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INDIAN RIVER TRANSPORT COMPANY 401(K) PLAN 401k Plan overview

Plan NameINDIAN RIVER TRANSPORT COMPANY 401(K) PLAN
Plan identification number 001

INDIAN RIVER TRANSPORT COMPANY 401(K) PLAN Benefits

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

401k Sponsoring company profile

INDIAN RIVER TRANSPORT COMPANY has sponsored the creation of one or more 401k plans.

Company Name:INDIAN RIVER TRANSPORT COMPANY
Employer identification number (EIN):593172232
NAIC Classification:484200
NAIC Description: Specialized Freight Trucking

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INDIAN RIVER TRANSPORT COMPANY 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01JENNIFER POTTS2023-10-13 JENNIFER POTTS2023-10-13
0012021-01-01JENNIFER POTTS2023-02-13 JENNIFER POTTS2023-02-13
0012020-01-01CHRISTINE CRAIG2021-10-13 CHRISTINE CRAIG2021-10-13
0012019-01-01JIM SHARP2020-10-15 CHRISTINE CRAIG2020-10-15
0012018-01-01
0012017-01-01LEE LICHTENSTEIN
0012016-01-01LEE LICHTENSTEIN
0012015-01-01LEE LICHTENSTEIN
0012014-01-01LEE LICHTENSTEIN
0012013-01-01LEE LICHTENSTEIN
0012012-01-01DONNA HARNED
0012011-01-01DONNA HARNED
0012009-01-01DONNA HARNED

Plan Statistics for INDIAN RIVER TRANSPORT COMPANY 401(K) PLAN

401k plan membership statisitcs for INDIAN RIVER TRANSPORT COMPANY 401(K) PLAN

Measure Date Value
2022: INDIAN RIVER TRANSPORT COMPANY 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01415
Total number of active participants reported on line 7a of the Form 55002022-01-01371
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0126
Total of all active and inactive participants2022-01-01397
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01397
Number of participants with account balances2022-01-01133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-019
2021: INDIAN RIVER TRANSPORT COMPANY 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01468
Total number of active participants reported on line 7a of the Form 55002021-01-01381
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0133
Total of all active and inactive participants2021-01-01414
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01414
Number of participants with account balances2021-01-01140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0121
2020: INDIAN RIVER TRANSPORT COMPANY 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01481
Total number of active participants reported on line 7a of the Form 55002020-01-01431
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0133
Total of all active and inactive participants2020-01-01464
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01464
Number of participants with account balances2020-01-01144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-015
2019: INDIAN RIVER TRANSPORT COMPANY 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01477
Total number of active participants reported on line 7a of the Form 55002019-01-01426
Number of other retired or separated participants entitled to future benefits2019-01-0121
Total of all active and inactive participants2019-01-01447
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01447
Number of participants with account balances2019-01-01132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0112
2018: INDIAN RIVER TRANSPORT COMPANY 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01521
Total number of active participants reported on line 7a of the Form 55002018-01-01413
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0142
Total of all active and inactive participants2018-01-01456
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01456
Number of participants with account balances2018-01-01121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-016
2017: INDIAN RIVER TRANSPORT COMPANY 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01593
Total number of active participants reported on line 7a of the Form 55002017-01-01432
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0145
Total of all active and inactive participants2017-01-01478
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01478
Number of participants with account balances2017-01-01129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0111
2016: INDIAN RIVER TRANSPORT COMPANY 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01603
Total number of active participants reported on line 7a of the Form 55002016-01-01503
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-0132
Total of all active and inactive participants2016-01-01537
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01537
Number of participants with account balances2016-01-01119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0121
2015: INDIAN RIVER TRANSPORT COMPANY 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01508
Total number of active participants reported on line 7a of the Form 55002015-01-01513
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0114
Total of all active and inactive participants2015-01-01527
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01527
Number of participants with account balances2015-01-0199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0114
2014: INDIAN RIVER TRANSPORT COMPANY 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01449
Total number of active participants reported on line 7a of the Form 55002014-01-01442
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0112
Total of all active and inactive participants2014-01-01454
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01454
Number of participants with account balances2014-01-0184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0112
2013: INDIAN RIVER TRANSPORT COMPANY 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01480
Total number of active participants reported on line 7a of the Form 55002013-01-01409
Number of other retired or separated participants entitled to future benefits2013-01-018
Total of all active and inactive participants2013-01-01417
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01417
Number of participants with account balances2013-01-0198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0113
2012: INDIAN RIVER TRANSPORT COMPANY 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01380
Total number of active participants reported on line 7a of the Form 55002012-01-01456
Number of retired or separated participants receiving benefits2012-01-013
Number of other retired or separated participants entitled to future benefits2012-01-0120
Total of all active and inactive participants2012-01-01479
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01479
Number of participants with account balances2012-01-01459
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0129
2011: INDIAN RIVER TRANSPORT COMPANY 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01515
Total number of active participants reported on line 7a of the Form 55002011-01-01425
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-01425
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01425
Number of participants with account balances2011-01-0195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: INDIAN RIVER TRANSPORT COMPANY 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01400
Total number of active participants reported on line 7a of the Form 55002009-01-01382
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0126
Total of all active and inactive participants2009-01-01408
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01408
Number of participants with account balances2009-01-01111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-015

Financial Data on INDIAN RIVER TRANSPORT COMPANY 401(K) PLAN

Measure Date Value
2022 : INDIAN RIVER TRANSPORT COMPANY 401(K) PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$188,129
Total of all expenses incurred2022-12-31$1,246,924
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,212,691
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$787,291
Value of total assets at end of year2022-12-31$3,893,285
Value of total assets at beginning of year2022-12-31$4,952,080
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$34,233
Total interest from all sources2022-12-31$5,264
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$440,000
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$558,200
Participant contributions at end of year2022-12-31$172,364
Participant contributions at beginning of year2022-12-31$146,231
Participant contributions at end of year2022-12-31$34,471
Participant contributions at beginning of year2022-12-31$23,789
Assets. Other investments not covered elsewhere at end of year2022-12-31$620,788
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$539,030
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$49,531
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,058,795
Value of net assets at end of year (total assets less liabilities)2022-12-31$3,893,285
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$4,952,080
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$3,021,055
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$4,228,585
Value of interest in pooled separate accounts at beginning of year2022-12-31$0
Interest on participant loans2022-12-31$5,241
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$41,189
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$14,445
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$14,445
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$23
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-604,426
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$179,560
Employer contributions (assets) at end of year2022-12-31$3,418
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,212,691
Contract administrator fees2022-12-31$34,233
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 name2022-12-31BRIMMER, BUREK & KEELAN, LLP
Accountancy firm EIN2022-12-31592848736
2021 : INDIAN RIVER TRANSPORT COMPANY 401(K) PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$1,306,153
Total of all expenses incurred2021-12-31$708,154
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$680,445
Expenses. Certain deemed distributions of participant loans2021-12-31$0
Value of total corrective distributions2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$830,218
Value of total assets at end of year2021-12-31$4,952,080
Value of total assets at beginning of year2021-12-31$4,354,081
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$27,709
Total interest from all sources2021-12-31$5,727
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$440,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$568,648
Participant contributions at end of year2021-12-31$146,231
Participant contributions at beginning of year2021-12-31$114,716
Participant contributions at end of year2021-12-31$23,789
Participant contributions at beginning of year2021-12-31$7,980
Assets. Other investments not covered elsewhere at end of year2021-12-31$539,030
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$475,802
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$136,151
Other income not declared elsewhere2021-12-31$63,228
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$597,999
Value of net assets at end of year (total assets less liabilities)2021-12-31$4,952,080
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$4,354,081
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$4,228,585
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$3,714,950
Value of interest in pooled separate accounts at end of year2021-12-31$0
Value of interest in pooled separate accounts at beginning of year2021-12-31$0
Interest on participant loans2021-12-31$5,727
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$14,445
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$40,633
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$40,633
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$406,980
Net investment gain/loss from pooled separate accounts2021-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$125,419
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$680,445
Contract administrator fees2021-12-31$27,709
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 name2021-12-31BRIMMER, BUREK & KEELAN, LLP
Accountancy firm EIN2021-12-31592848736
2020 : INDIAN RIVER TRANSPORT COMPANY 401(K) PLAN 2020 401k financial data
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$807,868
Total of all expenses incurred2020-12-31$891,617
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$839,462
Value of total corrective distributions2020-12-31$13,325
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$616,679
Value of total assets at end of year2020-12-31$4,354,081
Value of total assets at beginning of year2020-12-31$4,437,830
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$38,830
Total interest from all sources2020-12-31$5,615
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$440,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$488,749
Participant contributions at end of year2020-12-31$114,716
Participant contributions at beginning of year2020-12-31$103,538
Participant contributions at end of year2020-12-31$7,980
Participant contributions at beginning of year2020-12-31$16,975
Assets. Other investments not covered elsewhere at end of year2020-12-31$475,802
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$391,903
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$2,063
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$83,898
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-83,749
Value of net assets at end of year (total assets less liabilities)2020-12-31$4,354,081
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$4,437,830
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$3,714,950
Value of interest in pooled separate accounts at end of year2020-12-31$0
Value of interest in pooled separate accounts at beginning of year2020-12-31$3,182,031
Interest on participant loans2020-12-31$5,615
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$40,633
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$740,374
Net investment gain/loss from pooled separate accounts2020-12-31$101,676
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$125,867
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$3,009
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$839,462
Contract administrator fees2020-12-31$38,830
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BRIMMER, BUREK & KEELAN, LLP
Accountancy firm EIN2020-12-31592848736
2019 : INDIAN RIVER TRANSPORT COMPANY 401(K) PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$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$7,701
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$7,701
Total income from all sources (including contributions)2019-12-31$1,121,566
Total income from all sources (including contributions)2019-12-31$1,121,566
Total of all expenses incurred2019-12-31$455,548
Total of all expenses incurred2019-12-31$455,548
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$389,707
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$389,707
Expenses. Certain deemed distributions of participant loans2019-12-31$19,304
Expenses. Certain deemed distributions of participant loans2019-12-31$19,304
Value of total corrective distributions2019-12-31$0
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$578,825
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$578,825
Value of total assets at end of year2019-12-31$4,437,830
Value of total assets at end of year2019-12-31$4,437,830
Value of total assets at beginning of year2019-12-31$3,779,513
Value of total assets at beginning of year2019-12-31$3,779,513
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$46,537
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$46,537
Total interest from all sources2019-12-31$5,963
Total interest from all sources2019-12-31$5,963
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$400,000
Value of fidelity bond cover2019-12-31$400,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$432,771
Contributions received from participants2019-12-31$432,771
Participant contributions at end of year2019-12-31$103,538
Participant contributions at end of year2019-12-31$103,538
Participant contributions at beginning of year2019-12-31$104,789
Participant contributions at beginning of year2019-12-31$104,789
Participant contributions at end of year2019-12-31$16,975
Participant contributions at end of year2019-12-31$16,975
Participant contributions at beginning of year2019-12-31$13,404
Participant contributions at beginning of year2019-12-31$13,404
Assets. Other investments not covered elsewhere at end of year2019-12-31$391,903
Assets. Other investments not covered elsewhere at end of year2019-12-31$391,903
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$338,341
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$1,096
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$1,096
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$7,701
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$7,701
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$666,018
Value of net income/loss2019-12-31$666,018
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,437,830
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,437,830
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,771,812
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,771,812
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$3,182,031
Value of interest in pooled separate accounts at end of year2019-12-31$3,182,031
Value of interest in pooled separate accounts at beginning of year2019-12-31$2,649,018
Interest on participant loans2019-12-31$5,963
Interest on participant loans2019-12-31$5,963
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$740,374
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$740,374
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$671,365
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$671,365
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from pooled separate accounts2019-12-31$536,778
Net investment gain/loss from pooled separate accounts2019-12-31$536,778
Net investment gain or loss from common/collective trusts2019-12-31$0
Net investment gain or loss from common/collective trusts2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$146,054
Contributions received in cash from employer2019-12-31$146,054
Employer contributions (assets) at end of year2019-12-31$3,009
Employer contributions (assets) at end of year2019-12-31$3,009
Employer contributions (assets) at beginning of year2019-12-31$1,500
Employer contributions (assets) at beginning of year2019-12-31$1,500
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$389,707
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$389,707
Contract administrator fees2019-12-31$46,537
Contract administrator fees2019-12-31$46,537
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BRIMMER, BUREK & KEELAN, LLP
Accountancy firm name2019-12-31BRIMMER, BUREK & KEELAN, LLP
Accountancy firm EIN2019-12-31592848736
Accountancy firm EIN2019-12-31592848736
2018 : INDIAN RIVER TRANSPORT COMPANY 401(K) 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$7,701
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$1,608
Total income from all sources (including contributions)2018-12-31$368,443
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$948,352
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$898,904
Expenses. Certain deemed distributions of participant loans2018-12-31$4,481
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$524,205
Value of total assets at end of year2018-12-31$3,779,513
Value of total assets at beginning of year2018-12-31$4,353,329
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$44,967
Total interest from all sources2018-12-31$4,489
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$175
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$400,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$395,759
Participant contributions at end of year2018-12-31$104,789
Participant contributions at beginning of year2018-12-31$60,241
Participant contributions at end of year2018-12-31$13,404
Participant contributions at beginning of year2018-12-31$12,276
Assets. Other investments not covered elsewhere at end of year2018-12-31$338,341
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$397,270
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$1,096
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$1,477
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$7,701
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$1,608
Other income not declared elsewhere2018-12-31$1,136
Administrative expenses (other) incurred2018-12-31$17,902
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-579,909
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,771,812
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,351,721
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 pooled separate accounts at end of year2018-12-31$2,649,018
Value of interest in pooled separate accounts at beginning of year2018-12-31$3,253,028
Interest on participant loans2018-12-31$4,489
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$671,365
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$626,985
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$7,610
Net investment gain/loss from pooled separate accounts2018-12-31$-161,387
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$128,446
Employer contributions (assets) at end of year2018-12-31$1,500
Employer contributions (assets) at beginning of year2018-12-31$2,052
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$891,294
Contract administrator fees2018-12-31$26,890
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 name2018-12-31BRIMMER, BUREK & KEELAN LLP
Accountancy firm EIN2018-12-31592848736
2017 : INDIAN RIVER TRANSPORT COMPANY 401(K) 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$1,608
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$23,279
Total income from all sources (including contributions)2017-12-31$1,199,333
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$168,154
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$126,229
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$534,835
Value of total assets at end of year2017-12-31$4,353,329
Value of total assets at beginning of year2017-12-31$3,343,821
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$41,925
Total interest from all sources2017-12-31$2,729
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$400,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$392,373
Participant contributions at end of year2017-12-31$60,241
Participant contributions at beginning of year2017-12-31$69,802
Participant contributions at end of year2017-12-31$12,276
Participant contributions at beginning of year2017-12-31$13,084
Assets. Other investments not covered elsewhere at end of year2017-12-31$397,270
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$248,881
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$638
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$1,477
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$1,491
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$1,608
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$23,279
Administrative expenses (other) incurred2017-12-31$16,959
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$1,031,179
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,351,721
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,320,542
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 pooled separate accounts at end of year2017-12-31$3,253,028
Value of interest in pooled separate accounts at beginning of year2017-12-31$2,479,865
Interest on participant loans2017-12-31$2,729
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$626,985
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$528,950
Net investment gain/loss from pooled separate accounts2017-12-31$661,769
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$141,824
Employer contributions (assets) at end of year2017-12-31$2,052
Employer contributions (assets) at beginning of year2017-12-31$1,748
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$126,229
Contract administrator fees2017-12-31$24,966
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 name2017-12-31BRIMMER, BUREK & KEELAN LLP
Accountancy firm EIN2017-12-31592848736
2016 : INDIAN RIVER TRANSPORT COMPANY 401(K) 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$23,279
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$4,012
Total income from all sources (including contributions)2016-12-31$850,245
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$354,174
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$289,898
Expenses. Certain deemed distributions of participant loans2016-12-31$4,499
Value of total corrective distributions2016-12-31$23,279
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$559,394
Value of total assets at end of year2016-12-31$3,343,821
Value of total assets at beginning of year2016-12-31$2,828,483
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$36,498
Total interest from all sources2016-12-31$2,927
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$800
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$332,054
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$408,999
Participant contributions at end of year2016-12-31$69,802
Participant contributions at beginning of year2016-12-31$69,721
Participant contributions at end of year2016-12-31$13,084
Assets. Other investments not covered elsewhere at end of year2016-12-31$248,881
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$188,128
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$1,491
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$23,279
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$4,012
Other income not declared elsewhere2016-12-31$60,669
Administrative expenses (other) incurred2016-12-31$14,206
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$496,071
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,320,542
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,824,471
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 pooled separate accounts at end of year2016-12-31$2,479,865
Value of interest in pooled separate accounts at beginning of year2016-12-31$2,092,920
Interest on participant loans2016-12-31$2,927
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$528,950
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$477,714
Net investment gain/loss from pooled separate accounts2016-12-31$227,255
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$150,395
Employer contributions (assets) at end of year2016-12-31$1,748
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$289,898
Contract administrator fees2016-12-31$21,492
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 name2016-12-31BRIMMER, BUREK & KEELAN LLP
Accountancy firm EIN2016-12-31592848736
2015 : INDIAN RIVER TRANSPORT COMPANY 401(K) 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$4,012
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$381
Total income from all sources (including contributions)2015-12-31$287,876
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$598,678
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$539,229
Expenses. Certain deemed distributions of participant loans2015-12-31$20,996
Value of total corrective distributions2015-12-31$4,012
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$437,856
Value of total assets at end of year2015-12-31$2,828,483
Value of total assets at beginning of year2015-12-31$3,135,654
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$34,441
Total interest from all sources2015-12-31$4,423
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
Administrative expenses professional fees incurred2015-12-31$1,931
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$313,565
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$315,393
Participant contributions at end of year2015-12-31$69,721
Participant contributions at beginning of year2015-12-31$94,025
Participant contributions at beginning of year2015-12-31$3,966
Assets. Other investments not covered elsewhere at end of year2015-12-31$188,128
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$233,098
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$8,928
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$1,706
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$4,012
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$381
Administrative expenses (other) incurred2015-12-31$13,883
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-310,802
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,824,471
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,135,273
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$2,092,920
Value of interest in pooled separate accounts at beginning of year2015-12-31$2,311,490
Interest on participant loans2015-12-31$4,423
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$477,714
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$490,547
Net investment gain/loss from pooled separate accounts2015-12-31$-154,403
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$113,535
Employer contributions (assets) at beginning of year2015-12-31$822
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$539,229
Contract administrator fees2015-12-31$18,627
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BRIMMER, BUREK & KEELAN, LLP
Accountancy firm EIN2015-12-31592848736
2014 : INDIAN RIVER TRANSPORT COMPANY 401(K) 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$381
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$411,281
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$631,755
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$577,803
Expenses. Certain deemed distributions of participant loans2014-12-31$17,777
Value of total corrective distributions2014-12-31$381
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$386,633
Value of total assets at end of year2014-12-31$3,135,654
Value of total assets at beginning of year2014-12-31$3,355,747
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$35,794
Total interest from all sources2014-12-31$3,777
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
Administrative expenses professional fees incurred2014-12-31$1,169
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$313,565
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$283,535
Participant contributions at end of year2014-12-31$94,025
Participant contributions at beginning of year2014-12-31$73,274
Participant contributions at end of year2014-12-31$3,966
Participant contributions at beginning of year2014-12-31$3,697
Assets. Other investments not covered elsewhere at end of year2014-12-31$233,098
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$225,857
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$11,763
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$1,706
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$974
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$381
Administrative expenses (other) incurred2014-12-31$15,262
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-220,474
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,135,273
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,355,747
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$2,311,490
Value of interest in pooled separate accounts at beginning of year2014-12-31$2,547,766
Interest on participant loans2014-12-31$3,777
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$490,547
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$503,381
Net investment gain/loss from pooled separate accounts2014-12-31$20,871
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$91,335
Employer contributions (assets) at end of year2014-12-31$822
Employer contributions (assets) at beginning of year2014-12-31$798
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$577,803
Contract administrator fees2014-12-31$19,363
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BRIMMER, BUREK & KEELAN, LLP
Accountancy firm EIN2014-12-31592848736
2013 : INDIAN RIVER TRANSPORT COMPANY 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$720,555
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$341,095
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$328,004
Expenses. Certain deemed distributions of participant loans2013-12-31$2,413
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$343,545
Value of total assets at end of year2013-12-31$3,355,747
Value of total assets at beginning of year2013-12-31$2,976,287
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$10,678
Total interest from all sources2013-12-31$16,845
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$873
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$335,575
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$249,318
Participant contributions at end of year2013-12-31$73,274
Participant contributions at beginning of year2013-12-31$91,074
Participant contributions at end of year2013-12-31$3,697
Assets. Other investments not covered elsewhere at end of year2013-12-31$225,857
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$212,250
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$518
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$9,113
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$974
Other income not declared elsewhere2013-12-31$4,525
Administrative expenses (other) incurred2013-12-31$2,100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$379,460
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,355,747
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,976,287
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$950
Value of interest in pooled separate accounts at end of year2013-12-31$2,547,766
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,509,136
Interest on participant loans2013-12-31$3,238
Interest earned on other investments2013-12-31$13,607
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$503,381
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,163,827
Net investment gain/loss from pooled separate accounts2013-12-31$355,640
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$93,709
Employer contributions (assets) at end of year2013-12-31$798
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$318,891
Contract administrator fees2013-12-31$6,755
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31WARREN AVERETT, LLC
Accountancy firm EIN2013-12-31454084437
2012 : INDIAN RIVER TRANSPORT COMPANY 401(K) PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$0
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$0
Total transfer of assets from this plan2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$530,271
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$257,916
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$236,779
Expenses. Certain deemed distributions of participant loans2012-12-31$9,725
Value of total corrective distributions2012-12-31$9,800
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$313,393
Value of total assets at end of year2012-12-31$2,976,287
Value of total assets at beginning of year2012-12-31$2,703,932
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,612
Total interest from all sources2012-12-31$4,091
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$37,967
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$400,000
If this is an individual account plan, was there a blackout period2012-12-31No
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$249,931
Participant contributions at end of year2012-12-31$91,074
Participant contributions at beginning of year2012-12-31$107,722
Assets. Other investments not covered elsewhere at end of year2012-12-31$212,250
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$216,192
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$992
Other income not declared elsewhere2012-12-31$-3,942
Administrative expenses (other) incurred2012-12-31$1,612
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$272,355
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,976,287
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,703,932
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,318,658
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,081,345
Value of interest in pooled separate accounts at end of year2012-12-31$0
Value of interest in pooled separate accounts at beginning of year2012-12-31$0
Interest on participant loans2012-12-31$4,091
Interest earned on other investments2012-12-31$0
Value of interest in common/collective trusts at end of year2012-12-31$190,478
Value of interest in common/collective trusts at beginning of year2012-12-31$159,240
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,163,827
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,139,433
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$0
Net investment gain/loss from pooled separate accounts2012-12-31$178,762
Net investment gain or loss from common/collective trusts2012-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Invements in employer securities at end of year2012-12-31$0
Assets. Invements in employer securities at beginning of year2012-12-31$0
Contributions received in cash from employer2012-12-31$62,470
Income. Dividends from common stock2012-12-31$37,967
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$236,779
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$0
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BRIMMER, BUREK & KEELAN LLP
Accountancy firm EIN2012-12-31592848736
2011 : INDIAN RIVER TRANSPORT COMPANY 401(K) PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$0
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$0
Total transfer of assets from this plan2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$320,500
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$390,691
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$353,747
Expenses. Certain deemed distributions of participant loans2011-12-31$35,215
Value of total corrective distributions2011-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$332,788
Value of total assets at end of year2011-12-31$2,703,932
Value of total assets at beginning of year2011-12-31$2,774,123
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,729
Total interest from all sources2011-12-31$5,678
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$23,334
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$400,000
If this is an individual account plan, was there a blackout period2011-12-31No
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$241,442
Participant contributions at end of year2011-12-31$107,722
Participant contributions at beginning of year2011-12-31$159,365
Assets. Other investments not covered elsewhere at end of year2011-12-31$216,192
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$219,440
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$2,678
Other income not declared elsewhere2011-12-31$-3,248
Administrative expenses (other) incurred2011-12-31$1,729
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-70,191
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,703,932
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,774,123
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,081,345
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,256,874
Value of interest in pooled separate accounts at end of year2011-12-31$0
Value of interest in pooled separate accounts at beginning of year2011-12-31$0
Interest on participant loans2011-12-31$5,678
Interest earned on other investments2011-12-31$0
Value of interest in common/collective trusts at end of year2011-12-31$159,240
Value of interest in common/collective trusts at beginning of year2011-12-31$138,444
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,139,433
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$0
Net investment gain/loss from pooled separate accounts2011-12-31$-38,052
Net investment gain or loss from common/collective trusts2011-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$0
Assets. Invements in employer securities at beginning of year2011-12-31$0
Contributions received in cash from employer2011-12-31$88,668
Income. Dividends from common stock2011-12-31$23,334
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$353,747
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$0
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BRIMMER, BUREK & KEELAN LLP
Accountancy firm EIN2011-12-31592848736
2010 : INDIAN RIVER TRANSPORT COMPANY 401(K) PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$0
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$585,468
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$593,647
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$591,386
Expenses. Certain deemed distributions of participant loans2010-12-31$0
Value of total corrective distributions2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$383,697
Value of total assets at end of year2010-12-31$2,774,123
Value of total assets at beginning of year2010-12-31$2,782,302
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,261
Total interest from all sources2010-12-31$7,572
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$31,394
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$31,394
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$400,000
If this is an individual account plan, was there a blackout period2010-12-31No
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$0
Amount contributed by the employer to the plan for this plan year2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$273,260
Participant contributions at end of year2010-12-31$159,365
Participant contributions at beginning of year2010-12-31$105,927
Assets. Other investments not covered elsewhere at end of year2010-12-31$219,440
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$135,292
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$0
Administrative expenses (other) incurred2010-12-31$2,261
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-8,179
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,774,123
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,782,302
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,256,874
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,393,268
Value of interest in pooled separate accounts at end of year2010-12-31$0
Value of interest in pooled separate accounts at beginning of year2010-12-31$0
Interest on participant loans2010-12-31$7,572
Interest earned on other investments2010-12-31$0
Value of interest in common/collective trusts at end of year2010-12-31$138,444
Value of interest in common/collective trusts at beginning of year2010-12-31$147,815
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$162,805
Net investment gain or loss from common/collective trusts2010-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$0
Assets. Invements in employer securities at beginning of year2010-12-31$0
Contributions received in cash from employer2010-12-31$110,437
Income. Dividends from common stock2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$591,386
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$0
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BRIMMER, BUREK & KEELAN LLP
Accountancy firm EIN2010-12-31592848736
2009 : INDIAN RIVER TRANSPORT COMPANY 401(K) PLAN 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$0
Amount contributed by the employer to the plan for this plan year2009-12-31$0

Form 5500 Responses for INDIAN RIVER TRANSPORT COMPANY 401(K) PLAN

2022: INDIAN RIVER TRANSPORT COMPANY 401(K) 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: INDIAN RIVER TRANSPORT COMPANY 401(K) 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: INDIAN RIVER TRANSPORT COMPANY 401(K) 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: INDIAN RIVER TRANSPORT COMPANY 401(K) 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: INDIAN RIVER TRANSPORT COMPANY 401(K) 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: INDIAN RIVER TRANSPORT COMPANY 401(K) 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: INDIAN RIVER TRANSPORT COMPANY 401(K) 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: INDIAN RIVER TRANSPORT COMPANY 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: INDIAN RIVER TRANSPORT COMPANY 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: INDIAN RIVER TRANSPORT COMPANY 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: INDIAN RIVER TRANSPORT COMPANY 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: INDIAN RIVER TRANSPORT COMPANY 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2009: INDIAN RIVER TRANSPORT COMPANY 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP 27290
Policy instance 1
Insurance contract or identification numberGP 27290
Number of Individuals Covered132
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $18,021
Total amount of fees paid to insurance companyUSD $1,256
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $18,021
Insurance broker organization code?4
Amount paid for insurance broker fees1256
Additional information about fees paid to insurance brokerTPA AWARDS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP27290
Policy instance 1
Insurance contract or identification numberGP27290
Number of Individuals Covered131
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $18,010
Total amount of fees paid to insurance companyUSD $1,325
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 $18,010
Insurance broker organization code?4
Amount paid for insurance broker fees1325
Additional information about fees paid to insurance brokerTPA AWARDS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP27290
Policy instance 1
Insurance contract or identification numberGP27290
Number of Individuals Covered139
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $16,724
Total amount of fees paid to insurance companyUSD $1,564
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 $16,724
Insurance broker organization code?4
Amount paid for insurance broker fees1564
Additional information about fees paid to insurance brokerTPA AWARDS
Insurance broker namePINNACLE FINANCIAL SERVICES
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP27290
Policy instance 1
Insurance contract or identification numberGP27290
Number of Individuals Covered109
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $13,258
Total amount of fees paid to insurance companyUSD $1,641
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,258
Insurance broker organization code?4
Amount paid for insurance broker fees1611
Additional information about fees paid to insurance brokerTPA AWARDS
Insurance broker nameFSC SECURITIES CORP
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP27290
Policy instance 1
Insurance contract or identification numberGP27290
Number of Individuals Covered95
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $7,016
Total amount of fees paid to insurance companyUSD $1,839
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1798
Additional information about fees paid to insurance brokerTPA AWARDS
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $7,016
Insurance broker namePINNACLE FINANCIAL SERVICES
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP27290
Policy instance 1
Insurance contract or identification numberGP27290
Number of Individuals Covered98
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $1,412
Total amount of fees paid to insurance companyUSD $7,697
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees7669
Additional information about fees paid to insurance brokerTPA AWARDS
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $1,412
Insurance broker namePINNACLE FINANCIAL SERVICES
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-711753
Policy instance 2
Insurance contract or identification numberGA-711753
Number of Individuals Covered0
Insurance policy start date2013-01-01
Insurance policy end date2013-07-31
Total amount of commissions paid to insurance brokerUSD $6,052
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
Commission paid to Insurance BrokerUSD $4,148
Insurance broker organization code?3
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $42,752
Amount paid for insurance broker fees2234
Additional information about fees paid to insurance brokerBONUS
Insurance broker nameSECURITIES SERVICE NETWORK
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-711753
Policy instance 1
Insurance contract or identification numberGA-711753
Number of Individuals Covered459
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $7,587
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,218
Insurance broker organization code?3
Insurance broker nameSECURITIES SERVICE NETWORK
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-711753
Policy instance 1
Insurance contract or identification numberGA-711753
Number of Individuals Covered95
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $5,932
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-711753
Policy instance 1
Insurance contract or identification numberGA-711753
Number of Individuals Covered103
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $3,725
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,725
Insurance broker organization code?3
Insurance broker nameNETWORK AGENCY INC

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