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EMPLOYEE STOCK OWNERSHIP PLAN OF VITA PLUS 401k Plan overview

Plan NameEMPLOYEE STOCK OWNERSHIP PLAN OF VITA PLUS
Plan identification number 001

EMPLOYEE STOCK OWNERSHIP PLAN OF VITA PLUS Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Stock bonus
  • ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
  • The employer maintaining this ESOP is an S Corporation
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).
  • Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

VP HOLDINGS CORP. has sponsored the creation of one or more 401k plans.

Company Name:VP HOLDINGS CORP.
Employer identification number (EIN):391973530
NAIC Classification:311200
NAIC Description: Grain and Oilseed Milling

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE STOCK OWNERSHIP PLAN OF VITA PLUS

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-10-01MARK J. MILEY2023-07-13
0012020-10-01MARK J. MILEY2022-07-12
0012019-10-01MARK J. MILEY2021-07-10 MARK J. MILEY2021-07-10
0012018-10-01MARK J. MILEY2020-07-08
0012017-10-01MARK J. MILEY2019-04-30
0012017-10-01MARK J. MILEY2019-04-30
0012016-10-01
0012015-10-01
0012014-10-01
0012013-10-01MARK J. MILEY
0012012-10-01MARK MILEY MARK MILEY2014-04-28
0012011-10-01MARK MILEY
0012010-10-01MARK MILEY
0012009-10-01MARCIA ARNESON

Plan Statistics for EMPLOYEE STOCK OWNERSHIP PLAN OF VITA PLUS

401k plan membership statisitcs for EMPLOYEE STOCK OWNERSHIP PLAN OF VITA PLUS

Measure Date Value
2021: EMPLOYEE STOCK OWNERSHIP PLAN OF VITA PLUS 2021 401k membership
Total participants, beginning-of-year2021-10-01465
Total number of active participants reported on line 7a of the Form 55002021-10-01417
Number of retired or separated participants receiving benefits2021-10-014
Number of other retired or separated participants entitled to future benefits2021-10-0149
Total of all active and inactive participants2021-10-01470
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-10-012
Total participants2021-10-01472
Number of participants with account balances2021-10-01451
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-10-0120
2020: EMPLOYEE STOCK OWNERSHIP PLAN OF VITA PLUS 2020 401k membership
Total participants, beginning-of-year2020-10-01476
Total number of active participants reported on line 7a of the Form 55002020-10-01413
Number of retired or separated participants receiving benefits2020-10-012
Number of other retired or separated participants entitled to future benefits2020-10-0148
Total of all active and inactive participants2020-10-01463
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-10-012
Total participants2020-10-01465
Number of participants with account balances2020-10-01454
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-10-0118
2019: EMPLOYEE STOCK OWNERSHIP PLAN OF VITA PLUS 2019 401k membership
Total participants, beginning-of-year2019-10-01474
Total number of active participants reported on line 7a of the Form 55002019-10-01440
Number of retired or separated participants receiving benefits2019-10-015
Number of other retired or separated participants entitled to future benefits2019-10-0128
Total of all active and inactive participants2019-10-01473
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-10-011
Total participants2019-10-01474
Number of participants with account balances2019-10-01444
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-10-0112
2018: EMPLOYEE STOCK OWNERSHIP PLAN OF VITA PLUS 2018 401k membership
Total participants, beginning-of-year2018-10-01488
Total number of active participants reported on line 7a of the Form 55002018-10-01429
Number of retired or separated participants receiving benefits2018-10-010
Number of other retired or separated participants entitled to future benefits2018-10-0144
Total of all active and inactive participants2018-10-01473
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-10-010
Total participants2018-10-01473
Number of participants with account balances2018-10-01441
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-10-0119
2017: EMPLOYEE STOCK OWNERSHIP PLAN OF VITA PLUS 2017 401k membership
Total participants, beginning-of-year2017-10-01481
Total number of active participants reported on line 7a of the Form 55002017-10-01448
Number of retired or separated participants receiving benefits2017-10-011
Number of other retired or separated participants entitled to future benefits2017-10-0135
Total of all active and inactive participants2017-10-01484
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-10-012
Total participants2017-10-01486
Number of participants with account balances2017-10-01452
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-10-0117
2016: EMPLOYEE STOCK OWNERSHIP PLAN OF VITA PLUS 2016 401k membership
Total participants, beginning-of-year2016-10-01472
Total number of active participants reported on line 7a of the Form 55002016-10-01445
Number of retired or separated participants receiving benefits2016-10-0127
Number of other retired or separated participants entitled to future benefits2016-10-016
Total of all active and inactive participants2016-10-01478
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-10-011
Total participants2016-10-01479
Number of participants with account balances2016-10-01438
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-10-0119
2015: EMPLOYEE STOCK OWNERSHIP PLAN OF VITA PLUS 2015 401k membership
Total participants, beginning-of-year2015-10-01411
Total number of active participants reported on line 7a of the Form 55002015-10-01408
Number of retired or separated participants receiving benefits2015-10-010
Number of other retired or separated participants entitled to future benefits2015-10-0126
Total of all active and inactive participants2015-10-01434
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-10-011
Total participants2015-10-01435
Number of participants with account balances2015-10-01395
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-10-018
2014: EMPLOYEE STOCK OWNERSHIP PLAN OF VITA PLUS 2014 401k membership
Total participants, beginning-of-year2014-10-01399
Total number of active participants reported on line 7a of the Form 55002014-10-01376
Number of retired or separated participants receiving benefits2014-10-012
Number of other retired or separated participants entitled to future benefits2014-10-0133
Total of all active and inactive participants2014-10-01411
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-10-010
Total participants2014-10-01411
Number of participants with account balances2014-10-01376
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-10-019
2013: EMPLOYEE STOCK OWNERSHIP PLAN OF VITA PLUS 2013 401k membership
Total participants, beginning-of-year2013-10-01394
Total number of active participants reported on line 7a of the Form 55002013-10-01368
Number of retired or separated participants receiving benefits2013-10-0130
Number of other retired or separated participants entitled to future benefits2013-10-011
Total of all active and inactive participants2013-10-01399
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-10-010
Total participants2013-10-01399
Number of participants with account balances2013-10-01368
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-10-019
2012: EMPLOYEE STOCK OWNERSHIP PLAN OF VITA PLUS 2012 401k membership
Total participants, beginning-of-year2012-10-01395
Total number of active participants reported on line 7a of the Form 55002012-10-01358
Number of retired or separated participants receiving benefits2012-10-010
Number of other retired or separated participants entitled to future benefits2012-10-0136
Total of all active and inactive participants2012-10-01394
Total participants2012-10-01394
Number of participants with account balances2012-10-01366
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-10-0115
2011: EMPLOYEE STOCK OWNERSHIP PLAN OF VITA PLUS 2011 401k membership
Total participants, beginning-of-year2011-10-01388
Total number of active participants reported on line 7a of the Form 55002011-10-01367
Number of retired or separated participants receiving benefits2011-10-0122
Number of other retired or separated participants entitled to future benefits2011-10-016
Total of all active and inactive participants2011-10-01395
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-10-010
Total participants2011-10-01395
Number of participants with account balances2011-10-01368
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-10-0116
2010: EMPLOYEE STOCK OWNERSHIP PLAN OF VITA PLUS 2010 401k membership
Total participants, beginning-of-year2010-10-01366
Total number of active participants reported on line 7a of the Form 55002010-10-01358
Number of retired or separated participants receiving benefits2010-10-010
Number of other retired or separated participants entitled to future benefits2010-10-0133
Total of all active and inactive participants2010-10-01391
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-10-010
Total participants2010-10-01391
Number of participants with account balances2010-10-01357
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-10-0116
2009: EMPLOYEE STOCK OWNERSHIP PLAN OF VITA PLUS 2009 401k membership
Total participants, beginning-of-year2009-10-01376
Total number of active participants reported on line 7a of the Form 55002009-10-01349
Number of retired or separated participants receiving benefits2009-10-010
Number of other retired or separated participants entitled to future benefits2009-10-0124
Total of all active and inactive participants2009-10-01373
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-010
Total participants2009-10-01373
Number of participants with account balances2009-10-01348
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-10-0139

Financial Data on EMPLOYEE STOCK OWNERSHIP PLAN OF VITA PLUS

Measure Date Value
2022 : EMPLOYEE STOCK OWNERSHIP PLAN OF VITA PLUS 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-09-30$1,374,967
Total unrealized appreciation/depreciation of assets2022-09-30$1,374,967
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$52,708
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$43,900
Total income from all sources (including contributions)2022-09-30$8,930,004
Total loss/gain on sale of assets2022-09-30$0
Total of all expenses incurred2022-09-30$6,521,951
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-09-30$6,454,399
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-09-30$3,778,000
Value of total assets at end of year2022-09-30$59,013,692
Value of total assets at beginning of year2022-09-30$56,596,831
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-09-30$67,552
Total interest from all sources2022-09-30$2,435
Total dividends received (eg from common stock, registered investment company shares)2022-09-30$11,804
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-09-30No
Was this plan covered by a fidelity bond2022-09-30Yes
Value of fidelity bond cover2022-09-30$1,000,000
If this is an individual account plan, was there a blackout period2022-09-30No
Were there any nonexempt tranactions with any party-in-interest2022-09-30No
Participant contributions at end of year2022-09-30$49,666
Participant contributions at beginning of year2022-09-30$72,610
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-09-30$1,848,750
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-09-30$1,708,245
Other income not declared elsewhere2022-09-30$3,239,010
Liabilities. Value of operating payables at end of year2022-09-30$52,708
Liabilities. Value of operating payables at beginning of year2022-09-30$43,900
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Value of net income/loss2022-09-30$2,408,053
Value of net assets at end of year (total assets less liabilities)2022-09-30$58,960,984
Value of net assets at beginning of year (total assets less liabilities)2022-09-30$56,552,931
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-09-30No
Were any leases to which the plan was party in default or uncollectible2022-09-30No
Interest on participant loans2022-09-30$2,435
Value of interest in common/collective trusts at end of year2022-09-30$24,166,420
Value of interest in common/collective trusts at beginning of year2022-09-30$23,244,127
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-09-30$187,787
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-09-30$66,770
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-09-30$66,770
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-09-30$241,186
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-09-30$252,573
Expenses. Payments to insurance carriers foe the provision of benefits2022-09-30$7,574
Net investment gain or loss from common/collective trusts2022-09-30$523,788
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-09-30No
Was there a failure to transmit to the plan any participant contributions2022-09-30No
Has the plan failed to provide any benefit when due under the plan2022-09-30No
Assets. Invements in employer securities at end of year2022-09-30$28,382,503
Assets. Invements in employer securities at beginning of year2022-09-30$27,017,879
Contributions received in cash from employer2022-09-30$3,778,000
Employer contributions (assets) at end of year2022-09-30$3,778,000
Employer contributions (assets) at beginning of year2022-09-30$3,881,000
Income. Dividends from common stock2022-09-30$11,804
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-09-30$6,446,825
Contract administrator fees2022-09-30$67,552
Assets. Corporate common stocks other than exployer securities at end of year2022-09-30$359,380
Assets. Corporate common stocks other than exployer securities at beginning of year2022-09-30$353,627
Did the plan have assets held for investment2022-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-09-30No
Opinion of an independent qualified public accountant for this plan2022-09-30Unqualified
Accountancy firm name2022-09-30CLIFTONLARSONALLEN LLP
Accountancy firm EIN2022-09-30410746749
2021 : EMPLOYEE STOCK OWNERSHIP PLAN OF VITA PLUS 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-09-30$2,160,614
Total unrealized appreciation/depreciation of assets2021-09-30$2,160,614
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$43,900
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$43,635
Total income from all sources (including contributions)2021-09-30$9,415,828
Total loss/gain on sale of assets2021-09-30$138,560
Total of all expenses incurred2021-09-30$3,524,606
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-09-30$3,481,035
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-09-30$3,881,000
Value of total assets at end of year2021-09-30$56,596,831
Value of total assets at beginning of year2021-09-30$50,705,344
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-09-30$43,571
Total interest from all sources2021-09-30$2,647
Total dividends received (eg from common stock, registered investment company shares)2021-09-30$13,196
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-09-30No
Was this plan covered by a fidelity bond2021-09-30Yes
Value of fidelity bond cover2021-09-30$1,000,000
If this is an individual account plan, was there a blackout period2021-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-09-30$0
Were there any nonexempt tranactions with any party-in-interest2021-09-30No
Participant contributions at end of year2021-09-30$72,610
Participant contributions at beginning of year2021-09-30$64,858
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-09-30$1,708,245
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-09-30$1,229,276
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-09-30$0
Other income not declared elsewhere2021-09-30$3,027,020
Liabilities. Value of operating payables at end of year2021-09-30$43,900
Liabilities. Value of operating payables at beginning of year2021-09-30$43,635
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Value of net income/loss2021-09-30$5,891,222
Value of net assets at end of year (total assets less liabilities)2021-09-30$56,552,931
Value of net assets at beginning of year (total assets less liabilities)2021-09-30$50,661,709
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-09-30No
Were any leases to which the plan was party in default or uncollectible2021-09-30No
Interest on participant loans2021-09-30$2,647
Value of interest in common/collective trusts at end of year2021-09-30$23,244,127
Value of interest in common/collective trusts at beginning of year2021-09-30$19,745,961
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-09-30$66,770
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-09-30$651,345
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-09-30$651,345
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-09-30$252,573
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-09-30$248,197
Expenses. Payments to insurance carriers foe the provision of benefits2021-09-30$7,573
Net investment gain or loss from common/collective trusts2021-09-30$192,791
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-09-30No
Was there a failure to transmit to the plan any participant contributions2021-09-30No
Has the plan failed to provide any benefit when due under the plan2021-09-30No
Assets. Invements in employer securities at end of year2021-09-30$27,017,879
Assets. Invements in employer securities at beginning of year2021-09-30$24,894,035
Contributions received in cash from employer2021-09-30$3,881,000
Employer contributions (assets) at end of year2021-09-30$3,881,000
Employer contributions (assets) at beginning of year2021-09-30$3,055,000
Income. Dividends from common stock2021-09-30$13,196
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-09-30$3,473,462
Contract administrator fees2021-09-30$43,571
Assets. Corporate common stocks other than exployer securities at end of year2021-09-30$353,627
Assets. Corporate common stocks other than exployer securities at beginning of year2021-09-30$816,672
Did the plan have assets held for investment2021-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-09-30No
Aggregate proceeds on sale of assets2021-09-30$634,000
Aggregate carrying amount (costs) on sale of assets2021-09-30$495,440
Opinion of an independent qualified public accountant for this plan2021-09-30Unqualified
Accountancy firm name2021-09-30STROHM BALLWEG, LLP
Accountancy firm EIN2021-09-30391969986
2020 : EMPLOYEE STOCK OWNERSHIP PLAN OF VITA PLUS 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-09-30$1,893,149
Total unrealized appreciation/depreciation of assets2020-09-30$1,893,149
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$43,635
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$43,435
Total income from all sources (including contributions)2020-09-30$7,771,224
Total loss/gain on sale of assets2020-09-30$15,678
Total of all expenses incurred2020-09-30$4,768,080
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-09-30$4,725,115
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-09-30$3,055,000
Value of total assets at end of year2020-09-30$50,705,344
Value of total assets at beginning of year2020-09-30$47,702,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-09-30$42,965
Total interest from all sources2020-09-30$2,780
Total dividends received (eg from common stock, registered investment company shares)2020-09-30$19,277
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-09-30No
Was this plan covered by a fidelity bond2020-09-30Yes
Value of fidelity bond cover2020-09-30$1,000,000
If this is an individual account plan, was there a blackout period2020-09-30No
Were there any nonexempt tranactions with any party-in-interest2020-09-30No
Participant contributions at end of year2020-09-30$64,858
Participant contributions at beginning of year2020-09-30$39,870
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-09-30$1,229,276
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-09-30$1,630,270
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-09-30$0
Other income not declared elsewhere2020-09-30$2,489,650
Administrative expenses (other) incurred2020-09-30$-670
Liabilities. Value of operating payables at end of year2020-09-30$43,635
Liabilities. Value of operating payables at beginning of year2020-09-30$43,435
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Value of net income/loss2020-09-30$3,003,144
Value of net assets at end of year (total assets less liabilities)2020-09-30$50,661,709
Value of net assets at beginning of year (total assets less liabilities)2020-09-30$47,658,565
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-09-30No
Were any leases to which the plan was party in default or uncollectible2020-09-30No
Interest on participant loans2020-09-30$2,780
Value of interest in common/collective trusts at end of year2020-09-30$19,745,961
Value of interest in common/collective trusts at beginning of year2020-09-30$18,961,622
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-09-30$651,345
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-09-30$425,723
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-09-30$425,723
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-09-30$248,197
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-09-30$241,727
Expenses. Payments to insurance carriers foe the provision of benefits2020-09-30$9,151
Net investment gain or loss from common/collective trusts2020-09-30$295,690
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-09-30No
Was there a failure to transmit to the plan any participant contributions2020-09-30No
Has the plan failed to provide any benefit when due under the plan2020-09-30No
Assets. Invements in employer securities at end of year2020-09-30$24,894,035
Assets. Invements in employer securities at beginning of year2020-09-30$22,886,539
Contributions received in cash from employer2020-09-30$3,055,000
Employer contributions (assets) at end of year2020-09-30$3,055,000
Employer contributions (assets) at beginning of year2020-09-30$2,025,000
Income. Dividends from common stock2020-09-30$19,277
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-09-30$4,715,964
Contract administrator fees2020-09-30$43,635
Assets. Corporate common stocks other than exployer securities at end of year2020-09-30$816,672
Assets. Corporate common stocks other than exployer securities at beginning of year2020-09-30$1,491,249
Did the plan have assets held for investment2020-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-09-30No
Aggregate proceeds on sale of assets2020-09-30$15,678
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-09-30No
Opinion of an independent qualified public accountant for this plan2020-09-30Unqualified
Accountancy firm name2020-09-30STROHM BALLWEG, LLP
Accountancy firm EIN2020-09-30391969986
2019 : EMPLOYEE STOCK OWNERSHIP PLAN OF VITA PLUS 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-09-30$999,070
Total unrealized appreciation/depreciation of assets2019-09-30$999,070
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$43,435
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$45,108
Total income from all sources (including contributions)2019-09-30$5,087,094
Total loss/gain on sale of assets2019-09-30$0
Total of all expenses incurred2019-09-30$6,455,308
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-09-30$6,411,700
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-09-30$2,025,000
Value of total assets at end of year2019-09-30$47,702,000
Value of total assets at beginning of year2019-09-30$49,071,887
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-09-30$43,608
Total interest from all sources2019-09-30$1,908
Total dividends received (eg from common stock, registered investment company shares)2019-09-30$22,388
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-09-30No
Was this plan covered by a fidelity bond2019-09-30Yes
Value of fidelity bond cover2019-09-30$1,000,000
If this is an individual account plan, was there a blackout period2019-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-09-30$0
Were there any nonexempt tranactions with any party-in-interest2019-09-30No
Participant contributions at end of year2019-09-30$39,870
Participant contributions at beginning of year2019-09-30$62,505
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-09-30$1,630,270
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-09-30$1,406,538
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-09-30$1,523
Other income not declared elsewhere2019-09-30$1,700,850
Administrative expenses (other) incurred2019-09-30$173
Liabilities. Value of operating payables at end of year2019-09-30$43,435
Liabilities. Value of operating payables at beginning of year2019-09-30$43,585
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Value of net income/loss2019-09-30$-1,368,214
Value of net assets at end of year (total assets less liabilities)2019-09-30$47,658,565
Value of net assets at beginning of year (total assets less liabilities)2019-09-30$49,026,779
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-09-30No
Were any leases to which the plan was party in default or uncollectible2019-09-30No
Interest on participant loans2019-09-30$1,908
Value of interest in common/collective trusts at end of year2019-09-30$18,961,622
Value of interest in common/collective trusts at beginning of year2019-09-30$21,147,350
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-09-30$425,723
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-09-30$176,275
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-09-30$176,275
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-09-30$241,727
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-09-30$247,757
Expenses. Payments to insurance carriers foe the provision of benefits2019-09-30$10,152
Net investment gain or loss from common/collective trusts2019-09-30$337,878
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-09-30No
Was there a failure to transmit to the plan any participant contributions2019-09-30No
Has the plan failed to provide any benefit when due under the plan2019-09-30No
Assets. Invements in employer securities at end of year2019-09-30$22,886,539
Assets. Invements in employer securities at beginning of year2019-09-30$21,973,010
Contributions received in cash from employer2019-09-30$2,025,000
Employer contributions (assets) at end of year2019-09-30$2,025,000
Employer contributions (assets) at beginning of year2019-09-30$2,644,000
Income. Dividends from common stock2019-09-30$22,388
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-09-30$6,401,548
Contract administrator fees2019-09-30$43,435
Assets. Corporate common stocks other than exployer securities at end of year2019-09-30$1,491,249
Assets. Corporate common stocks other than exployer securities at beginning of year2019-09-30$1,414,452
Did the plan have assets held for investment2019-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-09-30No
Opinion of an independent qualified public accountant for this plan2019-09-30Unqualified
Accountancy firm name2019-09-30STROHM BALLWEG, LLP
Accountancy firm EIN2019-09-30391969986
2018 : EMPLOYEE STOCK OWNERSHIP PLAN OF VITA PLUS 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-09-30$407,068
Total unrealized appreciation/depreciation of assets2018-09-30$407,068
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$45,108
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$37,150
Total income from all sources (including contributions)2018-09-30$4,901,025
Total loss/gain on sale of assets2018-09-30$2,895
Total of all expenses incurred2018-09-30$1,695,529
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-09-30$1,647,464
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-09-30$2,644,000
Value of total assets at end of year2018-09-30$49,071,887
Value of total assets at beginning of year2018-09-30$45,858,433
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-09-30$48,065
Total interest from all sources2018-09-30$2,404
Total dividends received (eg from common stock, registered investment company shares)2018-09-30$22,745
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-09-30No
Was this plan covered by a fidelity bond2018-09-30Yes
Value of fidelity bond cover2018-09-30$1,000,000
If this is an individual account plan, was there a blackout period2018-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-09-30$0
Were there any nonexempt tranactions with any party-in-interest2018-09-30No
Participant contributions at end of year2018-09-30$62,505
Participant contributions at beginning of year2018-09-30$70,842
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-09-30$1,406,538
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-09-30$1,550,471
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-09-30$1,523
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-09-30$0
Other income not declared elsewhere2018-09-30$1,552,950
Administrative expenses (other) incurred2018-09-30$1,362
Liabilities. Value of operating payables at end of year2018-09-30$43,585
Liabilities. Value of operating payables at beginning of year2018-09-30$37,150
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Value of net income/loss2018-09-30$3,205,496
Value of net assets at end of year (total assets less liabilities)2018-09-30$49,026,779
Value of net assets at beginning of year (total assets less liabilities)2018-09-30$45,821,283
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-09-30No
Were any leases to which the plan was party in default or uncollectible2018-09-30No
Interest on participant loans2018-09-30$2,404
Value of interest in common/collective trusts at end of year2018-09-30$21,147,350
Value of interest in common/collective trusts at beginning of year2018-09-30$17,481,554
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-09-30$176,275
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-09-30$77,115
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-09-30$77,115
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-09-30$247,757
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-09-30$374,768
Expenses. Payments to insurance carriers foe the provision of benefits2018-09-30$16,675
Net investment gain or loss from common/collective trusts2018-09-30$268,963
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-09-30No
Was there a failure to transmit to the plan any participant contributions2018-09-30No
Has the plan failed to provide any benefit when due under the plan2018-09-30No
Assets. Invements in employer securities at end of year2018-09-30$21,973,010
Assets. Invements in employer securities at beginning of year2018-09-30$21,414,934
Contributions received in cash from employer2018-09-30$2,644,000
Employer contributions (assets) at end of year2018-09-30$2,644,000
Employer contributions (assets) at beginning of year2018-09-30$3,270,614
Income. Dividends from common stock2018-09-30$22,745
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-09-30$1,630,789
Contract administrator fees2018-09-30$46,703
Assets. Corporate common stocks other than exployer securities at end of year2018-09-30$1,414,452
Assets. Corporate common stocks other than exployer securities at beginning of year2018-09-30$1,618,135
Did the plan have assets held for investment2018-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-09-30No
Aggregate proceeds on sale of assets2018-09-30$2,895
Aggregate carrying amount (costs) on sale of assets2018-09-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-09-30No
Opinion of an independent qualified public accountant for this plan2018-09-30Unqualified
Accountancy firm name2018-09-30STROHM BALLWEG, LLP
Accountancy firm EIN2018-09-30391969986
2017 : EMPLOYEE STOCK OWNERSHIP PLAN OF VITA PLUS 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-09-30$2,246,858
Total unrealized appreciation/depreciation of assets2017-09-30$2,246,858
Total transfer of assets from this plan2017-09-30$2,500,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$37,150
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$36,000
Total income from all sources (including contributions)2017-09-30$8,141,602
Total loss/gain on sale of assets2017-09-30$0
Total of all expenses incurred2017-09-30$4,105,981
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-09-30$4,067,070
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-09-30$3,273,000
Value of total assets at end of year2017-09-30$45,858,433
Value of total assets at beginning of year2017-09-30$44,321,662
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-09-30$38,911
Total interest from all sources2017-09-30$2,476
Total dividends received (eg from common stock, registered investment company shares)2017-09-30$23,110
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-09-30No
Was this plan covered by a fidelity bond2017-09-30Yes
Value of fidelity bond cover2017-09-30$1,000,000
If this is an individual account plan, was there a blackout period2017-09-30No
Were there any nonexempt tranactions with any party-in-interest2017-09-30No
Participant contributions at end of year2017-09-30$70,842
Participant contributions at beginning of year2017-09-30$62,943
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-09-30$1,550,471
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-09-30$1,400,084
Other income not declared elsewhere2017-09-30$2,317,100
Administrative expenses (other) incurred2017-09-30$1,222
Liabilities. Value of operating payables at end of year2017-09-30$37,150
Liabilities. Value of operating payables at beginning of year2017-09-30$36,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Value of net income/loss2017-09-30$4,035,621
Value of net assets at end of year (total assets less liabilities)2017-09-30$45,821,283
Value of net assets at beginning of year (total assets less liabilities)2017-09-30$44,285,662
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-09-30No
Were any leases to which the plan was party in default or uncollectible2017-09-30No
Interest on participant loans2017-09-30$2,476
Value of interest in common/collective trusts at end of year2017-09-30$17,481,554
Value of interest in common/collective trusts at beginning of year2017-09-30$18,617,400
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-09-30$77,115
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-09-30$516,256
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-09-30$516,256
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-09-30$374,768
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-09-30$339,497
Expenses. Payments to insurance carriers foe the provision of benefits2017-09-30$16,674
Net investment gain or loss from common/collective trusts2017-09-30$279,058
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-09-30No
Was there a failure to transmit to the plan any participant contributions2017-09-30No
Has the plan failed to provide any benefit when due under the plan2017-09-30No
Assets. Invements in employer securities at end of year2017-09-30$21,414,934
Assets. Invements in employer securities at beginning of year2017-09-30$19,418,284
Contributions received in cash from employer2017-09-30$3,273,000
Employer contributions (assets) at end of year2017-09-30$3,270,614
Employer contributions (assets) at beginning of year2017-09-30$2,564,000
Income. Dividends from common stock2017-09-30$23,110
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-09-30$4,050,396
Contract administrator fees2017-09-30$37,689
Assets. Corporate common stocks other than exployer securities at end of year2017-09-30$1,618,135
Assets. Corporate common stocks other than exployer securities at beginning of year2017-09-30$1,403,198
Did the plan have assets held for investment2017-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-09-30No
Opinion of an independent qualified public accountant for this plan2017-09-30Unqualified
Accountancy firm name2017-09-30STROHM BALLWEG, LLP
Accountancy firm EIN2017-09-30391969986
2016 : EMPLOYEE STOCK OWNERSHIP PLAN OF VITA PLUS 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-09-30$1,076,430
Total unrealized appreciation/depreciation of assets2016-09-30$1,076,430
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$36,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$38,003
Total income from all sources (including contributions)2016-09-30$6,050,456
Total of all expenses incurred2016-09-30$2,460,502
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-09-30$2,402,834
Expenses. Certain deemed distributions of participant loans2016-09-30$8,101
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-09-30$2,564,000
Value of total assets at end of year2016-09-30$44,321,662
Value of total assets at beginning of year2016-09-30$40,733,711
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-09-30$49,567
Total interest from all sources2016-09-30$1,568
Total dividends received (eg from common stock, registered investment company shares)2016-09-30$22,626
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-09-30No
Was this plan covered by a fidelity bond2016-09-30Yes
Value of fidelity bond cover2016-09-30$1,000,000
If this is an individual account plan, was there a blackout period2016-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-09-30$0
Were there any nonexempt tranactions with any party-in-interest2016-09-30No
Participant contributions at end of year2016-09-30$62,943
Participant contributions at beginning of year2016-09-30$54,147
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-09-30$1,400,084
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-09-30$1,412,136
Other income not declared elsewhere2016-09-30$2,127,612
Administrative expenses (other) incurred2016-09-30$947
Liabilities. Value of operating payables at end of year2016-09-30$36,000
Liabilities. Value of operating payables at beginning of year2016-09-30$38,003
Total non interest bearing cash at beginning of year2016-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Value of net income/loss2016-09-30$3,589,954
Value of net assets at end of year (total assets less liabilities)2016-09-30$44,285,662
Value of net assets at beginning of year (total assets less liabilities)2016-09-30$40,695,708
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-09-30No
Were any leases to which the plan was party in default or uncollectible2016-09-30No
Interest on participant loans2016-09-30$1,568
Value of interest in common/collective trusts at end of year2016-09-30$18,617,400
Value of interest in common/collective trusts at beginning of year2016-09-30$16,195,611
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-09-30$516,256
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-09-30$55,652
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-09-30$55,652
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-09-30$339,497
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-09-30$355,518
Expenses. Payments to insurance carriers foe the provision of benefits2016-09-30$16,674
Net investment gain or loss from common/collective trusts2016-09-30$258,220
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-09-30No
Was there a failure to transmit to the plan any participant contributions2016-09-30No
Has the plan failed to provide any benefit when due under the plan2016-09-30No
Assets. Invements in employer securities at end of year2016-09-30$19,418,284
Assets. Invements in employer securities at beginning of year2016-09-30$18,729,563
Contributions received in cash from employer2016-09-30$2,564,000
Employer contributions (assets) at end of year2016-09-30$2,564,000
Employer contributions (assets) at beginning of year2016-09-30$2,900,000
Income. Dividends from common stock2016-09-30$22,626
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-09-30$2,386,160
Contract administrator fees2016-09-30$48,620
Assets. Corporate common stocks other than exployer securities at end of year2016-09-30$1,403,198
Assets. Corporate common stocks other than exployer securities at beginning of year2016-09-30$1,031,084
Did the plan have assets held for investment2016-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-09-30No
Opinion of an independent qualified public accountant for this plan2016-09-30Unqualified
Accountancy firm name2016-09-30STROHM BALLWEG, LLP
Accountancy firm EIN2016-09-30391969986
2015 : EMPLOYEE STOCK OWNERSHIP PLAN OF VITA PLUS 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-09-30$721,286
Total unrealized appreciation/depreciation of assets2015-09-30$721,286
Total transfer of assets from this plan2015-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$38,003
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$35,650
Total income from all sources (including contributions)2015-09-30$6,649,083
Total of all expenses incurred2015-09-30$1,566,400
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-09-30$1,523,556
Expenses. Certain deemed distributions of participant loans2015-09-30$8,420
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-09-30$2,900,000
Value of total assets at end of year2015-09-30$40,733,711
Value of total assets at beginning of year2015-09-30$35,648,675
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-09-30$34,424
Total interest from all sources2015-09-30$1,036
Total dividends received (eg from common stock, registered investment company shares)2015-09-30$22,199
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-09-30No
Was this plan covered by a fidelity bond2015-09-30Yes
Value of fidelity bond cover2015-09-30$1,000,000
If this is an individual account plan, was there a blackout period2015-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-09-30$0
Were there any nonexempt tranactions with any party-in-interest2015-09-30No
Participant contributions at end of year2015-09-30$54,147
Participant contributions at beginning of year2015-09-30$33,640
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-09-30$1,412,136
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-09-30$1,590,934
Other income not declared elsewhere2015-09-30$2,810,100
Administrative expenses (other) incurred2015-09-30$871
Liabilities. Value of operating payables at end of year2015-09-30$38,003
Liabilities. Value of operating payables at beginning of year2015-09-30$35,650
Total non interest bearing cash at end of year2015-09-30$0
Total non interest bearing cash at beginning of year2015-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Value of net income/loss2015-09-30$5,082,683
Value of net assets at end of year (total assets less liabilities)2015-09-30$40,695,708
Value of net assets at beginning of year (total assets less liabilities)2015-09-30$35,613,025
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-09-30No
Were any leases to which the plan was party in default or uncollectible2015-09-30No
Interest on participant loans2015-09-30$1,036
Value of interest in common/collective trusts at end of year2015-09-30$16,195,611
Value of interest in common/collective trusts at beginning of year2015-09-30$11,812,250
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-09-30$55,652
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-09-30$30,973
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-09-30$30,973
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-09-30$355,518
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-09-30$345,199
Expenses. Payments to insurance carriers foe the provision of benefits2015-09-30$24,174
Net investment gain or loss from common/collective trusts2015-09-30$194,462
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-09-30No
Was there a failure to transmit to the plan any participant contributions2015-09-30No
Has the plan failed to provide any benefit when due under the plan2015-09-30No
Assets. Invements in employer securities at end of year2015-09-30$18,729,563
Assets. Invements in employer securities at beginning of year2015-09-30$17,718,913
Contributions received in cash from employer2015-09-30$2,900,000
Employer contributions (assets) at end of year2015-09-30$2,900,000
Employer contributions (assets) at beginning of year2015-09-30$2,786,000
Income. Dividends from common stock2015-09-30$22,199
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-09-30$1,499,382
Contract administrator fees2015-09-30$33,553
Assets. Corporate common stocks other than exployer securities at end of year2015-09-30$1,031,084
Assets. Corporate common stocks other than exployer securities at beginning of year2015-09-30$1,330,766
Did the plan have assets held for investment2015-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-09-30No
Opinion of an independent qualified public accountant for this plan2015-09-30Unqualified
Accountancy firm name2015-09-30STROHM BALLWEG, LLP
Accountancy firm EIN2015-09-30391969986
2014 : EMPLOYEE STOCK OWNERSHIP PLAN OF VITA PLUS 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-09-30$4,695,185
Total unrealized appreciation/depreciation of assets2014-09-30$4,695,185
Total transfer of assets from this plan2014-09-30$3,250,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$35,650
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$34,964
Total income from all sources (including contributions)2014-09-30$10,186,193
Total loss/gain on sale of assets2014-09-30$0
Total of all expenses incurred2014-09-30$1,317,615
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-09-30$1,279,566
Expenses. Certain deemed distributions of participant loans2014-09-30$2,511
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-09-30$2,786,000
Value of total assets at end of year2014-09-30$35,648,675
Value of total assets at beginning of year2014-09-30$30,029,411
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-09-30$35,538
Total interest from all sources2014-09-30$1,056
Total dividends received (eg from common stock, registered investment company shares)2014-09-30$18,804
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-09-30No
Was this plan covered by a fidelity bond2014-09-30Yes
Value of fidelity bond cover2014-09-30$1,000,000
If this is an individual account plan, was there a blackout period2014-09-30No
Were there any nonexempt tranactions with any party-in-interest2014-09-30No
Participant contributions at end of year2014-09-30$33,640
Participant contributions at beginning of year2014-09-30$39,309
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-09-30$1,590,934
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-09-30$1,295,532
Other income not declared elsewhere2014-09-30$2,524,160
Administrative expenses (other) incurred2014-09-30$56
Liabilities. Value of operating payables at end of year2014-09-30$35,650
Liabilities. Value of operating payables at beginning of year2014-09-30$34,964
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Value of net income/loss2014-09-30$8,868,578
Value of net assets at end of year (total assets less liabilities)2014-09-30$35,613,025
Value of net assets at beginning of year (total assets less liabilities)2014-09-30$29,994,447
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-09-30No
Were any leases to which the plan was party in default or uncollectible2014-09-30No
Interest on participant loans2014-09-30$1,056
Value of interest in common/collective trusts at end of year2014-09-30$11,812,250
Value of interest in common/collective trusts at beginning of year2014-09-30$11,672,706
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-09-30$30,973
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-09-30$56,171
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-09-30$56,171
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-09-30$345,199
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-09-30$323,836
Expenses. Payments to insurance carriers foe the provision of benefits2014-09-30$24,370
Net investment gain or loss from common/collective trusts2014-09-30$160,988
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-09-30No
Was there a failure to transmit to the plan any participant contributions2014-09-30No
Has the plan failed to provide any benefit when due under the plan2014-09-30No
Assets. Invements in employer securities at end of year2014-09-30$17,718,913
Assets. Invements in employer securities at beginning of year2014-09-30$13,035,906
Contributions received in cash from employer2014-09-30$2,786,000
Employer contributions (assets) at end of year2014-09-30$2,786,000
Employer contributions (assets) at beginning of year2014-09-30$2,266,000
Income. Dividends from common stock2014-09-30$18,804
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-09-30$1,255,196
Contract administrator fees2014-09-30$35,482
Assets. Corporate common stocks other than exployer securities at end of year2014-09-30$1,330,766
Assets. Corporate common stocks other than exployer securities at beginning of year2014-09-30$1,339,951
Did the plan have assets held for investment2014-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-09-30No
Opinion of an independent qualified public accountant for this plan2014-09-30Unqualified
Accountancy firm name2014-09-30STROHM BALLWEG, LLP
Accountancy firm EIN2014-09-30391969986
2013 : EMPLOYEE STOCK OWNERSHIP PLAN OF VITA PLUS 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-09-30$2,082,774
Total unrealized appreciation/depreciation of assets2013-09-30$2,082,774
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$34,964
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$50,000
Total income from all sources (including contributions)2013-09-30$6,782,075
Total loss/gain on sale of assets2013-09-30$74,292
Total of all expenses incurred2013-09-30$499,775
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-09-30$452,714
Expenses. Certain deemed distributions of participant loans2013-09-30$12,541
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-09-30$2,266,000
Value of total assets at end of year2013-09-30$30,029,411
Value of total assets at beginning of year2013-09-30$23,762,147
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-09-30$34,520
Total interest from all sources2013-09-30$1,508
Total dividends received (eg from common stock, registered investment company shares)2013-09-30$19,607
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-09-30No
Was this plan covered by a fidelity bond2013-09-30Yes
Value of fidelity bond cover2013-09-30$1,000,000
If this is an individual account plan, was there a blackout period2013-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-09-30$0
Were there any nonexempt tranactions with any party-in-interest2013-09-30No
Participant contributions at end of year2013-09-30$39,309
Participant contributions at beginning of year2013-09-30$49,615
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-09-30$1,295,532
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-09-30$1,195,953
Other income not declared elsewhere2013-09-30$2,169,200
Administrative expenses (other) incurred2013-09-30$39
Liabilities. Value of operating payables at end of year2013-09-30$34,964
Liabilities. Value of operating payables at beginning of year2013-09-30$50,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Value of net income/loss2013-09-30$6,282,300
Value of net assets at end of year (total assets less liabilities)2013-09-30$29,994,447
Value of net assets at beginning of year (total assets less liabilities)2013-09-30$23,712,147
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-09-30No
Were any leases to which the plan was party in default or uncollectible2013-09-30No
Interest on participant loans2013-09-30$1,508
Value of interest in common/collective trusts at end of year2013-09-30$11,672,706
Value of interest in common/collective trusts at beginning of year2013-09-30$7,484,099
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-09-30$56,171
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-09-30$91,561
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-09-30$91,561
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-09-30$323,836
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-09-30$311,830
Expenses. Payments to insurance carriers foe the provision of benefits2013-09-30$18,572
Net investment gain or loss from common/collective trusts2013-09-30$168,694
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-09-30No
Was there a failure to transmit to the plan any participant contributions2013-09-30No
Has the plan failed to provide any benefit when due under the plan2013-09-30No
Assets. Invements in employer securities at end of year2013-09-30$13,035,906
Assets. Invements in employer securities at beginning of year2013-09-30$11,018,550
Contributions received in cash from employer2013-09-30$2,266,000
Employer contributions (assets) at end of year2013-09-30$2,266,000
Employer contributions (assets) at beginning of year2013-09-30$1,798,000
Income. Dividends from common stock2013-09-30$19,607
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-09-30$434,142
Contract administrator fees2013-09-30$34,481
Assets. Corporate common stocks other than exployer securities at end of year2013-09-30$1,339,951
Assets. Corporate common stocks other than exployer securities at beginning of year2013-09-30$1,812,539
Did the plan have assets held for investment2013-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-09-30No
Aggregate proceeds on sale of assets2013-09-30$600,292
Aggregate carrying amount (costs) on sale of assets2013-09-30$526,000
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-09-30No
Opinion of an independent qualified public accountant for this plan2013-09-30Unqualified
Accountancy firm name2013-09-30STROHM BALLWEG, LLP
Accountancy firm EIN2013-09-30391969986
2012 : EMPLOYEE STOCK OWNERSHIP PLAN OF VITA PLUS 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-09-30$2,589,755
Total unrealized appreciation/depreciation of assets2012-09-30$2,589,755
Total transfer of assets from this plan2012-09-30$2,500,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$50,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$33,350
Total income from all sources (including contributions)2012-09-30$6,197,622
Total loss/gain on sale of assets2012-09-30$0
Total of all expenses incurred2012-09-30$717,179
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-09-30$671,592
Expenses. Certain deemed distributions of participant loans2012-09-30$10,558
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-09-30$1,798,000
Value of total assets at end of year2012-09-30$23,762,147
Value of total assets at beginning of year2012-09-30$20,765,054
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-09-30$35,029
Total interest from all sources2012-09-30$1,387
Total dividends received (eg from common stock, registered investment company shares)2012-09-30$18,457
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-09-30No
Was this plan covered by a fidelity bond2012-09-30Yes
Value of fidelity bond cover2012-09-30$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-09-30$0
Were there any nonexempt tranactions with any party-in-interest2012-09-30No
Participant contributions at end of year2012-09-30$49,615
Participant contributions at beginning of year2012-09-30$39,388
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-09-30$1,195,953
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-09-30$702,900
Other income not declared elsewhere2012-09-30$1,613,589
Administrative expenses (other) incurred2012-09-30$30
Liabilities. Value of operating payables at end of year2012-09-30$50,000
Liabilities. Value of operating payables at beginning of year2012-09-30$33,350
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Value of net income/loss2012-09-30$5,480,443
Value of net assets at end of year (total assets less liabilities)2012-09-30$23,712,147
Value of net assets at beginning of year (total assets less liabilities)2012-09-30$20,731,704
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-09-30No
Were any leases to which the plan was party in default or uncollectible2012-09-30No
Interest on participant loans2012-09-30$1,387
Value of interest in common/collective trusts at end of year2012-09-30$7,484,099
Value of interest in common/collective trusts at beginning of year2012-09-30$7,986,928
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-09-30$91,561
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-09-30$42,673
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-09-30$42,673
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-09-30$311,830
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-09-30$282,822
Expenses. Payments to insurance carriers foe the provision of benefits2012-09-30$14,629
Net investment gain or loss from common/collective trusts2012-09-30$176,434
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-09-30No
Was there a failure to transmit to the plan any participant contributions2012-09-30No
Has the plan failed to provide any benefit when due under the plan2012-09-30No
Assets. Invements in employer securities at end of year2012-09-30$11,018,550
Assets. Invements in employer securities at beginning of year2012-09-30$9,131,839
Contributions received in cash from employer2012-09-30$1,798,000
Employer contributions (assets) at end of year2012-09-30$1,798,000
Employer contributions (assets) at beginning of year2012-09-30$1,440,000
Income. Dividends from common stock2012-09-30$18,457
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-09-30$656,963
Contract administrator fees2012-09-30$34,999
Assets. Corporate common stocks other than exployer securities at end of year2012-09-30$1,812,539
Assets. Corporate common stocks other than exployer securities at beginning of year2012-09-30$1,138,504
Did the plan have assets held for investment2012-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-09-30No
Opinion of an independent qualified public accountant for this plan2012-09-30Unqualified
Accountancy firm name2012-09-30STROHM BALLWEG, LLP
Accountancy firm EIN2012-09-30391969986
2011 : EMPLOYEE STOCK OWNERSHIP PLAN OF VITA PLUS 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-09-30$2,009,429
Total unrealized appreciation/depreciation of assets2011-09-30$2,009,429
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$33,350
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$32,500
Total income from all sources (including contributions)2011-09-30$4,569,231
Total loss/gain on sale of assets2011-09-30$0
Total of all expenses incurred2011-09-30$325,636
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-09-30$281,788
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-09-30$1,440,000
Value of total assets at end of year2011-09-30$20,765,054
Value of total assets at beginning of year2011-09-30$16,520,609
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-09-30$43,848
Total interest from all sources2011-09-30$1,565
Total dividends received (eg from common stock, registered investment company shares)2011-09-30$17,133
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-09-30No
Was this plan covered by a fidelity bond2011-09-30Yes
Value of fidelity bond cover2011-09-30$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-09-30$0
Were there any nonexempt tranactions with any party-in-interest2011-09-30No
Participant contributions at end of year2011-09-30$39,388
Participant contributions at beginning of year2011-09-30$46,999
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-09-30$702,900
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-09-30$408,406
Other income not declared elsewhere2011-09-30$919,445
Administrative expenses (other) incurred2011-09-30$125
Liabilities. Value of operating payables at end of year2011-09-30$33,350
Liabilities. Value of operating payables at beginning of year2011-09-30$32,500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Value of net income/loss2011-09-30$4,243,595
Value of net assets at end of year (total assets less liabilities)2011-09-30$20,731,704
Value of net assets at beginning of year (total assets less liabilities)2011-09-30$16,488,109
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-09-30No
Were any leases to which the plan was party in default or uncollectible2011-09-30No
Interest on participant loans2011-09-30$1,565
Value of interest in common/collective trusts at end of year2011-09-30$7,986,928
Value of interest in common/collective trusts at beginning of year2011-09-30$6,480,510
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-09-30$42,673
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-09-30$39,958
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-09-30$39,958
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-09-30$282,822
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-09-30$269,782
Expenses. Payments to insurance carriers foe the provision of benefits2011-09-30$18,852
Net investment gain or loss from common/collective trusts2011-09-30$181,659
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-09-30No
Was there a failure to transmit to the plan any participant contributions2011-09-30No
Has the plan failed to provide any benefit when due under the plan2011-09-30No
Assets. Invements in employer securities at end of year2011-09-30$9,131,839
Assets. Invements in employer securities at beginning of year2011-09-30$7,212,848
Contributions received in cash from employer2011-09-30$1,440,000
Employer contributions (assets) at end of year2011-09-30$1,440,000
Employer contributions (assets) at beginning of year2011-09-30$1,001,000
Income. Dividends from common stock2011-09-30$17,133
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-09-30$262,936
Contract administrator fees2011-09-30$43,723
Assets. Corporate common stocks other than exployer securities at end of year2011-09-30$1,138,504
Assets. Corporate common stocks other than exployer securities at beginning of year2011-09-30$1,061,106
Did the plan have assets held for investment2011-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-09-30No
Opinion of an independent qualified public accountant for this plan2011-09-30Unqualified
Accountancy firm name2011-09-30STROHM BALLWEG, LLP
Accountancy firm EIN2011-09-30391969986
2010 : EMPLOYEE STOCK OWNERSHIP PLAN OF VITA PLUS 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-09-30$0

Form 5500 Responses for EMPLOYEE STOCK OWNERSHIP PLAN OF VITA PLUS

2021: EMPLOYEE STOCK OWNERSHIP PLAN OF VITA PLUS 2021 form 5500 responses
2021-10-01Type of plan entitySingle employer plan
2021-10-01Submission has been amendedNo
2021-10-01This submission is the final filingNo
2021-10-01This return/report is a short plan year return/report (less than 12 months)No
2021-10-01Plan is a collectively bargained planNo
2021-10-01Plan funding arrangement – InsuranceYes
2021-10-01Plan funding arrangement – TrustYes
2021-10-01Plan benefit arrangement – InsuranceYes
2021-10-01Plan benefit arrangement - TrustYes
2020: EMPLOYEE STOCK OWNERSHIP PLAN OF VITA PLUS 2020 form 5500 responses
2020-10-01Type of plan entitySingle employer plan
2020-10-01Submission has been amendedNo
2020-10-01This submission is the final filingNo
2020-10-01This return/report is a short plan year return/report (less than 12 months)No
2020-10-01Plan is a collectively bargained planNo
2020-10-01Plan funding arrangement – InsuranceYes
2020-10-01Plan funding arrangement – TrustYes
2020-10-01Plan benefit arrangement – InsuranceYes
2020-10-01Plan benefit arrangement - TrustYes
2019: EMPLOYEE STOCK OWNERSHIP PLAN OF VITA PLUS 2019 form 5500 responses
2019-10-01Type of plan entitySingle employer plan
2019-10-01Submission has been amendedNo
2019-10-01This submission is the final filingNo
2019-10-01This return/report is a short plan year return/report (less than 12 months)No
2019-10-01Plan is a collectively bargained planNo
2019-10-01Plan funding arrangement – InsuranceYes
2019-10-01Plan funding arrangement – TrustYes
2019-10-01Plan benefit arrangement – InsuranceYes
2019-10-01Plan benefit arrangement - TrustYes
2018: EMPLOYEE STOCK OWNERSHIP PLAN OF VITA PLUS 2018 form 5500 responses
2018-10-01Type of plan entitySingle employer plan
2018-10-01Submission has been amendedNo
2018-10-01This submission is the final filingNo
2018-10-01This return/report is a short plan year return/report (less than 12 months)No
2018-10-01Plan is a collectively bargained planNo
2018-10-01Plan funding arrangement – InsuranceYes
2018-10-01Plan funding arrangement – TrustYes
2018-10-01Plan benefit arrangement – InsuranceYes
2018-10-01Plan benefit arrangement - TrustYes
2017: EMPLOYEE STOCK OWNERSHIP PLAN OF VITA PLUS 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
2017-10-01Submission has been amendedYes
2017-10-01This submission is the final filingNo
2017-10-01This return/report is a short plan year return/report (less than 12 months)No
2017-10-01Plan is a collectively bargained planNo
2017-10-01Plan funding arrangement – InsuranceYes
2017-10-01Plan funding arrangement – TrustYes
2017-10-01Plan benefit arrangement – InsuranceYes
2017-10-01Plan benefit arrangement - TrustYes
2016: EMPLOYEE STOCK OWNERSHIP PLAN OF VITA PLUS 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01Submission has been amendedNo
2016-10-01This submission is the final filingNo
2016-10-01This return/report is a short plan year return/report (less than 12 months)No
2016-10-01Plan is a collectively bargained planNo
2016-10-01Plan funding arrangement – InsuranceYes
2016-10-01Plan funding arrangement – TrustYes
2016-10-01Plan benefit arrangement – InsuranceYes
2016-10-01Plan benefit arrangement - TrustYes
2015: EMPLOYEE STOCK OWNERSHIP PLAN OF VITA PLUS 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Submission has been amendedNo
2015-10-01This submission is the final filingNo
2015-10-01This return/report is a short plan year return/report (less than 12 months)No
2015-10-01Plan is a collectively bargained planNo
2015-10-01Plan funding arrangement – InsuranceYes
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement – InsuranceYes
2015-10-01Plan benefit arrangement - TrustYes
2014: EMPLOYEE STOCK OWNERSHIP PLAN OF VITA PLUS 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Submission has been amendedNo
2014-10-01This submission is the final filingNo
2014-10-01This return/report is a short plan year return/report (less than 12 months)No
2014-10-01Plan is a collectively bargained planNo
2014-10-01Plan funding arrangement – InsuranceYes
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement – InsuranceYes
2014-10-01Plan benefit arrangement - TrustYes
2013: EMPLOYEE STOCK OWNERSHIP PLAN OF VITA PLUS 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Submission has been amendedNo
2013-10-01This submission is the final filingNo
2013-10-01This return/report is a short plan year return/report (less than 12 months)No
2013-10-01Plan is a collectively bargained planNo
2013-10-01Plan funding arrangement – InsuranceYes
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement – InsuranceYes
2013-10-01Plan benefit arrangement - TrustYes
2012: EMPLOYEE STOCK OWNERSHIP PLAN OF VITA PLUS 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Submission has been amendedNo
2012-10-01This submission is the final filingNo
2012-10-01This return/report is a short plan year return/report (less than 12 months)No
2012-10-01Plan is a collectively bargained planNo
2012-10-01Plan funding arrangement – InsuranceYes
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement – InsuranceYes
2012-10-01Plan benefit arrangement - TrustYes
2011: EMPLOYEE STOCK OWNERSHIP PLAN OF VITA PLUS 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Submission has been amendedNo
2011-10-01This submission is the final filingNo
2011-10-01This return/report is a short plan year return/report (less than 12 months)No
2011-10-01Plan is a collectively bargained planNo
2011-10-01Plan funding arrangement – InsuranceYes
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement – InsuranceYes
2011-10-01Plan benefit arrangement - TrustYes
2010: EMPLOYEE STOCK OWNERSHIP PLAN OF VITA PLUS 2010 form 5500 responses
2010-10-01Type of plan entitySingle employer plan
2010-10-01Submission has been amendedNo
2010-10-01This submission is the final filingNo
2010-10-01This return/report is a short plan year return/report (less than 12 months)No
2010-10-01Plan is a collectively bargained planNo
2010-10-01Plan funding arrangement – InsuranceYes
2010-10-01Plan funding arrangement – TrustYes
2010-10-01Plan benefit arrangement – InsuranceYes
2010-10-01Plan benefit arrangement - TrustYes
2009: EMPLOYEE STOCK OWNERSHIP PLAN OF VITA PLUS 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Submission has been amendedNo
2009-10-01This submission is the final filingNo
2009-10-01This return/report is a short plan year return/report (less than 12 months)No
2009-10-01Plan is a collectively bargained planNo
2009-10-01Plan funding arrangement – InsuranceYes
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement – InsuranceYes
2009-10-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberK241170000
Policy instance 4
Insurance contract or identification numberK241170000
Number of Individuals Covered5
Insurance policy start date2021-10-01
Insurance policy end date2022-09-30
Total amount of commissions paid to insurance brokerUSD $124
Total amount of fees paid to insurance companyUSD $0
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 $124
Insurance broker organization code?3
JOHN HANCOCK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65099 )
Policy contract number9496575
Policy instance 3
Insurance contract or identification number9496575
Number of Individuals Covered1
Insurance policy start date2021-10-01
Insurance policy end date2022-09-30
Total amount of commissions paid to insurance brokerUSD $25
Total amount of fees paid to insurance companyUSD $0
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 $25
Insurance broker organization code?3
AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 63665 )
Policy contract number6112
Policy instance 2
Insurance contract or identification number6112
Number of Individuals Covered1
Insurance policy start date2021-10-01
Insurance policy end date2022-09-30
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
AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 63665 )
Policy contract number7807
Policy instance 1
Insurance contract or identification number7807
Number of Individuals Covered1
Insurance policy start date2021-10-01
Insurance policy end date2022-09-30
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
AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 63665 )
Policy contract number7807
Policy instance 1
Insurance contract or identification number7807
Number of Individuals Covered1
Insurance policy start date2020-10-01
Insurance policy end date2021-09-30
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
AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 63665 )
Policy contract number6112
Policy instance 2
Insurance contract or identification number6112
Number of Individuals Covered1
Insurance policy start date2020-10-01
Insurance policy end date2021-09-30
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
METLIFE INVESTORS USA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61050 )
Policy contract number5780419
Policy instance 3
Insurance contract or identification number5780419
Number of Individuals Covered1
Insurance policy start date2020-10-01
Insurance policy end date2021-09-30
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
JOHN HANCOCK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65099 )
Policy contract number9496575
Policy instance 4
Insurance contract or identification number9496575
Number of Individuals Covered1
Insurance policy start date2020-10-01
Insurance policy end date2021-09-30
Total amount of commissions paid to insurance brokerUSD $25
Total amount of fees paid to insurance companyUSD $0
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 $25
Insurance broker organization code?3
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberK241170000
Policy instance 5
Insurance contract or identification numberK241170000
Number of Individuals Covered5
Insurance policy start date2020-10-01
Insurance policy end date2021-09-30
Total amount of commissions paid to insurance brokerUSD $124
Total amount of fees paid to insurance companyUSD $0
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 $124
Insurance broker organization code?3
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberK241170000
Policy instance 5
Insurance contract or identification numberK241170000
Number of Individuals Covered5
Insurance policy start date2019-10-01
Insurance policy end date2020-09-30
Total amount of commissions paid to insurance brokerUSD $148
Total amount of fees paid to insurance companyUSD $0
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 $148
Insurance broker organization code?3
JOHN HANCOCK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65099 )
Policy contract number9496575
Policy instance 4
Insurance contract or identification number9496575
Number of Individuals Covered1
Insurance policy start date2019-10-01
Insurance policy end date2020-09-30
Total amount of commissions paid to insurance brokerUSD $25
Total amount of fees paid to insurance companyUSD $0
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 $25
Insurance broker organization code?3
METLIFE INVESTORS USA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61050 )
Policy contract number5780419
Policy instance 3
Insurance contract or identification number5780419
Number of Individuals Covered1
Insurance policy start date2019-10-01
Insurance policy end date2020-09-30
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
AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 63665 )
Policy contract number6112
Policy instance 2
Insurance contract or identification number6112
Number of Individuals Covered1
Insurance policy start date2019-10-01
Insurance policy end date2020-09-30
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
AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 63665 )
Policy contract number7807
Policy instance 1
Insurance contract or identification number7807
Number of Individuals Covered1
Insurance policy start date2019-10-01
Insurance policy end date2020-09-30
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
AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 63665 )
Policy contract number7807
Policy instance 1
Insurance contract or identification number7807
Number of Individuals Covered1
Insurance policy start date2018-10-01
Insurance policy end date2019-09-30
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
AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 63665 )
Policy contract number6112
Policy instance 2
Insurance contract or identification number6112
Number of Individuals Covered1
Insurance policy start date2018-10-01
Insurance policy end date2019-09-30
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
METLIFE INVESTORS USA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61050 )
Policy contract number5780419
Policy instance 3
Insurance contract or identification number5780419
Number of Individuals Covered1
Insurance policy start date2018-10-01
Insurance policy end date2019-09-30
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
JOHN HANCOCK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65099 )
Policy contract number9496575
Policy instance 4
Insurance contract or identification number9496575
Number of Individuals Covered1
Insurance policy start date2018-10-01
Insurance policy end date2019-09-30
Total amount of commissions paid to insurance brokerUSD $25
Total amount of fees paid to insurance companyUSD $0
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 $25
Insurance broker organization code?3
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberK241170000
Policy instance 5
Insurance contract or identification numberK241170000
Number of Individuals Covered5
Insurance policy start date2018-10-01
Insurance policy end date2019-09-30
Total amount of commissions paid to insurance brokerUSD $148
Total amount of fees paid to insurance companyUSD $0
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 $148
Insurance broker organization code?3
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberK241170000
Policy instance 5
Insurance contract or identification numberK241170000
Number of Individuals Covered6
Insurance policy start date2017-10-01
Insurance policy end date2018-09-30
Total amount of commissions paid to insurance brokerUSD $148
Total amount of fees paid to insurance companyUSD $0
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
JOHN HANCOCK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65099 )
Policy contract number9496575
Policy instance 4
Insurance contract or identification number9496575
Number of Individuals Covered1
Insurance policy start date2017-10-01
Insurance policy end date2018-09-30
Total amount of commissions paid to insurance brokerUSD $25
Total amount of fees paid to insurance companyUSD $0
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
METLIFE INVESTORS USA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61050 )
Policy contract number7780419
Policy instance 3
Insurance contract or identification number7780419
Number of Individuals Covered1
Insurance policy start date2017-10-01
Insurance policy end date2018-09-30
Total amount of commissions paid to insurance brokerUSD $3
Total amount of fees paid to insurance companyUSD $0
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
AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 63665 )
Policy contract number6112
Policy instance 2
Insurance contract or identification number6112
Number of Individuals Covered3
Insurance policy start date2017-10-01
Insurance policy end date2018-09-30
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?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
AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 63665 )
Policy contract number7807
Policy instance 1
Insurance contract or identification number7807
Number of Individuals Covered1
Insurance policy start date2017-10-01
Insurance policy end date2018-09-30
Total amount of commissions paid to insurance brokerUSD $8
Total amount of fees paid to insurance companyUSD $0
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

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