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PENSION PLAN FOR HOLLISTER-WHITNEY ELEVATOR CORPORATION UNION EMPLOYEES 401k Plan overview

Plan NamePENSION PLAN FOR HOLLISTER-WHITNEY ELEVATOR CORPORATION UNION EMPLOYEES
Plan identification number 002

PENSION PLAN FOR HOLLISTER-WHITNEY ELEVATOR CORPORATION UNION EMPLOYEES Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • 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

HOLLISTER-WHITNEY ELEVATOR CO. LLC has sponsored the creation of one or more 401k plans.

Company Name:HOLLISTER-WHITNEY ELEVATOR CO. LLC
Employer identification number (EIN):821718739
NAIC Classification:332900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PENSION PLAN FOR HOLLISTER-WHITNEY ELEVATOR CORPORATION UNION EMPLOYEES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-05-01
0022020-05-01
0022019-05-01
0022019-05-01
0022018-05-01
0022017-05-01ANGELO MESSINA

Plan Statistics for PENSION PLAN FOR HOLLISTER-WHITNEY ELEVATOR CORPORATION UNION EMPLOYEES

401k plan membership statisitcs for PENSION PLAN FOR HOLLISTER-WHITNEY ELEVATOR CORPORATION UNION EMPLOYEES

Measure Date Value
2023: PENSION PLAN FOR HOLLISTER-WHITNEY ELEVATOR CORPORATION UNION EMPLOYEES 2023 401k membership
Market value of plan assets2023-04-309,107,797
Acturial value of plan assets2023-04-309,107,797
Funding target for retired participants and beneficiaries receiving payment2023-04-304,767,098
Number of terminated vested participants2023-04-3072
Fundng target for terminated vested participants2023-04-301,162,988
Active participant vested funding target2023-04-304,358,500
Number of active participants2023-04-30186
Total funding liabilities for active participants2023-04-304,513,088
Total participant count2023-04-30334
Total funding target for all participants2023-04-3010,443,174
Balance at beginning of prior year after applicable adjustments2023-04-30207,075
Prefunding balance at beginning of prior year after applicable adjustments2023-04-30179,717
Carryover balanced portion elected for use to offset prior years funding requirement2023-04-30207,075
Prefunding balanced used to offset prior years funding requirement2023-04-30119,015
Amount remaining of carryover balance2023-04-300
Amount remaining of prefunding balance2023-04-3060,702
Present value of excess contributions2023-04-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2023-04-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2023-04-300
Reductions in caryover balances due to elections or deemed elections2023-04-300
Reductions in prefunding balances due to elections or deemed elections2023-04-300
Balance of carryovers at beginning of current year2023-04-300
Balance of prefunding at beginning of current year2023-04-3057,703
Total employer contributions2023-04-30419,000
Total employee contributions2023-04-300
Contributions allocated toward unpaid minimum require contributions from prior years2023-04-300
Contributions made to avoid restrictions adjusted to valuation date2023-04-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2023-04-30382,334
Unpaid minimum required contributions for all prior years2023-04-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2023-04-300
Remaining amount of unpaid minimum required contributions2023-04-300
Minimum required contributions for current year target normal cost2023-04-30310,956
Net shortfall amortization installment of oustanding balance2023-04-301,393,080
Waiver amortization installment2023-04-300
Total funding amount beforereflecting carryover/prefunding balances2023-04-30439,693
Carryover balance elected to use to offset funding requirement2023-04-300
Prefunding balance elected to use to offset funding requirement2023-04-3057,703
Additional cash requirement2023-04-30381,990
Contributions allocatedtoward minimum required contributions for current year2023-04-30382,334
Unpaid minimum required contributions for current year2023-04-300
Unpaid minimum required contributions for all years2023-04-300
2022: PENSION PLAN FOR HOLLISTER-WHITNEY ELEVATOR CORPORATION UNION EMPLOYEES 2022 401k membership
Market value of plan assets2022-04-3010,015,459
Acturial value of plan assets2022-04-3010,015,459
Funding target for retired participants and beneficiaries receiving payment2022-04-303,986,024
Number of terminated vested participants2022-04-3067
Fundng target for terminated vested participants2022-04-30916,554
Active participant vested funding target2022-04-304,502,634
Number of active participants2022-04-30216
Total funding liabilities for active participants2022-04-304,726,089
Total participant count2022-04-30349
Total funding target for all participants2022-04-309,628,667
Balance at beginning of prior year after applicable adjustments2022-04-30165,395
Prefunding balance at beginning of prior year after applicable adjustments2022-04-3042,024
Carryover balanced portion elected for use to offset prior years funding requirement2022-04-300
Prefunding balanced used to offset prior years funding requirement2022-04-300
Amount remaining of carryover balance2022-04-30165,395
Amount remaining of prefunding balance2022-04-3042,024
Present value of excess contributions2022-04-30120,078
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-04-30127,103
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-04-30127,103
Reductions in caryover balances due to elections or deemed elections2022-04-300
Reductions in prefunding balances due to elections or deemed elections2022-04-300
Balance of carryovers at beginning of current year2022-04-30207,075
Balance of prefunding at beginning of current year2022-04-30179,717
Total employer contributions2022-04-300
Total employee contributions2022-04-300
Contributions allocated toward unpaid minimum require contributions from prior years2022-04-300
Contributions made to avoid restrictions adjusted to valuation date2022-04-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-04-300
Liquidity shortfalls end of Q12022-04-300
Liquidity shortfalls end of Q22022-04-300
Liquidity shortfalls end of Q32022-04-300
Liquidity shortfalls end of Q42022-04-300
Unpaid minimum required contributions for all prior years2022-04-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-04-300
Remaining amount of unpaid minimum required contributions2022-04-300
Minimum required contributions for current year target normal cost2022-04-30326,090
Net shortfall amortization installment of oustanding balance2022-04-300
Waiver amortization installment2022-04-300
Total funding amount beforereflecting carryover/prefunding balances2022-04-30326,090
Carryover balance elected to use to offset funding requirement2022-04-30207,075
Prefunding balance elected to use to offset funding requirement2022-04-30119,015
Additional cash requirement2022-04-300
Contributions allocatedtoward minimum required contributions for current year2022-04-300
Unpaid minimum required contributions for current year2022-04-300
Unpaid minimum required contributions for all years2022-04-300
2021: PENSION PLAN FOR HOLLISTER-WHITNEY ELEVATOR CORPORATION UNION EMPLOYEES 2021 401k membership
Total participants, beginning-of-year2021-05-01342
Total number of active participants reported on line 7a of the Form 55002021-05-01186
Number of retired or separated participants receiving benefits2021-05-0165
Number of other retired or separated participants entitled to future benefits2021-05-0170
Total of all active and inactive participants2021-05-01321
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-05-0111
Total participants2021-05-01332
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-05-0115
Market value of plan assets2021-04-307,783,220
Acturial value of plan assets2021-04-307,783,220
Funding target for retired participants and beneficiaries receiving payment2021-04-303,130,714
Number of terminated vested participants2021-04-3063
Fundng target for terminated vested participants2021-04-30909,186
Active participant vested funding target2021-04-304,627,905
Number of active participants2021-04-30224
Total funding liabilities for active participants2021-04-304,819,699
Total participant count2021-04-30348
Total funding target for all participants2021-04-308,859,599
Balance at beginning of prior year after applicable adjustments2021-04-30159,080
Prefunding balance at beginning of prior year after applicable adjustments2021-04-300
Carryover balanced portion elected for use to offset prior years funding requirement2021-04-300
Prefunding balanced used to offset prior years funding requirement2021-04-300
Amount remaining of carryover balance2021-04-30159,080
Amount remaining of prefunding balance2021-04-300
Present value of excess contributions2021-04-3044,067
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-04-3046,570
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-04-3042,024
Reductions in caryover balances due to elections or deemed elections2021-04-300
Reductions in prefunding balances due to elections or deemed elections2021-04-300
Balance of carryovers at beginning of current year2021-04-30165,395
Balance of prefunding at beginning of current year2021-04-3042,024
Total employer contributions2021-04-30605,200
Total employee contributions2021-04-300
Contributions allocated toward unpaid minimum require contributions from prior years2021-04-300
Contributions made to avoid restrictions adjusted to valuation date2021-04-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-04-30578,600
Liquidity shortfalls end of Q12021-04-300
Liquidity shortfalls end of Q22021-04-300
Liquidity shortfalls end of Q32021-04-300
Liquidity shortfalls end of Q42021-04-300
Unpaid minimum required contributions for all prior years2021-04-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-04-300
Remaining amount of unpaid minimum required contributions2021-04-300
Minimum required contributions for current year target normal cost2021-04-30331,723
Net shortfall amortization installment of oustanding balance2021-04-301,283,798
Waiver amortization installment2021-04-300
Total funding amount beforereflecting carryover/prefunding balances2021-04-30458,522
Carryover balance elected to use to offset funding requirement2021-04-300
Prefunding balance elected to use to offset funding requirement2021-04-300
Additional cash requirement2021-04-30458,522
Contributions allocatedtoward minimum required contributions for current year2021-04-30578,600
Unpaid minimum required contributions for current year2021-04-300
Unpaid minimum required contributions for all years2021-04-300
2020: PENSION PLAN FOR HOLLISTER-WHITNEY ELEVATOR CORPORATION UNION EMPLOYEES 2020 401k membership
Total participants, beginning-of-year2020-05-01324
Total number of active participants reported on line 7a of the Form 55002020-05-01211
Number of retired or separated participants receiving benefits2020-05-0156
Number of other retired or separated participants entitled to future benefits2020-05-0165
Total of all active and inactive participants2020-05-01332
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-05-0110
Total participants2020-05-01342
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-05-0111
Market value of plan assets2020-04-307,202,125
Acturial value of plan assets2020-04-307,202,125
Funding target for retired participants and beneficiaries receiving payment2020-04-303,038,653
Number of terminated vested participants2020-04-3056
Fundng target for terminated vested participants2020-04-30717,056
Active participant vested funding target2020-04-304,618,872
Number of active participants2020-04-30217
Total funding liabilities for active participants2020-04-304,815,264
Total participant count2020-04-30330
Total funding target for all participants2020-04-308,570,973
Balance at beginning of prior year after applicable adjustments2020-04-30246,193
Prefunding balance at beginning of prior year after applicable adjustments2020-04-300
Carryover balanced portion elected for use to offset prior years funding requirement2020-04-3092,922
Prefunding balanced used to offset prior years funding requirement2020-04-300
Amount remaining of carryover balance2020-04-30153,271
Amount remaining of prefunding balance2020-04-300
Present value of excess contributions2020-04-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-04-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-04-300
Reductions in caryover balances due to elections or deemed elections2020-04-300
Reductions in prefunding balances due to elections or deemed elections2020-04-300
Balance of carryovers at beginning of current year2020-04-30159,080
Balance of prefunding at beginning of current year2020-04-300
Total employer contributions2020-04-30567,500
Total employee contributions2020-04-300
Contributions allocated toward unpaid minimum require contributions from prior years2020-04-300
Contributions made to avoid restrictions adjusted to valuation date2020-04-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-04-30502,466
Unpaid minimum required contributions for all prior years2020-04-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-04-300
Remaining amount of unpaid minimum required contributions2020-04-300
Minimum required contributions for current year target normal cost2020-04-30350,077
Net shortfall amortization installment of oustanding balance2020-04-301,527,928
Waiver amortization installment2020-04-300
Total funding amount beforereflecting carryover/prefunding balances2020-04-30660,131
Carryover balance elected to use to offset funding requirement2020-04-30159,080
Prefunding balance elected to use to offset funding requirement2020-04-300
Additional cash requirement2020-04-30501,051
Contributions allocatedtoward minimum required contributions for current year2020-04-30502,466
Unpaid minimum required contributions for current year2020-04-300
Unpaid minimum required contributions for all years2020-04-300
2019: PENSION PLAN FOR HOLLISTER-WHITNEY ELEVATOR CORPORATION UNION EMPLOYEES 2019 401k membership
Total participants, beginning-of-year2019-05-01320
Total number of active participants reported on line 7a of the Form 55002019-05-01202
Number of retired or separated participants receiving benefits2019-05-0152
Number of other retired or separated participants entitled to future benefits2019-05-0161
Total of all active and inactive participants2019-05-01315
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-05-019
Total participants2019-05-01324
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-05-0112
Market value of plan assets2019-04-306,670,219
Acturial value of plan assets2019-04-306,670,219
Funding target for retired participants and beneficiaries receiving payment2019-04-302,863,093
Number of terminated vested participants2019-04-3055
Fundng target for terminated vested participants2019-04-30686,689
Active participant vested funding target2019-04-304,166,890
Number of active participants2019-04-30212
Total funding liabilities for active participants2019-04-304,402,894
Total participant count2019-04-30320
Total funding target for all participants2019-04-307,952,676
Balance at beginning of prior year after applicable adjustments2019-04-30801,566
Prefunding balance at beginning of prior year after applicable adjustments2019-04-300
Carryover balanced portion elected for use to offset prior years funding requirement2019-04-30552,559
Prefunding balanced used to offset prior years funding requirement2019-04-300
Amount remaining of carryover balance2019-04-30249,007
Amount remaining of prefunding balance2019-04-300
Present value of excess contributions2019-04-30510,573
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-04-30504,804
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-04-300
Reductions in caryover balances due to elections or deemed elections2019-04-300
Reductions in prefunding balances due to elections or deemed elections2019-04-300
Balance of carryovers at beginning of current year2019-04-30246,193
Balance of prefunding at beginning of current year2019-04-300
Total employer contributions2019-04-30553,000
Total employee contributions2019-04-300
Contributions allocated toward unpaid minimum require contributions from prior years2019-04-300
Contributions made to avoid restrictions adjusted to valuation date2019-04-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-04-30496,257
Liquidity shortfalls end of Q12019-04-300
Liquidity shortfalls end of Q22019-04-300
Liquidity shortfalls end of Q32019-04-300
Liquidity shortfalls end of Q42019-04-300
Unpaid minimum required contributions for all prior years2019-04-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-04-300
Remaining amount of unpaid minimum required contributions2019-04-300
Minimum required contributions for current year target normal cost2019-04-30312,348
Net shortfall amortization installment of oustanding balance2019-04-301,528,650
Waiver amortization installment2019-04-300
Total funding amount beforereflecting carryover/prefunding balances2019-04-30589,179
Carryover balance elected to use to offset funding requirement2019-04-3092,922
Prefunding balance elected to use to offset funding requirement2019-04-300
Additional cash requirement2019-04-30496,257
Contributions allocatedtoward minimum required contributions for current year2019-04-30496,257
Unpaid minimum required contributions for current year2019-04-300
Unpaid minimum required contributions for all years2019-04-300
2018: PENSION PLAN FOR HOLLISTER-WHITNEY ELEVATOR CORPORATION UNION EMPLOYEES 2018 401k membership
Total participants, beginning-of-year2018-05-01311
Total number of active participants reported on line 7a of the Form 55002018-05-01207
Number of retired or separated participants receiving benefits2018-05-0150
Number of other retired or separated participants entitled to future benefits2018-05-0154
Total of all active and inactive participants2018-05-01311
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-05-019
Total participants2018-05-01320
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-05-0114
Market value of plan assets2018-04-306,420,256
Acturial value of plan assets2018-04-306,420,256
Funding target for retired participants and beneficiaries receiving payment2018-04-302,236,059
Number of terminated vested participants2018-04-3047
Fundng target for terminated vested participants2018-04-30497,392
Active participant vested funding target2018-04-304,087,361
Number of active participants2018-04-30229
Total funding liabilities for active participants2018-04-304,289,911
Total participant count2018-04-30319
Total funding target for all participants2018-04-307,023,362
Balance at beginning of prior year after applicable adjustments2018-04-301,128,948
Prefunding balance at beginning of prior year after applicable adjustments2018-04-300
Carryover balanced portion elected for use to offset prior years funding requirement2018-04-30284,537
Prefunding balanced used to offset prior years funding requirement2018-04-300
Amount remaining of carryover balance2018-04-30844,411
Amount remaining of prefunding balance2018-04-300
Present value of excess contributions2018-04-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-04-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-04-300
Reductions in caryover balances due to elections or deemed elections2018-04-3072,315
Reductions in prefunding balances due to elections or deemed elections2018-04-300
Balance of carryovers at beginning of current year2018-04-30801,566
Balance of prefunding at beginning of current year2018-04-300
Total employer contributions2018-04-30553,000
Total employee contributions2018-04-300
Contributions allocated toward unpaid minimum require contributions from prior years2018-04-300
Contributions made to avoid restrictions adjusted to valuation date2018-04-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-04-30510,573
Liquidity shortfalls end of Q12018-04-300
Liquidity shortfalls end of Q22018-04-300
Liquidity shortfalls end of Q32018-04-300
Liquidity shortfalls end of Q42018-04-300
Unpaid minimum required contributions for all prior years2018-04-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-04-300
Remaining amount of unpaid minimum required contributions2018-04-300
Minimum required contributions for current year target normal cost2018-04-30321,895
Net shortfall amortization installment of oustanding balance2018-04-301,404,672
Waiver amortization installment2018-04-300
Total funding amount beforereflecting carryover/prefunding balances2018-04-30552,559
Carryover balance elected to use to offset funding requirement2018-04-30552,559
Prefunding balance elected to use to offset funding requirement2018-04-300
Additional cash requirement2018-04-300
Contributions allocatedtoward minimum required contributions for current year2018-04-30510,573
Unpaid minimum required contributions for current year2018-04-300
Unpaid minimum required contributions for all years2018-04-300
2017: PENSION PLAN FOR HOLLISTER-WHITNEY ELEVATOR CORPORATION UNION EMPLOYEES 2017 401k membership
Total participants, beginning-of-year2017-05-01303
Total number of active participants reported on line 7a of the Form 55002017-05-01203
Number of retired or separated participants receiving benefits2017-05-0145
Number of other retired or separated participants entitled to future benefits2017-05-0153
Total of all active and inactive participants2017-05-01301
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-05-0110
Total participants2017-05-01311
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-05-0120

Financial Data on PENSION PLAN FOR HOLLISTER-WHITNEY ELEVATOR CORPORATION UNION EMPLOYEES

Measure Date Value
2023 : PENSION PLAN FOR HOLLISTER-WHITNEY ELEVATOR CORPORATION UNION EMPLOYEES 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-04-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-04-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-04-30$0
Total income from all sources (including contributions)2023-04-30$430,105
Total loss/gain on sale of assets2023-04-30$0
Total of all expenses incurred2023-04-30$450,156
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-04-30$440,156
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-04-30$419,000
Value of total assets at end of year2023-04-30$9,087,746
Value of total assets at beginning of year2023-04-30$9,107,797
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-04-30$10,000
Total interest from all sources2023-04-30$0
Total dividends received (eg from common stock, registered investment company shares)2023-04-30$229,578
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2023-04-30$229,578
Administrative expenses professional fees incurred2023-04-30$10,000
Was this plan covered by a fidelity bond2023-04-30Yes
Value of fidelity bond cover2023-04-30$500,000
Were there any nonexempt tranactions with any party-in-interest2023-04-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-04-30$232
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-04-30$6
Other income not declared elsewhere2023-04-30$96
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-04-30No
Value of net income/loss2023-04-30$-20,051
Value of net assets at end of year (total assets less liabilities)2023-04-30$9,087,746
Value of net assets at beginning of year (total assets less liabilities)2023-04-30$9,107,797
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-04-30No
Were any leases to which the plan was party in default or uncollectible2023-04-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-04-30$8,668,514
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-04-30$9,107,791
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-04-30$-218,569
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-04-30Yes
Was there a failure to transmit to the plan any participant contributions2023-04-30No
Has the plan failed to provide any benefit when due under the plan2023-04-30No
Contributions received in cash from employer2023-04-30$419,000
Employer contributions (assets) at end of year2023-04-30$419,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-04-30$440,156
Did the plan have assets held for investment2023-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-04-30No
Opinion of an independent qualified public accountant for this plan2023-04-30Unqualified
Accountancy firm name2023-04-30ROGOFF & COMPANY PC
Accountancy firm EIN2023-04-30132688836
2022 : PENSION PLAN FOR HOLLISTER-WHITNEY ELEVATOR CORPORATION UNION EMPLOYEES 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-04-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-04-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-04-30$0
Total income from all sources (including contributions)2022-04-30$-484,191
Total loss/gain on sale of assets2022-04-30$0
Total of all expenses incurred2022-04-30$423,791
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-04-30$413,791
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-04-30$0
Value of total assets at end of year2022-04-30$9,107,797
Value of total assets at beginning of year2022-04-30$10,015,779
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-04-30$10,000
Total interest from all sources2022-04-30$0
Total dividends received (eg from common stock, registered investment company shares)2022-04-30$208,212
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-04-30$208,212
Administrative expenses professional fees incurred2022-04-30$10,000
Was this plan covered by a fidelity bond2022-04-30Yes
Value of fidelity bond cover2022-04-30$500,000
Were there any nonexempt tranactions with any party-in-interest2022-04-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-04-30$6
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-04-30No
Value of net income/loss2022-04-30$-907,982
Value of net assets at end of year (total assets less liabilities)2022-04-30$9,107,797
Value of net assets at beginning of year (total assets less liabilities)2022-04-30$10,015,779
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-04-30No
Were any leases to which the plan was party in default or uncollectible2022-04-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-04-30$9,107,791
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-04-30$9,857,679
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-04-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-04-30$-692,403
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-04-30Yes
Was there a failure to transmit to the plan any participant contributions2022-04-30No
Has the plan failed to provide any benefit when due under the plan2022-04-30No
Employer contributions (assets) at beginning of year2022-04-30$158,100
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-04-30$413,791
Did the plan have assets held for investment2022-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-04-30No
Opinion of an independent qualified public accountant for this plan2022-04-30Unqualified
Accountancy firm name2022-04-30ROGOFF & COMPANY PC
Accountancy firm EIN2022-04-30132688836
2021 : PENSION PLAN FOR HOLLISTER-WHITNEY ELEVATOR CORPORATION UNION EMPLOYEES 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-04-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-04-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-04-30$0
Total income from all sources (including contributions)2021-04-30$2,540,122
Total loss/gain on sale of assets2021-04-30$219,558
Total of all expenses incurred2021-04-30$329,342
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-04-30$318,324
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-04-30$605,200
Value of total assets at end of year2021-04-30$10,015,779
Value of total assets at beginning of year2021-04-30$7,804,999
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-04-30$11,018
Total interest from all sources2021-04-30$20,264
Total dividends received (eg from common stock, registered investment company shares)2021-04-30$107,591
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-04-30$107,591
Administrative expenses professional fees incurred2021-04-30$11,018
Was this plan covered by a fidelity bond2021-04-30Yes
Value of fidelity bond cover2021-04-30$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-04-30$0
Were there any nonexempt tranactions with any party-in-interest2021-04-30No
Other income not declared elsewhere2021-04-30$245,538
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-04-30No
Value of net income/loss2021-04-30$2,210,780
Value of net assets at end of year (total assets less liabilities)2021-04-30$10,015,779
Value of net assets at beginning of year (total assets less liabilities)2021-04-30$7,804,999
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-04-30No
Were any leases to which the plan was party in default or uncollectible2021-04-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-04-30$9,857,679
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-04-30$0
Interest earned on other investments2021-04-30$20,264
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-04-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-04-30$7,205,499
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-04-30$1,341,971
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-04-30Yes
Was there a failure to transmit to the plan any participant contributions2021-04-30No
Has the plan failed to provide any benefit when due under the plan2021-04-30No
Contributions received in cash from employer2021-04-30$605,200
Employer contributions (assets) at end of year2021-04-30$158,100
Employer contributions (assets) at beginning of year2021-04-30$599,500
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-04-30$318,324
Did the plan have assets held for investment2021-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-04-30No
Aggregate proceeds on sale of assets2021-04-30$12,149,572
Aggregate carrying amount (costs) on sale of assets2021-04-30$11,930,014
Opinion of an independent qualified public accountant for this plan2021-04-30Disclaimer
Accountancy firm name2021-04-30ROGOFF & COMPANY PC
Accountancy firm EIN2021-04-30132688836
2020 : PENSION PLAN FOR HOLLISTER-WHITNEY ELEVATOR CORPORATION UNION EMPLOYEES 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-04-30$67,554
Total unrealized appreciation/depreciation of assets2020-04-30$67,554
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-04-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-04-30$0
Total income from all sources (including contributions)2020-04-30$837,934
Total loss/gain on sale of assets2020-04-30$0
Total of all expenses incurred2020-04-30$278,316
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-04-30$278,316
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-04-30$567,500
Value of total assets at end of year2020-04-30$7,772,999
Value of total assets at beginning of year2020-04-30$7,213,381
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-04-30$0
Total interest from all sources2020-04-30$201,485
Total dividends received (eg from common stock, registered investment company shares)2020-04-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-04-30No
Was this plan covered by a fidelity bond2020-04-30Yes
Value of fidelity bond cover2020-04-30$500,000
Were there any nonexempt tranactions with any party-in-interest2020-04-30No
Other income not declared elsewhere2020-04-30$1,395
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-04-30No
Value of net income/loss2020-04-30$559,618
Value of net assets at end of year (total assets less liabilities)2020-04-30$7,772,999
Value of net assets at beginning of year (total assets less liabilities)2020-04-30$7,213,381
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-04-30No
Were any leases to which the plan was party in default or uncollectible2020-04-30No
Interest earned on other investments2020-04-30$201,485
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-04-30$7,205,499
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-04-30$6,660,381
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-04-30No
Was there a failure to transmit to the plan any participant contributions2020-04-30No
Has the plan failed to provide any benefit when due under the plan2020-04-30No
Contributions received in cash from employer2020-04-30$567,500
Employer contributions (assets) at end of year2020-04-30$567,500
Employer contributions (assets) at beginning of year2020-04-30$553,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-04-30$278,316
Did the plan have assets held for investment2020-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-04-30Yes
Opinion of an independent qualified public accountant for this plan2020-04-30Disclaimer
Accountancy firm name2020-04-30ROGOFF & COMPANY PC
Accountancy firm EIN2020-04-30132688836
2019 : PENSION PLAN FOR HOLLISTER-WHITNEY ELEVATOR CORPORATION UNION EMPLOYEES 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-04-30$66,724
Total unrealized appreciation/depreciation of assets2019-04-30$66,724
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-04-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-04-30$0
Total income from all sources (including contributions)2019-04-30$806,928
Total loss/gain on sale of assets2019-04-30$0
Total of all expenses incurred2019-04-30$275,355
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-04-30$261,612
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-04-30$553,000
Value of total assets at end of year2019-04-30$7,213,381
Value of total assets at beginning of year2019-04-30$6,681,808
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-04-30$13,743
Total interest from all sources2019-04-30$187,204
Total dividends received (eg from common stock, registered investment company shares)2019-04-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-04-30No
Was this plan covered by a fidelity bond2019-04-30Yes
Value of fidelity bond cover2019-04-30$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-04-30$0
Were there any nonexempt tranactions with any party-in-interest2019-04-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-04-30No
Value of net income/loss2019-04-30$531,573
Value of net assets at end of year (total assets less liabilities)2019-04-30$7,213,381
Value of net assets at beginning of year (total assets less liabilities)2019-04-30$6,681,808
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-04-30No
Were any leases to which the plan was party in default or uncollectible2019-04-30No
Interest earned on other investments2019-04-30$187,204
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-04-30$6,660,381
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-04-30$6,128,808
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-04-30No
Was there a failure to transmit to the plan any participant contributions2019-04-30No
Has the plan failed to provide any benefit when due under the plan2019-04-30No
Contributions received in cash from employer2019-04-30$553,000
Employer contributions (assets) at end of year2019-04-30$553,000
Employer contributions (assets) at beginning of year2019-04-30$553,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-04-30$261,612
Contract administrator fees2019-04-30$13,743
Did the plan have assets held for investment2019-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-04-30Yes
Opinion of an independent qualified public accountant for this plan2019-04-30Disclaimer
Accountancy firm name2019-04-30ROGOFF & COMPANY PC
Accountancy firm EIN2019-04-30132688836
2018 : PENSION PLAN FOR HOLLISTER-WHITNEY ELEVATOR CORPORATION UNION EMPLOYEES 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-04-30$-249,387
Total unrealized appreciation/depreciation of assets2018-04-30$-249,387
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-04-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-04-30$0
Total income from all sources (including contributions)2018-04-30$494,363
Total loss/gain on sale of assets2018-04-30$0
Total of all expenses incurred2018-04-30$232,811
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-04-30$219,912
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-04-30$553,000
Value of total assets at end of year2018-04-30$6,681,808
Value of total assets at beginning of year2018-04-30$6,420,256
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-04-30$12,899
Total interest from all sources2018-04-30$190,750
Total dividends received (eg from common stock, registered investment company shares)2018-04-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-04-30No
Was this plan covered by a fidelity bond2018-04-30Yes
Value of fidelity bond cover2018-04-30$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-04-30$0
Were there any nonexempt tranactions with any party-in-interest2018-04-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-04-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-04-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-04-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-04-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-04-30No
Value of net income/loss2018-04-30$261,552
Value of net assets at end of year (total assets less liabilities)2018-04-30$6,681,808
Value of net assets at beginning of year (total assets less liabilities)2018-04-30$6,420,256
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-04-30No
Were any leases to which the plan was party in default or uncollectible2018-04-30No
Interest earned on other investments2018-04-30$190,750
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-04-30$6,128,808
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-04-30$6,420,256
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-04-30No
Was there a failure to transmit to the plan any participant contributions2018-04-30No
Has the plan failed to provide any benefit when due under the plan2018-04-30No
Contributions received in cash from employer2018-04-30$553,000
Employer contributions (assets) at end of year2018-04-30$553,000
Employer contributions (assets) at beginning of year2018-04-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-04-30$219,912
Contract administrator fees2018-04-30$12,899
Liabilities. Value of benefit claims payable at end of year2018-04-30$0
Liabilities. Value of benefit claims payable at beginning of year2018-04-30$0
Did the plan have assets held for investment2018-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-04-30Yes
Opinion of an independent qualified public accountant for this plan2018-04-30Disclaimer
Accountancy firm name2018-04-30ROGOFF & COMPANY PC
Accountancy firm EIN2018-04-30132688836

Form 5500 Responses for PENSION PLAN FOR HOLLISTER-WHITNEY ELEVATOR CORPORATION UNION EMPLOYEES

2021: PENSION PLAN FOR HOLLISTER-WHITNEY ELEVATOR CORPORATION UNION EMPLOYEES 2021 form 5500 responses
2021-05-01Type of plan entitySingle employer plan
2021-05-01Submission has been amendedNo
2021-05-01This submission is the final filingNo
2021-05-01This return/report is a short plan year return/report (less than 12 months)No
2021-05-01Plan is a collectively bargained planYes
2021-05-01Plan funding arrangement – TrustYes
2021-05-01Plan benefit arrangement - TrustYes
2020: PENSION PLAN FOR HOLLISTER-WHITNEY ELEVATOR CORPORATION UNION EMPLOYEES 2020 form 5500 responses
2020-05-01Type of plan entitySingle employer plan
2020-05-01Submission has been amendedNo
2020-05-01This submission is the final filingNo
2020-05-01This return/report is a short plan year return/report (less than 12 months)No
2020-05-01Plan is a collectively bargained planYes
2020-05-01Plan funding arrangement – InsuranceYes
2020-05-01Plan funding arrangement – TrustYes
2020-05-01Plan benefit arrangement – InsuranceYes
2020-05-01Plan benefit arrangement - TrustYes
2019: PENSION PLAN FOR HOLLISTER-WHITNEY ELEVATOR CORPORATION UNION EMPLOYEES 2019 form 5500 responses
2019-05-01Type of plan entitySingle employer plan
2019-05-01Submission has been amendedNo
2019-05-01This submission is the final filingNo
2019-05-01This return/report is a short plan year return/report (less than 12 months)No
2019-05-01Plan is a collectively bargained planYes
2019-05-01Plan funding arrangement – InsuranceYes
2019-05-01Plan benefit arrangement – InsuranceYes
2018: PENSION PLAN FOR HOLLISTER-WHITNEY ELEVATOR CORPORATION UNION EMPLOYEES 2018 form 5500 responses
2018-05-01Type of plan entitySingle employer plan
2018-05-01Submission has been amendedNo
2018-05-01This submission is the final filingNo
2018-05-01This return/report is a short plan year return/report (less than 12 months)No
2018-05-01Plan is a collectively bargained planYes
2018-05-01Plan funding arrangement – InsuranceYes
2018-05-01Plan benefit arrangement – InsuranceYes
2017: PENSION PLAN FOR HOLLISTER-WHITNEY ELEVATOR CORPORATION UNION EMPLOYEES 2017 form 5500 responses
2017-05-01Type of plan entitySingle employer plan
2017-05-01Submission has been amendedNo
2017-05-01This submission is the final filingNo
2017-05-01This return/report is a short plan year return/report (less than 12 months)No
2017-05-01Plan is a collectively bargained planYes
2017-05-01Plan funding arrangement – InsuranceYes
2017-05-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberIG1 10818
Policy instance 1
Insurance contract or identification numberIG1 10818
Number of Individuals Covered0
Insurance policy start date2020-05-01
Insurance policy end date2020-06-19
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberIG1 10818
Policy instance 1
Insurance contract or identification numberIG1 10818
Number of Individuals Covered332
Insurance policy start date2019-05-01
Insurance policy end date2020-04-30
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberIG1 10818
Policy instance 1
Insurance contract or identification numberIG1 10818
Number of Individuals Covered320
Insurance policy start date2018-05-01
Insurance policy end date2019-04-30
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberIG1 10818
Policy instance 1
Insurance contract or identification numberIG1 10818
Number of Individuals Covered311
Insurance policy start date2017-05-01
Insurance policy end date2018-04-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Potentially related plans

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