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SOUTHERN MARYLAND GROUP RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameSOUTHERN MARYLAND GROUP RETIREMENT SAVINGS PLAN
Plan identification number 001

SOUTHERN MARYLAND GROUP RETIREMENT SAVINGS PLAN Benefits

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

401k Sponsoring company profile

SOUTHERN MARYLAND HOSPITAL, INC. has sponsored the creation of one or more 401k plans.

Company Name:SOUTHERN MARYLAND HOSPITAL, INC.
Employer identification number (EIN):521157796
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTHERN MARYLAND GROUP RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01MICHAEL J. CHIARAMONTE2023-10-12
0012021-01-01MICHAEL J. CHIARAMONTE2022-09-14
0012020-01-01MICHAEL J. CHIARAMONTE2021-08-09
0012019-01-01MICHAEL J. CHIARAMONTE2020-10-05
0012018-01-01MICHAEL J. CHIARAMONTE2019-10-06
0012017-01-01
0012016-01-01
0012015-01-01MICHAEL J. CHIARAMONTE
0012014-01-01MICHAEL J. CHIARAMONTE
0012013-01-01MICHAEL J. CHIARAMONTE
0012012-01-01MICHAEL J. CHIARAMONTE
0012011-01-01MICHAEL J. CHIARAMONTE
0012010-01-01MICHAEL J. CHIARAMONTE
0012009-01-01MICHAEL J. CHIARAMONTE

Plan Statistics for SOUTHERN MARYLAND GROUP RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for SOUTHERN MARYLAND GROUP RETIREMENT SAVINGS PLAN

Measure Date Value
2022: SOUTHERN MARYLAND GROUP RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01252
Total number of active participants reported on line 7a of the Form 55002022-01-01103
Number of retired or separated participants receiving benefits2022-01-0125
Number of other retired or separated participants entitled to future benefits2022-01-01130
Total of all active and inactive participants2022-01-01258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01258
Number of participants with account balances2022-01-01199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-015
2021: SOUTHERN MARYLAND GROUP RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01270
Total number of active participants reported on line 7a of the Form 55002021-01-0191
Number of retired or separated participants receiving benefits2021-01-0124
Number of other retired or separated participants entitled to future benefits2021-01-01136
Total of all active and inactive participants2021-01-01251
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01251
Number of participants with account balances2021-01-01208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-014
2020: SOUTHERN MARYLAND GROUP RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01381
Total number of active participants reported on line 7a of the Form 55002020-01-01106
Number of retired or separated participants receiving benefits2020-01-0144
Number of other retired or separated participants entitled to future benefits2020-01-01136
Total of all active and inactive participants2020-01-01286
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01286
Number of participants with account balances2020-01-01234
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-016
2019: SOUTHERN MARYLAND GROUP RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01392
Total number of active participants reported on line 7a of the Form 55002019-01-01174
Number of retired or separated participants receiving benefits2019-01-0129
Number of other retired or separated participants entitled to future benefits2019-01-01176
Total of all active and inactive participants2019-01-01379
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01379
Number of participants with account balances2019-01-01273
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-017
2018: SOUTHERN MARYLAND GROUP RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01392
Total number of active participants reported on line 7a of the Form 55002018-01-01184
Number of retired or separated participants receiving benefits2018-01-0129
Number of other retired or separated participants entitled to future benefits2018-01-01180
Total of all active and inactive participants2018-01-01393
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01393
Number of participants with account balances2018-01-01280
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0113
2017: SOUTHERN MARYLAND GROUP RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01407
Total number of active participants reported on line 7a of the Form 55002017-01-01163
Number of retired or separated participants receiving benefits2017-01-0126
Number of other retired or separated participants entitled to future benefits2017-01-01194
Total of all active and inactive participants2017-01-01383
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01383
Number of participants with account balances2017-01-01290
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-015
2016: SOUTHERN MARYLAND GROUP RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01426
Total number of active participants reported on line 7a of the Form 55002016-01-01152
Number of retired or separated participants receiving benefits2016-01-0124
Number of other retired or separated participants entitled to future benefits2016-01-01212
Total of all active and inactive participants2016-01-01388
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01389
Number of participants with account balances2016-01-01295
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0112
2015: SOUTHERN MARYLAND GROUP RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01510
Total number of active participants reported on line 7a of the Form 55002015-01-01144
Number of retired or separated participants receiving benefits2015-01-0132
Number of other retired or separated participants entitled to future benefits2015-01-01238
Total of all active and inactive participants2015-01-01414
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01414
Number of participants with account balances2015-01-01325
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0110
2014: SOUTHERN MARYLAND GROUP RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01614
Total number of active participants reported on line 7a of the Form 55002014-01-01188
Number of retired or separated participants receiving benefits2014-01-0129
Number of other retired or separated participants entitled to future benefits2014-01-01326
Total of all active and inactive participants2014-01-01543
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01543
Number of participants with account balances2014-01-01398
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: SOUTHERN MARYLAND GROUP RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,351
Total number of active participants reported on line 7a of the Form 55002013-01-01167
Number of retired or separated participants receiving benefits2013-01-0133
Number of other retired or separated participants entitled to future benefits2013-01-01419
Total of all active and inactive participants2013-01-01619
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01619
Number of participants with account balances2013-01-01498
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-016
2012: SOUTHERN MARYLAND GROUP RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012,253
Total number of active participants reported on line 7a of the Form 55002012-01-01166
Number of retired or separated participants receiving benefits2012-01-01131
Number of other retired or separated participants entitled to future benefits2012-01-011,034
Total of all active and inactive participants2012-01-011,331
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011,331
Number of participants with account balances2012-01-011,214
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01313
2011: SOUTHERN MARYLAND GROUP RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012,153
Total number of active participants reported on line 7a of the Form 55002011-01-012,030
Number of retired or separated participants receiving benefits2011-01-0134
Number of other retired or separated participants entitled to future benefits2011-01-01165
Total of all active and inactive participants2011-01-012,229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-012,229
Number of participants with account balances2011-01-011,159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0149
2010: SOUTHERN MARYLAND GROUP RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-012,216
Total number of active participants reported on line 7a of the Form 55002010-01-012,332
Number of retired or separated participants receiving benefits2010-01-0110
Number of other retired or separated participants entitled to future benefits2010-01-0197
Total of all active and inactive participants2010-01-012,439
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-012,439
Number of participants with account balances2010-01-011,119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0114
2009: SOUTHERN MARYLAND GROUP RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012,256
Total number of active participants reported on line 7a of the Form 55002009-01-012,016
Number of retired or separated participants receiving benefits2009-01-0113
Number of other retired or separated participants entitled to future benefits2009-01-01120
Total of all active and inactive participants2009-01-012,149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-012,149
Number of participants with account balances2009-01-011,021
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0150

Financial Data on SOUTHERN MARYLAND GROUP RETIREMENT SAVINGS PLAN

Measure Date Value
2022 : SOUTHERN MARYLAND GROUP RETIREMENT SAVINGS PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-3,030,487
Total of all expenses incurred2022-12-31$1,410,914
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,396,388
Value of total corrective distributions2022-12-31$5,819
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$265,986
Value of total assets at end of year2022-12-31$13,501,670
Value of total assets at beginning of year2022-12-31$17,943,071
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$8,707
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$658,353
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$658,353
Was this plan covered by a fidelity bond2022-12-31No
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$232,446
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$134
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$4,562
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-4,441,401
Value of net assets at end of year (total assets less liabilities)2022-12-31$13,501,670
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$17,943,071
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$2,250
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$12,422,102
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$16,807,199
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,079,565
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,135,309
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,954,826
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$28,978
Employer contributions (assets) at end of year2022-12-31$3
Employer contributions (assets) at beginning of year2022-12-31$429
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,396,388
Contract administrator fees2022-12-31$6,457
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31KIMBERLY F PALMISANO CPA PA
Accountancy firm EIN2022-12-31800892983
2021 : SOUTHERN MARYLAND GROUP RETIREMENT SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$2,815,023
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,765,803
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,751,138
Value of total corrective distributions2021-12-31$163
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$286,709
Value of total assets at end of year2021-12-31$17,943,071
Value of total assets at beginning of year2021-12-31$16,893,851
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$14,502
Total interest from all sources2021-12-31$11,265
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$14,502
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$246,614
Participant contributions at end of year2021-12-31$134
Participant contributions at beginning of year2021-12-31$250
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,049,220
Value of net assets at end of year (total assets less liabilities)2021-12-31$17,943,071
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$16,893,851
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$16,807,199
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$15,597,188
Interest earned on other investments2021-12-31$11,265
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,135,309
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,294,815
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,517,049
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$40,095
Employer contributions (assets) at end of year2021-12-31$429
Employer contributions (assets) at beginning of year2021-12-31$1,598
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,751,138
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31KIMBERLY F PALMISANO CPA PA
Accountancy firm EIN2021-12-31800892983
2020 : SOUTHERN MARYLAND GROUP RETIREMENT SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$2,701,645
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,299,249
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,231,972
Value of total corrective distributions2020-12-31$29,378
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$351,364
Value of total assets at end of year2020-12-31$16,893,851
Value of total assets at beginning of year2020-12-31$15,491,455
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$37,899
Total interest from all sources2020-12-31$10,924
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$37,899
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$279,815
Participant contributions at end of year2020-12-31$250
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,397
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,402,396
Value of net assets at end of year (total assets less liabilities)2020-12-31$16,893,851
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$15,491,455
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$15,597,188
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$14,675,580
Interest earned on other investments2020-12-31$10,924
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,294,815
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$812,456
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,339,357
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$70,152
Employer contributions (assets) at end of year2020-12-31$1,598
Employer contributions (assets) at beginning of year2020-12-31$3,419
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,231,972
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31KIMBERLY F PALMISANO CPA PA
Accountancy firm EIN2020-12-31800892983
2019 : SOUTHERN MARYLAND GROUP RETIREMENT SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$3,432,359
Total income from all sources (including contributions)2019-12-31$3,432,359
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,284,267
Total of all expenses incurred2019-12-31$1,284,267
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,243,243
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,243,243
Value of total corrective distributions2019-12-31$10,303
Value of total corrective distributions2019-12-31$10,303
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$408,418
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$408,418
Value of total assets at end of year2019-12-31$15,491,455
Value of total assets at beginning of year2019-12-31$13,343,363
Value of total assets at beginning of year2019-12-31$13,343,363
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$30,721
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$30,721
Total interest from all sources2019-12-31$10,262
Total interest from all sources2019-12-31$10,262
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$30,721
Administrative expenses professional fees incurred2019-12-31$30,721
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$308,102
Contributions received from participants2019-12-31$308,102
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$19,271
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$19,271
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,148,092
Value of net income/loss2019-12-31$2,148,092
Value of net assets at end of year (total assets less liabilities)2019-12-31$15,491,455
Value of net assets at end of year (total assets less liabilities)2019-12-31$15,491,455
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$13,343,363
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$13,343,363
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$14,675,580
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$14,675,580
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$12,502,739
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$12,502,739
Interest earned on other investments2019-12-31$10,262
Interest earned on other investments2019-12-31$10,262
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$812,456
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$812,456
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$838,121
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$838,121
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,013,679
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,013,679
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$81,045
Contributions received in cash from employer2019-12-31$81,045
Employer contributions (assets) at end of year2019-12-31$3,419
Employer contributions (assets) at end of year2019-12-31$3,419
Employer contributions (assets) at beginning of year2019-12-31$2,503
Employer contributions (assets) at beginning of year2019-12-31$2,503
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,243,243
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,243,243
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31KIMBERLY F PALMISANO CPA PA
Accountancy firm name2019-12-31KIMBERLY F PALMISANO CPA PA
Accountancy firm EIN2019-12-31800892983
Accountancy firm EIN2019-12-31800892983
2018 : SOUTHERN MARYLAND GROUP RETIREMENT SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$30,567
Total income from all sources (including contributions)2018-12-31$-488,366
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,465,475
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,431,202
Value of total corrective distributions2018-12-31$5,352
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$365,939
Value of total assets at end of year2018-12-31$13,343,363
Value of total assets at beginning of year2018-12-31$15,327,771
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$28,921
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$28,921
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$283,071
Liabilities. Value of operating payables at beginning of year2018-12-31$29,325
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,953,841
Value of net assets at end of year (total assets less liabilities)2018-12-31$13,343,363
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$15,297,204
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$12,502,739
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$14,269,869
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$838,121
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,057,902
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-854,305
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$82,868
Employer contributions (assets) at end of year2018-12-31$2,503
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,431,202
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$1,242
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31KIMBERLY F PALMISANO CPA PA
Accountancy firm EIN2018-12-31800892983
2017 : SOUTHERN MARYLAND GROUP RETIREMENT SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$30,567
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$2,677,809
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,211,850
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,199,221
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$295,099
Value of total assets at end of year2017-12-31$15,327,771
Value of total assets at beginning of year2017-12-31$14,831,245
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$12,629
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$12,629
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$225,219
Participant contributions at beginning of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$-113
Liabilities. Value of operating payables at end of year2017-12-31$29,325
Liabilities. Value of operating payables at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$465,959
Value of net assets at end of year (total assets less liabilities)2017-12-31$15,297,204
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$14,831,245
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$14,269,869
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$13,789,346
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,057,902
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,041,065
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,382,710
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$69,880
Employer contributions (assets) at beginning of year2017-12-31$947
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,199,221
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Liabilities. Value of acquisition indebtedness at end of year2017-12-31$1,242
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31KIMBERLY PALMISANO CPA PA
Accountancy firm EIN2017-12-31800892983
2016 : SOUTHERN MARYLAND GROUP RETIREMENT SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$16,640
Total income from all sources (including contributions)2016-12-31$1,534,160
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,674,767
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,648,451
Expenses. Certain deemed distributions of participant loans2016-12-31$2,643
Value of total corrective distributions2016-12-31$808
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$232,619
Value of total assets at end of year2016-12-31$14,831,245
Value of total assets at beginning of year2016-12-31$14,988,492
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$22,865
Total interest from all sources2016-12-31$228
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$22,865
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$178,987
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$11,962
Participant contributions at end of year2016-12-31$-113
Participant contributions at beginning of year2016-12-31$15,640
Liabilities. Value of operating payables at end of year2016-12-31$0
Liabilities. Value of operating payables at beginning of year2016-12-31$16,640
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-140,607
Value of net assets at end of year (total assets less liabilities)2016-12-31$14,831,245
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$14,971,852
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$13,789,346
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$13,610,694
Interest on participant loans2016-12-31$228
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,041,065
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,342,847
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,301,313
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$53,632
Employer contributions (assets) at end of year2016-12-31$947
Employer contributions (assets) at beginning of year2016-12-31$7,349
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,648,451
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31KIMBERLY PALMISANO CPA PA
Accountancy firm EIN2016-12-31800892983
2015 : SOUTHERN MARYLAND GROUP RETIREMENT SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$16,640
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$13,865
Total income from all sources (including contributions)2015-12-31$228,787
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$5,312,776
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$5,023,531
Expenses. Certain deemed distributions of participant loans2015-12-31$266,666
Value of total corrective distributions2015-12-31$7,086
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$184,367
Value of total assets at end of year2015-12-31$14,988,492
Value of total assets at beginning of year2015-12-31$20,069,706
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$15,493
Total interest from all sources2015-12-31$2,449
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Assets. Real estate other than employer real property at beginning of year2015-12-31$0
Administrative expenses professional fees incurred2015-12-31$15,493
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$159,101
Participant contributions at end of year2015-12-31$11,962
Participant contributions at beginning of year2015-12-31$304,666
Participant contributions at end of year2015-12-31$15,640
Participant contributions at beginning of year2015-12-31$16,925
Assets. Loans (other than to participants) at beginning of year2015-12-31$0
Liabilities. Value of operating payables at end of year2015-12-31$16,640
Liabilities. Value of operating payables at beginning of year2015-12-31$13,865
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-5,083,989
Value of net assets at end of year (total assets less liabilities)2015-12-31$14,971,852
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$20,055,841
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Assets. partnership/joint venture interests at beginning of year2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$13,610,694
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$17,714,452
Value of interest in pooled separate accounts at beginning of year2015-12-31$0
Interest on participant loans2015-12-31$2,449
Value of interest in master investment trust accounts at beginning of year2015-12-31$0
Value of interest in common/collective trusts at beginning of year2015-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,342,847
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$2,028,663
Asset value of US Government securities at beginning of year2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$41,971
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$25,266
Employer contributions (assets) at end of year2015-12-31$7,349
Employer contributions (assets) at beginning of year2015-12-31$5,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$5,023,531
Asset. Corporate debt instrument preferred debt at beginning of year2015-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$0
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31KIMBERLY PALMISANO CPA PA
Accountancy firm EIN2015-12-31800892983
2014 : SOUTHERN MARYLAND GROUP RETIREMENT SAVINGS PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$0
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$13,865
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$14,806
Total income from all sources (including contributions)2014-12-31$1,537,306
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$5,126,758
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$5,053,532
Expenses. Certain deemed distributions of participant loans2014-12-31$34,647
Value of total corrective distributions2014-12-31$3,723
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$153,326
Value of total assets at end of year2014-12-31$20,069,706
Value of total assets at beginning of year2014-12-31$23,660,099
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$34,856
Total interest from all sources2014-12-31$9,786
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$0
Assets. Real estate other than employer real property at end of year2014-12-31$0
Assets. Real estate other than employer real property at beginning of year2014-12-31$0
Administrative expenses professional fees incurred2014-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$133,540
Participant contributions at end of year2014-12-31$304,666
Participant contributions at beginning of year2014-12-31$424,932
Participant contributions at end of year2014-12-31$16,925
Participant contributions at beginning of year2014-12-31$7,503
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Assets. Loans (other than to participants) at end of year2014-12-31$0
Assets. Loans (other than to participants) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$0
Liabilities. Value of operating payables at end of year2014-12-31$13,865
Liabilities. Value of operating payables at beginning of year2014-12-31$14,806
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-3,589,452
Value of net assets at end of year (total assets less liabilities)2014-12-31$20,055,841
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$23,645,293
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Assets. partnership/joint venture interests at end of year2014-12-31$0
Assets. partnership/joint venture interests at beginning of year2014-12-31$0
Investment advisory and management fees2014-12-31$34,856
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$17,714,452
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$20,626,142
Value of interest in pooled separate accounts at end of year2014-12-31$0
Value of interest in pooled separate accounts at beginning of year2014-12-31$0
Interest on participant loans2014-12-31$9,786
Income. Interest from loans (other than to participants)2014-12-31$0
Interest earned on other investments2014-12-31$0
Income. Interest from US Government securities2014-12-31$0
Income. Interest from corporate debt instruments2014-12-31$0
Value of interest in master investment trust accounts at end of year2014-12-31$0
Value of interest in master investment trust accounts at beginning of year2014-12-31$0
Value of interest in common/collective trusts at end of year2014-12-31$0
Value of interest in common/collective trusts at beginning of year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2014-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$2,028,663
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$2,597,037
Asset value of US Government securities at end of year2014-12-31$0
Asset value of US Government securities at beginning of year2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,374,194
Net investment gain/loss from pooled separate accounts2014-12-31$0
Net investment gain or loss from common/collective trusts2014-12-31$0
Net gain/loss from 103.12 investment entities2014-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$19,786
Employer contributions (assets) at end of year2014-12-31$5,000
Employer contributions (assets) at beginning of year2014-12-31$4,485
Income. Dividends from preferred stock2014-12-31$0
Income. Dividends from common stock2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$5,053,532
Asset. Corporate debt instrument preferred debt at end of year2014-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$0
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$0
Aggregate carrying amount (costs) on sale of assets2014-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31KIMBERLY PALMISANO CPA PA
Accountancy firm EIN2014-12-31800892983
2013 : SOUTHERN MARYLAND GROUP RETIREMENT SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$14,806
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$111,400
Total income from all sources (including contributions)2013-12-31$5,514,556
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$29,917,706
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$29,158,895
Expenses. Certain deemed distributions of participant loans2013-12-31$643,738
Value of total corrective distributions2013-12-31$75,797
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$171,859
Value of total assets at end of year2013-12-31$23,660,099
Value of total assets at beginning of year2013-12-31$48,159,843
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$39,276
Total interest from all sources2013-12-31$26,714
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Assets. Real estate other than employer real property at end of year2013-12-31$0
Assets. Real estate other than employer real property at beginning of year2013-12-31$0
Administrative expenses professional fees incurred2013-12-31$14,568
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$149,338
Participant contributions at end of year2013-12-31$424,932
Participant contributions at beginning of year2013-12-31$1,349,236
Participant contributions at end of year2013-12-31$7,503
Participant contributions at beginning of year2013-12-31$17,421
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Assets. Loans (other than to participants) at end of year2013-12-31$0
Assets. Loans (other than to participants) at beginning of year2013-12-31$0
Liabilities. Value of operating payables at end of year2013-12-31$14,806
Liabilities. Value of operating payables at beginning of year2013-12-31$111,400
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-24,403,150
Value of net assets at end of year (total assets less liabilities)2013-12-31$23,645,293
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$48,048,443
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Assets. partnership/joint venture interests at end of year2013-12-31$0
Assets. partnership/joint venture interests at beginning of year2013-12-31$0
Investment advisory and management fees2013-12-31$24,708
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$20,626,142
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$38,329,593
Value of interest in pooled separate accounts at end of year2013-12-31$0
Value of interest in pooled separate accounts at beginning of year2013-12-31$0
Interest on participant loans2013-12-31$26,714
Value of interest in master investment trust accounts at end of year2013-12-31$0
Value of interest in master investment trust accounts at beginning of year2013-12-31$0
Value of interest in common/collective trusts at end of year2013-12-31$0
Value of interest in common/collective trusts at beginning of year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2013-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$2,597,037
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$8,416,257
Asset value of US Government securities at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$5,315,983
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$22,521
Employer contributions (assets) at end of year2013-12-31$4,485
Employer contributions (assets) at beginning of year2013-12-31$47,336
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$29,158,895
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$0
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31KIMBERLY F. PALMISANO, CPA, P.A.
Accountancy firm EIN2013-12-31800892983
2012 : SOUTHERN MARYLAND GROUP RETIREMENT SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$111,400
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$65,349
Total income from all sources (including contributions)2012-12-31$10,698,986
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$3,944,007
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$3,831,814
Expenses. Certain deemed distributions of participant loans2012-12-31$30,908
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$5,807,965
Value of total assets at end of year2012-12-31$48,159,843
Value of total assets at beginning of year2012-12-31$41,358,813
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$81,285
Total interest from all sources2012-12-31$57,611
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Assets. Real estate other than employer real property at end of year2012-12-31$0
Assets. Real estate other than employer real property at beginning of year2012-12-31$0
Administrative expenses professional fees incurred2012-12-31$46,051
Assets. Corporate prefeered stocks other than exployer securities at end of year2012-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-12-31$0
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$4,401,242
Participant contributions at end of year2012-12-31$1,349,236
Participant contributions at beginning of year2012-12-31$1,406,278
Participant contributions at end of year2012-12-31$17,421
Participant contributions at beginning of year2012-12-31$112,695
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$278,288
Assets. Loans (other than to participants) at end of year2012-12-31$0
Assets. Loans (other than to participants) at beginning of year2012-12-31$0
Liabilities. Value of operating payables at end of year2012-12-31$111,400
Liabilities. Value of operating payables at beginning of year2012-12-31$65,349
Total non interest bearing cash at end of year2012-12-31$0
Total non interest bearing cash at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$6,754,979
Value of net assets at end of year (total assets less liabilities)2012-12-31$48,048,443
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$41,293,464
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Assets. partnership/joint venture interests at end of year2012-12-31$0
Assets. partnership/joint venture interests at beginning of year2012-12-31$0
Investment advisory and management fees2012-12-31$35,234
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$0
Value of interest in pooled separate accounts at end of year2012-12-31$38,329,593
Value of interest in pooled separate accounts at beginning of year2012-12-31$32,765,986
Interest on participant loans2012-12-31$57,611
Income. Interest from US Government securities2012-12-31$0
Income. Interest from corporate debt instruments2012-12-31$0
Value of interest in master investment trust accounts at end of year2012-12-31$0
Value of interest in master investment trust accounts at beginning of year2012-12-31$0
Value of interest in common/collective trusts at end of year2012-12-31$0
Value of interest in common/collective trusts at beginning of year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2012-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$8,416,257
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$6,984,305
Asset value of US Government securities at end of year2012-12-31$0
Asset value of US Government securities at beginning of year2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$4,833,410
Net investment gain/loss from pooled separate accounts2012-12-31$4,833,410
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,128,435
Employer contributions (assets) at end of year2012-12-31$47,336
Employer contributions (assets) at beginning of year2012-12-31$89,549
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,831,814
Asset. Corporate debt instrument preferred debt at end of year2012-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2012-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$0
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31KIMBERLY F. PALMISANO, CPA, P.A
Accountancy firm EIN2012-12-31800892983
2011 : SOUTHERN MARYLAND GROUP RETIREMENT SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$65,349
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$4,755,979
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$3,839,905
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$3,690,111
Expenses. Certain deemed distributions of participant loans2011-12-31$60,208
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$5,515,803
Value of total assets at end of year2011-12-31$41,358,813
Value of total assets at beginning of year2011-12-31$40,377,390
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$89,586
Total interest from all sources2011-12-31$-759,824
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Assets. Real estate other than employer real property at end of year2011-12-31$0
Assets. Real estate other than employer real property at beginning of year2011-12-31$0
Administrative expenses professional fees incurred2011-12-31$65,349
Assets. Corporate prefeered stocks other than exployer securities at end of year2011-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$4,292,543
Participant contributions at end of year2011-12-31$1,406,278
Participant contributions at beginning of year2011-12-31$1,130,614
Participant contributions at end of year2011-12-31$112,695
Participant contributions at beginning of year2011-12-31$1,517
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$119,703
Assets. Loans (other than to participants) at end of year2011-12-31$0
Assets. Loans (other than to participants) at beginning of year2011-12-31$0
Liabilities. Value of operating payables at end of year2011-12-31$65,349
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$916,074
Value of net assets at end of year (total assets less liabilities)2011-12-31$41,293,464
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$40,377,390
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Assets. partnership/joint venture interests at end of year2011-12-31$0
Assets. partnership/joint venture interests at beginning of year2011-12-31$0
Investment advisory and management fees2011-12-31$24,237
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$0
Value of interest in pooled separate accounts at end of year2011-12-31$32,765,986
Value of interest in pooled separate accounts at beginning of year2011-12-31$33,215,867
Interest on participant loans2011-12-31$51,025
Interest earned on other investments2011-12-31$-810,849
Value of interest in master investment trust accounts at end of year2011-12-31$0
Value of interest in master investment trust accounts at beginning of year2011-12-31$0
Value of interest in common/collective trusts at end of year2011-12-31$0
Value of interest in common/collective trusts at beginning of year2011-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2011-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$6,984,305
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$5,985,955
Asset value of US Government securities at end of year2011-12-31$0
Asset value of US Government securities at beginning of year2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-810,849
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,103,557
Employer contributions (assets) at end of year2011-12-31$89,549
Employer contributions (assets) at beginning of year2011-12-31$43,437
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$3,690,111
Asset. Corporate debt instrument preferred debt at end of year2011-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2011-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$0
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MISTER, BURTON, PALMISANO & FRENCH
Accountancy firm EIN2011-12-31262574303
2010 : SOUTHERN MARYLAND GROUP RETIREMENT SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$9,360,578
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$5,517,403
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$5,417,489
Expenses. Certain deemed distributions of participant loans2010-12-31$69,015
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$5,484,666
Value of total assets at end of year2010-12-31$40,377,390
Value of total assets at beginning of year2010-12-31$36,534,215
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$30,899
Total interest from all sources2010-12-31$1,195,340
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Assets. Real estate other than employer real property at end of year2010-12-31$0
Assets. Real estate other than employer real property at beginning of year2010-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2010-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$4,320,430
Participant contributions at end of year2010-12-31$1,130,614
Participant contributions at beginning of year2010-12-31$707,463
Participant contributions at end of year2010-12-31$1,517
Participant contributions at beginning of year2010-12-31$33,317
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$52,119
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Assets. Loans (other than to participants) at end of year2010-12-31$0
Assets. Loans (other than to participants) at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$3,843,175
Value of net assets at end of year (total assets less liabilities)2010-12-31$40,377,390
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$36,534,215
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Assets. partnership/joint venture interests at end of year2010-12-31$0
Assets. partnership/joint venture interests at beginning of year2010-12-31$0
Investment advisory and management fees2010-12-31$30,899
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$0
Value of interest in pooled separate accounts at end of year2010-12-31$33,215,867
Value of interest in pooled separate accounts at beginning of year2010-12-31$26,684,222
Interest on participant loans2010-12-31$38,038
Interest earned on other investments2010-12-31$1,157,302
Value of interest in master investment trust accounts at end of year2010-12-31$0
Value of interest in master investment trust accounts at beginning of year2010-12-31$0
Value of interest in common/collective trusts at end of year2010-12-31$0
Value of interest in common/collective trusts at beginning of year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2010-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$5,985,955
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$9,032,563
Asset value of US Government securities at end of year2010-12-31$0
Asset value of US Government securities at beginning of year2010-12-31$0
Net investment gain/loss from pooled separate accounts2010-12-31$2,680,572
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,112,117
Employer contributions (assets) at end of year2010-12-31$43,437
Employer contributions (assets) at beginning of year2010-12-31$76,650
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$5,417,489
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$0
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MISTER, BURTON, PALMISANO & FRENCH
Accountancy firm EIN2010-12-31262574303

Form 5500 Responses for SOUTHERN MARYLAND GROUP RETIREMENT SAVINGS PLAN

2022: SOUTHERN MARYLAND GROUP RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulitple employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SOUTHERN MARYLAND GROUP RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulitple employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SOUTHERN MARYLAND GROUP RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulitple employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SOUTHERN MARYLAND GROUP RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulitple employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SOUTHERN MARYLAND GROUP RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulitple employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SOUTHERN MARYLAND GROUP RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulitple employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SOUTHERN MARYLAND GROUP RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulitple employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SOUTHERN MARYLAND GROUP RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulitple employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SOUTHERN MARYLAND GROUP RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulitple employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SOUTHERN MARYLAND GROUP RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulitple employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SOUTHERN MARYLAND GROUP RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulitple employer plan
2012-01-01Submission has been amendedYes
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SOUTHERN MARYLAND GROUP RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: SOUTHERN MARYLAND GROUP RETIREMENT SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: SOUTHERN MARYLAND GROUP RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number93036601
Policy instance 1
Insurance contract or identification number93036601
Number of Individuals Covered77
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number930366-01
Policy instance 1
Insurance contract or identification number930366-01
Number of Individuals Covered79
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number930366-01
Policy instance 1
Insurance contract or identification number930366-01
Number of Individuals Covered89
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number930366-01
Policy instance 1
Insurance contract or identification number930366-01
Number of Individuals Covered293
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number930366-01
Policy instance 1
Insurance contract or identification number930366-01
Number of Individuals Covered261
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number930366-01
Policy instance 1
Insurance contract or identification number930366-01
Number of Individuals Covered114
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number930366-01
Policy instance 1
Insurance contract or identification number930366-01
Number of Individuals Covered425
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number930366-01
Policy instance 1
Insurance contract or identification number930366-01
Number of Individuals Covered504
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number930366-01
Policy instance 1
Insurance contract or identification number930366-01
Number of Individuals Covered195
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number930366-01
Policy instance 1
Insurance contract or identification number930366-01
Number of Individuals Covered424
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
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?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number930366-01
Policy instance 1
Insurance contract or identification number930366-01
Number of Individuals Covered400
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
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?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number930366-01
Policy instance 2
Insurance contract or identification number930366-01
Number of Individuals Covered387
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
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?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number71766
Policy instance 1
Insurance contract or identification number71766
Number of Individuals Covered1
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
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?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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

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