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CHOCTAW GLOBAL STAFFING 401(K) PLAN 401k Plan overview

Plan NameCHOCTAW GLOBAL STAFFING 401(K) PLAN
Plan identification number 001

CHOCTAW GLOBAL STAFFING 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.

401k Sponsoring company profile

CHOCTAW GLOBAL STAFFING (CGS) has sponsored the creation of one or more 401k plans.

Company Name:CHOCTAW GLOBAL STAFFING (CGS)
Employer identification number (EIN):453189828
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHOCTAW GLOBAL STAFFING 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012017-01-01LATISHA POTTER
0012017-01-01
0012017-01-01
0012016-01-01LATISHA POTTER
0012016-01-01
0012015-01-01LATISHA POTTER
0012014-01-01LATISHA POTTER
0012013-01-01LATISHA POTTER
0012012-01-01LATISHA POTTER
0012011-01-01LATISHA POTTER

Plan Statistics for CHOCTAW GLOBAL STAFFING 401(K) PLAN

401k plan membership statisitcs for CHOCTAW GLOBAL STAFFING 401(K) PLAN

Measure Date Value
2017: CHOCTAW GLOBAL STAFFING 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01155
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-010
Number of participants with account balances2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: CHOCTAW GLOBAL STAFFING 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01195
Total number of active participants reported on line 7a of the Form 55002016-01-0123
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01140
Total of all active and inactive participants2016-01-01163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01164
Number of participants with account balances2016-01-01148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: CHOCTAW GLOBAL STAFFING 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01275
Total number of active participants reported on line 7a of the Form 55002015-01-0147
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01154
Total of all active and inactive participants2015-01-01201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-01203
Number of participants with account balances2015-01-01178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: CHOCTAW GLOBAL STAFFING 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01304
Total number of active participants reported on line 7a of the Form 55002014-01-0187
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01174
Total of all active and inactive participants2014-01-01261
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-01263
Number of participants with account balances2014-01-01223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: CHOCTAW GLOBAL STAFFING 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01389
Total number of active participants reported on line 7a of the Form 55002013-01-01111
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01185
Total of all active and inactive participants2013-01-01296
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-01298
Number of participants with account balances2013-01-01249
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: CHOCTAW GLOBAL STAFFING 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01627
Total number of active participants reported on line 7a of the Form 55002012-01-01357
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01186
Total of all active and inactive participants2012-01-01543
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-013
Total participants2012-01-01546
Number of participants with account balances2012-01-01446
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: CHOCTAW GLOBAL STAFFING 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01728
Total number of active participants reported on line 7a of the Form 55002011-01-01410
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01183
Total of all active and inactive participants2011-01-01593
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-013
Total participants2011-01-01596
Number of participants with account balances2011-01-01481
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

Financial Data on CHOCTAW GLOBAL STAFFING 401(K) PLAN

Measure Date Value
2017 : CHOCTAW GLOBAL STAFFING 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets from this plan2017-12-31$7,943,685
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$1,358,072
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,019,823
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,015,086
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$105,876
Value of total assets at end of year2017-12-31$0
Value of total assets at beginning of year2017-12-31$8,605,436
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$4,737
Total interest from all sources2017-12-31$4,827
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$94,282
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$94,282
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 period2017-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$64,014
Participant contributions at end of year2017-12-31$144,072
Participant contributions at beginning of year2017-12-31$142,463
Participant contributions at end of year2017-12-31$3,493
Total non interest bearing cash at end of year2017-12-31$7,169,947
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-661,751
Value of net assets at end of year (total assets less liabilities)2017-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$8,605,436
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
Investment advisory and management fees2017-12-31$1,996
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,203,679
Value of interest in pooled separate accounts at end of year2017-12-31$884
Value of interest in pooled separate accounts at beginning of year2017-12-31$3,176,032
Interest on participant loans2017-12-31$4,827
Value of interest in common/collective trusts at beginning of year2017-12-31$2,973,562
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$109,700
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,153,087
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$41,862
Employer contributions (assets) at end of year2017-12-31$1,935
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,015,086
Contract administrator fees2017-12-31$2,741
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
Did the plan have assets held for investment2017-12-31No
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 PBGC2017-12-31Yes
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 name2017-12-31LANDMARK PLC, CPAS
Accountancy firm EIN2017-12-31710355269
2016 : CHOCTAW GLOBAL STAFFING 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets from this plan2016-12-31$568,223
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$828,603
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$874,317
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$871,891
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$147,098
Value of total assets at end of year2016-12-31$8,605,436
Value of total assets at beginning of year2016-12-31$9,219,373
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,426
Total interest from all sources2016-12-31$6,455
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$11,754
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$11,754
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
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$89,476
Participant contributions at end of year2016-12-31$142,463
Participant contributions at beginning of year2016-12-31$114,360
Other income not declared elsewhere2016-12-31$3,560
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-45,714
Value of net assets at end of year (total assets less liabilities)2016-12-31$8,605,436
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$9,219,373
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$2,203,679
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,517,272
Value of interest in pooled separate accounts at end of year2016-12-31$3,176,032
Value of interest in pooled separate accounts at beginning of year2016-12-31$3,803,513
Interest on participant loans2016-12-31$5,497
Interest earned on other investments2016-12-31$958
Value of interest in common/collective trusts at end of year2016-12-31$2,973,562
Value of interest in common/collective trusts at beginning of year2016-12-31$2,525,602
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$109,700
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$258,626
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$203,840
Net investment gain/loss from pooled separate accounts2016-12-31$294,955
Net investment gain or loss from common/collective trusts2016-12-31$160,941
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$57,622
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$871,891
Contract administrator fees2016-12-31$2,426
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
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 name2016-12-31BEALL, BARCLAY & COMPANY, PLC
Accountancy firm EIN2016-12-31710355269
2015 : CHOCTAW GLOBAL STAFFING 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets from this plan2015-12-31$685,305
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$37,232
Total income from all sources (including contributions)2015-12-31$249,051
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,469,431
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,463,559
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$334,230
Value of total assets at end of year2015-12-31$9,219,373
Value of total assets at beginning of year2015-12-31$11,162,290
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$5,872
Total interest from all sources2015-12-31$8,562
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$12,095
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$12,095
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$213,272
Participant contributions at end of year2015-12-31$114,360
Participant contributions at beginning of year2015-12-31$156,069
Participant contributions at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$2,034
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,220,380
Value of net assets at end of year (total assets less liabilities)2015-12-31$9,219,373
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$11,125,058
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$2,517,272
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,726,917
Value of interest in pooled separate accounts at end of year2015-12-31$3,803,513
Value of interest in pooled separate accounts at beginning of year2015-12-31$8,876,884
Interest on participant loans2015-12-31$6,606
Interest earned on other investments2015-12-31$1,956
Value of interest in common/collective trusts at end of year2015-12-31$2,525,602
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$258,626
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$402,420
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-76,005
Net investment gain/loss from pooled separate accounts2015-12-31$-48,777
Net investment gain or loss from common/collective trusts2015-12-31$16,912
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$120,958
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,463,559
Contract administrator fees2015-12-31$5,872
Liabilities. Value of benefit claims payable at end of year2015-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$37,232
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 name2015-12-31BEALL, BARCLAY & COMPANY, PLC
Accountancy firm EIN2015-12-31710355269
2014 : CHOCTAW GLOBAL STAFFING 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$42,402
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$37,232
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$1,095,460
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,059,327
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,050,297
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$423,674
Value of total assets at end of year2014-12-31$11,162,290
Value of total assets at beginning of year2014-12-31$11,046,523
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$9,030
Total interest from all sources2014-12-31$6,781
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$9,149
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$9,149
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$255,804
Participant contributions at end of year2014-12-31$156,069
Participant contributions at beginning of year2014-12-31$145,054
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$12,560
Other income not declared elsewhere2014-12-31$-295
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$36,133
Value of net assets at end of year (total assets less liabilities)2014-12-31$11,125,058
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$11,046,523
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$1,726,917
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,501,813
Value of interest in pooled separate accounts at end of year2014-12-31$8,876,884
Value of interest in pooled separate accounts at beginning of year2014-12-31$8,964,972
Interest on participant loans2014-12-31$6,781
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$402,420
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$434,684
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$107,364
Net investment gain/loss from pooled separate accounts2014-12-31$548,787
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$155,310
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,050,297
Contract administrator fees2014-12-31$9,030
Liabilities. Value of benefit claims payable at end of year2014-12-31$37,232
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 name2014-12-31BEALL, BARCLAY & COMPANY, PLC
Accountancy firm EIN2014-12-31710355269
2013 : CHOCTAW GLOBAL STAFFING 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets from this plan2013-12-31$5,382,235
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$3,306,859
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$3,373,234
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,355,709
Value of total corrective distributions2013-12-31$6,570
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$960,041
Value of total assets at end of year2013-12-31$11,046,523
Value of total assets at beginning of year2013-12-31$16,495,133
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$10,955
Total interest from all sources2013-12-31$13,101
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$9,750
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$9,750
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$592,296
Participant contributions at end of year2013-12-31$145,054
Participant contributions at beginning of year2013-12-31$301,920
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$27,279
Other income not declared elsewhere2013-12-31$-4,872
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$-66,375
Value of net assets at end of year (total assets less liabilities)2013-12-31$11,046,523
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$16,495,133
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$1,501,813
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,012,710
Value of interest in pooled separate accounts at end of year2013-12-31$8,964,972
Value of interest in pooled separate accounts at beginning of year2013-12-31$13,461,203
Interest on participant loans2013-12-31$8,586
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$4,515
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$434,684
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$719,300
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$540,119
Net investment gain/loss from pooled separate accounts2013-12-31$1,788,720
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$340,466
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,355,709
Contract administrator fees2013-12-31$10,955
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 name2013-12-31BEALL, BARCLAY & COMPANY, PLC
Accountancy firm EIN2013-12-31710355269
2012 : CHOCTAW GLOBAL STAFFING 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$24,432
Total transfer of assets from this plan2012-12-31$61,446
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$3,799,607
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,520,782
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,512,136
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,898,871
Value of total assets at end of year2012-12-31$16,495,133
Value of total assets at beginning of year2012-12-31$15,253,322
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$8,646
Total interest from all sources2012-12-31$28,843
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$18,286
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$18,286
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,179,555
Participant contributions at end of year2012-12-31$301,920
Participant contributions at beginning of year2012-12-31$342,800
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$6,394
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$1,278,825
Value of net assets at end of year (total assets less liabilities)2012-12-31$16,495,133
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$15,253,322
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$2,012,710
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,678,508
Value of interest in pooled separate accounts at end of year2012-12-31$13,461,203
Value of interest in pooled separate accounts at beginning of year2012-12-31$12,310,221
Interest on participant loans2012-12-31$12,745
Interest earned on other investments2012-12-31$16,098
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$719,300
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$921,793
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$280,479
Net investment gain/loss from pooled separate accounts2012-12-31$1,573,128
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$712,922
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,512,136
Contract administrator fees2012-12-31$8,646
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 name2012-12-31BEALL, BARCLAY & COMPANY, PLC
Accountancy firm EIN2012-12-31710355269
2011 : CHOCTAW GLOBAL STAFFING 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets from this plan2011-12-31$1,978,394
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$2,244,711
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,794,291
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,772,280
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,535,360
Value of total assets at end of year2011-12-31$15,253,322
Value of total assets at beginning of year2011-12-31$16,781,296
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$22,011
Total interest from all sources2011-12-31$33,756
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$12,408
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$12,408
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,481,026
Participant contributions at end of year2011-12-31$342,800
Participant contributions at beginning of year2011-12-31$307,558
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$238,278
Other income not declared elsewhere2011-12-31$3,990
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$450,420
Value of net assets at end of year (total assets less liabilities)2011-12-31$15,253,322
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$16,781,296
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$1,678,508
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,709,487
Value of interest in pooled separate accounts at end of year2011-12-31$12,310,221
Value of interest in pooled separate accounts at beginning of year2011-12-31$13,794,453
Interest on participant loans2011-12-31$13,326
Interest earned on other investments2011-12-31$20,430
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$921,793
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$969,798
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-89,052
Net investment gain/loss from pooled separate accounts2011-12-31$-251,751
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$816,056
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,772,280
Contract administrator fees2011-12-31$22,011
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 name2011-12-31BEALL, BARCLAY & COMPANY, PLC
Accountancy firm EIN2011-12-31710355269

Form 5500 Responses for CHOCTAW GLOBAL STAFFING 401(K) PLAN

2017: CHOCTAW GLOBAL STAFFING 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulitple employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingYes
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: CHOCTAW GLOBAL STAFFING 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulitple employer plan
2016-01-01Submission has been amendedYes
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: CHOCTAW GLOBAL STAFFING 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: CHOCTAW GLOBAL STAFFING 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: CHOCTAW GLOBAL STAFFING 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: CHOCTAW GLOBAL STAFFING 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: CHOCTAW GLOBAL STAFFING 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

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number442063
Policy instance 1
Insurance contract or identification number442063
Number of Individuals Covered134
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $4,624
Total amount of fees paid to insurance companyUSD $5,436
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 $4,624
Amount paid for insurance broker fees2957
Additional information about fees paid to insurance brokerPRORATED INCENTIVE, NOT DEDUCTED FROM PLAN
Insurance broker organization code?3
Insurance broker name
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number442063
Policy instance 1
Insurance contract or identification number442063
Number of Individuals Covered178
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $5,846
Total amount of fees paid to insurance companyUSD $10,232
Are there contracts with allocated funds for individual policies?No
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 $5,846
Amount paid for insurance broker fees4635
Additional information about fees paid to insurance brokerPRORATED INCENTIVE, NOT DEDUCTED FROM PLAN
Insurance broker organization code?3
Insurance broker name
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number442063
Policy instance 1
Insurance contract or identification number442063
Number of Individuals Covered263
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $4,083
Total amount of fees paid to insurance companyUSD $16,515
Are there contracts with allocated funds for individual policies?No
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 $3,721
Amount paid for insurance broker fees6589
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameLOCKTON FINANCIAL ADVISORS LLC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number442063
Policy instance 1
Insurance contract or identification number442063
Number of Individuals Covered249
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $9,292
Total amount of fees paid to insurance companyUSD $21,545
Are there contracts with allocated funds for individual policies?No
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 $9,292
Amount paid for insurance broker fees7565
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameCONSOLIDATED BENEFITS RESOURCES,LLC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number442063
Policy instance 1
Insurance contract or identification number442063
Number of Individuals Covered546
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $11,153
Total amount of fees paid to insurance companyUSD $21,666
Are there contracts with allocated funds for individual policies?No
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 $11,153
Amount paid for insurance broker fees5955
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameCONSOLIDATED BENEFITS RESOURCES,LLC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number442063
Policy instance 1
Insurance contract or identification number442063
Number of Individuals Covered481
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $12,227
Total amount of fees paid to insurance companyUSD $15,020
Are there contracts with allocated funds for individual policies?No
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

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