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MT. MCKINLEY BANK RETIREMENT PLAN 401k Plan overview

Plan NameMT. MCKINLEY BANK RETIREMENT PLAN
Plan identification number 001

MT. MCKINLEY BANK RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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

MT. MCKINLEY BANK has sponsored the creation of one or more 401k plans.

Company Name:MT. MCKINLEY BANK
Employer identification number (EIN):920032589
NAIC Classification:522110
NAIC Description:Commercial Banking

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MT. MCKINLEY BANK RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01LARRY SHOEMAKER2024-06-06
0012022-01-01
0012022-01-01ERIC QUELLA
0012021-01-01
0012021-01-01ERIC QUELLA
0012020-01-01
0012019-01-01
0012018-01-01PATTY MONGOLD
0012017-01-01PATTY MONGOLD
0012016-01-01PATTY MONGOLD
0012015-01-01PATTY MONGOLD
0012014-01-01PATTY MONGOLD
0012013-01-01CRAIG INGHAM
0012012-01-01CRAIG INGHAM
0012011-01-01CRAIG INGHAM
0012009-01-01CRAIG INGHAM
0012009-01-01CRAIG INGHAM

Financial Data on MT. MCKINLEY BANK RETIREMENT PLAN

Measure Date Value
2025 : MT. MCKINLEY BANK RETIREMENT PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-08-190
Total liabilities as of the end of the plan year2025-08-190
Total liabilities as of the beginning of the plan year2025-08-190
Total expenses incurred by plan in this plan year2025-08-193225713
Net assets as of the end of the plan year2025-08-1918054198
Total assets as of the beginning of the plan year2025-08-1918075262
Participant contributions to plan in this plan year2025-08-19614318
Other expenses paid from plan in this plan year2025-08-190
Other contributions to plan in this plan year2025-08-19322062
Other income to plan in this plan year2025-08-191716620
Plan net income in this plan year2025-08-19-21064
Net assets as of the end of the plan year2025-08-1918054198
Net assets as of the beginning of the plan year2025-08-1918075262
Employer contributions to plan in this plan year2025-08-19551649
Expensese paid to adminstrative service provicers from plan in this plan year2025-08-1964188
2024 : MT. MCKINLEY BANK RETIREMENT PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-06-050
Total liabilities as of the end of the plan year2024-06-050
Total liabilities as of the beginning of the plan year2024-06-050
Total expenses incurred by plan in this plan year2024-06-051034586
Net assets as of the end of the plan year2024-06-0518075262
Total assets as of the beginning of the plan year2024-06-0516265618
Participant contributions to plan in this plan year2024-06-05595817
Other expenses paid from plan in this plan year2024-06-050
Other contributions to plan in this plan year2024-06-0575899
Other income to plan in this plan year2024-06-051657064
Plan net income in this plan year2024-06-051809644
Net assets as of the end of the plan year2024-06-0518075262
Net assets as of the beginning of the plan year2024-06-0516265618
Employer contributions to plan in this plan year2024-06-05515450
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-0576073
2022 : MT. MCKINLEY BANK RETIREMENT PLAN 2022 401k financial data
Total income from all sources2022-12-31$289,874
Expenses. Total of all expenses incurred2022-12-31$309,305
Benefits paid (including direct rollovers)2022-12-31$250,418
Total plan assets at end of year2022-12-31$16,265,618
Total plan assets at beginning of year2022-12-31$16,285,049
Total contributions received or receivable from participants2022-12-31$576,086
Contributions received from other sources (not participants or employers)2022-12-31$196,871
Other income received2022-12-31$-945,083
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-19,431
Net plan assets at end of year (total assets less liabilities)2022-12-31$16,265,618
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$16,285,049
Total contributions received or receivable from employer(s)2022-12-31$462,000
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$58,887
2021 : MT. MCKINLEY BANK RETIREMENT PLAN 2021 401k financial data
Total income from all sources2021-12-31$2,506,705
Expenses. Total of all expenses incurred2021-12-31$1,863,187
Benefits paid (including direct rollovers)2021-12-31$1,799,863
Total plan assets at end of year2021-12-31$16,285,049
Total plan assets at beginning of year2021-12-31$15,641,531
Total contributions received or receivable from participants2021-12-31$560,400
Contributions received from other sources (not participants or employers)2021-12-31$280,000
Other income received2021-12-31$1,369,727
Net income (gross income less expenses)2021-12-31$643,518
Net plan assets at end of year (total assets less liabilities)2021-12-31$16,285,049
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$15,641,531
Total contributions received or receivable from employer(s)2021-12-31$296,578
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$63,324
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : MT. MCKINLEY BANK RETIREMENT PLAN 2020 401k financial data
Total income from all sources2020-12-31$2,256,411
Expenses. Total of all expenses incurred2020-12-31$351,078
Benefits paid (including direct rollovers)2020-12-31$335,505
Total plan assets at end of year2020-12-31$15,641,531
Total plan assets at beginning of year2020-12-31$13,736,198
Total contributions received or receivable from participants2020-12-31$484,406
Contributions received from other sources (not participants or employers)2020-12-31$2,712
Other income received2020-12-31$1,221,799
Net income (gross income less expenses)2020-12-31$1,905,333
Net plan assets at end of year (total assets less liabilities)2020-12-31$15,641,531
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$13,736,198
Total contributions received or receivable from employer(s)2020-12-31$547,494
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$15,573
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : MT. MCKINLEY BANK RETIREMENT PLAN 2019 401k financial data
Total income from all sources2019-12-31$2,286,481
Expenses. Total of all expenses incurred2019-12-31$378,474
Benefits paid (including direct rollovers)2019-12-31$371,780
Total plan assets at end of year2019-12-31$13,736,198
Total plan assets at beginning of year2019-12-31$11,828,191
Value of fidelity bond covering the plan2019-12-31$4,000,000
Total contributions received or receivable from participants2019-12-31$432,932
Contributions received from other sources (not participants or employers)2019-12-31$22,783
Other income received2019-12-31$1,421,422
Net income (gross income less expenses)2019-12-31$1,908,007
Net plan assets at end of year (total assets less liabilities)2019-12-31$13,736,198
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$11,828,191
Total contributions received or receivable from employer(s)2019-12-31$409,344
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$6,694
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : MT. MCKINLEY BANK RETIREMENT PLAN 2018 401k financial data
Total income from all sources2018-12-31$627,008
Expenses. Total of all expenses incurred2018-12-31$273,227
Benefits paid (including direct rollovers)2018-12-31$264,724
Total plan assets at end of year2018-12-31$11,828,191
Total plan assets at beginning of year2018-12-31$11,474,410
Value of fidelity bond covering the plan2018-12-31$4,000,000
Total contributions received or receivable from participants2018-12-31$390,244
Expenses. Other expenses not covered elsewhere2018-12-31$7,573
Other income received2018-12-31$-143,236
Net income (gross income less expenses)2018-12-31$353,781
Net plan assets at end of year (total assets less liabilities)2018-12-31$11,828,191
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$11,474,410
Total contributions received or receivable from employer(s)2018-12-31$380,000
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$930
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : MT. MCKINLEY BANK RETIREMENT PLAN 2017 401k financial data
Total income from all sources2017-12-31$1,822,493
Expenses. Total of all expenses incurred2017-12-31$2,222,341
Benefits paid (including direct rollovers)2017-12-31$2,221,711
Total plan assets at end of year2017-12-31$11,474,410
Total plan assets at beginning of year2017-12-31$11,874,258
Value of fidelity bond covering the plan2017-12-31$4,000,000
Total contributions received or receivable from participants2017-12-31$347,146
Contributions received from other sources (not participants or employers)2017-12-31$66,076
Other income received2017-12-31$1,032,271
Net income (gross income less expenses)2017-12-31$-399,848
Net plan assets at end of year (total assets less liabilities)2017-12-31$11,474,410
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$11,874,258
Total contributions received or receivable from employer(s)2017-12-31$377,000
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$630
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : MT. MCKINLEY BANK RETIREMENT PLAN 2016 401k financial data
Total income from all sources2016-12-31$1,522,700
Expenses. Total of all expenses incurred2016-12-31$184,069
Benefits paid (including direct rollovers)2016-12-31$183,719
Total plan assets at end of year2016-12-31$11,874,258
Total plan assets at beginning of year2016-12-31$10,535,627
Value of fidelity bond covering the plan2016-12-31$4,000,000
Total contributions received or receivable from participants2016-12-31$347,683
Expenses. Other expenses not covered elsewhere2016-12-31$350
Contributions received from other sources (not participants or employers)2016-12-31$156,655
Other income received2016-12-31$653,362
Net income (gross income less expenses)2016-12-31$1,338,631
Net plan assets at end of year (total assets less liabilities)2016-12-31$11,874,258
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$10,535,627
Total contributions received or receivable from employer(s)2016-12-31$365,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : MT. MCKINLEY BANK RETIREMENT PLAN 2015 401k financial data
Total income from all sources2015-12-31$812,981
Expenses. Total of all expenses incurred2015-12-31$501,059
Benefits paid (including direct rollovers)2015-12-31$500,734
Total plan assets at end of year2015-12-31$10,535,627
Total plan assets at beginning of year2015-12-31$10,223,705
Value of fidelity bond covering the plan2015-12-31$2,000,000
Total contributions received or receivable from participants2015-12-31$336,005
Expenses. Other expenses not covered elsewhere2015-12-31$325
Contributions received from other sources (not participants or employers)2015-12-31$60,172
Other income received2015-12-31$40,304
Net income (gross income less expenses)2015-12-31$311,922
Net plan assets at end of year (total assets less liabilities)2015-12-31$10,535,627
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$10,223,705
Total contributions received or receivable from employer(s)2015-12-31$376,500
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : MT. MCKINLEY BANK RETIREMENT PLAN 2014 401k financial data
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$1,079,341
Expenses. Total of all expenses incurred2014-12-31$515,093
Benefits paid (including direct rollovers)2014-12-31$514,430
Total plan assets at end of year2014-12-31$10,223,705
Total plan assets at beginning of year2014-12-31$9,659,457
Value of fidelity bond covering the plan2014-12-31$2,000,000
Total contributions received or receivable from participants2014-12-31$321,119
Contributions received from other sources (not participants or employers)2014-12-31$38,000
Other income received2014-12-31$336,222
Net income (gross income less expenses)2014-12-31$564,248
Net plan assets at end of year (total assets less liabilities)2014-12-31$10,223,705
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$9,659,457
Total contributions received or receivable from employer(s)2014-12-31$384,000
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$663
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : MT. MCKINLEY BANK RETIREMENT PLAN 2013 401k financial data
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$1,599,150
Expenses. Total of all expenses incurred2013-12-31$620,395
Benefits paid (including direct rollovers)2013-12-31$620,295
Total plan assets at end of year2013-12-31$9,659,457
Total plan assets at beginning of year2013-12-31$8,680,702
Value of fidelity bond covering the plan2013-12-31$2,000,000
Total contributions received or receivable from participants2013-12-31$289,478
Other income received2013-12-31$895,472
Net income (gross income less expenses)2013-12-31$978,755
Net plan assets at end of year (total assets less liabilities)2013-12-31$9,659,457
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$8,680,702
Total contributions received or receivable from employer(s)2013-12-31$414,200
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$100
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : MT. MCKINLEY BANK RETIREMENT PLAN 2012 401k financial data
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$1,368,051
Expenses. Total of all expenses incurred2012-12-31$473,742
Benefits paid (including direct rollovers)2012-12-31$473,642
Total plan assets at end of year2012-12-31$8,680,702
Total plan assets at beginning of year2012-12-31$7,786,393
Value of fidelity bond covering the plan2012-12-31$2,000,000
Total contributions received or receivable from participants2012-12-31$282,851
Expenses. Other expenses not covered elsewhere2012-12-31$100
Other income received2012-12-31$662,800
Net income (gross income less expenses)2012-12-31$894,309
Net plan assets at end of year (total assets less liabilities)2012-12-31$8,680,702
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$7,786,393
Total contributions received or receivable from employer(s)2012-12-31$422,400
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : MT. MCKINLEY BANK RETIREMENT PLAN 2011 401k financial data
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$926
Total income from all sources2011-12-31$645,180
Expenses. Total of all expenses incurred2011-12-31$497,089
Benefits paid (including direct rollovers)2011-12-31$496,753
Total plan assets at end of year2011-12-31$7,786,393
Total plan assets at beginning of year2011-12-31$7,639,228
Value of fidelity bond covering the plan2011-12-31$2,000,000
Total contributions received or receivable from participants2011-12-31$271,925
Other income received2011-12-31$-75,245
Net income (gross income less expenses)2011-12-31$148,091
Net plan assets at end of year (total assets less liabilities)2011-12-31$7,786,393
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$7,638,302
Total contributions received or receivable from employer(s)2011-12-31$448,500
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$336
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : MT. MCKINLEY BANK RETIREMENT PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$926
Total plan liabilities at beginning of year2010-12-31$926
Total income from all sources2010-12-31$1,386,249
Expenses. Total of all expenses incurred2010-12-31$269,235
Benefits paid (including direct rollovers)2010-12-31$268,928
Total plan assets at end of year2010-12-31$7,639,228
Total plan assets at beginning of year2010-12-31$6,522,214
Value of fidelity bond covering the plan2010-12-31$2,000,000
Total contributions received or receivable from participants2010-12-31$246,627
Other income received2010-12-31$691,022
Net income (gross income less expenses)2010-12-31$1,117,014
Net plan assets at end of year (total assets less liabilities)2010-12-31$7,638,302
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$6,521,288
Total contributions received or receivable from employer(s)2010-12-31$448,600
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$307
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : MT. MCKINLEY BANK RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for MT. MCKINLEY BANK RETIREMENT PLAN

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

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number21151159
Policy instance 3
Insurance contract or identification number21151159
Number of Individuals Covered1
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $61
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number007147770
Policy instance 2
Insurance contract or identification number007147770
Number of Individuals Covered9
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $8
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberGA-828459
Policy instance 1
Insurance contract or identification numberGA-828459
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-02-28
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $3,140
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?Yes
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 number746892-01
Policy instance 4
Insurance contract or identification number746892-01
Number of Individuals Covered107
Insurance policy start date2022-02-19
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number04-159-0850
Policy instance 2
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberGA-828459
Policy instance 1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number04-159-0850
Policy instance 2
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberGA-828459
Policy instance 1
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-828459
Policy instance 1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number04-159-0850
Policy instance 2
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-828459
Policy instance 2
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number04-1590850
Policy instance 1
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-828459
Policy instance 2
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number04-1590850
Policy instance 1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number04-1590850
Policy instance 1
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-828459
Policy instance 2
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number21151159
Policy instance 3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number04-1590850
Policy instance 1
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-828459
Policy instance 2
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number21151159
Policy instance 3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number21151159
Policy instance 3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberAPM-219002
Policy instance 1
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-828459
Policy instance 2
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number59906
Policy instance 1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number21151159
Policy instance 4
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-828459
Policy instance 3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberAPM-219002
Policy instance 2
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberAPM-219002
Policy instance 2
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number59906
Policy instance 1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberAPM-219002
Policy instance 2
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number59906
Policy instance 1

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