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THE CONTRACTORS RETIREMENT PLAN 401k Plan overview

Plan NameTHE CONTRACTORS RETIREMENT PLAN
Plan identification number 002

THE CONTRACTORS RETIREMENT PLAN Benefits

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

401k Sponsoring company profile

OFFICE REMEDIES, INC. has sponsored the creation of one or more 401k plans.

Company Name:OFFICE REMEDIES, INC.
Employer identification number (EIN):541534208
NAIC Classification:238900

Additional information about OFFICE REMEDIES, INC.

Jurisdiction of Incorporation: Virginia Secretary of State
Incorporation Date: 2003-06-10
Company Identification Number: 0597954
Legal Registered Office Address: 171 ELDEN STREET ST 160

HERNDON
United States of America (USA)
20170

More information about OFFICE REMEDIES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE CONTRACTORS RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01KELLY MILLER
0022016-01-01KELLY MILLER
0022015-01-01SHANDI HUGHES2016-09-30 SHANDI HUGHES2016-09-30
0022014-01-01CHRISTINA M JENKINS
0022013-01-01TINA JENKINS2014-09-04 TINA JENKINS2014-09-04

Plan Statistics for THE CONTRACTORS RETIREMENT PLAN

401k plan membership statisitcs for THE CONTRACTORS RETIREMENT PLAN

Measure Date Value
2022: THE CONTRACTORS RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01130
Total number of active participants reported on line 7a of the Form 55002022-01-0113
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0180
Total of all active and inactive participants2022-01-0193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0193
Number of participants with account balances2022-01-0191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: THE CONTRACTORS RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01180
Total number of active participants reported on line 7a of the Form 55002021-01-0133
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0197
Total of all active and inactive participants2021-01-01130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01130
Number of participants with account balances2021-01-01109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: THE CONTRACTORS RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01474
Total number of active participants reported on line 7a of the Form 55002020-01-0130
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01147
Total of all active and inactive participants2020-01-01177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01177
Number of participants with account balances2020-01-01159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: THE CONTRACTORS RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01599
Total number of active participants reported on line 7a of the Form 55002019-01-01411
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0158
Total of all active and inactive participants2019-01-01469
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01469
Number of participants with account balances2019-01-01401
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: THE CONTRACTORS RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01579
Total number of active participants reported on line 7a of the Form 55002018-01-01409
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01190
Total of all active and inactive participants2018-01-01599
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01599
Number of participants with account balances2018-01-01520
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: THE CONTRACTORS RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01507
Total number of active participants reported on line 7a of the Form 55002017-01-01447
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01132
Total of all active and inactive participants2017-01-01579
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01579
Number of participants with account balances2017-01-01490
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-016
2016: THE CONTRACTORS RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01502
Total number of active participants reported on line 7a of the Form 55002016-01-01418
Number of retired or separated participants receiving benefits2016-01-013
Number of other retired or separated participants entitled to future benefits2016-01-0190
Total of all active and inactive participants2016-01-01511
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01511
Number of participants with account balances2016-01-01439
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-014
2015: THE CONTRACTORS RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01470
Total number of active participants reported on line 7a of the Form 55002015-01-01459
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0155
Total of all active and inactive participants2015-01-01514
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01514
Number of participants with account balances2015-01-01333
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-016
2014: THE CONTRACTORS RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01237
Total number of active participants reported on line 7a of the Form 55002014-01-01439
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0110
Total of all active and inactive participants2014-01-01449
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01449
Number of participants with account balances2014-01-01186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010

Financial Data on THE CONTRACTORS RETIREMENT PLAN

Measure Date Value
2022 : THE CONTRACTORS RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-525,811
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$990,805
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$965,667
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$57,944
Value of total assets at end of year2022-12-31$2,077,225
Value of total assets at beginning of year2022-12-31$3,593,841
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$25,138
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$144,537
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$144,537
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
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$57,944
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,516,616
Value of net assets at end of year (total assets less liabilities)2022-12-31$2,077,225
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$3,593,841
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$2,024,164
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$3,486,459
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$53,061
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$107,382
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-728,292
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$965,667
Contract administrator fees2022-12-31$25,138
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 name2022-12-31RYAN & WETMORE, P.C.
Accountancy firm EIN2022-12-31521753100
2021 : THE CONTRACTORS RETIREMENT 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$569,498
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,452,804
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,410,849
Expenses. Certain deemed distributions of participant loans2021-12-31$8,926
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$75,795
Value of total assets at end of year2021-12-31$3,593,841
Value of total assets at beginning of year2021-12-31$4,477,147
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$33,029
Total interest from all sources2021-12-31$5,023
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$279,864
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$279,864
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$75,795
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$68,638
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-883,306
Value of net assets at end of year (total assets less liabilities)2021-12-31$3,593,841
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$4,477,147
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$3,486,459
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$4,068,920
Interest on participant loans2021-12-31$5,023
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$107,382
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$339,589
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$208,816
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,410,849
Contract administrator fees2021-12-31$33,029
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 name2021-12-31RYAN & WETMORE, P.C.
Accountancy firm EIN2021-12-31521753100
2020 : THE CONTRACTORS RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,815,378
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$3,048,204
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,935,650
Expenses. Certain deemed distributions of participant loans2020-12-31$62,501
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,251,004
Value of total assets at end of year2020-12-31$4,477,147
Value of total assets at beginning of year2020-12-31$5,709,973
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$50,053
Total interest from all sources2020-12-31$9,651
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$236,401
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$236,401
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$393,220
Participant contributions at end of year2020-12-31$68,638
Participant contributions at beginning of year2020-12-31$227,349
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$249
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-1,232,826
Value of net assets at end of year (total assets less liabilities)2020-12-31$4,477,147
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$5,709,973
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$4,068,920
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$5,352,563
Interest on participant loans2020-12-31$9,651
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$339,589
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$130,061
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$318,322
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$857,535
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,935,650
Contract administrator fees2020-12-31$50,053
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31RYAN & WETMORE, P.C.
Accountancy firm EIN2020-12-31521753100
2019 : THE CONTRACTORS RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$2,399,430
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,070,335
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,029,025
Expenses. Certain deemed distributions of participant loans2019-12-31$3,106
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,522,208
Value of total assets at end of year2019-12-31$5,709,973
Value of total assets at beginning of year2019-12-31$4,380,878
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$38,204
Total interest from all sources2019-12-31$11,647
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$319,279
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$319,279
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$465,110
Participant contributions at end of year2019-12-31$227,349
Participant contributions at beginning of year2019-12-31$175,414
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$53,522
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$1,329,095
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,709,973
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,380,878
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$5,352,563
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,096,123
Interest on participant loans2019-12-31$11,647
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$130,061
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$109,341
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$546,296
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,003,576
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,029,025
Contract administrator fees2019-12-31$38,204
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31RYAN & WETMORE, P.C.
Accountancy firm EIN2019-12-31521753100
2018 : THE CONTRACTORS RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,214,767
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,145,515
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,099,656
Expenses. Certain deemed distributions of participant loans2018-12-31$10,204
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,510,402
Value of total assets at end of year2018-12-31$4,380,878
Value of total assets at beginning of year2018-12-31$4,311,626
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$35,655
Total interest from all sources2018-12-31$6,793
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$306,167
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$306,167
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$464,397
Participant contributions at end of year2018-12-31$175,414
Participant contributions at beginning of year2018-12-31$135,961
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$5,770
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$69,252
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,380,878
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,311,626
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$4,096,123
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$4,059,093
Interest on participant loans2018-12-31$6,793
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$109,341
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$116,572
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-608,595
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$1,040,235
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,099,656
Contract administrator fees2018-12-31$35,655
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31RYAN & WETMORE, P.C.
Accountancy firm EIN2018-12-31521753100
2017 : THE CONTRACTORS RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$2,076,427
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$582,750
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$551,421
Expenses. Certain deemed distributions of participant loans2017-12-31$6,258
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,582,542
Value of total assets at end of year2017-12-31$4,311,626
Value of total assets at beginning of year2017-12-31$2,817,949
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$25,071
Total interest from all sources2017-12-31$4,957
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$179,088
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$179,088
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$463,510
Participant contributions at end of year2017-12-31$135,961
Participant contributions at beginning of year2017-12-31$86,268
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$97,026
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$1,493,677
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,311,626
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,817,949
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$4,059,093
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,653,040
Interest on participant loans2017-12-31$4,957
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$116,572
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$78,641
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$309,840
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$1,022,006
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$551,421
Contract administrator fees2017-12-31$25,071
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31RYAN & WETMORE, P.C.
Accountancy firm EIN2017-12-31521753100
2016 : THE CONTRACTORS RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,626,744
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$340,571
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$325,407
Expenses. Certain deemed distributions of participant loans2016-12-31$1,839
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,451,725
Value of total assets at end of year2016-12-31$2,817,949
Value of total assets at beginning of year2016-12-31$1,531,776
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$13,325
Total interest from all sources2016-12-31$112,187
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31No
If this is an individual account plan, was there a blackout period2016-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$372,398
Participant contributions at end of year2016-12-31$86,268
Participant contributions at beginning of year2016-12-31$54,210
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$171,425
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$1,286,173
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,817,949
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,531,776
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$2,653,040
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$0
Interest on participant loans2016-12-31$2,458
Interest earned on other investments2016-12-31$109,729
Assets. Value of investments in 103.12 investment entities at end of year2016-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2016-12-31$1,477,566
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$78,641
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$138,324
Net gain/loss from 103.12 investment entities2016-12-31$-75,492
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$907,902
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$325,407
Contract administrator fees2016-12-31$13,325
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
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 name2016-12-31RYAN & WETMORE, P.C.
Accountancy firm EIN2016-12-31521753100
2015 : THE CONTRACTORS RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,012,929
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$222,183
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$206,841
Expenses. Certain deemed distributions of participant loans2015-12-31$5,957
Value of total corrective distributions2015-12-31$9,385
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,105,662
Value of total assets at end of year2015-12-31$1,531,776
Value of total assets at beginning of year2015-12-31$741,030
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$637
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$100,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$295,612
Participant contributions at end of year2015-12-31$54,210
Participant contributions at beginning of year2015-12-31$11,059
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$790,746
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,531,776
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$741,030
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
Interest on participant loans2015-12-31$637
Assets. Value of investments in 103.12 investment entities at end of year2015-12-31$1,477,566
Assets. Value of investments in 103.12 investment entities at beginning of year2015-12-31$729,971
Net gain/loss from 103.12 investment entities2015-12-31$-93,370
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$810,050
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$206,841
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)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31ERICKSON, DEMEL & CO., PLLC
Accountancy firm EIN2015-12-31464064364
2014 : THE CONTRACTORS RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$381,850
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$40,409
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$36,910
Value of total corrective distributions2014-12-31$3,499
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$378,259
Value of total assets at end of year2014-12-31$741,030
Value of total assets at beginning of year2014-12-31$399,589
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$111
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$40,000
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$230,066
Participant contributions at end of year2014-12-31$11,059
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$341,441
Value of net assets at end of year (total assets less liabilities)2014-12-31$741,030
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$399,589
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
Interest on participant loans2014-12-31$111
Assets. Value of investments in 103.12 investment entities at end of year2014-12-31$729,971
Assets. Value of investments in 103.12 investment entities at beginning of year2014-12-31$399,589
Net gain/loss from 103.12 investment entities2014-12-31$3,480
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$148,193
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$36,910
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31ERICKSON, DEMEL & CO., PLLC
Accountancy firm EIN2014-12-31464064364

Form 5500 Responses for THE CONTRACTORS RETIREMENT PLAN

2022: THE CONTRACTORS RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE CONTRACTORS RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE CONTRACTORS RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE CONTRACTORS RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE CONTRACTORS RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE CONTRACTORS RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE CONTRACTORS RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE CONTRACTORS RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE CONTRACTORS RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan 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 number375010-01
Policy instance 1
Insurance contract or identification number375010-01
Number of Individuals Covered16
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $176
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?Yes
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
Other information about contractGROUP ANNUITY CONTRACT
Commission paid to Insurance BrokerUSD $88
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number375010-01
Policy instance 1
Insurance contract or identification number375010-01
Number of Individuals Covered19
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $298
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?Yes
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
Other information about contractGROUP ANNUITY CONTRACT
Commission paid to Insurance BrokerUSD $149
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number375010-01
Policy instance 1
Insurance contract or identification number375010-01
Number of Individuals Covered33
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $1,022
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?Yes
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
Other information about contractGROUP ANNUITY CONTRACT
Commission paid to Insurance BrokerUSD $511
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number375010-01
Policy instance 1
Insurance contract or identification number375010-01
Number of Individuals Covered73
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $278
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?Yes
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
Other information about contractGROUP ANNUITY CONTRACT
Commission paid to Insurance BrokerUSD $139
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number375010-01
Policy instance 1
Insurance contract or identification number375010-01
Number of Individuals Covered69
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $288
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?Yes
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
Other information about contractGROUP ANNUITY CONTRACT
Commission paid to Insurance BrokerUSD $144
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number375010-01
Policy instance 1
Insurance contract or identification number375010-01
Number of Individuals Covered74
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $243
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?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGROUP ANNUITY CONTRACT
Commission paid to Insurance BrokerUSD $221
Insurance broker organization code?3
Insurance broker nameJOELY MAUCK

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