?>
Logo

HUTCHINSON MANUFACTURING, INC. TAX DEFERRED SAVINGS PLAN 401k Plan overview

Plan NameHUTCHINSON MANUFACTURING, INC. TAX DEFERRED SAVINGS PLAN
Plan identification number 001

HUTCHINSON MANUFACTURING, INC. TAX DEFERRED SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

HUTCHINSON MANUFACTURING, INC. has sponsored the creation of one or more 401k plans.

Company Name:HUTCHINSON MANUFACTURING, INC.
Employer identification number (EIN):410731634
NAIC Classification:332900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HUTCHINSON MANUFACTURING, INC. TAX DEFERRED SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-01-01
0012018-01-01
0012017-01-01DEAN DALEN
0012017-01-01DEAN DALEN
0012016-01-01KATHY SILVERNALE KATHY SILVERNALE2017-07-26
0012015-01-01KATHY SILVERNALE KATHY SILVERNALE2016-07-29
0012015-01-01 KATHY SILVERNALE2016-07-28
0012014-01-01KATHY SILVERNALE KATHY SILVERNALE2015-07-29
0012013-01-01KATHY SILVERNALE KATHY SILVERNALE2014-09-23
0012012-01-01KATHLEEN M. SILVERNALE KATHLEEN M. SILVERNALE2013-07-17
0012011-01-01KATHLEEN M. SILVERNALE
0012009-01-01KATHLEEN M. SILVERNALE KATHLEEN M. SILVERNALE2010-06-17

Plan Statistics for HUTCHINSON MANUFACTURING, INC. TAX DEFERRED SAVINGS PLAN

401k plan membership statisitcs for HUTCHINSON MANUFACTURING, INC. TAX DEFERRED SAVINGS PLAN

Measure Date Value
2019: HUTCHINSON MANUFACTURING, INC. TAX DEFERRED SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01199
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-010
Number of participants with account balances2019-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: HUTCHINSON MANUFACTURING, INC. TAX DEFERRED SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01199
Total number of active participants reported on line 7a of the Form 55002018-01-01204
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0154
Total of all active and inactive participants2018-01-01258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01258
Number of participants with account balances2018-01-01177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0119
2017: HUTCHINSON MANUFACTURING, INC. TAX DEFERRED SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01163
Total number of active participants reported on line 7a of the Form 55002017-01-01148
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0150
Total of all active and inactive participants2017-01-01198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01199
Number of participants with account balances2017-01-01143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0113
2016: HUTCHINSON MANUFACTURING, INC. TAX DEFERRED SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01188
Total number of active participants reported on line 7a of the Form 55002016-01-01118
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0145
Total of all active and inactive participants2016-01-01163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01163
Number of participants with account balances2016-01-01133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0123
2015: HUTCHINSON MANUFACTURING, INC. TAX DEFERRED SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01220
Total number of active participants reported on line 7a of the Form 55002015-01-01155
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0133
Total of all active and inactive participants2015-01-01188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01188
Number of participants with account balances2015-01-01154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0136
2014: HUTCHINSON MANUFACTURING, INC. TAX DEFERRED SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01142
Total number of active participants reported on line 7a of the Form 55002014-01-01209
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0111
Total of all active and inactive participants2014-01-01220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01220
Number of participants with account balances2014-01-01179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0111
2013: HUTCHINSON MANUFACTURING, INC. TAX DEFERRED SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01133
Total number of active participants reported on line 7a of the Form 55002013-01-01137
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-014
Total of all active and inactive participants2013-01-01141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01142
Number of participants with account balances2013-01-01114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-013
2012: HUTCHINSON MANUFACTURING, INC. TAX DEFERRED SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01101
Total number of active participants reported on line 7a of the Form 55002012-01-01114
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0119
Total of all active and inactive participants2012-01-01133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01133
Number of participants with account balances2012-01-01105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: HUTCHINSON MANUFACTURING, INC. TAX DEFERRED SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0192
Total number of active participants reported on line 7a of the Form 55002011-01-0180
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0121
Total of all active and inactive participants2011-01-01101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01101
Number of participants with account balances2011-01-0195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-016
2009: HUTCHINSON MANUFACTURING, INC. TAX DEFERRED SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01108
Total number of active participants reported on line 7a of the Form 55002009-01-01109
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-014
Total of all active and inactive participants2009-01-01113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01113
Number of participants with account balances2009-01-0182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-014

Financial Data on HUTCHINSON MANUFACTURING, INC. TAX DEFERRED SAVINGS PLAN

Measure Date Value
2019 : HUTCHINSON MANUFACTURING, INC. TAX DEFERRED SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-10-15$0
Total transfer of assets from this plan2019-10-15$3,298,902
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-10-15$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-10-15$0
Total income from all sources (including contributions)2019-10-15$894,847
Total loss/gain on sale of assets2019-10-15$0
Total of all expenses incurred2019-10-15$1,654,391
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-10-15$1,653,991
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-10-15$308,765
Value of total assets at end of year2019-10-15$0
Value of total assets at beginning of year2019-10-15$4,058,446
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-10-15$400
Total interest from all sources2019-10-15$15,199
Total dividends received (eg from common stock, registered investment company shares)2019-10-15$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-10-15Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2019-10-15$0
Was this plan covered by a fidelity bond2019-10-15Yes
Value of fidelity bond cover2019-10-15$400,000
If this is an individual account plan, was there a blackout period2019-10-15Yes
Were there any nonexempt tranactions with any party-in-interest2019-10-15No
Contributions received from participants2019-10-15$248,576
Participant contributions at end of year2019-10-15$0
Participant contributions at beginning of year2019-10-15$26,075
Other income not declared elsewhere2019-10-15$223
Administrative expenses (other) incurred2019-10-15$400
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-10-15No
Value of net income/loss2019-10-15$-759,544
Value of net assets at end of year (total assets less liabilities)2019-10-15$0
Value of net assets at beginning of year (total assets less liabilities)2019-10-15$4,058,446
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-10-15No
Were any loans by the plan or fixed income obligations due to the plan in default2019-10-15No
Were any leases to which the plan was party in default or uncollectible2019-10-15No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-10-15$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-10-15$3,836,142
Interest on participant loans2019-10-15$717
Interest earned on other investments2019-10-15$14,482
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-10-15$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-10-15$196,229
Net investment gain/loss from pooled separate accounts2019-10-15$570,660
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-10-15No
Was there a failure to transmit to the plan any participant contributions2019-10-15Yes
Has the plan failed to provide any benefit when due under the plan2019-10-15No
Contributions received in cash from employer2019-10-15$60,189
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-10-15$1,653,991
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-10-15Yes
Did the plan have assets held for investment2019-10-15No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-10-15No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-10-15Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-10-15Yes
Opinion of an independent qualified public accountant for this plan2019-10-15Disclaimer
Accountancy firm name2019-10-15MILLER, WELLE, HEISER & CO., LTD.
Accountancy firm EIN2019-10-15411334380
2018 : HUTCHINSON MANUFACTURING, INC. TAX DEFERRED SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$209,331
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$855,512
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$854,612
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$538,081
Value of total assets at end of year2018-12-31$4,058,446
Value of total assets at beginning of year2018-12-31$4,704,627
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$900
Total interest from all sources2018-12-31$7,162
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$400,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$382,721
Participant contributions at end of year2018-12-31$26,075
Participant contributions at beginning of year2018-12-31$19,958
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$29,285
Other income not declared elsewhere2018-12-31$-5,297
Administrative expenses (other) incurred2018-12-31$900
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-646,181
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,058,446
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,704,627
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$3,836,142
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$4,435,365
Interest on participant loans2018-12-31$873
Interest earned on other investments2018-12-31$6,289
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$196,229
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$249,304
Net investment gain/loss from pooled separate accounts2018-12-31$-330,615
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$126,075
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$854,612
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MILLER, WELLE, HEISER & CO., LTD.
Accountancy firm EIN2018-12-31411334380
2017 : HUTCHINSON MANUFACTURING, INC. TAX DEFERRED SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,055,301
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$469,665
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$460,813
Value of total corrective distributions2017-12-31$8,652
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$413,680
Value of total assets at end of year2017-12-31$4,704,627
Value of total assets at beginning of year2017-12-31$4,118,991
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$200
Total interest from all sources2017-12-31$9,870
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$400,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$317,622
Participant contributions at end of year2017-12-31$19,958
Participant contributions at beginning of year2017-12-31$73,424
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$10,582
Other income not declared elsewhere2017-12-31$116
Administrative expenses (other) incurred2017-12-31$200
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$585,636
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,704,627
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,118,991
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$4,435,365
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$3,810,744
Interest on participant loans2017-12-31$2,824
Interest earned on other investments2017-12-31$7,046
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$249,304
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$234,823
Net investment gain/loss from pooled separate accounts2017-12-31$631,635
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$85,476
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$460,813
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MILLER, WELLE, HEISER & CO., LTD.
Accountancy firm EIN2017-12-31411334380
2016 : HUTCHINSON MANUFACTURING, INC. TAX DEFERRED SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$622,488
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$385,439
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$384,639
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$361,461
Value of total assets at end of year2016-12-31$4,118,991
Value of total assets at beginning of year2016-12-31$3,881,942
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$800
Total interest from all sources2016-12-31$10,511
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$400,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$285,608
Participant contributions at end of year2016-12-31$73,424
Participant contributions at beginning of year2016-12-31$48,381
Other income not declared elsewhere2016-12-31$246
Administrative expenses (other) incurred2016-12-31$800
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$237,049
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,118,991
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,881,942
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$3,810,744
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$3,561,959
Interest on participant loans2016-12-31$2,957
Interest earned on other investments2016-12-31$7,554
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$234,823
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$271,602
Net investment gain/loss from pooled separate accounts2016-12-31$250,270
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$75,853
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$384,639
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MILLER, WELLE, HEISER & CO., LTD.
Accountancy firm EIN2016-12-31411334380
2015 : HUTCHINSON MANUFACTURING, INC. TAX DEFERRED SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$541,929
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$821,954
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$820,904
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$547,669
Value of total assets at end of year2015-12-31$3,881,942
Value of total assets at beginning of year2015-12-31$4,161,967
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,050
Total interest from all sources2015-12-31$10,116
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$400,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$416,715
Participant contributions at end of year2015-12-31$48,381
Participant contributions at beginning of year2015-12-31$55,574
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$13,118
Other income not declared elsewhere2015-12-31$90
Administrative expenses (other) incurred2015-12-31$1,050
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-280,025
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,881,942
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,161,967
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$3,561,959
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$3,826,733
Interest on participant loans2015-12-31$2,147
Interest earned on other investments2015-12-31$7,969
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$271,602
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$279,660
Net investment gain/loss from pooled separate accounts2015-12-31$-15,946
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$117,836
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$820,904
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MILLER, WELLE, HEISER & CO., LTD.
Accountancy firm EIN2015-12-31411334380
2014 : HUTCHINSON MANUFACTURING, INC. TAX DEFERRED SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$748,130
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$28,555
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$27,755
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$509,154
Value of total assets at end of year2014-12-31$4,161,967
Value of total assets at beginning of year2014-12-31$3,442,392
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$800
Total interest from all sources2014-12-31$9,558
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$400,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$385,949
Participant contributions at end of year2014-12-31$55,574
Participant contributions at beginning of year2014-12-31$50,657
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$4,456
Administrative expenses (other) incurred2014-12-31$800
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$719,575
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,161,967
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,442,392
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$3,826,733
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$3,150,205
Interest on participant loans2014-12-31$2,126
Interest earned on other investments2014-12-31$7,432
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$279,660
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$241,530
Net investment gain/loss from pooled separate accounts2014-12-31$229,418
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$118,749
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$27,755
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MILLER, WELLE, HEISER & CO., LTD.
Accountancy firm EIN2014-12-31411334380
2013 : HUTCHINSON MANUFACTURING, INC. TAX DEFERRED SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$845,298
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$53,299
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$52,799
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$369,125
Value of total assets at end of year2013-12-31$3,442,392
Value of total assets at beginning of year2013-12-31$2,650,393
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$500
Total interest from all sources2013-12-31$9,056
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$350,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$318,693
Participant contributions at end of year2013-12-31$50,657
Participant contributions at beginning of year2013-12-31$42,016
Administrative expenses (other) incurred2013-12-31$500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$791,999
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,442,392
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,650,393
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$3,150,205
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,424,115
Interest on participant loans2013-12-31$2,257
Interest earned on other investments2013-12-31$6,799
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$241,530
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$184,262
Net investment gain/loss from pooled separate accounts2013-12-31$467,117
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$50,432
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$52,799
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MILLER, WELLE, HEISER & CO., LTD.
Accountancy firm EIN2013-12-31411334380
2012 : HUTCHINSON MANUFACTURING, INC. TAX DEFERRED SAVINGS PLAN 2012 401k financial data
Total income from all sources2012-12-31$520,214
Expenses. Total of all expenses incurred2012-12-31$14,874
Benefits paid (including direct rollovers)2012-12-31$14,574
Total plan assets at end of year2012-12-31$2,650,393
Total plan assets at beginning of year2012-12-31$2,145,053
Value of fidelity bond covering the plan2012-12-31$250,000
Total contributions received or receivable from participants2012-12-31$191,433
Contributions received from other sources (not participants or employers)2012-12-31$21,673
Other income received2012-12-31$271,649
Net income (gross income less expenses)2012-12-31$505,340
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,650,393
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,145,053
Assets. Value of participant loans2012-12-31$42,016
Total contributions received or receivable from employer(s)2012-12-31$35,459
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$300
2011 : HUTCHINSON MANUFACTURING, INC. TAX DEFERRED SAVINGS PLAN 2011 401k financial data
Total income from all sources2011-12-31$174,627
Expenses. Total of all expenses incurred2011-12-31$97,108
Benefits paid (including direct rollovers)2011-12-31$94,599
Total plan assets at end of year2011-12-31$2,145,053
Total plan assets at beginning of year2011-12-31$2,067,534
Value of fidelity bond covering the plan2011-12-31$250,000
Total contributions received or receivable from participants2011-12-31$175,656
Contributions received from other sources (not participants or employers)2011-12-31$27,798
Other income received2011-12-31$-51,952
Net income (gross income less expenses)2011-12-31$77,519
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,145,053
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,067,534
Assets. Value of participant loans2011-12-31$45,351
Total contributions received or receivable from employer(s)2011-12-31$23,125
Value of corrective distributions2011-12-31$2,209
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$300
2010 : HUTCHINSON MANUFACTURING, INC. TAX DEFERRED SAVINGS PLAN 2010 401k financial data
Total income from all sources2010-12-31$387,646
Expenses. Total of all expenses incurred2010-12-31$17,780
Benefits paid (including direct rollovers)2010-12-31$17,380
Total plan assets at end of year2010-12-31$2,067,534
Total plan assets at beginning of year2010-12-31$1,697,668
Value of fidelity bond covering the plan2010-12-31$250,000
Total contributions received or receivable from participants2010-12-31$149,988
Contributions received from other sources (not participants or employers)2010-12-31$1,077
Other income received2010-12-31$218,956
Net income (gross income less expenses)2010-12-31$369,866
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,067,534
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,697,668
Assets. Value of participant loans2010-12-31$50,875
Total contributions received or receivable from employer(s)2010-12-31$17,625
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$400
2009 : HUTCHINSON MANUFACTURING, INC. TAX DEFERRED SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for HUTCHINSON MANUFACTURING, INC. TAX DEFERRED SAVINGS PLAN

2019: HUTCHINSON MANUFACTURING, INC. TAX DEFERRED SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingYes
2019-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: HUTCHINSON MANUFACTURING, INC. TAX DEFERRED SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: HUTCHINSON MANUFACTURING, INC. TAX DEFERRED SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01First time form 5500 has been submittedYes
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: HUTCHINSON MANUFACTURING, INC. TAX DEFERRED SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: HUTCHINSON MANUFACTURING, INC. TAX DEFERRED SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedYes
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: HUTCHINSON MANUFACTURING, INC. TAX DEFERRED SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: HUTCHINSON MANUFACTURING, INC. TAX DEFERRED SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: HUTCHINSON MANUFACTURING, INC. TAX DEFERRED SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: HUTCHINSON MANUFACTURING, INC. TAX DEFERRED SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: HUTCHINSON MANUFACTURING, INC. TAX DEFERRED SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHX480
Policy instance 1
Insurance contract or identification numberPHX480
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-10-15
Total amount of commissions paid to insurance brokerUSD $1,008
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,008
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHX480
Policy instance 1
Insurance contract or identification numberPHX480
Number of Individuals Covered258
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $13,661
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,751
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHX480
Policy instance 1
Insurance contract or identification numberPHX480
Number of Individuals Covered199
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $13,337
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,337
Insurance broker organization code?3
Insurance broker nameVOYA FINANCIAL ADVISORS, INC

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

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

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

See full terms and conditions

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