?>
Logo

CO-OP 401(K) PLAN 401k Plan overview

Plan NameCO-OP 401(K) PLAN
Plan identification number 001

CO-OP 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

CENTRAL FARMERS COOPERATIVE has sponsored the creation of one or more 401k plans.

Company Name:CENTRAL FARMERS COOPERATIVE
Employer identification number (EIN):460417526
NAIC Classification:115110

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CO-OP 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-08-01
0012020-08-01
0012020-08-01
0012019-08-01
0012018-08-01
0012017-08-01
0012016-08-01BRENT EDWARDS
0012015-08-01BRENT EDWARDS
0012014-08-01BRENT EDWARDS
0012013-08-01BRENT EDWARDS
0012012-08-01STEVE DOMM
0012011-08-01STEVE DOMM
0012009-08-01STEVE DOMM

Plan Statistics for CO-OP 401(K) PLAN

401k plan membership statisitcs for CO-OP 401(K) PLAN

Measure Date Value
2021: CO-OP 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-08-01244
Total number of active participants reported on line 7a of the Form 55002021-08-01120
Number of retired or separated participants receiving benefits2021-08-011
Number of other retired or separated participants entitled to future benefits2021-08-01100
Total of all active and inactive participants2021-08-01221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-08-013
Total participants2021-08-01224
Number of participants with account balances2021-08-01210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-08-0117
2020: CO-OP 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-08-01254
Total number of active participants reported on line 7a of the Form 55002020-08-01136
Number of retired or separated participants receiving benefits2020-08-010
Number of other retired or separated participants entitled to future benefits2020-08-01103
Total of all active and inactive participants2020-08-01239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-08-014
Total participants2020-08-01243
Number of participants with account balances2020-08-0124
2019: CO-OP 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-08-01268
Total number of active participants reported on line 7a of the Form 55002019-08-01141
Number of retired or separated participants receiving benefits2019-08-010
Number of other retired or separated participants entitled to future benefits2019-08-01105
Total of all active and inactive participants2019-08-01246
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-08-014
Total participants2019-08-01250
Number of participants with account balances2019-08-01227
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-08-0126
2018: CO-OP 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-08-01246
Total number of active participants reported on line 7a of the Form 55002018-08-01138
Number of retired or separated participants receiving benefits2018-08-010
Number of other retired or separated participants entitled to future benefits2018-08-01119
Total of all active and inactive participants2018-08-01257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-08-013
Total participants2018-08-01260
Number of participants with account balances2018-08-01251
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-08-0135
2017: CO-OP 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-08-01210
Total number of active participants reported on line 7a of the Form 55002017-08-01141
Number of retired or separated participants receiving benefits2017-08-010
Number of other retired or separated participants entitled to future benefits2017-08-01100
Total of all active and inactive participants2017-08-01241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-08-011
Total participants2017-08-01242
Number of participants with account balances2017-08-01242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-08-0130
2016: CO-OP 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-08-01197
Total number of active participants reported on line 7a of the Form 55002016-08-01153
Number of retired or separated participants receiving benefits2016-08-010
Number of other retired or separated participants entitled to future benefits2016-08-0156
Total of all active and inactive participants2016-08-01209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-08-011
Total participants2016-08-01210
Number of participants with account balances2016-08-01207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-08-0122
2015: CO-OP 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-08-01158
Total number of active participants reported on line 7a of the Form 55002015-08-01144
Number of retired or separated participants receiving benefits2015-08-010
Number of other retired or separated participants entitled to future benefits2015-08-0152
Total of all active and inactive participants2015-08-01196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-08-011
Total participants2015-08-01197
Number of participants with account balances2015-08-01186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-08-0122
2014: CO-OP 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-08-01163
Total number of active participants reported on line 7a of the Form 55002014-08-01121
Number of retired or separated participants receiving benefits2014-08-010
Number of other retired or separated participants entitled to future benefits2014-08-0137
Total of all active and inactive participants2014-08-01158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-08-011
Total participants2014-08-01159
Number of participants with account balances2014-08-01158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-08-0119
2013: CO-OP 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-08-01127
Total number of active participants reported on line 7a of the Form 55002013-08-01118
Number of retired or separated participants receiving benefits2013-08-010
Number of other retired or separated participants entitled to future benefits2013-08-0135
Total of all active and inactive participants2013-08-01153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-08-011
Total participants2013-08-01154
Number of participants with account balances2013-08-01144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-08-0122
2012: CO-OP 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-08-01162
Total number of active participants reported on line 7a of the Form 55002012-08-01102
Number of retired or separated participants receiving benefits2012-08-010
Number of other retired or separated participants entitled to future benefits2012-08-0123
Total of all active and inactive participants2012-08-01125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-08-010
Total participants2012-08-01125
Number of participants with account balances2012-08-01122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-08-0112
2011: CO-OP 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-08-01198
Total number of active participants reported on line 7a of the Form 55002011-08-01107
Number of retired or separated participants receiving benefits2011-08-010
Number of other retired or separated participants entitled to future benefits2011-08-0152
Total of all active and inactive participants2011-08-01159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-08-010
Total participants2011-08-01159
Number of participants with account balances2011-08-01154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-08-0123
2009: CO-OP 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-08-01131
Total number of active participants reported on line 7a of the Form 55002009-08-01105
Number of retired or separated participants receiving benefits2009-08-010
Number of other retired or separated participants entitled to future benefits2009-08-0121
Total of all active and inactive participants2009-08-01126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-08-010
Total participants2009-08-01126
Number of participants with account balances2009-08-01113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-08-0114

Financial Data on CO-OP 401(K) PLAN

Measure Date Value
2022 : CO-OP 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-07-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-07-31$1,064
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-07-31$827
Total income from all sources (including contributions)2022-07-31$-785,170
Total loss/gain on sale of assets2022-07-31$0
Total of all expenses incurred2022-07-31$1,470,989
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-07-31$1,429,253
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-07-31$921,394
Value of total assets at end of year2022-07-31$12,669,754
Value of total assets at beginning of year2022-07-31$14,925,676
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-07-31$41,736
Total interest from all sources2022-07-31$3,139
Total dividends received (eg from common stock, registered investment company shares)2022-07-31$799,039
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-07-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-07-31$799,039
Administrative expenses professional fees incurred2022-07-31$39,044
Was this plan covered by a fidelity bond2022-07-31Yes
Value of fidelity bond cover2022-07-31$2,000,000
If this is an individual account plan, was there a blackout period2022-07-31No
Were there any nonexempt tranactions with any party-in-interest2022-07-31No
Contributions received from participants2022-07-31$559,245
Participant contributions at end of year2022-07-31$81,065
Participant contributions at beginning of year2022-07-31$72,299
Income. Received or receivable in cash from other sources (including rollovers)2022-07-31$2,877
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-07-31$1,064
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-07-31$827
Other income not declared elsewhere2022-07-31$-107,769
Administrative expenses (other) incurred2022-07-31$2,692
Total non interest bearing cash at end of year2022-07-31$36,318
Total non interest bearing cash at beginning of year2022-07-31$36,991
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-07-31No
Value of net income/loss2022-07-31$-2,256,159
Value of net assets at end of year (total assets less liabilities)2022-07-31$12,668,690
Value of net assets at beginning of year (total assets less liabilities)2022-07-31$14,924,849
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-07-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-07-31No
Were any leases to which the plan was party in default or uncollectible2022-07-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-07-31$10,967,064
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-07-31$13,507,143
Interest on participant loans2022-07-31$3,139
Value of interest in common/collective trusts at end of year2022-07-31$34,336
Value of interest in common/collective trusts at beginning of year2022-07-31$62,615
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-07-31$4,200
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-07-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-07-31$0
Asset value of US Government securities at end of year2022-07-31$465,119
Asset value of US Government securities at beginning of year2022-07-31$611,842
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-07-31$-2,401,160
Net investment gain or loss from common/collective trusts2022-07-31$187
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-07-31No
Was there a failure to transmit to the plan any participant contributions2022-07-31No
Has the plan failed to provide any benefit when due under the plan2022-07-31No
Contributions received in cash from employer2022-07-31$359,272
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-07-31$1,429,253
Asset. Corporate debt instrument preferred debt at end of year2022-07-31$362,656
Asset. Corporate debt instrument preferred debt at beginning of year2022-07-31$210,267
Asset. Corporate debt instrument debt (other) at end of year2022-07-31$718,996
Asset. Corporate debt instrument debt (other) at beginning of year2022-07-31$424,519
Did the plan have assets held for investment2022-07-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-07-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-07-31No
Opinion of an independent qualified public accountant for this plan2022-07-31Unqualified
Accountancy firm name2022-07-31GARDINER + COMPANY
Accountancy firm EIN2022-07-31421186197
2021 : CO-OP 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-07-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-07-31$827
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-07-31$967
Total income from all sources (including contributions)2021-07-31$3,852,977
Total loss/gain on sale of assets2021-07-31$0
Total of all expenses incurred2021-07-31$1,516,665
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-07-31$1,476,626
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-07-31$964,800
Value of total assets at end of year2021-07-31$14,925,676
Value of total assets at beginning of year2021-07-31$12,589,504
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-07-31$40,039
Total interest from all sources2021-07-31$3,328
Total dividends received (eg from common stock, registered investment company shares)2021-07-31$455,359
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-07-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-07-31$455,359
Administrative expenses professional fees incurred2021-07-31$37,693
Was this plan covered by a fidelity bond2021-07-31Yes
Value of fidelity bond cover2021-07-31$2,000,000
If this is an individual account plan, was there a blackout period2021-07-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-07-31$0
Were there any nonexempt tranactions with any party-in-interest2021-07-31No
Contributions received from participants2021-07-31$573,348
Participant contributions at end of year2021-07-31$72,299
Participant contributions at beginning of year2021-07-31$55,513
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-07-31$827
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-07-31$967
Other income not declared elsewhere2021-07-31$-5,465
Administrative expenses (other) incurred2021-07-31$2,346
Total non interest bearing cash at end of year2021-07-31$36,991
Total non interest bearing cash at beginning of year2021-07-31$37,820
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-07-31No
Value of net income/loss2021-07-31$2,336,312
Value of net assets at end of year (total assets less liabilities)2021-07-31$14,924,849
Value of net assets at beginning of year (total assets less liabilities)2021-07-31$12,588,537
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-07-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-07-31No
Were any leases to which the plan was party in default or uncollectible2021-07-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-07-31$13,507,143
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-07-31$10,924,515
Interest on participant loans2021-07-31$3,328
Value of interest in common/collective trusts at end of year2021-07-31$62,615
Value of interest in common/collective trusts at beginning of year2021-07-31$144,153
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-07-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-07-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-07-31$0
Asset value of US Government securities at end of year2021-07-31$611,842
Asset value of US Government securities at beginning of year2021-07-31$570,465
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-07-31$2,434,912
Net investment gain or loss from common/collective trusts2021-07-31$43
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-07-31No
Was there a failure to transmit to the plan any participant contributions2021-07-31No
Has the plan failed to provide any benefit when due under the plan2021-07-31No
Contributions received in cash from employer2021-07-31$391,452
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-07-31$1,476,626
Asset. Corporate debt instrument preferred debt at end of year2021-07-31$210,267
Asset. Corporate debt instrument preferred debt at beginning of year2021-07-31$324,335
Asset. Corporate debt instrument debt (other) at end of year2021-07-31$424,519
Asset. Corporate debt instrument debt (other) at beginning of year2021-07-31$532,703
Did the plan have assets held for investment2021-07-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-07-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-07-31No
Opinion of an independent qualified public accountant for this plan2021-07-31Disclaimer
Accountancy firm name2021-07-31GARDINER + COMPANY
Accountancy firm EIN2021-07-31421186197
2020 : CO-OP 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-07-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-07-31$967
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-07-31$4,302
Total income from all sources (including contributions)2020-07-31$1,933,722
Total loss/gain on sale of assets2020-07-31$0
Total of all expenses incurred2020-07-31$853,976
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-07-31$816,893
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-07-31$946,237
Value of total assets at end of year2020-07-31$12,589,504
Value of total assets at beginning of year2020-07-31$11,513,093
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-07-31$37,083
Total interest from all sources2020-07-31$1,266
Total dividends received (eg from common stock, registered investment company shares)2020-07-31$358,428
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-07-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-07-31$358,428
Administrative expenses professional fees incurred2020-07-31$34,762
Was this plan covered by a fidelity bond2020-07-31Yes
Value of fidelity bond cover2020-07-31$2,000,000
If this is an individual account plan, was there a blackout period2020-07-31No
Were there any nonexempt tranactions with any party-in-interest2020-07-31No
Contributions received from participants2020-07-31$562,724
Participant contributions at end of year2020-07-31$55,513
Participant contributions at beginning of year2020-07-31$27,138
Participant contributions at beginning of year2020-07-31$21,957
Income. Received or receivable in cash from other sources (including rollovers)2020-07-31$715
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-07-31$967
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-07-31$4,302
Other income not declared elsewhere2020-07-31$116,331
Administrative expenses (other) incurred2020-07-31$2,321
Total non interest bearing cash at end of year2020-07-31$37,820
Total non interest bearing cash at beginning of year2020-07-31$515
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-07-31No
Value of net income/loss2020-07-31$1,079,746
Value of net assets at end of year (total assets less liabilities)2020-07-31$12,588,537
Value of net assets at beginning of year (total assets less liabilities)2020-07-31$11,508,791
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-07-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-07-31No
Were any leases to which the plan was party in default or uncollectible2020-07-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-07-31$10,924,515
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-07-31$10,001,500
Interest on participant loans2020-07-31$1,266
Value of interest in common/collective trusts at end of year2020-07-31$144,153
Value of interest in common/collective trusts at beginning of year2020-07-31$36,400
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-07-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-07-31$11,473
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-07-31$11,473
Asset value of US Government securities at end of year2020-07-31$570,465
Asset value of US Government securities at beginning of year2020-07-31$495,405
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-07-31$510,936
Net investment gain or loss from common/collective trusts2020-07-31$524
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-07-31No
Was there a failure to transmit to the plan any participant contributions2020-07-31No
Has the plan failed to provide any benefit when due under the plan2020-07-31No
Contributions received in cash from employer2020-07-31$382,798
Employer contributions (assets) at beginning of year2020-07-31$15,137
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-07-31$816,893
Asset. Corporate debt instrument preferred debt at end of year2020-07-31$324,335
Asset. Corporate debt instrument preferred debt at beginning of year2020-07-31$332,936
Asset. Corporate debt instrument debt (other) at end of year2020-07-31$532,703
Asset. Corporate debt instrument debt (other) at beginning of year2020-07-31$570,632
Did the plan have assets held for investment2020-07-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-07-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-07-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-07-31Yes
Opinion of an independent qualified public accountant for this plan2020-07-31Disclaimer
Accountancy firm name2020-07-31GARDINER + COMPANY
Accountancy firm EIN2020-07-31421186197
2019 : CO-OP 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-07-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-07-31$4,302
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-07-31$30,365
Total income from all sources (including contributions)2019-07-31$1,597,139
Total loss/gain on sale of assets2019-07-31$0
Total of all expenses incurred2019-07-31$647,244
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-07-31$609,199
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-07-31$1,108,426
Value of total assets at end of year2019-07-31$11,513,093
Value of total assets at beginning of year2019-07-31$10,589,261
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-07-31$38,045
Total interest from all sources2019-07-31$3,058
Total dividends received (eg from common stock, registered investment company shares)2019-07-31$436,028
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-07-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-07-31$436,028
Administrative expenses professional fees incurred2019-07-31$35,489
Was this plan covered by a fidelity bond2019-07-31Yes
Value of fidelity bond cover2019-07-31$2,000,000
If this is an individual account plan, was there a blackout period2019-07-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-07-31$0
Were there any nonexempt tranactions with any party-in-interest2019-07-31No
Contributions received from participants2019-07-31$602,353
Participant contributions at end of year2019-07-31$27,138
Participant contributions at beginning of year2019-07-31$90,342
Participant contributions at end of year2019-07-31$21,957
Participant contributions at beginning of year2019-07-31$22,355
Income. Received or receivable in cash from other sources (including rollovers)2019-07-31$88,533
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-07-31$4,302
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-07-31$30,365
Other income not declared elsewhere2019-07-31$64,952
Administrative expenses (other) incurred2019-07-31$2,556
Total non interest bearing cash at end of year2019-07-31$515
Total non interest bearing cash at beginning of year2019-07-31$143
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-07-31No
Value of net income/loss2019-07-31$949,895
Value of net assets at end of year (total assets less liabilities)2019-07-31$11,508,791
Value of net assets at beginning of year (total assets less liabilities)2019-07-31$10,558,896
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-07-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-07-31No
Were any leases to which the plan was party in default or uncollectible2019-07-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-07-31$10,001,500
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-07-31$9,423,940
Interest on participant loans2019-07-31$3,058
Value of interest in common/collective trusts at end of year2019-07-31$36,400
Value of interest in common/collective trusts at beginning of year2019-07-31$190,301
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-07-31$11,473
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-07-31$17,229
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-07-31$17,229
Asset value of US Government securities at end of year2019-07-31$495,405
Asset value of US Government securities at beginning of year2019-07-31$377,731
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-07-31$-23,181
Net investment gain or loss from common/collective trusts2019-07-31$7,856
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-07-31No
Was there a failure to transmit to the plan any participant contributions2019-07-31No
Has the plan failed to provide any benefit when due under the plan2019-07-31No
Contributions received in cash from employer2019-07-31$417,540
Employer contributions (assets) at end of year2019-07-31$15,137
Employer contributions (assets) at beginning of year2019-07-31$17,549
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-07-31$609,199
Asset. Corporate debt instrument preferred debt at end of year2019-07-31$332,936
Asset. Corporate debt instrument preferred debt at beginning of year2019-07-31$162,711
Asset. Corporate debt instrument debt (other) at end of year2019-07-31$570,632
Asset. Corporate debt instrument debt (other) at beginning of year2019-07-31$286,960
Did the plan have assets held for investment2019-07-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-07-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-07-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-07-31Yes
Opinion of an independent qualified public accountant for this plan2019-07-31Disclaimer
Accountancy firm name2019-07-31GARDINER + COMPANY
Accountancy firm EIN2019-07-31421186197
2018 : CO-OP 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-07-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-07-31$30,365
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-07-31$8,858
Total income from all sources (including contributions)2018-07-31$2,186,902
Total loss/gain on sale of assets2018-07-31$0
Total of all expenses incurred2018-07-31$2,364,960
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-07-31$2,327,510
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-07-31$1,173,155
Value of total assets at end of year2018-07-31$10,589,261
Value of total assets at beginning of year2018-07-31$10,745,812
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-07-31$37,450
Total interest from all sources2018-07-31$5,218
Total dividends received (eg from common stock, registered investment company shares)2018-07-31$358,977
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-07-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-07-31$358,977
Administrative expenses professional fees incurred2018-07-31$35,514
Was this plan covered by a fidelity bond2018-07-31Yes
Value of fidelity bond cover2018-07-31$750,000
If this is an individual account plan, was there a blackout period2018-07-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-07-31$0
Were there any nonexempt tranactions with any party-in-interest2018-07-31No
Contributions received from participants2018-07-31$680,729
Participant contributions at end of year2018-07-31$90,342
Participant contributions at beginning of year2018-07-31$127,230
Participant contributions at end of year2018-07-31$22,355
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-07-31$30,365
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-07-31$8,858
Other income not declared elsewhere2018-07-31$-4,786
Administrative expenses (other) incurred2018-07-31$1,936
Total non interest bearing cash at end of year2018-07-31$143
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-07-31No
Value of net income/loss2018-07-31$-178,058
Value of net assets at end of year (total assets less liabilities)2018-07-31$10,558,896
Value of net assets at beginning of year (total assets less liabilities)2018-07-31$10,736,954
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-07-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-07-31No
Were any leases to which the plan was party in default or uncollectible2018-07-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-07-31$9,423,940
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-07-31$9,562,219
Income. Interest from loans (other than to participants)2018-07-31$5,218
Value of interest in common/collective trusts at end of year2018-07-31$190,301
Value of interest in common/collective trusts at beginning of year2018-07-31$187,576
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-07-31$17,229
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-07-31$206,177
Asset value of US Government securities at end of year2018-07-31$377,731
Asset value of US Government securities at beginning of year2018-07-31$270,918
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-07-31$647,785
Net investment gain or loss from common/collective trusts2018-07-31$6,553
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-07-31No
Was there a failure to transmit to the plan any participant contributions2018-07-31No
Has the plan failed to provide any benefit when due under the plan2018-07-31No
Contributions received in cash from employer2018-07-31$492,426
Employer contributions (assets) at end of year2018-07-31$17,549
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-07-31$2,327,510
Asset. Corporate debt instrument preferred debt at end of year2018-07-31$162,711
Asset. Corporate debt instrument preferred debt at beginning of year2018-07-31$145,802
Asset. Corporate debt instrument debt (other) at end of year2018-07-31$286,960
Asset. Corporate debt instrument debt (other) at beginning of year2018-07-31$245,890
Did the plan have assets held for investment2018-07-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-07-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-07-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-07-31Yes
Opinion of an independent qualified public accountant for this plan2018-07-31Disclaimer
Accountancy firm name2018-07-31GARDINER & COMPANY, P.C.
Accountancy firm EIN2018-07-31421186197
2017 : CO-OP 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-07-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-07-31$8,858
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-07-31$372
Total income from all sources (including contributions)2017-07-31$2,225,198
Total loss/gain on sale of assets2017-07-31$0
Total of all expenses incurred2017-07-31$862,313
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-07-31$823,651
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-07-31$1,132,549
Value of total assets at end of year2017-07-31$10,745,812
Value of total assets at beginning of year2017-07-31$9,374,441
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-07-31$38,662
Total interest from all sources2017-07-31$5,973
Total dividends received (eg from common stock, registered investment company shares)2017-07-31$305,239
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-07-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-07-31$305,239
Administrative expenses professional fees incurred2017-07-31$36,309
Was this plan covered by a fidelity bond2017-07-31Yes
Value of fidelity bond cover2017-07-31$750,000
If this is an individual account plan, was there a blackout period2017-07-31No
Were there any nonexempt tranactions with any party-in-interest2017-07-31Yes
Amount of non-exempt transactions with any party-in-interest2017-07-31$21
Contributions received from participants2017-07-31$586,075
Participant contributions at end of year2017-07-31$127,230
Participant contributions at beginning of year2017-07-31$131,357
Income. Received or receivable in cash from other sources (including rollovers)2017-07-31$139,852
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-07-31$8,858
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-07-31$372
Other income not declared elsewhere2017-07-31$-6,458
Administrative expenses (other) incurred2017-07-31$2,353
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-07-31No
Value of net income/loss2017-07-31$1,362,885
Value of net assets at end of year (total assets less liabilities)2017-07-31$10,736,954
Value of net assets at beginning of year (total assets less liabilities)2017-07-31$9,374,069
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-07-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-07-31No
Were any leases to which the plan was party in default or uncollectible2017-07-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-07-31$9,562,219
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-07-31$7,918,878
Interest on participant loans2017-07-31$5,973
Value of interest in common/collective trusts at end of year2017-07-31$187,576
Value of interest in common/collective trusts at beginning of year2017-07-31$323,625
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-07-31$206,177
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-07-31$218,679
Asset value of US Government securities at end of year2017-07-31$270,918
Asset value of US Government securities at beginning of year2017-07-31$331,895
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-07-31$780,940
Net investment gain or loss from common/collective trusts2017-07-31$6,955
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-07-31No
Was there a failure to transmit to the plan any participant contributions2017-07-31No
Has the plan failed to provide any benefit when due under the plan2017-07-31No
Contributions received in cash from employer2017-07-31$406,622
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-07-31$823,651
Asset. Corporate debt instrument preferred debt at end of year2017-07-31$145,802
Asset. Corporate debt instrument preferred debt at beginning of year2017-07-31$159,436
Asset. Corporate debt instrument debt (other) at end of year2017-07-31$245,890
Asset. Corporate debt instrument debt (other) at beginning of year2017-07-31$290,571
Did the plan have assets held for investment2017-07-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-07-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-07-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-07-31No
Opinion of an independent qualified public accountant for this plan2017-07-31Unqualified
Accountancy firm name2017-07-31GARDINER THOMSEN
Accountancy firm EIN2017-07-31421186197
2016 : CO-OP 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-07-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-07-31$372
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-07-31$0
Total income from all sources (including contributions)2016-07-31$1,084,398
Total loss/gain on sale of assets2016-07-31$0
Total of all expenses incurred2016-07-31$330,570
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-07-31$293,388
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-07-31$881,042
Value of total assets at end of year2016-07-31$9,374,441
Value of total assets at beginning of year2016-07-31$8,620,241
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-07-31$37,182
Total interest from all sources2016-07-31$5,726
Total dividends received (eg from common stock, registered investment company shares)2016-07-31$301,953
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-07-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-07-31$301,953
Administrative expenses professional fees incurred2016-07-31$35,105
Was this plan covered by a fidelity bond2016-07-31Yes
Value of fidelity bond cover2016-07-31$750,000
If this is an individual account plan, was there a blackout period2016-07-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-07-31$0
Were there any nonexempt tranactions with any party-in-interest2016-07-31No
Contributions received from participants2016-07-31$539,979
Participant contributions at end of year2016-07-31$131,357
Participant contributions at beginning of year2016-07-31$111,893
Assets. Other investments not covered elsewhere at beginning of year2016-07-31$627,522
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-07-31$372
Other income not declared elsewhere2016-07-31$36,241
Administrative expenses (other) incurred2016-07-31$2,077
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-07-31No
Value of net income/loss2016-07-31$753,828
Value of net assets at end of year (total assets less liabilities)2016-07-31$9,374,069
Value of net assets at beginning of year (total assets less liabilities)2016-07-31$8,620,241
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-07-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-07-31No
Were any leases to which the plan was party in default or uncollectible2016-07-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-07-31$7,918,878
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-07-31$7,700,192
Interest on participant loans2016-07-31$5,726
Value of interest in common/collective trusts at end of year2016-07-31$323,625
Value of interest in common/collective trusts at beginning of year2016-07-31$180,634
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-07-31$218,679
Asset value of US Government securities at end of year2016-07-31$331,895
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-07-31$-144,121
Net investment gain or loss from common/collective trusts2016-07-31$3,557
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-07-31No
Was there a failure to transmit to the plan any participant contributions2016-07-31No
Has the plan failed to provide any benefit when due under the plan2016-07-31No
Contributions received in cash from employer2016-07-31$341,063
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-07-31$293,388
Asset. Corporate debt instrument preferred debt at end of year2016-07-31$159,436
Asset. Corporate debt instrument debt (other) at end of year2016-07-31$290,571
Did the plan have assets held for investment2016-07-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-07-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-07-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-07-31No
Opinion of an independent qualified public accountant for this plan2016-07-31Unqualified
Accountancy firm name2016-07-31GARDINER THOMSEN
Accountancy firm EIN2016-07-31421186197
2015 : CO-OP 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-07-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-07-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-07-31$0
Total income from all sources (including contributions)2015-07-31$1,497,029
Total loss/gain on sale of assets2015-07-31$0
Total of all expenses incurred2015-07-31$554,065
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-07-31$518,591
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-07-31$1,004,610
Value of total assets at end of year2015-07-31$8,620,241
Value of total assets at beginning of year2015-07-31$7,677,277
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-07-31$35,474
Total interest from all sources2015-07-31$5,607
Total dividends received (eg from common stock, registered investment company shares)2015-07-31$317,985
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-07-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-07-31$317,985
Administrative expenses professional fees incurred2015-07-31$35,474
Was this plan covered by a fidelity bond2015-07-31Yes
Value of fidelity bond cover2015-07-31$750,000
If this is an individual account plan, was there a blackout period2015-07-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-07-31$0
Were there any nonexempt tranactions with any party-in-interest2015-07-31No
Contributions received from participants2015-07-31$536,992
Participant contributions at end of year2015-07-31$111,893
Participant contributions at beginning of year2015-07-31$139,686
Assets. Other investments not covered elsewhere at end of year2015-07-31$627,522
Assets. Other investments not covered elsewhere at beginning of year2015-07-31$463,372
Income. Received or receivable in cash from other sources (including rollovers)2015-07-31$53,058
Other income not declared elsewhere2015-07-31$10,865
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-07-31No
Value of net income/loss2015-07-31$942,964
Value of net assets at end of year (total assets less liabilities)2015-07-31$8,620,241
Value of net assets at beginning of year (total assets less liabilities)2015-07-31$7,677,277
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-07-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-07-31No
Were any leases to which the plan was party in default or uncollectible2015-07-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-07-31$7,700,192
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-07-31$6,773,744
Interest on participant loans2015-07-31$5,607
Value of interest in master investment trust accounts at beginning of year2015-07-31$0
Value of interest in common/collective trusts at end of year2015-07-31$180,634
Value of interest in common/collective trusts at beginning of year2015-07-31$300,475
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-07-31$158,254
Net investment gain or loss from common/collective trusts2015-07-31$-292
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-07-31No
Was there a failure to transmit to the plan any participant contributions2015-07-31No
Has the plan failed to provide any benefit when due under the plan2015-07-31No
Contributions received in cash from employer2015-07-31$414,560
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-07-31$518,591
Did the plan have assets held for investment2015-07-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-07-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-07-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-07-31No
Opinion of an independent qualified public accountant for this plan2015-07-31Unqualified
Accountancy firm name2015-07-31GARDINER THOMSEN
Accountancy firm EIN2015-07-31421186197
2014 : CO-OP 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-07-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-07-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-07-31$0
Total income from all sources (including contributions)2014-07-31$1,575,125
Total loss/gain on sale of assets2014-07-31$0
Total of all expenses incurred2014-07-31$295,994
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-07-31$263,092
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-07-31$816,151
Value of total assets at end of year2014-07-31$7,677,277
Value of total assets at beginning of year2014-07-31$6,398,146
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-07-31$32,902
Total interest from all sources2014-07-31$7,003
Total dividends received (eg from common stock, registered investment company shares)2014-07-31$202,686
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-07-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-07-31$202,686
Administrative expenses professional fees incurred2014-07-31$30,316
Was this plan covered by a fidelity bond2014-07-31Yes
Value of fidelity bond cover2014-07-31$750,000
If this is an individual account plan, was there a blackout period2014-07-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-07-31$0
Were there any nonexempt tranactions with any party-in-interest2014-07-31No
Contributions received from participants2014-07-31$467,704
Participant contributions at end of year2014-07-31$139,686
Participant contributions at beginning of year2014-07-31$157,753
Assets. Other investments not covered elsewhere at end of year2014-07-31$463,372
Other income not declared elsewhere2014-07-31$30,450
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-07-31No
Value of net income/loss2014-07-31$1,279,131
Value of net assets at end of year (total assets less liabilities)2014-07-31$7,677,277
Value of net assets at beginning of year (total assets less liabilities)2014-07-31$6,398,146
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-07-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-07-31No
Were any leases to which the plan was party in default or uncollectible2014-07-31No
Investment advisory and management fees2014-07-31$2,586
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-07-31$6,773,744
Interest on participant loans2014-07-31$7,003
Value of interest in master investment trust accounts at end of year2014-07-31$0
Value of interest in master investment trust accounts at beginning of year2014-07-31$6,240,393
Value of interest in common/collective trusts at end of year2014-07-31$300,475
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-07-31$510,485
Net investment gain or loss from common/collective trusts2014-07-31$8,350
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-07-31No
Was there a failure to transmit to the plan any participant contributions2014-07-31No
Has the plan failed to provide any benefit when due under the plan2014-07-31No
Contributions received in cash from employer2014-07-31$348,447
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-07-31$263,092
Did the plan have assets held for investment2014-07-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-07-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-07-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-07-31No
Opinion of an independent qualified public accountant for this plan2014-07-31Unqualified
Accountancy firm name2014-07-31GARDINER THOMSEN
Accountancy firm EIN2014-07-31421186197
2013 : CO-OP 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-07-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-07-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-07-31$0
Total income from all sources (including contributions)2013-07-31$1,541,223
Total loss/gain on sale of assets2013-07-31$0
Total of all expenses incurred2013-07-31$193,283
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-07-31$161,283
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-07-31$749,986
Value of total assets at end of year2013-07-31$6,398,146
Value of total assets at beginning of year2013-07-31$5,050,206
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-07-31$32,000
Total interest from all sources2013-07-31$5,757
Total dividends received (eg from common stock, registered investment company shares)2013-07-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-07-31No
Administrative expenses professional fees incurred2013-07-31$32,000
Was this plan covered by a fidelity bond2013-07-31Yes
Value of fidelity bond cover2013-07-31$600,000
If this is an individual account plan, was there a blackout period2013-07-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-07-31$0
Were there any nonexempt tranactions with any party-in-interest2013-07-31No
Contributions received from participants2013-07-31$402,632
Participant contributions at end of year2013-07-31$157,753
Participant contributions at beginning of year2013-07-31$98,010
Income. Received or receivable in cash from other sources (including rollovers)2013-07-31$92,025
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-07-31No
Value of net income/loss2013-07-31$1,347,940
Value of net assets at end of year (total assets less liabilities)2013-07-31$6,398,146
Value of net assets at beginning of year (total assets less liabilities)2013-07-31$5,050,206
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-07-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-07-31No
Were any leases to which the plan was party in default or uncollectible2013-07-31No
Interest on participant loans2013-07-31$5,757
Value of interest in master investment trust accounts at end of year2013-07-31$6,240,393
Value of interest in master investment trust accounts at beginning of year2013-07-31$4,952,196
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-07-31No
Was there a failure to transmit to the plan any participant contributions2013-07-31No
Has the plan failed to provide any benefit when due under the plan2013-07-31No
Contributions received in cash from employer2013-07-31$255,329
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-07-31$161,283
Did the plan have assets held for investment2013-07-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-07-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-07-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-07-31Yes
Opinion of an independent qualified public accountant for this plan2013-07-31Disclaimer
Accountancy firm name2013-07-31GARDINER THOMSEN
Accountancy firm EIN2013-07-31421186197
2012 : CO-OP 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-07-31$0
Total transfer of assets to this plan2012-07-31$1,602
Total transfer of assets from this plan2012-07-31$468,050
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-07-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-07-31$0
Total income from all sources (including contributions)2012-07-31$860,539
Total loss/gain on sale of assets2012-07-31$0
Total of all expenses incurred2012-07-31$179,443
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-07-31$155,633
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-07-31$711,901
Value of total assets at end of year2012-07-31$5,050,206
Value of total assets at beginning of year2012-07-31$4,835,558
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-07-31$23,810
Total interest from all sources2012-07-31$4,561
Total dividends received (eg from common stock, registered investment company shares)2012-07-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-07-31No
Administrative expenses professional fees incurred2012-07-31$23,810
Was this plan covered by a fidelity bond2012-07-31Yes
Value of fidelity bond cover2012-07-31$350,000
If this is an individual account plan, was there a blackout period2012-07-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-07-31$0
Were there any nonexempt tranactions with any party-in-interest2012-07-31No
Contributions received from participants2012-07-31$437,147
Participant contributions at end of year2012-07-31$98,010
Participant contributions at beginning of year2012-07-31$93,938
Income. Received or receivable in cash from other sources (including rollovers)2012-07-31$11,788
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-07-31No
Value of net income/loss2012-07-31$681,096
Value of net assets at end of year (total assets less liabilities)2012-07-31$5,050,206
Value of net assets at beginning of year (total assets less liabilities)2012-07-31$4,835,558
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-07-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-07-31No
Were any leases to which the plan was party in default or uncollectible2012-07-31No
Interest on participant loans2012-07-31$4,561
Value of interest in master investment trust accounts at end of year2012-07-31$4,952,196
Value of interest in master investment trust accounts at beginning of year2012-07-31$4,741,620
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-07-31No
Was there a failure to transmit to the plan any participant contributions2012-07-31No
Has the plan failed to provide any benefit when due under the plan2012-07-31No
Contributions received in cash from employer2012-07-31$262,966
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-07-31$155,633
Did the plan have assets held for investment2012-07-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-07-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-07-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-07-31Yes
Opinion of an independent qualified public accountant for this plan2012-07-31Disclaimer
Accountancy firm name2012-07-31GARDINER THOMSEN
Accountancy firm EIN2012-07-31421186197
2011 : CO-OP 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-07-31$0
Total transfer of assets to this plan2011-07-31$18,096
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-07-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-07-31$0
Total income from all sources (including contributions)2011-07-31$1,239,150
Total loss/gain on sale of assets2011-07-31$0
Total of all expenses incurred2011-07-31$180,153
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-07-31$154,979
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-07-31$649,842
Value of total assets at end of year2011-07-31$4,835,558
Value of total assets at beginning of year2011-07-31$3,758,465
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-07-31$25,174
Total interest from all sources2011-07-31$2,989
Total dividends received (eg from common stock, registered investment company shares)2011-07-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-07-31No
Administrative expenses professional fees incurred2011-07-31$25,174
Was this plan covered by a fidelity bond2011-07-31Yes
Value of fidelity bond cover2011-07-31$350,000
If this is an individual account plan, was there a blackout period2011-07-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-07-31$0
Were there any nonexempt tranactions with any party-in-interest2011-07-31No
Contributions received from participants2011-07-31$458,469
Participant contributions at end of year2011-07-31$93,938
Participant contributions at beginning of year2011-07-31$24,042
Income. Received or receivable in cash from other sources (including rollovers)2011-07-31$1,916
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-07-31No
Value of net income/loss2011-07-31$1,058,997
Value of net assets at end of year (total assets less liabilities)2011-07-31$4,835,558
Value of net assets at beginning of year (total assets less liabilities)2011-07-31$3,758,465
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-07-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-07-31No
Were any leases to which the plan was party in default or uncollectible2011-07-31No
Interest on participant loans2011-07-31$2,989
Value of interest in master investment trust accounts at end of year2011-07-31$4,741,620
Value of interest in master investment trust accounts at beginning of year2011-07-31$3,734,423
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-07-31No
Was there a failure to transmit to the plan any participant contributions2011-07-31No
Has the plan failed to provide any benefit when due under the plan2011-07-31No
Contributions received in cash from employer2011-07-31$189,457
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-07-31$154,979
Did the plan have assets held for investment2011-07-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-07-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-07-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-07-31Yes
Opinion of an independent qualified public accountant for this plan2011-07-31Disclaimer
Accountancy firm name2011-07-31GARDINER THOMSEN
Accountancy firm EIN2011-07-31421186197
2010 : CO-OP 401(K) PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-07-31$0

Form 5500 Responses for CO-OP 401(K) PLAN

2021: CO-OP 401(K) PLAN 2021 form 5500 responses
2021-08-01Type of plan entityMulitple employer plan
2021-08-01Submission has been amendedNo
2021-08-01This submission is the final filingNo
2021-08-01This return/report is a short plan year return/report (less than 12 months)No
2021-08-01Plan is a collectively bargained planNo
2021-08-01Plan funding arrangement – InsuranceYes
2021-08-01Plan funding arrangement – TrustYes
2021-08-01Plan benefit arrangement - TrustYes
2020: CO-OP 401(K) PLAN 2020 form 5500 responses
2020-08-01Type of plan entityMulitple employer plan
2020-08-01Submission has been amendedNo
2020-08-01This submission is the final filingNo
2020-08-01This return/report is a short plan year return/report (less than 12 months)No
2020-08-01Plan is a collectively bargained planNo
2020-08-01Plan funding arrangement – InsuranceYes
2020-08-01Plan funding arrangement – TrustYes
2020-08-01Plan benefit arrangement - TrustYes
2019: CO-OP 401(K) PLAN 2019 form 5500 responses
2019-08-01Type of plan entityMulitple employer plan
2019-08-01Submission has been amendedNo
2019-08-01This submission is the final filingNo
2019-08-01This return/report is a short plan year return/report (less than 12 months)No
2019-08-01Plan is a collectively bargained planNo
2019-08-01Plan funding arrangement – InsuranceYes
2019-08-01Plan funding arrangement – TrustYes
2019-08-01Plan benefit arrangement - TrustYes
2018: CO-OP 401(K) PLAN 2018 form 5500 responses
2018-08-01Type of plan entityMulitple employer plan
2018-08-01Submission has been amendedNo
2018-08-01This submission is the final filingNo
2018-08-01This return/report is a short plan year return/report (less than 12 months)No
2018-08-01Plan is a collectively bargained planNo
2018-08-01Plan funding arrangement – InsuranceYes
2018-08-01Plan funding arrangement – TrustYes
2018-08-01Plan benefit arrangement - TrustYes
2017: CO-OP 401(K) PLAN 2017 form 5500 responses
2017-08-01Type of plan entitySingle employer plan
2017-08-01Submission has been amendedNo
2017-08-01This submission is the final filingNo
2017-08-01This return/report is a short plan year return/report (less than 12 months)No
2017-08-01Plan is a collectively bargained planNo
2017-08-01Plan funding arrangement – InsuranceYes
2017-08-01Plan funding arrangement – TrustYes
2017-08-01Plan benefit arrangement - TrustYes
2016: CO-OP 401(K) PLAN 2016 form 5500 responses
2016-08-01Type of plan entitySingle employer plan
2016-08-01Submission has been amendedNo
2016-08-01This submission is the final filingNo
2016-08-01This return/report is a short plan year return/report (less than 12 months)No
2016-08-01Plan is a collectively bargained planNo
2016-08-01Plan funding arrangement – InsuranceYes
2016-08-01Plan funding arrangement – TrustYes
2016-08-01Plan benefit arrangement - TrustYes
2015: CO-OP 401(K) PLAN 2015 form 5500 responses
2015-08-01Type of plan entitySingle employer plan
2015-08-01Submission has been amendedNo
2015-08-01This submission is the final filingNo
2015-08-01This return/report is a short plan year return/report (less than 12 months)No
2015-08-01Plan is a collectively bargained planNo
2015-08-01Plan funding arrangement – InsuranceYes
2015-08-01Plan funding arrangement – TrustYes
2015-08-01Plan benefit arrangement - TrustYes
2014: CO-OP 401(K) PLAN 2014 form 5500 responses
2014-08-01Type of plan entitySingle employer plan
2014-08-01Submission has been amendedNo
2014-08-01This submission is the final filingNo
2014-08-01This return/report is a short plan year return/report (less than 12 months)No
2014-08-01Plan is a collectively bargained planNo
2014-08-01Plan funding arrangement – TrustYes
2014-08-01Plan benefit arrangement - TrustYes
2013: CO-OP 401(K) PLAN 2013 form 5500 responses
2013-08-01Type of plan entitySingle employer plan
2013-08-01Submission has been amendedNo
2013-08-01This submission is the final filingNo
2013-08-01This return/report is a short plan year return/report (less than 12 months)No
2013-08-01Plan is a collectively bargained planNo
2013-08-01Plan funding arrangement – TrustYes
2013-08-01Plan benefit arrangement - TrustYes
2012: CO-OP 401(K) PLAN 2012 form 5500 responses
2012-08-01Type of plan entitySingle employer plan
2012-08-01Submission has been amendedNo
2012-08-01This submission is the final filingNo
2012-08-01This return/report is a short plan year return/report (less than 12 months)No
2012-08-01Plan is a collectively bargained planNo
2012-08-01Plan funding arrangement – TrustYes
2012-08-01Plan benefit arrangement - TrustYes
2011: CO-OP 401(K) PLAN 2011 form 5500 responses
2011-08-01Type of plan entitySingle employer plan
2011-08-01Submission has been amendedNo
2011-08-01This submission is the final filingNo
2011-08-01This return/report is a short plan year return/report (less than 12 months)No
2011-08-01Plan is a collectively bargained planNo
2011-08-01Plan funding arrangement – TrustYes
2011-08-01Plan benefit arrangement - TrustYes
2009: CO-OP 401(K) PLAN 2009 form 5500 responses
2009-08-01Type of plan entitySingle employer plan
2009-08-01Submission has been amendedNo
2009-08-01This submission is the final filingNo
2009-08-01This return/report is a short plan year return/report (less than 12 months)No
2009-08-01Plan is a collectively bargained planNo
2009-08-01Plan funding arrangement – TrustYes
2009-08-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MONUMENTAL LIFE (National Association of Insurance Commissioners NAIC id number: 66281 )
Policy contract numberMDA01360TR
Policy instance 4
Insurance contract or identification numberMDA01360TR
Number of Individuals Covered224
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number062491
Policy instance 3
Insurance contract or identification number062491
Number of Individuals Covered224
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberG-027795
Policy instance 2
Insurance contract or identification numberG-027795
Number of Individuals Covered224
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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
AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60488 )
Policy contract number166920
Policy instance 1
Insurance contract or identification number166920
Number of Individuals Covered224
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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
AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60488 )
Policy contract number166920
Policy instance 1
Insurance contract or identification number166920
Number of Individuals Covered243
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberG-027795
Policy instance 2
Insurance contract or identification numberG-027795
Number of Individuals Covered243
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number062491
Policy instance 3
Insurance contract or identification number062491
Number of Individuals Covered243
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
MONUMENTAL LIFE (National Association of Insurance Commissioners NAIC id number: 66281 )
Policy contract numberMDA01360TR
Policy instance 4
Insurance contract or identification numberMDA01360TR
Number of Individuals Covered243
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MONUMENTAL LIFE (National Association of Insurance Commissioners NAIC id number: 66281 )
Policy contract numberMDA01360TR
Policy instance 5
Insurance contract or identification numberMDA01360TR
Number of Individuals Covered250
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number062491
Policy instance 4
Insurance contract or identification number062491
Number of Individuals Covered250
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberG-027795
Policy instance 3
Insurance contract or identification numberG-027795
Number of Individuals Covered250
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number035938
Policy instance 2
Insurance contract or identification number035938
Number of Individuals Covered250
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60488 )
Policy contract number166920
Policy instance 1
Insurance contract or identification number166920
Number of Individuals Covered250
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60488 )
Policy contract number166920
Policy instance 1
Insurance contract or identification number166920
Number of Individuals Covered260
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number32937
Policy instance 2
Insurance contract or identification number32937
Number of Individuals Covered260
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberG-027795
Policy instance 3
Insurance contract or identification numberG-027795
Number of Individuals Covered260
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number062491
Policy instance 4
Insurance contract or identification number062491
Number of Individuals Covered260
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number062491
Policy instance 4
Insurance contract or identification number062491
Number of Individuals Covered242
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number32937
Policy instance 2
Insurance contract or identification number32937
Number of Individuals Covered242
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberG-027795
Policy instance 3
Insurance contract or identification numberG-027795
Number of Individuals Covered242
Insurance policy start date2018-05-01
Insurance policy end date2018-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60488 )
Policy contract number166920
Policy instance 1
Insurance contract or identification number166920
Number of Individuals Covered242
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Potentially related plans

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

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

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

See full terms and conditions

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