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B & I CONTRACTORS, INC. 401(K) PLAN 401k Plan overview

Plan NameB & I CONTRACTORS, INC. 401(K) PLAN
Plan identification number 002

B & I CONTRACTORS, INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

B & I CONTRACTORS, INC. has sponsored the creation of one or more 401k plans.

Company Name:B & I CONTRACTORS, INC.
Employer identification number (EIN):591107790
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Additional information about B & I CONTRACTORS, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1965-10-20
Company Identification Number: 297875
Legal Registered Office Address: 2701 PRINCE STREET

FORT MYERS

33916

More information about B & I CONTRACTORS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan B & I CONTRACTORS, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-11-01
0022020-11-01
0022019-11-01
0022018-11-01
0022017-11-01
0022016-11-01BRIAN KELLY
0022015-11-01BRIAN KELLY
0022014-11-01BRIAN KELLY
0022013-11-01BRIAN KELLY
0022012-11-01BRIAN KELLY
0022011-11-01BRIAN KELLY
0022009-11-01BRIAN KELLY
0022008-11-01

Plan Statistics for B & I CONTRACTORS, INC. 401(K) PLAN

401k plan membership statisitcs for B & I CONTRACTORS, INC. 401(K) PLAN

Measure Date Value
2021: B & I CONTRACTORS, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-11-01859
Total number of active participants reported on line 7a of the Form 55002021-11-01695
Number of retired or separated participants receiving benefits2021-11-012
Number of other retired or separated participants entitled to future benefits2021-11-01103
Total of all active and inactive participants2021-11-01800
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-11-012
Total participants2021-11-01802
Number of participants with account balances2021-11-01710
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-11-01140
2020: B & I CONTRACTORS, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-11-01824
Total number of active participants reported on line 7a of the Form 55002020-11-01712
Number of retired or separated participants receiving benefits2020-11-0130
Number of other retired or separated participants entitled to future benefits2020-11-01135
Total of all active and inactive participants2020-11-01877
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-11-012
Total participants2020-11-01879
Number of participants with account balances2020-11-01771
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-11-01120
2019: B & I CONTRACTORS, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-11-01875
Total number of active participants reported on line 7a of the Form 55002019-11-01711
Number of retired or separated participants receiving benefits2019-11-0136
Number of other retired or separated participants entitled to future benefits2019-11-0189
Total of all active and inactive participants2019-11-01836
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-11-011
Total participants2019-11-01837
Number of participants with account balances2019-11-01713
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-11-0185
2018: B & I CONTRACTORS, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-11-01789
Total number of active participants reported on line 7a of the Form 55002018-11-01625
Number of retired or separated participants receiving benefits2018-11-0112
Number of other retired or separated participants entitled to future benefits2018-11-01230
Total of all active and inactive participants2018-11-01867
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-11-010
Total participants2018-11-01867
Number of participants with account balances2018-11-01714
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-11-0199
2017: B & I CONTRACTORS, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-11-01570
Total number of active participants reported on line 7a of the Form 55002017-11-01590
Number of retired or separated participants receiving benefits2017-11-013
Number of other retired or separated participants entitled to future benefits2017-11-01161
Total of all active and inactive participants2017-11-01754
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-11-011
Total participants2017-11-01755
Number of participants with account balances2017-11-01576
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-11-0136
2016: B & I CONTRACTORS, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-11-01351
Total number of active participants reported on line 7a of the Form 55002016-11-01451
Number of retired or separated participants receiving benefits2016-11-012
Number of other retired or separated participants entitled to future benefits2016-11-0184
Total of all active and inactive participants2016-11-01537
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-11-010
Total participants2016-11-01537
Number of participants with account balances2016-11-01323
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-11-015
2015: B & I CONTRACTORS, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-11-01333
Total number of active participants reported on line 7a of the Form 55002015-11-01291
Number of retired or separated participants receiving benefits2015-11-013
Number of other retired or separated participants entitled to future benefits2015-11-0148
Total of all active and inactive participants2015-11-01342
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-11-010
Total participants2015-11-01342
Number of participants with account balances2015-11-01144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-11-015
2014: B & I CONTRACTORS, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-11-01315
Total number of active participants reported on line 7a of the Form 55002014-11-01260
Number of retired or separated participants receiving benefits2014-11-011
Number of other retired or separated participants entitled to future benefits2014-11-0147
Total of all active and inactive participants2014-11-01308
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-11-010
Total participants2014-11-01308
Number of participants with account balances2014-11-01148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-11-013
2013: B & I CONTRACTORS, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-11-01257
Total number of active participants reported on line 7a of the Form 55002013-11-01266
Number of retired or separated participants receiving benefits2013-11-012
Number of other retired or separated participants entitled to future benefits2013-11-0144
Total of all active and inactive participants2013-11-01312
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-11-010
Total participants2013-11-01312
Number of participants with account balances2013-11-01136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-11-015
2012: B & I CONTRACTORS, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-11-01383
Total number of active participants reported on line 7a of the Form 55002012-11-01210
Number of retired or separated participants receiving benefits2012-11-010
Number of other retired or separated participants entitled to future benefits2012-11-0134
Total of all active and inactive participants2012-11-01244
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-11-010
Total participants2012-11-01244
Number of participants with account balances2012-11-01121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-11-013
2011: B & I CONTRACTORS, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-11-01180
Total number of active participants reported on line 7a of the Form 55002011-11-01123
Number of retired or separated participants receiving benefits2011-11-010
Number of other retired or separated participants entitled to future benefits2011-11-0194
Total of all active and inactive participants2011-11-01217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-11-010
Total participants2011-11-01217
Number of participants with account balances2011-11-01217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-11-010
2009: B & I CONTRACTORS, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-11-01282
Total number of active participants reported on line 7a of the Form 55002009-11-01212
Number of retired or separated participants receiving benefits2009-11-010
Number of other retired or separated participants entitled to future benefits2009-11-0159
Total of all active and inactive participants2009-11-01271
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-11-010
Total participants2009-11-01271
Number of participants with account balances2009-11-01171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-11-0117

Financial Data on B & I CONTRACTORS, INC. 401(K) PLAN

Measure Date Value
2022 : B & I CONTRACTORS, INC. 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-10-31$0
Total income from all sources (including contributions)2022-10-31$163,328
Total loss/gain on sale of assets2022-10-31$0
Total of all expenses incurred2022-10-31$1,369,188
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-10-31$1,251,485
Expenses. Certain deemed distributions of participant loans2022-10-31$22,088
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-10-31$2,093,710
Value of total assets at end of year2022-10-31$9,990,217
Value of total assets at beginning of year2022-10-31$11,196,077
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-10-31$95,615
Total interest from all sources2022-10-31$13,038
Total dividends received (eg from common stock, registered investment company shares)2022-10-31$539,169
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-10-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-10-31$539,169
Was this plan covered by a fidelity bond2022-10-31Yes
Value of fidelity bond cover2022-10-31$1,000,000
If this is an individual account plan, was there a blackout period2022-10-31No
Were there any nonexempt tranactions with any party-in-interest2022-10-31No
Contributions received from participants2022-10-31$1,602,322
Participant contributions at end of year2022-10-31$329,382
Participant contributions at beginning of year2022-10-31$217,452
Income. Received or receivable in cash from other sources (including rollovers)2022-10-31$96,703
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-10-31No
Value of net income/loss2022-10-31$-1,205,860
Value of net assets at end of year (total assets less liabilities)2022-10-31$9,990,217
Value of net assets at beginning of year (total assets less liabilities)2022-10-31$11,196,077
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-10-31No
Were any leases to which the plan was party in default or uncollectible2022-10-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-10-31$8,995,138
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-10-31$10,322,852
Interest on participant loans2022-10-31$13,038
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-10-31$271,012
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-10-31$262,200
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-10-31$-2,482,589
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-10-31No
Was there a failure to transmit to the plan any participant contributions2022-10-31No
Has the plan failed to provide any benefit when due under the plan2022-10-31No
Contributions received in cash from employer2022-10-31$394,685
Employer contributions (assets) at end of year2022-10-31$394,685
Employer contributions (assets) at beginning of year2022-10-31$393,573
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-10-31$1,251,485
Contract administrator fees2022-10-31$95,615
Did the plan have assets held for investment2022-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-10-31No
Opinion of an independent qualified public accountant for this plan2022-10-31Unqualified
Accountancy firm name2022-10-31HUGHES SNELL AND COMPANY
Accountancy firm EIN2022-10-31592309183
2021 : B & I CONTRACTORS, INC. 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-10-31$0
Total income from all sources (including contributions)2021-10-31$4,136,872
Total loss/gain on sale of assets2021-10-31$0
Total of all expenses incurred2021-10-31$629,062
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-10-31$523,605
Expenses. Certain deemed distributions of participant loans2021-10-31$21,137
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-10-31$1,966,903
Value of total assets at end of year2021-10-31$11,196,077
Value of total assets at beginning of year2021-10-31$7,688,267
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-10-31$84,320
Total interest from all sources2021-10-31$11,180
Total dividends received (eg from common stock, registered investment company shares)2021-10-31$283,264
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-10-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-10-31$283,264
Was this plan covered by a fidelity bond2021-10-31Yes
Value of fidelity bond cover2021-10-31$1,000,000
If this is an individual account plan, was there a blackout period2021-10-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-10-31$0
Were there any nonexempt tranactions with any party-in-interest2021-10-31No
Contributions received from participants2021-10-31$1,470,275
Participant contributions at end of year2021-10-31$217,452
Participant contributions at beginning of year2021-10-31$183,855
Income. Received or receivable in cash from other sources (including rollovers)2021-10-31$103,055
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-10-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-10-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-10-31No
Value of net income/loss2021-10-31$3,507,810
Value of net assets at end of year (total assets less liabilities)2021-10-31$11,196,077
Value of net assets at beginning of year (total assets less liabilities)2021-10-31$7,688,267
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-10-31No
Were any leases to which the plan was party in default or uncollectible2021-10-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-10-31$10,322,852
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-10-31$6,933,540
Interest on participant loans2021-10-31$11,180
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-10-31$262,200
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-10-31$211,583
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-10-31$1,875,525
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-10-31No
Was there a failure to transmit to the plan any participant contributions2021-10-31No
Has the plan failed to provide any benefit when due under the plan2021-10-31No
Contributions received in cash from employer2021-10-31$393,573
Employer contributions (assets) at end of year2021-10-31$393,573
Employer contributions (assets) at beginning of year2021-10-31$359,289
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-10-31$523,605
Contract administrator fees2021-10-31$84,320
Did the plan have assets held for investment2021-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-10-31No
Opinion of an independent qualified public accountant for this plan2021-10-31Disclaimer
Accountancy firm name2021-10-31HUGHES SNELL AND COMPANY
Accountancy firm EIN2021-10-31592309183
2020 : B & I CONTRACTORS, INC. 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-10-31$19,253
Total income from all sources (including contributions)2020-10-31$2,235,494
Total loss/gain on sale of assets2020-10-31$0
Total of all expenses incurred2020-10-31$584,627
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-10-31$503,921
Expenses. Certain deemed distributions of participant loans2020-10-31$12,830
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-10-31$1,820,156
Value of total assets at end of year2020-10-31$7,688,267
Value of total assets at beginning of year2020-10-31$6,056,653
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-10-31$67,876
Total interest from all sources2020-10-31$9,220
Total dividends received (eg from common stock, registered investment company shares)2020-10-31$232,691
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-10-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-10-31$232,691
Was this plan covered by a fidelity bond2020-10-31Yes
Value of fidelity bond cover2020-10-31$1,000,000
If this is an individual account plan, was there a blackout period2020-10-31No
Were there any nonexempt tranactions with any party-in-interest2020-10-31No
Contributions received from participants2020-10-31$1,244,694
Participant contributions at end of year2020-10-31$183,855
Participant contributions at beginning of year2020-10-31$126,151
Income. Received or receivable in cash from other sources (including rollovers)2020-10-31$216,173
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-10-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-10-31$19,253
Other income not declared elsewhere2020-10-31$3,092
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-10-31No
Value of net income/loss2020-10-31$1,650,867
Value of net assets at end of year (total assets less liabilities)2020-10-31$7,688,267
Value of net assets at beginning of year (total assets less liabilities)2020-10-31$6,037,400
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-10-31No
Were any leases to which the plan was party in default or uncollectible2020-10-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-10-31$6,933,540
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-10-31$5,546,912
Interest on participant loans2020-10-31$9,220
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-10-31$211,583
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-10-31$122,959
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-10-31$170,335
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-10-31No
Was there a failure to transmit to the plan any participant contributions2020-10-31No
Has the plan failed to provide any benefit when due under the plan2020-10-31No
Contributions received in cash from employer2020-10-31$359,289
Employer contributions (assets) at end of year2020-10-31$359,289
Employer contributions (assets) at beginning of year2020-10-31$260,631
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-10-31$503,921
Contract administrator fees2020-10-31$67,876
Did the plan have assets held for investment2020-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-10-31Yes
Opinion of an independent qualified public accountant for this plan2020-10-31Disclaimer
Accountancy firm name2020-10-31HUGHES SNELL AND COMPANY
Accountancy firm EIN2020-10-31592309183
2019 : B & I CONTRACTORS, INC. 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-10-31$19,253
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-10-31$0
Total income from all sources (including contributions)2019-10-31$2,012,500
Total loss/gain on sale of assets2019-10-31$0
Total of all expenses incurred2019-10-31$844,405
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-10-31$776,546
Expenses. Certain deemed distributions of participant loans2019-10-31$18,635
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-10-31$1,434,338
Value of total assets at end of year2019-10-31$6,056,653
Value of total assets at beginning of year2019-10-31$4,869,305
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-10-31$49,224
Total interest from all sources2019-10-31$7,967
Total dividends received (eg from common stock, registered investment company shares)2019-10-31$212,875
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-10-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-10-31$212,875
Was this plan covered by a fidelity bond2019-10-31Yes
Value of fidelity bond cover2019-10-31$1,000,000
If this is an individual account plan, was there a blackout period2019-10-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-10-31$0
Were there any nonexempt tranactions with any party-in-interest2019-10-31No
Contributions received from participants2019-10-31$1,018,375
Participant contributions at end of year2019-10-31$126,151
Participant contributions at beginning of year2019-10-31$126,883
Income. Received or receivable in cash from other sources (including rollovers)2019-10-31$155,332
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-10-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-10-31$2,263
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-10-31$19,253
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-10-31$0
Other income not declared elsewhere2019-10-31$-2,263
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-10-31No
Value of net income/loss2019-10-31$1,168,095
Value of net assets at end of year (total assets less liabilities)2019-10-31$6,037,400
Value of net assets at beginning of year (total assets less liabilities)2019-10-31$4,869,305
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-10-31No
Were any leases to which the plan was party in default or uncollectible2019-10-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-10-31$5,546,912
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-10-31$4,408,157
Interest on participant loans2019-10-31$7,967
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-10-31$122,959
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-10-31$83,814
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-10-31$359,583
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-10-31No
Was there a failure to transmit to the plan any participant contributions2019-10-31No
Has the plan failed to provide any benefit when due under the plan2019-10-31No
Contributions received in cash from employer2019-10-31$260,631
Employer contributions (assets) at end of year2019-10-31$260,631
Employer contributions (assets) at beginning of year2019-10-31$248,188
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-10-31$776,546
Contract administrator fees2019-10-31$49,224
Did the plan have assets held for investment2019-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-10-31Yes
Opinion of an independent qualified public accountant for this plan2019-10-31Disclaimer
Accountancy firm name2019-10-31HUGHES SNELL AND COMPANY
Accountancy firm EIN2019-10-31592309183
2018 : B & I CONTRACTORS, INC. 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-10-31$0
Total income from all sources (including contributions)2018-10-31$1,053,358
Total loss/gain on sale of assets2018-10-31$0
Total of all expenses incurred2018-10-31$195,871
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-10-31$158,402
Expenses. Certain deemed distributions of participant loans2018-10-31$1,202
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-10-31$1,029,225
Value of total assets at end of year2018-10-31$4,869,305
Value of total assets at beginning of year2018-10-31$4,011,818
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-10-31$36,267
Total interest from all sources2018-10-31$7,011
Total dividends received (eg from common stock, registered investment company shares)2018-10-31$121,695
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-10-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-10-31$121,695
Was this plan covered by a fidelity bond2018-10-31Yes
Value of fidelity bond cover2018-10-31$1,000,000
If this is an individual account plan, was there a blackout period2018-10-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-10-31$0
Were there any nonexempt tranactions with any party-in-interest2018-10-31No
Contributions received from participants2018-10-31$766,373
Participant contributions at end of year2018-10-31$126,883
Participant contributions at beginning of year2018-10-31$171,334
Income. Received or receivable in cash from other sources (including rollovers)2018-10-31$9,240
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-10-31$2,263
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-10-31$2,263
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-10-31No
Value of net income/loss2018-10-31$857,487
Value of net assets at end of year (total assets less liabilities)2018-10-31$4,869,305
Value of net assets at beginning of year (total assets less liabilities)2018-10-31$4,011,818
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-10-31No
Were any leases to which the plan was party in default or uncollectible2018-10-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-10-31$4,408,157
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-10-31$3,664,912
Interest on participant loans2018-10-31$7,011
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-10-31$83,814
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-10-31$64,014
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-10-31$-104,573
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-10-31No
Was there a failure to transmit to the plan any participant contributions2018-10-31No
Has the plan failed to provide any benefit when due under the plan2018-10-31No
Contributions received in cash from employer2018-10-31$253,612
Employer contributions (assets) at end of year2018-10-31$248,188
Employer contributions (assets) at beginning of year2018-10-31$109,295
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-10-31$158,402
Contract administrator fees2018-10-31$36,267
Did the plan have assets held for investment2018-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-10-31Yes
Opinion of an independent qualified public accountant for this plan2018-10-31Disclaimer
Accountancy firm name2018-10-31HUGHES SNELL AND COMPANY
Accountancy firm EIN2018-10-31592309183
2017 : B & I CONTRACTORS, INC. 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-10-31$0
Total income from all sources (including contributions)2017-10-31$1,105,611
Total loss/gain on sale of assets2017-10-31$0
Total of all expenses incurred2017-10-31$91,240
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-10-31$64,256
Expenses. Certain deemed distributions of participant loans2017-10-31$2,601
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-10-31$504,400
Value of total assets at end of year2017-10-31$4,011,818
Value of total assets at beginning of year2017-10-31$2,997,447
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-10-31$24,383
Total interest from all sources2017-10-31$7,827
Total dividends received (eg from common stock, registered investment company shares)2017-10-31$101,752
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-10-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-10-31$101,752
Was this plan covered by a fidelity bond2017-10-31Yes
Value of fidelity bond cover2017-10-31$1,000,000
If this is an individual account plan, was there a blackout period2017-10-31No
Were there any nonexempt tranactions with any party-in-interest2017-10-31No
Contributions received from participants2017-10-31$395,105
Participant contributions at end of year2017-10-31$171,334
Participant contributions at beginning of year2017-10-31$155,020
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-10-31$2,263
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-10-31$2,263
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-10-31No
Value of net income/loss2017-10-31$1,014,371
Value of net assets at end of year (total assets less liabilities)2017-10-31$4,011,818
Value of net assets at beginning of year (total assets less liabilities)2017-10-31$2,997,447
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-10-31No
Were any leases to which the plan was party in default or uncollectible2017-10-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-10-31$3,664,912
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-10-31$0
Interest on participant loans2017-10-31$7,827
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-10-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-10-31$2,793,640
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-10-31$2,793,640
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-10-31$64,014
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-10-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-10-31$491,632
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-10-31No
Was there a failure to transmit to the plan any participant contributions2017-10-31No
Has the plan failed to provide any benefit when due under the plan2017-10-31No
Contributions received in cash from employer2017-10-31$109,295
Employer contributions (assets) at end of year2017-10-31$109,295
Employer contributions (assets) at beginning of year2017-10-31$46,524
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-10-31$64,256
Contract administrator fees2017-10-31$24,383
Did the plan have assets held for investment2017-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-10-31Yes
Opinion of an independent qualified public accountant for this plan2017-10-31Disclaimer
Accountancy firm name2017-10-31HUGHES SNELL AND COMPANY
Accountancy firm EIN2017-10-31592309183
2016 : B & I CONTRACTORS, INC. 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-10-31$0
Total income from all sources (including contributions)2016-10-31$390,566
Total loss/gain on sale of assets2016-10-31$0
Total of all expenses incurred2016-10-31$505,802
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-10-31$491,484
Value of total corrective distributions2016-10-31$12,805
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-10-31$288,241
Value of total assets at end of year2016-10-31$2,997,447
Value of total assets at beginning of year2016-10-31$3,112,683
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-10-31$1,513
Total interest from all sources2016-10-31$7,704
Total dividends received (eg from common stock, registered investment company shares)2016-10-31$128,509
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-10-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-10-31$128,509
Was this plan covered by a fidelity bond2016-10-31Yes
Value of fidelity bond cover2016-10-31$1,000,000
If this is an individual account plan, was there a blackout period2016-10-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-10-31$0
Were there any nonexempt tranactions with any party-in-interest2016-10-31No
Contributions received from participants2016-10-31$236,997
Participant contributions at end of year2016-10-31$155,020
Participant contributions at beginning of year2016-10-31$201,420
Income. Received or receivable in cash from other sources (including rollovers)2016-10-31$4,720
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-10-31$2,263
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-10-31$2,263
Administrative expenses (other) incurred2016-10-31$1,513
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-10-31No
Value of net income/loss2016-10-31$-115,236
Value of net assets at end of year (total assets less liabilities)2016-10-31$2,997,447
Value of net assets at beginning of year (total assets less liabilities)2016-10-31$3,112,683
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-10-31No
Were any leases to which the plan was party in default or uncollectible2016-10-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-10-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-10-31$2,802,656
Interest on participant loans2016-10-31$7,701
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-10-31$2,793,640
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-10-31$46,398
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-10-31$46,398
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-10-31$3
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-10-31$-33,888
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-10-31No
Was there a failure to transmit to the plan any participant contributions2016-10-31No
Has the plan failed to provide any benefit when due under the plan2016-10-31No
Contributions received in cash from employer2016-10-31$46,524
Employer contributions (assets) at end of year2016-10-31$46,524
Employer contributions (assets) at beginning of year2016-10-31$59,946
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-10-31$491,484
Did the plan have assets held for investment2016-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-10-31Yes
Opinion of an independent qualified public accountant for this plan2016-10-31Disclaimer
Accountancy firm name2016-10-31HUGHES SNELL AND COMPANY
Accountancy firm EIN2016-10-31592309183
2015 : B & I CONTRACTORS, INC. 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-10-31$0
Total income from all sources (including contributions)2015-10-31$413,547
Total loss/gain on sale of assets2015-10-31$0
Total of all expenses incurred2015-10-31$385,632
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-10-31$353,711
Expenses. Certain deemed distributions of participant loans2015-10-31$5,014
Value of total corrective distributions2015-10-31$25,169
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-10-31$382,259
Value of total assets at end of year2015-10-31$3,112,683
Value of total assets at beginning of year2015-10-31$3,084,768
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-10-31$1,738
Total interest from all sources2015-10-31$6,779
Total dividends received (eg from common stock, registered investment company shares)2015-10-31$190,679
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-10-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-10-31$190,679
Was this plan covered by a fidelity bond2015-10-31Yes
Value of fidelity bond cover2015-10-31$1,000,000
If this is an individual account plan, was there a blackout period2015-10-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-10-31$0
Were there any nonexempt tranactions with any party-in-interest2015-10-31No
Contributions received from participants2015-10-31$235,951
Participant contributions at end of year2015-10-31$201,420
Participant contributions at beginning of year2015-10-31$142,742
Income. Received or receivable in cash from other sources (including rollovers)2015-10-31$86,362
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-10-31$2,263
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-10-31$2,263
Administrative expenses (other) incurred2015-10-31$1,738
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-10-31No
Value of net income/loss2015-10-31$27,915
Value of net assets at end of year (total assets less liabilities)2015-10-31$3,112,683
Value of net assets at beginning of year (total assets less liabilities)2015-10-31$3,084,768
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-10-31No
Were any leases to which the plan was party in default or uncollectible2015-10-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-10-31$2,802,656
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-10-31$2,829,849
Income. Interest from loans (other than to participants)2015-10-31$6,779
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-10-31$46,398
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-10-31$59,780
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-10-31$59,780
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-10-31$-166,170
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-10-31No
Was there a failure to transmit to the plan any participant contributions2015-10-31Yes
Has the plan failed to provide any benefit when due under the plan2015-10-31No
Contributions received in cash from employer2015-10-31$59,946
Employer contributions (assets) at end of year2015-10-31$59,946
Employer contributions (assets) at beginning of year2015-10-31$50,134
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-10-31$353,711
Did the plan have assets held for investment2015-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-10-31Yes
Opinion of an independent qualified public accountant for this plan2015-10-31Disclaimer
Accountancy firm name2015-10-31HUGHES SNELL AND COMPANY
Accountancy firm EIN2015-10-31592309183
2014 : B & I CONTRACTORS, INC. 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-10-31$0
Total income from all sources (including contributions)2014-10-31$466,098
Total loss/gain on sale of assets2014-10-31$0
Total of all expenses incurred2014-10-31$358,458
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-10-31$306,333
Expenses. Certain deemed distributions of participant loans2014-10-31$17,777
Value of total corrective distributions2014-10-31$32,923
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-10-31$252,145
Value of total assets at end of year2014-10-31$3,084,768
Value of total assets at beginning of year2014-10-31$2,977,128
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-10-31$1,425
Total interest from all sources2014-10-31$7,153
Total dividends received (eg from common stock, registered investment company shares)2014-10-31$124,001
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-10-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-10-31$124,001
Was this plan covered by a fidelity bond2014-10-31Yes
Value of fidelity bond cover2014-10-31$1,000,000
If this is an individual account plan, was there a blackout period2014-10-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-10-31$0
Were there any nonexempt tranactions with any party-in-interest2014-10-31No
Contributions received from participants2014-10-31$196,814
Participant contributions at end of year2014-10-31$142,742
Participant contributions at beginning of year2014-10-31$149,292
Participant contributions at end of year2014-10-31$0
Participant contributions at beginning of year2014-10-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-10-31$5,197
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-10-31$2,263
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-10-31$2,263
Other income not declared elsewhere2014-10-31$-831
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-10-31No
Value of net income/loss2014-10-31$107,640
Value of net assets at end of year (total assets less liabilities)2014-10-31$3,084,768
Value of net assets at beginning of year (total assets less liabilities)2014-10-31$2,977,128
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-10-31No
Were any leases to which the plan was party in default or uncollectible2014-10-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-10-31$2,829,849
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-10-31$2,767,624
Income. Interest from loans (other than to participants)2014-10-31$7,153
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-10-31$59,780
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-10-31$4,868
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-10-31$4,868
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-10-31$83,630
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-10-31No
Was there a failure to transmit to the plan any participant contributions2014-10-31No
Has the plan failed to provide any benefit when due under the plan2014-10-31No
Contributions received in cash from employer2014-10-31$50,134
Employer contributions (assets) at end of year2014-10-31$50,134
Employer contributions (assets) at beginning of year2014-10-31$53,081
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-10-31$306,333
Contract administrator fees2014-10-31$1,425
Did the plan have assets held for investment2014-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-10-31Yes
Opinion of an independent qualified public accountant for this plan2014-10-31Disclaimer
Accountancy firm name2014-10-31HUGHES SNELL AND COMPANY
Accountancy firm EIN2014-10-31592309183
2013 : B & I CONTRACTORS, INC. 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-10-31$0
Total income from all sources (including contributions)2013-10-31$572,681
Total loss/gain on sale of assets2013-10-31$0
Total of all expenses incurred2013-10-31$389,101
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-10-31$345,878
Expenses. Certain deemed distributions of participant loans2013-10-31$13,301
Value of total corrective distributions2013-10-31$28,403
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-10-31$210,581
Value of total assets at end of year2013-10-31$2,977,128
Value of total assets at beginning of year2013-10-31$2,793,548
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-10-31$1,519
Total interest from all sources2013-10-31$2,907
Total dividends received (eg from common stock, registered investment company shares)2013-10-31$122,510
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-10-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-10-31$122,510
Was this plan covered by a fidelity bond2013-10-31Yes
Value of fidelity bond cover2013-10-31$1,000,000
If this is an individual account plan, was there a blackout period2013-10-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-10-31$0
Were there any nonexempt tranactions with any party-in-interest2013-10-31No
Contributions received from participants2013-10-31$170,928
Participant contributions at end of year2013-10-31$149,292
Participant contributions at beginning of year2013-10-31$96,281
Participant contributions at end of year2013-10-31$0
Participant contributions at beginning of year2013-10-31$4,480
Income. Received or receivable in cash from other sources (including rollovers)2013-10-31$3,012
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-10-31$2,263
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-10-31$0
Other income not declared elsewhere2013-10-31$2,263
Administrative expenses (other) incurred2013-10-31$1,519
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-10-31No
Value of net income/loss2013-10-31$183,580
Value of net assets at end of year (total assets less liabilities)2013-10-31$2,977,128
Value of net assets at beginning of year (total assets less liabilities)2013-10-31$2,793,548
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-10-31No
Were any leases to which the plan was party in default or uncollectible2013-10-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-10-31$2,767,624
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-10-31$2,625,609
Interest on participant loans2013-10-31$2,906
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-10-31$4,868
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-10-31$11,784
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-10-31$11,784
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-10-31$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-10-31$234,420
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-10-31No
Was there a failure to transmit to the plan any participant contributions2013-10-31No
Has the plan failed to provide any benefit when due under the plan2013-10-31No
Contributions received in cash from employer2013-10-31$36,641
Employer contributions (assets) at end of year2013-10-31$53,081
Employer contributions (assets) at beginning of year2013-10-31$55,394
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-10-31$345,878
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-10-31Yes
Did the plan have assets held for investment2013-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-10-31Yes
Opinion of an independent qualified public accountant for this plan2013-10-31Disclaimer
Accountancy firm name2013-10-31HUGHES SNELL AND COMPANY
Accountancy firm EIN2013-10-31592309183
2012 : B & I CONTRACTORS, INC. 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-10-31$0
Total income from all sources (including contributions)2012-10-31$529,013
Total loss/gain on sale of assets2012-10-31$0
Total of all expenses incurred2012-10-31$305,716
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-10-31$272,919
Expenses. Certain deemed distributions of participant loans2012-10-31$2,902
Value of total corrective distributions2012-10-31$29,545
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-10-31$248,275
Value of total assets at end of year2012-10-31$2,793,548
Value of total assets at beginning of year2012-10-31$2,570,251
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-10-31$350
Total interest from all sources2012-10-31$4,753
Total dividends received (eg from common stock, registered investment company shares)2012-10-31$70,375
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-10-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-10-31$70,375
Was this plan covered by a fidelity bond2012-10-31Yes
Value of fidelity bond cover2012-10-31$1,000,000
If this is an individual account plan, was there a blackout period2012-10-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-10-31$0
Were there any nonexempt tranactions with any party-in-interest2012-10-31No
Contributions received from participants2012-10-31$192,050
Participant contributions at end of year2012-10-31$96,281
Participant contributions at beginning of year2012-10-31$135,282
Participant contributions at end of year2012-10-31$4,480
Participant contributions at beginning of year2012-10-31$3,093
Other income not declared elsewhere2012-10-31$973
Administrative expenses (other) incurred2012-10-31$350
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-10-31No
Value of net income/loss2012-10-31$223,297
Value of net assets at end of year (total assets less liabilities)2012-10-31$2,793,548
Value of net assets at beginning of year (total assets less liabilities)2012-10-31$2,570,251
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-10-31No
Were any leases to which the plan was party in default or uncollectible2012-10-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-10-31$2,625,609
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-10-31$0
Value of interest in pooled separate accounts at end of year2012-10-31$0
Value of interest in pooled separate accounts at beginning of year2012-10-31$2,356,862
Interest on participant loans2012-10-31$4,669
Interest earned on other investments2012-10-31$83
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-10-31$11,784
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-10-31$2,150
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-10-31$2,150
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-10-31$1
Assets. Value of investments in 103.12 investment entities at end of year2012-10-31$1,126,735
Assets. Value of investments in 103.12 investment entities at beginning of year2012-10-31$616,284
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-10-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-10-31$12,447
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-10-31$253,429
Net investment gain/loss from pooled separate accounts2012-10-31$-48,792
Net gain/loss from 103.12 investment entities2012-10-31$33,215
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-10-31No
Was there a failure to transmit to the plan any participant contributions2012-10-31No
Has the plan failed to provide any benefit when due under the plan2012-10-31No
Contributions received in cash from employer2012-10-31$56,225
Employer contributions (assets) at end of year2012-10-31$55,394
Employer contributions (assets) at beginning of year2012-10-31$60,417
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-10-31$272,919
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-10-31Yes
Did the plan have assets held for investment2012-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-10-31Yes
Opinion of an independent qualified public accountant for this plan2012-10-31Disclaimer
Accountancy firm name2012-10-31HUGHES SNELL AND COMPANY
Accountancy firm EIN2012-10-31592309183
2011 : B & I CONTRACTORS, INC. 401(K) PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-10-31$369,228
Total of all expenses incurred2011-10-31$293,074
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-10-31$254,048
Value of total corrective distributions2011-10-31$11,354
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-10-31$278,522
Value of total assets at end of year2011-10-31$2,570,251
Value of total assets at beginning of year2011-10-31$2,494,097
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-10-31$27,672
Total interest from all sources2011-10-31$5,544
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-10-31No
Was this plan covered by a fidelity bond2011-10-31Yes
Value of fidelity bond cover2011-10-31$1,000,000
If this is an individual account plan, was there a blackout period2011-10-31No
Were there any nonexempt tranactions with any party-in-interest2011-10-31No
Contributions received from participants2011-10-31$219,424
Participant contributions at end of year2011-10-31$135,282
Participant contributions at beginning of year2011-10-31$91,650
Participant contributions at end of year2011-10-31$3,093
Participant contributions at beginning of year2011-10-31$48
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-10-31No
Value of net income/loss2011-10-31$76,154
Value of net assets at end of year (total assets less liabilities)2011-10-31$2,570,251
Value of net assets at beginning of year (total assets less liabilities)2011-10-31$2,494,097
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-10-31No
Were any leases to which the plan was party in default or uncollectible2011-10-31No
Value of interest in pooled separate accounts at end of year2011-10-31$2,356,862
Value of interest in pooled separate accounts at beginning of year2011-10-31$2,321,180
Interest on participant loans2011-10-31$5,544
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-10-31$2,150
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-10-31$13,555
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-10-31$13,555
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-10-31$12,447
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-10-31$15,536
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-10-31$85,162
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-10-31No
Was there a failure to transmit to the plan any participant contributions2011-10-31Yes
Has the plan failed to provide any benefit when due under the plan2011-10-31No
Contributions received in cash from employer2011-10-31$59,098
Employer contributions (assets) at end of year2011-10-31$60,417
Employer contributions (assets) at beginning of year2011-10-31$52,128
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-10-31$254,048
Contract administrator fees2011-10-31$27,672
Did the plan have assets held for investment2011-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-10-31Yes
Opinion of an independent qualified public accountant for this plan2011-10-31Disclaimer
Accountancy firm name2011-10-31HUGHS, SNELL & CO., P.A.
Accountancy firm EIN2011-10-31592309183

Form 5500 Responses for B & I CONTRACTORS, INC. 401(K) PLAN

2021: B & I CONTRACTORS, INC. 401(K) PLAN 2021 form 5500 responses
2021-11-01Type of plan entitySingle employer plan
2021-11-01Submission has been amendedNo
2021-11-01This submission is the final filingNo
2021-11-01This return/report is a short plan year return/report (less than 12 months)No
2021-11-01Plan is a collectively bargained planNo
2021-11-01Plan funding arrangement – InsuranceYes
2021-11-01Plan funding arrangement – TrustYes
2021-11-01Plan benefit arrangement - TrustYes
2020: B & I CONTRACTORS, INC. 401(K) PLAN 2020 form 5500 responses
2020-11-01Type of plan entitySingle employer plan
2020-11-01Submission has been amendedNo
2020-11-01This submission is the final filingNo
2020-11-01This return/report is a short plan year return/report (less than 12 months)No
2020-11-01Plan is a collectively bargained planNo
2020-11-01Plan funding arrangement – InsuranceYes
2020-11-01Plan funding arrangement – TrustYes
2020-11-01Plan benefit arrangement - TrustYes
2019: B & I CONTRACTORS, INC. 401(K) PLAN 2019 form 5500 responses
2019-11-01Type of plan entitySingle employer plan
2019-11-01Submission has been amendedNo
2019-11-01This submission is the final filingNo
2019-11-01This return/report is a short plan year return/report (less than 12 months)No
2019-11-01Plan is a collectively bargained planNo
2019-11-01Plan funding arrangement – InsuranceYes
2019-11-01Plan funding arrangement – TrustYes
2019-11-01Plan benefit arrangement - TrustYes
2018: B & I CONTRACTORS, INC. 401(K) PLAN 2018 form 5500 responses
2018-11-01Type of plan entitySingle employer plan
2018-11-01Submission has been amendedNo
2018-11-01This submission is the final filingNo
2018-11-01This return/report is a short plan year return/report (less than 12 months)No
2018-11-01Plan is a collectively bargained planNo
2018-11-01Plan funding arrangement – InsuranceYes
2018-11-01Plan funding arrangement – TrustYes
2018-11-01Plan benefit arrangement - TrustYes
2017: B & I CONTRACTORS, INC. 401(K) PLAN 2017 form 5500 responses
2017-11-01Type of plan entitySingle employer plan
2017-11-01Submission has been amendedNo
2017-11-01This submission is the final filingNo
2017-11-01This return/report is a short plan year return/report (less than 12 months)No
2017-11-01Plan is a collectively bargained planNo
2017-11-01Plan funding arrangement – InsuranceYes
2017-11-01Plan funding arrangement – TrustYes
2017-11-01Plan benefit arrangement - TrustYes
2016: B & I CONTRACTORS, INC. 401(K) PLAN 2016 form 5500 responses
2016-11-01Type of plan entitySingle employer plan
2016-11-01Submission has been amendedNo
2016-11-01This submission is the final filingNo
2016-11-01This return/report is a short plan year return/report (less than 12 months)No
2016-11-01Plan is a collectively bargained planNo
2016-11-01Plan funding arrangement – InsuranceYes
2016-11-01Plan funding arrangement – TrustYes
2016-11-01Plan benefit arrangement - TrustYes
2015: B & I CONTRACTORS, INC. 401(K) PLAN 2015 form 5500 responses
2015-11-01Type of plan entitySingle employer plan
2015-11-01Submission has been amendedNo
2015-11-01This submission is the final filingNo
2015-11-01This return/report is a short plan year return/report (less than 12 months)No
2015-11-01Plan is a collectively bargained planNo
2015-11-01Plan funding arrangement – TrustYes
2015-11-01Plan benefit arrangement - TrustYes
2014: B & I CONTRACTORS, INC. 401(K) PLAN 2014 form 5500 responses
2014-11-01Type of plan entitySingle employer plan
2014-11-01Submission has been amendedNo
2014-11-01This submission is the final filingNo
2014-11-01This return/report is a short plan year return/report (less than 12 months)No
2014-11-01Plan is a collectively bargained planNo
2014-11-01Plan funding arrangement – TrustYes
2014-11-01Plan benefit arrangement - TrustYes
2013: B & I CONTRACTORS, INC. 401(K) PLAN 2013 form 5500 responses
2013-11-01Type of plan entitySingle employer plan
2013-11-01Submission has been amendedNo
2013-11-01This submission is the final filingNo
2013-11-01This return/report is a short plan year return/report (less than 12 months)No
2013-11-01Plan is a collectively bargained planNo
2013-11-01Plan funding arrangement – TrustYes
2013-11-01Plan benefit arrangement - TrustYes
2012: B & I CONTRACTORS, INC. 401(K) PLAN 2012 form 5500 responses
2012-11-01Type of plan entitySingle employer plan
2012-11-01Submission has been amendedNo
2012-11-01This submission is the final filingNo
2012-11-01This return/report is a short plan year return/report (less than 12 months)No
2012-11-01Plan is a collectively bargained planNo
2012-11-01Plan funding arrangement – TrustYes
2012-11-01Plan benefit arrangement - TrustYes
2011: B & I CONTRACTORS, INC. 401(K) PLAN 2011 form 5500 responses
2011-11-01Type of plan entitySingle employer plan
2011-11-01Submission has been amendedNo
2011-11-01This submission is the final filingNo
2011-11-01This return/report is a short plan year return/report (less than 12 months)No
2011-11-01Plan is a collectively bargained planNo
2011-11-01Plan funding arrangement – TrustYes
2011-11-01Plan benefit arrangement - TrustYes
2009: B & I CONTRACTORS, INC. 401(K) PLAN 2009 form 5500 responses
2009-11-01Type of plan entitySingle employer plan
2009-11-01Plan funding arrangement – InsuranceYes
2009-11-01Plan funding arrangement – TrustYes
2009-11-01Plan benefit arrangement – InsuranceYes
2009-11-01Plan benefit arrangement - TrustYes
2008: B & I CONTRACTORS, INC. 401(K) PLAN 2008 form 5500 responses
2008-11-01Type of plan entitySingle employer plan
2008-11-01Submission has been amendedNo
2008-11-01This submission is the final filingNo
2008-11-01This return/report is a short plan year return/report (less than 12 months)No
2008-11-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number500464-01
Policy instance 1
Insurance contract or identification number500464-01
Number of Individuals Covered710
Insurance policy start date2021-11-01
Insurance policy end date2022-10-31
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 number500464-01
Policy instance 1
Insurance contract or identification number500464-01
Number of Individuals Covered47
Insurance policy start date2020-11-01
Insurance policy end date2021-10-31
Total amount of commissions paid to insurance brokerUSD $448
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
Commission paid to Insurance BrokerUSD $448
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number500464-01
Policy instance 1
Insurance contract or identification number500464-01
Number of Individuals Covered713
Insurance policy start date2019-11-01
Insurance policy end date2020-10-31
Total amount of commissions paid to insurance brokerUSD $459
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
Commission paid to Insurance BrokerUSD $459
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number500464-01
Policy instance 1
Insurance contract or identification number500464-01
Number of Individuals Covered714
Insurance policy start date2018-11-01
Insurance policy end date2019-10-31
Total amount of commissions paid to insurance brokerUSD $262
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
Commission paid to Insurance BrokerUSD $262
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number500464-01
Policy instance 1
Insurance contract or identification number500464-01
Number of Individuals Covered323
Insurance policy start date2017-11-01
Insurance policy end date2018-10-31
Total amount of commissions paid to insurance brokerUSD $194
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

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