHANT & COMPANY, INC. EMPLOYEES' SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-015
Total number of active participants reported on line 7a of the Form 55002016-01-014
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-014
Number of participants with account balances2016-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: R. C. MERCHANT & COMPANY, INC. EMPLOYEES' SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-015
Total number of active participants reported on line 7a of the Form 55002015-01-015
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 participants2015-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-015
Number of participants with account balances2015-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: R. C. MERCHANT & COMPANY, INC. EMPLOYEES' SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-016
Total number of active participants reported on line 7a of the Form 55002014-01-015
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 participants2014-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-015
Number of participants with account balances2014-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2012: R. C. MERCHANT & COMPANY, INC. EMPLOYEES' SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-016
Total number of active participants reported on line 7a of the Form 55002012-01-017
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 participants2012-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-017
Number of participants with account balances2012-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: R. C. MERCHANT & COMPANY, INC. EMPLOYEES' SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-016
Total number of active participants reported on line 7a of the Form 55002011-01-016
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 participants2011-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-016
Number of participants with account balances2011-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: R. C. MERCHANT & COMPANY, INC. EMPLOYEES' SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-017
Total number of active participants reported on line 7a of the Form 55002009-01-016
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-016
Number of participants with account balances2009-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on R. C. MERCHANT & COMPANY, INC. EMPLOYEES' SAVINGS PLAN

Measure Date Value
2022 : R. C. MERCHANT & COMPANY, INC. EMPLOYEES' SAVINGS PLAN 2022 401k financial data
Total income from all sources2022-12-31$-131,042
Total plan assets at end of year2022-12-31$789,486
Total plan assets at beginning of year2022-12-31$920,528
Total contributions received or receivable from participants2022-12-31$54,160
Other income received2022-12-31$-185,202
Net income (gross income less expenses)2022-12-31$-131,042
Net plan assets at end of year (total assets less liabilities)2022-12-31$789,486
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$920,528
2021 : R. C. MERCHANT & COMPANY, INC. EMPLOYEES' SAVINGS PLAN 2021 401k financial data
Total income from all sources2021-12-31$211,656
Total plan assets at end of year2021-12-31$920,528
Total plan assets at beginning of year2021-12-31$708,872
Total contributions received or receivable from participants2021-12-31$60,112
Other income received2021-12-31$151,544
Net income (gross income less expenses)2021-12-31$211,656
Net plan assets at end of year (total assets less liabilities)2021-12-31$920,528
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$708,872
2020 : R. C. MERCHANT & COMPANY, INC. EMPLOYEES' SAVINGS PLAN 2020 401k financial data
Total income from all sources2020-12-31$86,235
Expenses. Total of all expenses incurred2020-12-31$110,838
Benefits paid (including direct rollovers)2020-12-31$110,838
Total plan assets at end of year2020-12-31$708,872
Total plan assets at beginning of year2020-12-31$733,475
Total contributions received or receivable from participants2020-12-31$45,810
Other income received2020-12-31$40,425
Net income (gross income less expenses)2020-12-31$-24,603
Net plan assets at end of year (total assets less liabilities)2020-12-31$708,872
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$733,475
2019 : R. C. MERCHANT & COMPANY, INC. EMPLOYEES' SAVINGS PLAN 2019 401k financial data
Total income from all sources2019-12-31$208,076
Total plan assets at end of year2019-12-31$733,475
Total plan assets at beginning of year2019-12-31$525,399
Total contributions received or receivable from participants2019-12-31$42,600
Other income received2019-12-31$165,476
Net income (gross income less expenses)2019-12-31$208,076
Net plan assets at end of year (total assets less liabilities)2019-12-31$733,475
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$525,399
2018 : R. C. MERCHANT & COMPANY, INC. EMPLOYEES' SAVINGS PLAN 2018 401k financial data
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$10,818
Expenses. Total of all expenses incurred2018-12-31$0
Total plan assets at end of year2018-12-31$525,399
Total plan assets at beginning of year2018-12-31$514,581
Total contributions received or receivable from participants2018-12-31$52,000
Other income received2018-12-31$-41,182
Net income (gross income less expenses)2018-12-31$10,818
Net plan assets at end of year (total assets less liabilities)2018-12-31$525,399
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$514,581
Total contributions received or receivable from employer(s)2018-12-31$0
2017 : R. C. MERCHANT & COMPANY, INC. EMPLOYEES' SAVINGS PLAN 2017 401k financial data
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$116,818
Expenses. Total of all expenses incurred2017-12-31$0
Total plan assets at end of year2017-12-31$514,581
Total plan assets at beginning of year2017-12-31$397,763
Total contributions received or receivable from participants2017-12-31$51,600
Other income received2017-12-31$65,218
Net income (gross income less expenses)2017-12-31$116,818
Net plan assets at end of year (total assets less liabilities)2017-12-31$514,581
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$397,763
Total contributions received or receivable from employer(s)2017-12-31$0
2016 : R. C. MERCHANT & COMPANY, INC. EMPLOYEES' SAVINGS PLAN 2016 401k financial data
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$66,713
Expenses. Total of all expenses incurred2016-12-31$11,413
Benefits paid (including direct rollovers)2016-12-31$11,413
Total plan assets at end of year2016-12-31$397,763
Total plan assets at beginning of year2016-12-31$342,463
Total contributions received or receivable from participants2016-12-31$37,200
Other income received2016-12-31$29,513
Net income (gross income less expenses)2016-12-31$55,300
Net plan assets at end of year (total assets less liabilities)2016-12-31$397,763
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$342,463
Total contributions received or receivable from employer(s)2016-12-31$0
2015 : R. C. MERCHANT & COMPANY, INC. EMPLOYEES' SAVINGS PLAN 2015 401k financial data
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$28,812
Expenses. Total of all expenses incurred2015-12-31$0
Total plan assets at end of year2015-12-31$342,463
Total plan assets at beginning of year2015-12-31$313,651
Total contributions received or receivable from participants2015-12-31$33,500
Other income received2015-12-31$-4,688
Net income (gross income less expenses)2015-12-31$28,812
Net plan assets at end of year (total assets less liabilities)2015-12-31$342,463
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$313,651
Total contributions received or receivable from employer(s)2015-12-31$0
2014 : R. C. MERCHANT & COMPANY, INC. EMPLOYEES' SAVINGS PLAN 2014 401k financial data
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$41,963
Expenses. Total of all expenses incurred2014-12-31$44,448
Benefits paid (including direct rollovers)2014-12-31$44,448
Total plan assets at end of year2014-12-31$313,651
Total plan assets at beginning of year2014-12-31$316,136
Total contributions received or receivable from participants2014-12-31$26,600
Other income received2014-12-31$15,363
Net income (gross income less expenses)2014-12-31$-2,485
Net plan assets at end of year (total assets less liabilities)2014-12-31$313,651
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$316,136
Total contributions received or receivable from employer(s)2014-12-31$0
2012 : R. C. MERCHANT & COMPANY, INC. EMPLOYEES' SAVINGS PLAN 2012 401k financial data
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$48,370
Total plan assets at end of year2012-12-31$246,578
Total plan assets at beginning of year2012-12-31$198,208
Total contributions received or receivable from participants2012-12-31$23,200
Other income received2012-12-31$25,170
Net income (gross income less expenses)2012-12-31$48,370
Net plan assets at end of year (total assets less liabilities)2012-12-31$246,578
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$198,208
Total contributions received or receivable from employer(s)2012-12-31$0
2011 : R. C. MERCHANT & COMPANY, INC. EMPLOYEES' SAVINGS PLAN 2011 401k financial data
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$16,380
Expenses. Total of all expenses incurred2011-12-31$30
Total plan assets at end of year2011-12-31$198,208
Total plan assets at beginning of year2011-12-31$181,858
Total contributions received or receivable from participants2011-12-31$19,300
Expenses. Other expenses not covered elsewhere2011-12-31$30
Other income received2011-12-31$-2,920
Net income (gross income less expenses)2011-12-31$16,350
Net plan assets at end of year (total assets less liabilities)2011-12-31$198,208
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$181,858
Total contributions received or receivable from employer(s)2011-12-31$0
2010 : R. C. MERCHANT & COMPANY, INC. EMPLOYEES' SAVINGS PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$40,737
Expenses. Total of all expenses incurred2010-12-31$30
Total plan assets at end of year2010-12-31$181,858
Total plan assets at beginning of year2010-12-31$141,151
Total contributions received or receivable from participants2010-12-31$17,250
Expenses. Other expenses not covered elsewhere2010-12-31$30
Other income received2010-12-31$23,487
Net income (gross income less expenses)2010-12-31$40,707
Net plan assets at end of year (total assets less liabilities)2010-12-31$181,858
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$141,151
Total contributions received or receivable from employer(s)2010-12-31$0
2009 : R. C. MERCHANT & COMPANY, INC. EMPLOYEES' SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for R. C. MERCHANT & COMPANY, INC. EMPLOYEES' SAVINGS PLAN

2022: R. C. MERCHANT & COMPANY, INC. EMPLOYEES' SAVINGS 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 - TrustYes
2021: R. C. MERCHANT & COMPANY, INC. EMPLOYEES' SAVINGS 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 - TrustYes
2020: R. C. MERCHANT & COMPANY, INC. EMPLOYEES' SAVINGS 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 - TrustYes
2019: R. C. MERCHANT & COMPANY, INC. EMPLOYEES' SAVINGS 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 - TrustYes
2018: R. C. MERCHANT & COMPANY, INC. EMPLOYEES' SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: R. C. MERCHANT & COMPANY, INC. EMPLOYEES' SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: R. C. MERCHANT & COMPANY, INC. EMPLOYEES' SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: R. C. MERCHANT & COMPANY, INC. EMPLOYEES' SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: R. C. MERCHANT & COMPANY, INC. EMPLOYEES' SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2012: R. C. MERCHANT & COMPANY, INC. EMPLOYEES' SAVINGS 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: R. C. MERCHANT & COMPANY, INC. EMPLOYEES' SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: R. C. MERCHANT & COMPANY, INC. EMPLOYEES' SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number36344
Policy instance 1
Insurance contract or identification number36344
Number of Individuals Covered5
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $1,241
Total amount of fees paid to insurance companyUSD $1,258
Are there contracts with allocated funds for individual policies?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $842
Amount paid for insurance broker fees990
Additional information about fees paid to insurance brokerMONITORING
Insurance broker organization code?3
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number36344
Policy instance 1
Insurance contract or identification number36344
Number of Individuals Covered5
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $1,447
Total amount of fees paid to insurance companyUSD $1,137
Are there contracts with allocated funds for individual policies?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,063
Amount paid for insurance broker fees953
Additional information about fees paid to insurance brokerMONITORING
Insurance broker organization code?3
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number36344
Policy instance 1
Insurance contract or identification number36344
Number of Individuals Covered5
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $1,136
Total amount of fees paid to insurance companyUSD $1,074
Are there contracts with allocated funds for individual policies?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $815
Amount paid for insurance broker fees903
Additional information about fees paid to insurance brokerMONITORING
Insurance broker organization code?3
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number36344
Policy instance 1
Insurance contract or identification number36344
Number of Individuals Covered5
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $922
Total amount of fees paid to insurance companyUSD $1,013
Are there contracts with allocated funds for individual policies?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $289
Amount paid for insurance broker fees427
Additional information about fees paid to insurance brokerMONITORING
Insurance broker organization code?3
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number36344
Policy instance 1
Insurance contract or identification number36344
Number of Individuals Covered5
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $807
Total amount of fees paid to insurance companyUSD $1,082
Are there contracts with allocated funds for individual policies?1
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 $294
Amount paid for insurance broker fees562
Additional information about fees paid to insurance brokerMONITORING
Insurance broker organization code?3
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number36344
Policy instance 1
Insurance contract or identification number36344
Number of Individuals Covered5
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $639
Total amount of fees paid to insurance companyUSD $983
Are there contracts with allocated funds for individual policies?1
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 $255
Amount paid for insurance broker fees28
Additional information about fees paid to insurance brokerMONITORING
Insurance broker organization code?3
Insurance broker nameJAMES D LANDSBERG
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number36344
Policy instance 1
Insurance contract or identification number36344
Number of Individuals Covered4
Insurance policy start date2016-01-01
Insurance policy end date2016-12-31
Total amount of commissions paid to insurance brokerUSD $639
Total amount of fees paid to insurance companyUSD $983
Are there contracts with allocated funds for individual policies?Yes
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 $227
Amount paid for insurance broker fees492
Additional information about fees paid to insurance brokerMONITORING
Insurance broker organization code?3
Insurance broker nameBRADLEY SEITZENGER
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number36344
Policy instance 1
Insurance contract or identification number36344
Number of Individuals Covered5
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $637
Total amount of fees paid to insurance companyUSD $960
Are there contracts with allocated funds for individual policies?Yes
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 $219
Amount paid for insurance broker fees19
Additional information about fees paid to insurance brokerMONITORING
Insurance broker organization code?3
Insurance broker nameJAMES D LANDSBERG
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number36344
Policy instance 1
Insurance contract or identification number36344
Number of Individuals Covered5
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of fees paid to insurance companyUSD $665
Are there contracts with allocated funds for individual policies?Yes
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 fees361
Additional information about fees paid to insurance brokerMONITORING
Insurance broker organization code?3
Insurance broker nameJAMES D LANDSBERG
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number36344
Policy instance 1
Insurance contract or identification number36344
Number of Individuals Covered6
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of fees paid to insurance companyUSD $618
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees322
Additional information about fees paid to insurance brokerMONITORING
Insurance broker organization code?3
Insurance broker nameJAMES D. LANDSBERG
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number36344
Policy instance 1
Insurance contract or identification number36344
Number of Individuals Covered6
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of fees paid to insurance companyUSD $596
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number36344
Policy instance 1
Insurance contract or identification number36344
Number of Individuals Covered6
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of fees paid to insurance companyUSD $596
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees268
Additional information about fees paid to insurance brokerMONITORING
Insurance broker organization code?3
Insurance broker nameJAMES D. LANDSBERG

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