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ANDERSON COMPANIES EMPLOYEES 401(K) PLAN 401k Plan overview

Plan NameANDERSON COMPANIES EMPLOYEES 401(K) PLAN
Plan identification number 001

ANDERSON COMPANIES EMPLOYEES 401(K) 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ANDERSON FABRICS, INC. has sponsored the creation of one or more 401k plans.

Company Name:ANDERSON FABRICS, INC.
Employer identification number (EIN):411403746
NAIC Classification:315280
NAIC Description:Other Cut and Sew Apparel Manufacturing

Additional information about ANDERSON FABRICS, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1986-07-07
Company Identification Number: J22695
Legal Registered Office Address: C/O JEFFREY M. ANDERSON

MIAMI

33166

More information about ANDERSON FABRICS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ANDERSON COMPANIES EMPLOYEES 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01TONY BURLINGAME2020-09-29 TONY BURLINGAME2020-09-29
0012018-01-01TONY BURLIGAME2019-08-29 TONY BURLIGAME2019-08-29
0012017-01-01TONY BURLINGAME TONY BURLINGAME2018-10-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01JAMES PINSONNEAULT JAMES PINSONNEAULT2013-09-11
0012011-01-01JAMES PINSONNEAULT JAMES PINSONNEAULT2012-10-12
0012009-01-01JAMES PINSONNEAULT

Plan Statistics for ANDERSON COMPANIES EMPLOYEES 401(K) PLAN

401k plan membership statisitcs for ANDERSON COMPANIES EMPLOYEES 401(K) PLAN

Measure Date Value
2022: ANDERSON COMPANIES EMPLOYEES 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01251
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-010
Total participants2022-01-010
Number of participants with account balances2022-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-011
2021: ANDERSON COMPANIES EMPLOYEES 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01300
Total number of active participants reported on line 7a of the Form 55002021-01-01179
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0177
Total of all active and inactive participants2021-01-01256
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01256
Number of participants with account balances2021-01-01223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0112
2020: ANDERSON COMPANIES EMPLOYEES 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01281
Total number of active participants reported on line 7a of the Form 55002020-01-01241
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0139
Total of all active and inactive participants2020-01-01280
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01280
Number of participants with account balances2020-01-01201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0113
2019: ANDERSON COMPANIES EMPLOYEES 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01310
Total number of active participants reported on line 7a of the Form 55002019-01-01239
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0137
Total of all active and inactive participants2019-01-01276
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01276
Number of participants with account balances2019-01-01214
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0110
2018: ANDERSON COMPANIES EMPLOYEES 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01340
Total number of active participants reported on line 7a of the Form 55002018-01-01269
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0137
Total of all active and inactive participants2018-01-01306
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01306
Number of participants with account balances2018-01-01222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0127
2017: ANDERSON COMPANIES EMPLOYEES 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01320
Total number of active participants reported on line 7a of the Form 55002017-01-01260
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0137
Total of all active and inactive participants2017-01-01297
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01297
Number of participants with account balances2017-01-01218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0119
2016: ANDERSON COMPANIES EMPLOYEES 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01316
Total number of active participants reported on line 7a of the Form 55002016-01-01279
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0134
Total of all active and inactive participants2016-01-01313
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01313
Number of participants with account balances2016-01-01220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0119
2015: ANDERSON COMPANIES EMPLOYEES 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01273
Total number of active participants reported on line 7a of the Form 55002015-01-01260
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0126
Total of all active and inactive participants2015-01-01286
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01286
Number of participants with account balances2015-01-01200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-018
2014: ANDERSON COMPANIES EMPLOYEES 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01272
Total number of active participants reported on line 7a of the Form 55002014-01-01251
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0110
Total of all active and inactive participants2014-01-01261
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01261
Number of participants with account balances2014-01-01166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: ANDERSON COMPANIES EMPLOYEES 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01229
Total number of active participants reported on line 7a of the Form 55002013-01-01246
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-017
Total of all active and inactive participants2013-01-01253
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01253
Number of participants with account balances2013-01-01152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: ANDERSON COMPANIES EMPLOYEES 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01230
Total number of active participants reported on line 7a of the Form 55002012-01-01212
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0111
Total of all active and inactive participants2012-01-01223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01223
Number of participants with account balances2012-01-01143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: ANDERSON COMPANIES EMPLOYEES 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01224
Total number of active participants reported on line 7a of the Form 55002011-01-01212
Number of retired or separated participants receiving benefits2011-01-013
Number of other retired or separated participants entitled to future benefits2011-01-019
Total of all active and inactive participants2011-01-01224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01224
Number of participants with account balances2011-01-01143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: ANDERSON COMPANIES EMPLOYEES 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01276
Total number of active participants reported on line 7a of the Form 55002009-01-01236
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-018
Total of all active and inactive participants2009-01-01244
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01244
Number of participants with account balances2009-01-01120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0112

Financial Data on ANDERSON COMPANIES EMPLOYEES 401(K) PLAN

Measure Date Value
2022 : ANDERSON COMPANIES EMPLOYEES 401(K) PLAN 2022 401k financial data
Total transfer of assets from this plan2022-07-19$5,295,680
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-07-19$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-07-19$0
Total income from all sources (including contributions)2022-07-19$-732,676
Total of all expenses incurred2022-07-19$856,399
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-07-19$828,765
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-07-19$273,360
Value of total assets at end of year2022-07-19$0
Value of total assets at beginning of year2022-07-19$6,884,755
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-07-19$27,634
Total interest from all sources2022-07-19$72
Total dividends received (eg from common stock, registered investment company shares)2022-07-19$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-07-19No
Was this plan covered by a fidelity bond2022-07-19Yes
Value of fidelity bond cover2022-07-19$500,000
If this is an individual account plan, was there a blackout period2022-07-19No
Were there any nonexempt tranactions with any party-in-interest2022-07-19No
Contributions received from participants2022-07-19$167,543
Income. Received or receivable in cash from other sources (including rollovers)2022-07-19$18,315
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-07-19No
Value of net income/loss2022-07-19$-1,589,075
Value of net assets at end of year (total assets less liabilities)2022-07-19$0
Value of net assets at beginning of year (total assets less liabilities)2022-07-19$6,884,755
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-07-19No
Were any loans by the plan or fixed income obligations due to the plan in default2022-07-19No
Were any leases to which the plan was party in default or uncollectible2022-07-19No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-07-19$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-07-19$6,878,999
Interest on participant loans2022-07-19$72
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-07-19$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-07-19$2,544
Net gain/loss from 103.12 investment entities2022-07-19$-1,006,108
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-07-19No
Was there a failure to transmit to the plan any participant contributions2022-07-19Yes
Has the plan failed to provide any benefit when due under the plan2022-07-19No
Contributions received in cash from employer2022-07-19$87,502
Employer contributions (assets) at end of year2022-07-19$0
Employer contributions (assets) at beginning of year2022-07-19$3,212
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-07-19$828,765
Contract administrator fees2022-07-19$27,634
Did the plan have assets held for investment2022-07-19No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-07-19No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-07-19Yes
Opinion of an independent qualified public accountant for this plan2022-07-19Unqualified
Accountancy firm name2022-07-19MILLER MCDONALD, INC
Accountancy firm EIN2022-07-19411281737
2021 : ANDERSON COMPANIES EMPLOYEES 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$2,575,701
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$576,680
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$527,776
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,944,674
Value of total assets at end of year2021-12-31$6,884,755
Value of total assets at beginning of year2021-12-31$4,885,734
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$48,904
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$48,904
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$366,454
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,415,054
Administrative expenses (other) incurred2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,999,021
Value of net assets at end of year (total assets less liabilities)2021-12-31$6,884,755
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$4,885,734
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$6,878,999
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$4,884,461
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$2,544
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,273
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$631,027
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$163,166
Employer contributions (assets) at end of year2021-12-31$3,212
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$527,776
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31MILLER MCDONALD, INC
Accountancy firm EIN2021-12-31411281737
2020 : ANDERSON COMPANIES EMPLOYEES 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,163,699
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,105,548
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,060,423
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$454,994
Value of total assets at end of year2020-12-31$4,885,734
Value of total assets at beginning of year2020-12-31$4,827,583
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$45,125
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$350,338
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$338
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$58,151
Value of net assets at end of year (total assets less liabilities)2020-12-31$4,885,734
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$4,827,583
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$4,884,461
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$4,823,472
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,273
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$4,111
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$708,705
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$104,318
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,060,423
Contract administrator fees2020-12-31$45,125
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31MILLER MCDONALD, INC
Accountancy firm EIN2020-12-31411281737
2019 : ANDERSON COMPANIES EMPLOYEES 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$1,325,622
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$561,010
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$524,345
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$442,691
Value of total assets at end of year2019-12-31$4,827,583
Value of total assets at beginning of year2019-12-31$4,062,971
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$36,665
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$326,445
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$19,908
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$764,612
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,827,583
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,062,971
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$4,823,472
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,060,097
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$4,111
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,874
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$882,931
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$96,338
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$524,345
Contract administrator fees2019-12-31$36,665
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MILLER MCDONALD, INC
Accountancy firm EIN2019-12-31411281737
2018 : ANDERSON COMPANIES EMPLOYEES 401(K) 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$170,429
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$242,334
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$232,609
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$473,118
Value of total assets at end of year2018-12-31$4,062,971
Value of total assets at beginning of year2018-12-31$4,134,876
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$9,725
Total interest from all sources2018-12-31$0
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$500,000
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$339,643
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$30,645
Administrative expenses (other) incurred2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-71,905
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,062,971
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,134,876
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$4,060,097
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$4,134,641
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$2,874
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$235
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-302,689
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$102,830
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$232,609
Contract administrator fees2018-12-31$9,725
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 MCDONALD, INC
Accountancy firm EIN2018-12-31411281737
2017 : ANDERSON COMPANIES EMPLOYEES 401(K) 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$936,264
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$101,755
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$90,711
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$383,268
Value of total assets at end of year2017-12-31$4,134,876
Value of total assets at beginning of year2017-12-31$3,300,367
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$11,044
Total interest from all sources2017-12-31$0
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$500,000
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$270,662
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$26,278
Administrative expenses (other) incurred2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$834,509
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,134,876
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,300,367
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$4,134,641
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$3,298,990
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$235
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,377
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$552,996
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$86,328
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$90,711
Contract administrator fees2017-12-31$11,044
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 MCDONALD, INC
Accountancy firm EIN2017-12-31411281737
2016 : ANDERSON COMPANIES EMPLOYEES 401(K) 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$588,284
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$217,299
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$210,080
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$363,487
Value of total assets at end of year2016-12-31$3,300,367
Value of total assets at beginning of year2016-12-31$2,929,382
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$7,219
Total interest from all sources2016-12-31$0
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$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$262,099
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$22,332
Administrative expenses (other) incurred2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$370,985
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,300,367
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,929,382
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$3,298,990
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,929,198
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,377
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$184
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$224,797
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$79,056
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$210,080
Contract administrator fees2016-12-31$7,219
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 MCDONALD, INC
Accountancy firm EIN2016-12-31411281737
2015 : ANDERSON COMPANIES EMPLOYEES 401(K) 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$297,198
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$232,582
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$225,910
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$345,492
Value of total assets at end of year2015-12-31$2,929,382
Value of total assets at beginning of year2015-12-31$2,864,766
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$6,672
Total interest from all sources2015-12-31$0
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$500,000
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$261,404
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$19,147
Administrative expenses (other) incurred2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$64,616
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,929,382
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,864,766
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$2,929,198
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,864,368
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$184
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$398
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-48,294
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$64,941
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$225,910
Contract administrator fees2015-12-31$6,672
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 MCDONALD, INC
Accountancy firm EIN2015-12-31411281737
2014 : ANDERSON COMPANIES EMPLOYEES 401(K) 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$417,507
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$109,119
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$103,162
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$269,120
Value of total assets at end of year2014-12-31$2,864,766
Value of total assets at beginning of year2014-12-31$2,556,378
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$5,957
Total interest from all sources2014-12-31$0
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$500,000
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$218,560
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$50,560
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$308,388
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,864,766
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,556,378
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$2,864,368
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,555,515
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$398
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$863
Net investment gain/loss from pooled separate accounts2014-12-31$148,387
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$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$103,162
Contract administrator fees2014-12-31$5,957
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 MCDONALD, INC
Accountancy firm EIN2014-12-31411281737
2013 : ANDERSON COMPANIES EMPLOYEES 401(K) 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$631,133
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$103,607
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$98,849
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$215,948
Value of total assets at end of year2013-12-31$2,556,378
Value of total assets at beginning of year2013-12-31$2,028,852
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$4,758
Total interest from all sources2013-12-31$0
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$500,000
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$209,693
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$6,255
Administrative expenses (other) incurred2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$527,526
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,556,378
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,028,852
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$2,555,515
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,027,989
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$863
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$863
Net investment gain/loss from pooled separate accounts2013-12-31$415,185
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$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$98,849
Contract administrator fees2013-12-31$4,758
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 MCDONALD, INC
Accountancy firm EIN2013-12-31411281737
2012 : ANDERSON COMPANIES EMPLOYEES 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$463,171
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$337,734
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$333,064
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$197,891
Value of total assets at end of year2012-12-31$2,028,852
Value of total assets at beginning of year2012-12-31$1,903,415
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$4,670
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$196,862
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,029
Administrative expenses (other) incurred2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$125,437
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,028,852
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,903,415
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,027,989
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,902,552
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$863
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$863
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$265,280
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$333,064
Contract administrator fees2012-12-31$4,670
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MILLER MCDONALD, INC
Accountancy firm EIN2012-12-31411281737
2011 : ANDERSON COMPANIES EMPLOYEES 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$157,823
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$173,644
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$169,468
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$211,667
Value of total assets at end of year2011-12-31$1,903,415
Value of total assets at beginning of year2011-12-31$1,919,236
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$4,176
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$201,973
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$9,694
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-15,821
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,903,415
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,919,236
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,902,552
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,918,527
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$863
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$709
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-53,844
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$169,468
Contract administrator fees2011-12-31$4,176
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MILLER MCDONALD, INC
Accountancy firm EIN2011-12-31411281737
2010 : ANDERSON COMPANIES EMPLOYEES 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$391,146
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$122,769
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$116,825
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$161,763
Value of total assets at end of year2010-12-31$1,919,236
Value of total assets at beginning of year2010-12-31$1,650,859
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$5,944
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$12,902
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$12,902
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$159,093
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$2,670
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$268,377
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,919,236
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,650,859
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,918,527
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,519,082
Value of interest in common/collective trusts at beginning of year2010-12-31$131,777
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$709
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$54,975
Net investment gain/loss from pooled separate accounts2010-12-31$159,592
Net investment gain or loss from common/collective trusts2010-12-31$1,914
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$116,825
Contract administrator fees2010-12-31$5,944
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MILLER MCDONALD, INC
Accountancy firm EIN2010-12-31411281737
2009 : ANDERSON COMPANIES EMPLOYEES 401(K) 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 ANDERSON COMPANIES EMPLOYEES 401(K) PLAN

2022: ANDERSON COMPANIES EMPLOYEES 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingYes
2022-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ANDERSON COMPANIES EMPLOYEES 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ANDERSON COMPANIES EMPLOYEES 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ANDERSON COMPANIES EMPLOYEES 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained 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: ANDERSON COMPANIES EMPLOYEES 401(K) 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: ANDERSON COMPANIES EMPLOYEES 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ANDERSON COMPANIES EMPLOYEES 401(K) 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: ANDERSON COMPANIES EMPLOYEES 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ANDERSON COMPANIES EMPLOYEES 401(K) 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: ANDERSON COMPANIES EMPLOYEES 401(K) 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: ANDERSON COMPANIES EMPLOYEES 401(K) 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: ANDERSON COMPANIES EMPLOYEES 401(K) 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: ANDERSON COMPANIES EMPLOYEES 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number98322
Policy instance 1
Insurance contract or identification number98322
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-07-19
Total amount of commissions paid to insurance brokerUSD $8,698
Total amount of fees paid to insurance companyUSD $1,742
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,698
Insurance broker organization code?3
Amount paid for insurance broker fees1742
Additional information about fees paid to insurance brokerTPA COMPENSATION
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number98322
Policy instance 1
Insurance contract or identification number98322
Number of Individuals Covered222
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $12,720
Total amount of fees paid to insurance companyUSD $2,546
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,720
Insurance broker organization code?3
Amount paid for insurance broker fees2546
Additional information about fees paid to insurance brokerTPA COMPENSATION
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number98322
Policy instance 1
Insurance contract or identification number98322
Number of Individuals Covered216
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $13,794
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,493
Insurance broker organization code?3
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerTPA FEES & COMPENSATION
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number98322
Policy instance 1
Insurance contract or identification number98322
Number of Individuals Covered224
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $11,295
Total amount of fees paid to insurance companyUSD $2,268
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,616
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerTPA COMPENSATION & OTHER ALLOWANCES
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number98322
Policy instance 1
Insurance contract or identification number98322
Number of Individuals Covered267
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $9,152
Total amount of fees paid to insurance companyUSD $1,843
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,152
Insurance broker organization code?3
Amount paid for insurance broker fees1843
Additional information about fees paid to insurance brokerTPA COMPENSATION AND OTHER ALLOWANCES
Insurance broker nameTAX SHELTERED COMPENSATION, INC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number98322
Policy instance 1
Insurance contract or identification number98322
Number of Individuals Covered222
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $7,241
Total amount of fees paid to insurance companyUSD $1,465
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $7,241
Insurance broker organization code?3
Amount paid for insurance broker fees1465
Additional information about fees paid to insurance brokerTPA COMPENSATION AND OTHER ALLOWANCES
Insurance broker nameTAX SHELTERED COMPENSATION, INC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number98322
Policy instance 1
Insurance contract or identification number98322
Number of Individuals Covered180
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $6,768
Total amount of fees paid to insurance companyUSD $1,374
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,768
Insurance broker organization code?3
Amount paid for insurance broker fees1374
Additional information about fees paid to insurance brokerTPA COMPENSATION AND OTHER ALLOWANCES
Insurance broker nameTAX SHELTERED COMPENSATION, INC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number98322
Policy instance 1
Insurance contract or identification number98322
Number of Individuals Covered164
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $5,608
Total amount of fees paid to insurance companyUSD $1,142
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $5,608
Insurance broker organization code?3
Amount paid for insurance broker fees1142
Additional information about fees paid to insurance brokerTPA COMPENSATION AND OTHER ALLOWANCES
Insurance broker nameTAX SHELTERED COMPENSATION, INC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number98322
Policy instance 1
Insurance contract or identification number98322
Number of Individuals Covered149
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $5,054
Total amount of fees paid to insurance companyUSD $1,030
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $5,054
Insurance broker organization code?3
Amount paid for insurance broker fees1030
Additional information about fees paid to insurance brokerTPA COMPENSATION & OTHER ALLOWANCES
Insurance broker nameTAX SHELTERED COMPENSATION, INC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number98322
Policy instance 1
Insurance contract or identification number98322
Number of Individuals Covered146
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $2,191
Total amount of fees paid to insurance companyUSD $6,809
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number98322
Policy instance 1
Insurance contract or identification number98322
Number of Individuals Covered143
Insurance policy start date2010-09-16
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $17,908
Total amount of fees paid to insurance companyUSD $4,963
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $17,908
Insurance broker organization code?3
Amount paid for insurance broker fees1784
Additional information about fees paid to insurance brokerTPA FEES PAID
Insurance broker nameTAX SHELTERED COMPENSATION, INC

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