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THE EMPLOYEES OF ALTO-SHAAM RETIREMENT PLAN 401k Plan overview

Plan NameTHE EMPLOYEES OF ALTO-SHAAM RETIREMENT PLAN
Plan identification number 001

THE EMPLOYEES OF ALTO-SHAAM RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

ALTO-SHAAM INC has sponsored the creation of one or more 401k plans.

Company Name:ALTO-SHAAM INC
Employer identification number (EIN):391020882
NAIC Classification:335900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE EMPLOYEES OF ALTO-SHAAM RETIREMENT 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
0012017-01-01JAMES KOLESKI JAMES KOLESKI2018-10-15
0012016-01-01JAMES KOLESKI
0012015-01-01JAMES KOLESKI JAMES KOLESKI2016-10-11
0012014-01-01JAMES KOLESKI JAMES KOLESKI2015-10-14
0012013-01-01JAMES KOLESKI JAMES KOLESKI2014-10-02
0012012-01-01JAMES KOLESKI JAMES KOLESKI2013-09-25
0012011-01-01JAMES KOLESKI JAMES KOLESKI2012-10-10
0012009-01-01KAREN HANSEN

Plan Statistics for THE EMPLOYEES OF ALTO-SHAAM RETIREMENT PLAN

401k plan membership statisitcs for THE EMPLOYEES OF ALTO-SHAAM RETIREMENT PLAN

Measure Date Value
2022: THE EMPLOYEES OF ALTO-SHAAM RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01640
Total number of active participants reported on line 7a of the Form 55002022-01-01472
Number of retired or separated participants receiving benefits2022-01-013
Number of other retired or separated participants entitled to future benefits2022-01-01207
Total of all active and inactive participants2022-01-01682
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01682
Number of participants with account balances2022-01-01657
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0184
2021: THE EMPLOYEES OF ALTO-SHAAM RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01614
Total number of active participants reported on line 7a of the Form 55002021-01-01444
Number of retired or separated participants receiving benefits2021-01-013
Number of other retired or separated participants entitled to future benefits2021-01-01186
Total of all active and inactive participants2021-01-01633
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01633
Number of participants with account balances2021-01-01612
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0160
2020: THE EMPLOYEES OF ALTO-SHAAM RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01681
Total number of active participants reported on line 7a of the Form 55002020-01-01416
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-01189
Total of all active and inactive participants2020-01-01607
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01607
Number of participants with account balances2020-01-01591
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0189
2019: THE EMPLOYEES OF ALTO-SHAAM RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01652
Total number of active participants reported on line 7a of the Form 55002019-01-01479
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-01190
Total of all active and inactive participants2019-01-01671
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01671
Number of participants with account balances2019-01-01651
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0174
2018: THE EMPLOYEES OF ALTO-SHAAM RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01581
Total number of active participants reported on line 7a of the Form 55002018-01-01472
Number of retired or separated participants receiving benefits2018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-01167
Total of all active and inactive participants2018-01-01641
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01641
Number of participants with account balances2018-01-01613
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0162
2017: THE EMPLOYEES OF ALTO-SHAAM RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01556
Total number of active participants reported on line 7a of the Form 55002017-01-01430
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01146
Total of all active and inactive participants2017-01-01576
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01576
Number of participants with account balances2017-01-01547
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0176
2016: THE EMPLOYEES OF ALTO-SHAAM RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01508
Total number of active participants reported on line 7a of the Form 55002016-01-01429
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01114
Total of all active and inactive participants2016-01-01543
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01543
Number of participants with account balances2016-01-01522
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0157
2015: THE EMPLOYEES OF ALTO-SHAAM RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01467
Total number of active participants reported on line 7a of the Form 55002015-01-01402
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0190
Total of all active and inactive participants2015-01-01492
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01492
Number of participants with account balances2015-01-01477
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0148
2014: THE EMPLOYEES OF ALTO-SHAAM RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01415
Total number of active participants reported on line 7a of the Form 55002014-01-01381
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0175
Total of all active and inactive participants2014-01-01456
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01456
Number of participants with account balances2014-01-01432
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0120
2013: THE EMPLOYEES OF ALTO-SHAAM RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01354
Total number of active participants reported on line 7a of the Form 55002013-01-01368
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0156
Total of all active and inactive participants2013-01-01424
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01424
Number of participants with account balances2013-01-01391
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0124
2012: THE EMPLOYEES OF ALTO-SHAAM RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01344
Total number of active participants reported on line 7a of the Form 55002012-01-01306
Number of other retired or separated participants entitled to future benefits2012-01-0139
Total of all active and inactive participants2012-01-01345
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01345
Number of participants with account balances2012-01-01318
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-019
2011: THE EMPLOYEES OF ALTO-SHAAM RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01320
Total number of active participants reported on line 7a of the Form 55002011-01-01307
Number of other retired or separated participants entitled to future benefits2011-01-0129
Total of all active and inactive participants2011-01-01336
Total participants2011-01-01336
Number of participants with account balances2011-01-01308
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-013
2009: THE EMPLOYEES OF ALTO-SHAAM RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01492
Total number of active participants reported on line 7a of the Form 55002009-01-01293
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0132
Total of all active and inactive participants2009-01-01325
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01325
Number of participants with account balances2009-01-01297
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0113

Financial Data on THE EMPLOYEES OF ALTO-SHAAM RETIREMENT PLAN

Measure Date Value
2022 : THE EMPLOYEES OF ALTO-SHAAM 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-3,073,061
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$3,921,194
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,848,097
Expenses. Certain deemed distributions of participant loans2022-12-31$2,619
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,359,138
Value of total assets at end of year2022-12-31$35,965,480
Value of total assets at beginning of year2022-12-31$42,959,735
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$70,478
Total interest from all sources2022-12-31$216,694
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
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$2,454,757
Participant contributions at end of year2022-12-31$470,362
Participant contributions at beginning of year2022-12-31$398,344
Participant contributions at end of year2022-12-31$41,416
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$155,416
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-6,994,255
Value of net assets at end of year (total assets less liabilities)2022-12-31$35,965,480
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$42,959,735
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
Value of interest in pooled separate accounts at end of year2022-12-31$24,822,432
Value of interest in pooled separate accounts at beginning of year2022-12-31$30,943,175
Interest on participant loans2022-12-31$21,804
Interest earned on other investments2022-12-31$194,890
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$10,616,826
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$11,618,216
Net investment gain/loss from pooled separate accounts2022-12-31$-6,648,893
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$748,965
Employer contributions (assets) at end of year2022-12-31$14,444
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,848,097
Contract administrator fees2022-12-31$70,478
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 name2022-12-31BAKER TILLY US, LLP
Accountancy firm EIN2022-12-31390859910
2021 : THE EMPLOYEES OF ALTO-SHAAM 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$7,557,396
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$4,084,758
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,040,976
Value of total corrective distributions2021-12-31$331
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,701,723
Value of total assets at end of year2021-12-31$42,959,735
Value of total assets at beginning of year2021-12-31$39,487,097
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$43,451
Total interest from all sources2021-12-31$194,783
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$3,000,000
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$2,157,110
Participant contributions at end of year2021-12-31$398,344
Participant contributions at beginning of year2021-12-31$489,326
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$13,942
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$3,472,638
Value of net assets at end of year (total assets less liabilities)2021-12-31$42,959,735
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$39,487,097
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
Value of interest in pooled separate accounts at end of year2021-12-31$30,943,175
Value of interest in pooled separate accounts at beginning of year2021-12-31$28,161,627
Interest on participant loans2021-12-31$24,240
Interest earned on other investments2021-12-31$170,543
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$11,618,216
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$10,836,144
Net investment gain/loss from pooled separate accounts2021-12-31$4,660,890
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$530,671
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,040,976
Contract administrator fees2021-12-31$43,451
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 name2021-12-31BAKER TILLY US, LLP
Accountancy firm EIN2021-12-31390859910
2020 : THE EMPLOYEES OF ALTO-SHAAM 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$7,330,522
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$4,333,087
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$4,307,418
Expenses. Certain deemed distributions of participant loans2020-12-31$10,914
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,745,959
Value of total assets at end of year2020-12-31$39,487,097
Value of total assets at beginning of year2020-12-31$36,489,662
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$14,755
Total interest from all sources2020-12-31$185,197
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
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$2,198,762
Participant contributions at end of year2020-12-31$489,326
Participant contributions at beginning of year2020-12-31$661,501
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$97,277
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$2,997,435
Value of net assets at end of year (total assets less liabilities)2020-12-31$39,487,097
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$36,489,662
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 pooled separate accounts at end of year2020-12-31$28,161,627
Value of interest in pooled separate accounts at beginning of year2020-12-31$27,403,638
Interest on participant loans2020-12-31$33,025
Interest earned on other investments2020-12-31$152,172
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$10,836,144
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$8,424,523
Net investment gain/loss from pooled separate accounts2020-12-31$4,399,366
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$449,920
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$4,307,418
Contract administrator fees2020-12-31$14,755
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BAKER TILLY US, LLP
Accountancy firm EIN2020-12-31390859910
2019 : THE EMPLOYEES OF ALTO-SHAAM 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$8,730,191
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,267,760
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,242,679
Expenses. Certain deemed distributions of participant loans2019-12-31$14,160
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,989,178
Value of total assets at end of year2019-12-31$36,489,662
Value of total assets at beginning of year2019-12-31$30,027,231
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$10,921
Total interest from all sources2019-12-31$191,110
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$3,000,000
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$2,236,842
Participant contributions at end of year2019-12-31$661,501
Participant contributions at beginning of year2019-12-31$689,801
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$117,003
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$6,462,431
Value of net assets at end of year (total assets less liabilities)2019-12-31$36,489,662
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$30,027,231
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
Value of interest in pooled separate accounts at end of year2019-12-31$27,403,638
Value of interest in pooled separate accounts at beginning of year2019-12-31$21,710,418
Interest on participant loans2019-12-31$40,153
Interest earned on other investments2019-12-31$150,957
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$8,424,523
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$7,627,012
Net investment gain/loss from pooled separate accounts2019-12-31$5,549,903
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$635,333
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,242,679
Contract administrator fees2019-12-31$10,921
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 name2019-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2019-12-31390859910
2018 : THE EMPLOYEES OF ALTO-SHAAM 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,040,433
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,591,101
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,581,183
Expenses. Certain deemed distributions of participant loans2018-12-31$1,787
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,686,327
Value of total assets at end of year2018-12-31$30,027,231
Value of total assets at beginning of year2018-12-31$30,577,899
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$8,131
Total interest from all sources2018-12-31$148,409
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
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$2,013,575
Participant contributions at end of year2018-12-31$689,801
Participant contributions at beginning of year2018-12-31$683,469
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$69,210
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-550,668
Value of net assets at end of year (total assets less liabilities)2018-12-31$30,027,231
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$30,577,899
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
Value of interest in pooled separate accounts at end of year2018-12-31$21,710,418
Value of interest in pooled separate accounts at beginning of year2018-12-31$22,163,543
Interest on participant loans2018-12-31$32,363
Interest earned on other investments2018-12-31$116,046
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$7,627,012
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$7,730,887
Net investment gain/loss from pooled separate accounts2018-12-31$-1,794,303
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 contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$603,542
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,581,183
Contract administrator fees2018-12-31$8,131
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 name2018-12-31BAKER TILY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2018-12-31390859910
2017 : THE EMPLOYEES OF ALTO-SHAAM 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$6,658,223
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,510,606
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,489,748
Expenses. Certain deemed distributions of participant loans2017-12-31$13,410
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,484,871
Value of total assets at end of year2017-12-31$30,577,899
Value of total assets at beginning of year2017-12-31$25,430,282
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$7,448
Total interest from all sources2017-12-31$133,362
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,000,000
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$1,888,823
Participant contributions at end of year2017-12-31$683,469
Participant contributions at beginning of year2017-12-31$512,614
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$47,467
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$5,147,617
Value of net assets at end of year (total assets less liabilities)2017-12-31$30,577,899
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$25,430,282
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
Value of interest in pooled separate accounts at end of year2017-12-31$22,163,543
Value of interest in pooled separate accounts at beginning of year2017-12-31$17,949,040
Interest on participant loans2017-12-31$26,677
Interest earned on other investments2017-12-31$106,685
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$7,730,887
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$6,968,628
Net investment gain/loss from pooled separate accounts2017-12-31$4,039,990
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$548,581
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,489,748
Contract administrator fees2017-12-31$7,448
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 name2017-12-31BAKER TILY VIRCHOW KRAUSE,
Accountancy firm EIN2017-12-31390859910
2016 : THE EMPLOYEES OF ALTO-SHAAM 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$4,721,930
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$667,032
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$661,105
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,879,325
Value of total assets at end of year2016-12-31$25,430,282
Value of total assets at beginning of year2016-12-31$21,375,384
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$5,927
Total interest from all sources2016-12-31$112,564
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,000,000
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$1,845,191
Participant contributions at end of year2016-12-31$512,614
Participant contributions at beginning of year2016-12-31$513,281
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$516,574
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$4,054,898
Value of net assets at end of year (total assets less liabilities)2016-12-31$25,430,282
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$21,375,384
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 pooled separate accounts at end of year2016-12-31$17,949,040
Value of interest in pooled separate accounts at beginning of year2016-12-31$16,225,476
Interest on participant loans2016-12-31$21,711
Interest earned on other investments2016-12-31$90,853
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$6,968,628
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$4,636,627
Net investment gain/loss from pooled separate accounts2016-12-31$1,730,041
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$517,560
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$661,105
Contract administrator fees2016-12-31$5,927
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 name2016-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2016-12-31390859910
2015 : THE EMPLOYEES OF ALTO-SHAAM 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$2,229,458
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,396,473
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,391,849
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,309,263
Value of total assets at end of year2015-12-31$21,375,384
Value of total assets at beginning of year2015-12-31$20,542,399
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$4,624
Total interest from all sources2015-12-31$85,163
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,000,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,707,098
Participant contributions at end of year2015-12-31$513,281
Participant contributions at beginning of year2015-12-31$640,104
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$130,517
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$832,985
Value of net assets at end of year (total assets less liabilities)2015-12-31$21,375,384
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$20,542,399
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 pooled separate accounts at end of year2015-12-31$16,225,476
Value of interest in pooled separate accounts at beginning of year2015-12-31$18,862,881
Interest on participant loans2015-12-31$25,257
Interest earned on other investments2015-12-31$59,906
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$4,636,627
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,039,414
Net investment gain/loss from pooled separate accounts2015-12-31$-164,968
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$471,648
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,391,849
Contract administrator fees2015-12-31$4,624
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BARKER TILLY VICHOW KRAUSE, LLP
Accountancy firm EIN2015-12-31390859910
2014 : THE EMPLOYEES OF ALTO-SHAAM 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$2,063,365
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,972,706
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,932,587
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,773,342
Value of total assets at end of year2014-12-31$20,542,399
Value of total assets at beginning of year2014-12-31$20,451,740
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$40,119
Total interest from all sources2014-12-31$25,613
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$385,833
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$385,833
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$2,000,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,356,390
Participant contributions at end of year2014-12-31$640,104
Participant contributions at beginning of year2014-12-31$676,502
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$30,997
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$90,659
Value of net assets at end of year (total assets less liabilities)2014-12-31$20,542,399
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$20,451,740
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$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$19,775,238
Value of interest in pooled separate accounts at end of year2014-12-31$18,862,881
Value of interest in pooled separate accounts at beginning of year2014-12-31$0
Interest on participant loans2014-12-31$25,613
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,039,414
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$0
Net investment gain/loss from pooled separate accounts2014-12-31$-121,423
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$385,955
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,932,587
Contract administrator fees2014-12-31$40,119
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BAKER TILLY VICHOW KRAUSE, LLP
Accountancy firm EIN2014-12-31390859910
2013 : THE EMPLOYEES OF ALTO-SHAAM RETIREMENT PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$4,527,686
Total of all expenses incurred2013-12-31$469,586
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$456,536
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,585,929
Value of total assets at end of year2013-12-31$20,451,753
Value of total assets at beginning of year2013-12-31$16,393,653
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$13,050
Total interest from all sources2013-12-31$26,923
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$3,713
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$2,000,000
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$1,183,019
Participant contributions at end of year2013-12-31$676,517
Participant contributions at beginning of year2013-12-31$644,434
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$63,510
Other income not declared elsewhere2013-12-31$2,914,834
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$4,058,100
Value of net assets at end of year (total assets less liabilities)2013-12-31$20,451,753
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$16,393,653
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$19,775,236
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$15,749,219
Interest on participant loans2013-12-31$26,923
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$339,400
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$456,536
Contract administrator fees2013-12-31$9,337
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 name2013-12-31BAKER TILLY VIRCHOW KRAUSE LLP
Accountancy firm EIN2013-12-31390859910
2012 : THE EMPLOYEES OF ALTO-SHAAM RETIREMENT PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$3,106,633
Total of all expenses incurred2012-12-31$988,535
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$975,460
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,374,578
Value of total assets at end of year2012-12-31$16,393,653
Value of total assets at beginning of year2012-12-31$14,275,555
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$13,075
Total interest from all sources2012-12-31$25,597
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$9,819
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$1,031,355
Participant contributions at end of year2012-12-31$644,434
Participant contributions at beginning of year2012-12-31$556,398
Participant contributions at beginning of year2012-12-31$15,008
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$50,740
Other income not declared elsewhere2012-12-31$1,706,458
Total non interest bearing cash at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,118,098
Value of net assets at end of year (total assets less liabilities)2012-12-31$16,393,653
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$14,275,555
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$15,749,219
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$13,698,830
Interest on participant loans2012-12-31$25,597
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$292,483
Employer contributions (assets) at beginning of year2012-12-31$5,319
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$975,460
Contract administrator fees2012-12-31$3,256
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 name2012-12-31BAKER TILLY VIRCHOW KRAUSE LLP
Accountancy firm EIN2012-12-31390859910
2011 : THE EMPLOYEES OF ALTO-SHAAM RETIREMENT PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$809,834
Total of all expenses incurred2011-12-31$310,599
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$303,941
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,380,429
Value of total assets at end of year2011-12-31$14,275,555
Value of total assets at beginning of year2011-12-31$13,776,320
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$6,658
Total interest from all sources2011-12-31$27,218
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$4,359
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,015,966
Participant contributions at end of year2011-12-31$556,398
Participant contributions at beginning of year2011-12-31$601,899
Participant contributions at end of year2011-12-31$15,008
Participant contributions at beginning of year2011-12-31$13,322
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$81,200
Other income not declared elsewhere2011-12-31$-21,740
Total non interest bearing cash at end of year2011-12-31$0
Total non interest bearing cash at beginning of year2011-12-31$21,528
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$499,235
Value of net assets at end of year (total assets less liabilities)2011-12-31$14,275,555
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$13,776,320
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$13,698,830
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$13,134,820
Interest on participant loans2011-12-31$27,218
Interest earned on other investments2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-576,073
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$283,263
Employer contributions (assets) at end of year2011-12-31$5,319
Employer contributions (assets) at beginning of year2011-12-31$4,751
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$303,941
Contract administrator fees2011-12-31$2,299
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 name2011-12-31BAKER TILLY VIRCHOW KRAUSE LLP
Accountancy firm EIN2011-12-31390859910
2010 : THE EMPLOYEES OF ALTO-SHAAM 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$2,354,122
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$676,573
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$626,583
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$912,666
Value of total assets at end of year2010-12-31$13,776,320
Value of total assets at beginning of year2010-12-31$12,098,771
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$49,990
Total interest from all sources2010-12-31$29,961
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$2,000,000
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$883,658
Participant contributions at end of year2010-12-31$601,899
Participant contributions at beginning of year2010-12-31$486,206
Participant contributions at end of year2010-12-31$13,322
Participant contributions at beginning of year2010-12-31$43,541
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$11,118
Total non interest bearing cash at end of year2010-12-31$21,528
Total non interest bearing cash at beginning of year2010-12-31$37
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$1,677,549
Value of net assets at end of year (total assets less liabilities)2010-12-31$13,776,320
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$12,098,771
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$13,134,820
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$11,362,706
Interest on participant loans2010-12-31$29,961
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,411,495
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$17,890
Employer contributions (assets) at end of year2010-12-31$4,751
Employer contributions (assets) at beginning of year2010-12-31$206,281
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$626,583
Contract administrator fees2010-12-31$49,990
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 name2010-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2010-12-31390859910
2009 : THE EMPLOYEES OF ALTO-SHAAM RETIREMENT 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 THE EMPLOYEES OF ALTO-SHAAM RETIREMENT PLAN

2022: THE EMPLOYEES OF ALTO-SHAAM RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
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: THE EMPLOYEES OF ALTO-SHAAM RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
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: THE EMPLOYEES OF ALTO-SHAAM RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
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: THE EMPLOYEES OF ALTO-SHAAM RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
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: THE EMPLOYEES OF ALTO-SHAAM RETIREMENT 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 planYes
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: THE EMPLOYEES OF ALTO-SHAAM RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE EMPLOYEES OF ALTO-SHAAM RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE EMPLOYEES OF ALTO-SHAAM RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE EMPLOYEES OF ALTO-SHAAM RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE EMPLOYEES OF ALTO-SHAAM RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE EMPLOYEES OF ALTO-SHAAM RETIREMENT 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: THE EMPLOYEES OF ALTO-SHAAM RETIREMENT 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: THE EMPLOYEES OF ALTO-SHAAM RETIREMENT 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

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number68530
Policy instance 1
Insurance contract or identification number68530
Number of Individuals Covered682
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 $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Insurance broker organization code?3
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number68530
Policy instance 1
Insurance contract or identification number68530
Number of Individuals Covered633
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 $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $0
Insurance broker organization code?3
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number68530
Policy instance 1
Insurance contract or identification number68530
Number of Individuals Covered607
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 $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number68530
Policy instance 1
Insurance contract or identification number68530
Number of Individuals Covered671
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 $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number68530
Policy instance 1
Insurance contract or identification number68530
Number of Individuals Covered637
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number68530
Policy instance 1
Insurance contract or identification number68530
Number of Individuals Covered576
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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