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THE HALLSTROM RETIREMENT PROGRAM 401k Plan overview

Plan NameTHE HALLSTROM RETIREMENT PROGRAM
Plan identification number 001

THE HALLSTROM RETIREMENT PROGRAM Benefits

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

401k Sponsoring company profile

ZIP-O-LOG MILLS, INC. has sponsored the creation of one or more 401k plans.

Company Name:ZIP-O-LOG MILLS, INC.
Employer identification number (EIN):930492525
NAIC Classification:321900

Additional information about ZIP-O-LOG MILLS, INC.

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division
Incorporation Date: 2060-04-07
Company Identification Number: 6420012
Legal Registered Office Address: 2235 W 6TH AVE

EUGENE
United States of America (USA)
97402

More information about ZIP-O-LOG MILLS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE HALLSTROM RETIREMENT PROGRAM

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01CHERIE NEWMAN2023-10-08
0012021-01-01CHERIE NEWMAN2022-09-19
0012020-01-01CHERIE NEWMAN2021-07-06
0012019-01-01CHERIE NEWMAN2020-07-29
0012018-01-01CHERIE NEWMAN2019-08-22
0012017-01-01
0012016-01-01CHERIE NEWMAN
0012015-01-01CHERIE NEWMAN
0012014-01-01CHERIE NEWMAN
0012013-01-01CHERIE NEWMAN
0012012-01-01CHERIE NEWMAN
0012011-01-01CHERIE NEWMAN

Plan Statistics for THE HALLSTROM RETIREMENT PROGRAM

401k plan membership statisitcs for THE HALLSTROM RETIREMENT PROGRAM

Measure Date Value
2022: THE HALLSTROM RETIREMENT PROGRAM 2022 401k membership
Total participants, beginning-of-year2022-01-01184
Total number of active participants reported on line 7a of the Form 55002022-01-01147
Number of retired or separated participants receiving benefits2022-01-016
Number of other retired or separated participants entitled to future benefits2022-01-0137
Total of all active and inactive participants2022-01-01190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01190
Number of participants with account balances2022-01-01186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0113
2021: THE HALLSTROM RETIREMENT PROGRAM 2021 401k membership
Total participants, beginning-of-year2021-01-01163
Total number of active participants reported on line 7a of the Form 55002021-01-01131
Number of retired or separated participants receiving benefits2021-01-017
Number of other retired or separated participants entitled to future benefits2021-01-0137
Total of all active and inactive participants2021-01-01175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01175
Number of participants with account balances2021-01-01174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0111
2020: THE HALLSTROM RETIREMENT PROGRAM 2020 401k membership
Total participants, beginning-of-year2020-01-01166
Total number of active participants reported on line 7a of the Form 55002020-01-01122
Number of retired or separated participants receiving benefits2020-01-016
Number of other retired or separated participants entitled to future benefits2020-01-0131
Total of all active and inactive participants2020-01-01159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01160
Number of participants with account balances2020-01-01157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0115
2019: THE HALLSTROM RETIREMENT PROGRAM 2019 401k membership
Total participants, beginning-of-year2019-01-01166
Total number of active participants reported on line 7a of the Form 55002019-01-01125
Number of retired or separated participants receiving benefits2019-01-016
Number of other retired or separated participants entitled to future benefits2019-01-0129
Total of all active and inactive participants2019-01-01160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01160
Number of participants with account balances2019-01-01156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0114
2018: THE HALLSTROM RETIREMENT PROGRAM 2018 401k membership
Total participants, beginning-of-year2018-01-01156
Total number of active participants reported on line 7a of the Form 55002018-01-01120
Number of retired or separated participants receiving benefits2018-01-015
Number of other retired or separated participants entitled to future benefits2018-01-0133
Total of all active and inactive participants2018-01-01158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01158
Number of participants with account balances2018-01-01157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0114
2017: THE HALLSTROM RETIREMENT PROGRAM 2017 401k membership
Total participants, beginning-of-year2017-01-01143
Total number of active participants reported on line 7a of the Form 55002017-01-01110
Number of retired or separated participants receiving benefits2017-01-014
Number of other retired or separated participants entitled to future benefits2017-01-0130
Total of all active and inactive participants2017-01-01144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01144
Number of participants with account balances2017-01-01138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0112
2016: THE HALLSTROM RETIREMENT PROGRAM 2016 401k membership
Total participants, beginning-of-year2016-01-01124
Total number of active participants reported on line 7a of the Form 55002016-01-0192
Number of retired or separated participants receiving benefits2016-01-014
Number of other retired or separated participants entitled to future benefits2016-01-0132
Total of all active and inactive participants2016-01-01128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01128
Number of participants with account balances2016-01-01126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0114
2015: THE HALLSTROM RETIREMENT PROGRAM 2015 401k membership
Total participants, beginning-of-year2015-01-01122
Total number of active participants reported on line 7a of the Form 55002015-01-0192
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-0128
Total of all active and inactive participants2015-01-01122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01122
Number of participants with account balances2015-01-01120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-015
2014: THE HALLSTROM RETIREMENT PROGRAM 2014 401k membership
Total participants, beginning-of-year2014-01-01122
Total number of active participants reported on line 7a of the Form 55002014-01-0190
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-0125
Total of all active and inactive participants2014-01-01117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01118
Number of participants with account balances2014-01-01114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-015
2013: THE HALLSTROM RETIREMENT PROGRAM 2013 401k membership
Total participants, beginning-of-year2013-01-01114
Total number of active participants reported on line 7a of the Form 55002013-01-0193
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-0122
Total of all active and inactive participants2013-01-01117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01117
Number of participants with account balances2013-01-01113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: THE HALLSTROM RETIREMENT PROGRAM 2012 401k membership
Total participants, beginning-of-year2012-01-01129
Total number of active participants reported on line 7a of the Form 55002012-01-0188
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0124
Total of all active and inactive participants2012-01-01113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01113
Number of participants with account balances2012-01-01107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-013
2011: THE HALLSTROM RETIREMENT PROGRAM 2011 401k membership
Total participants, beginning-of-year2011-01-01133
Total number of active participants reported on line 7a of the Form 55002011-01-0186
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-0133
Total of all active and inactive participants2011-01-01120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01120
Number of participants with account balances2011-01-01113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-018

Financial Data on THE HALLSTROM RETIREMENT PROGRAM

Measure Date Value
2022 : THE HALLSTROM RETIREMENT PROGRAM 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$1,255,508
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$622,566
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$602,756
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,339,109
Value of total assets at end of year2022-12-31$22,670,316
Value of total assets at beginning of year2022-12-31$22,037,374
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$19,810
Total interest from all sources2022-12-31$339,498
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$829,634
Participant contributions at end of year2022-12-31$92,138
Participant contributions at beginning of year2022-12-31$149,771
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$23,815
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$632,942
Value of net assets at end of year (total assets less liabilities)2022-12-31$22,670,316
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$22,037,374
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in pooled separate accounts at end of year2022-12-31$11,115,903
Value of interest in pooled separate accounts at beginning of year2022-12-31$11,248,003
Interest on participant loans2022-12-31$4,605
Interest earned on other investments2022-12-31$334,893
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$11,462,275
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$10,639,600
Net investment gain/loss from pooled separate accounts2022-12-31$-2,423,099
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$2,485,660
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$602,756
Contract administrator fees2022-12-31$19,810
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31B VAL CPA'S & ADVISORS
Accountancy firm EIN2022-12-31452635340
2021 : THE HALLSTROM RETIREMENT PROGRAM 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$4,106,611
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$668,813
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$651,051
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,147,345
Value of total assets at end of year2021-12-31$22,037,374
Value of total assets at beginning of year2021-12-31$18,599,576
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$17,762
Total interest from all sources2021-12-31$339,103
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$694,255
Participant contributions at end of year2021-12-31$149,771
Participant contributions at beginning of year2021-12-31$157,867
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$50,502
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$3,437,798
Value of net assets at end of year (total assets less liabilities)2021-12-31$22,037,374
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$18,599,576
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in pooled separate accounts at end of year2021-12-31$11,248,003
Value of interest in pooled separate accounts at beginning of year2021-12-31$8,672,208
Interest on participant loans2021-12-31$6,766
Interest earned on other investments2021-12-31$332,337
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$10,639,600
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$9,769,501
Net investment gain/loss from pooled separate accounts2021-12-31$1,620,163
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,402,588
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$651,051
Contract administrator fees2021-12-31$17,762
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31B VAL CPA'S & ADVISORS
Accountancy firm EIN2021-12-31452635340
2020 : THE HALLSTROM RETIREMENT PROGRAM 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$3,056,362
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,388,860
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,369,852
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,547,605
Value of total assets at end of year2020-12-31$18,599,576
Value of total assets at beginning of year2020-12-31$17,932,074
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$19,008
Total interest from all sources2020-12-31$311,745
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$571,360
Participant contributions at end of year2020-12-31$157,867
Participant contributions at beginning of year2020-12-31$149,965
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$43,437
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$667,502
Value of net assets at end of year (total assets less liabilities)2020-12-31$18,599,576
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$17,932,074
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$8,672,208
Value of interest in pooled separate accounts at beginning of year2020-12-31$8,782,556
Interest on participant loans2020-12-31$6,669
Interest earned on other investments2020-12-31$305,076
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$9,769,501
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$8,999,553
Net investment gain/loss from pooled separate accounts2020-12-31$1,197,012
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$932,808
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,369,852
Contract administrator fees2020-12-31$19,008
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31B VAL CPA'S & ADVISORS
Accountancy firm EIN2020-12-31452535340
2019 : THE HALLSTROM RETIREMENT PROGRAM 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$3,565,965
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$892,629
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$878,876
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,571,173
Value of total assets at end of year2019-12-31$17,932,074
Value of total assets at beginning of year2019-12-31$15,258,738
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$13,753
Total interest from all sources2019-12-31$298,367
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$566,146
Participant contributions at end of year2019-12-31$149,965
Participant contributions at beginning of year2019-12-31$118,045
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,673,336
Value of net assets at end of year (total assets less liabilities)2019-12-31$17,932,074
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$15,258,738
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$8,782,556
Value of interest in pooled separate accounts at beginning of year2019-12-31$6,239,735
Interest on participant loans2019-12-31$4,937
Interest earned on other investments2019-12-31$293,430
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$8,999,553
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$8,900,958
Net investment gain/loss from pooled separate accounts2019-12-31$1,696,425
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,005,027
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$878,876
Contract administrator fees2019-12-31$13,753
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31B VAL CPA'S & ADVISORS
Accountancy firm EIN2019-12-31452535340
2018 : THE HALLSTROM RETIREMENT PROGRAM 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,163,872
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$699,931
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$687,258
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,327,716
Value of total assets at end of year2018-12-31$15,258,738
Value of total assets at beginning of year2018-12-31$14,794,797
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$12,673
Total interest from all sources2018-12-31$281,212
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$531,180
Participant contributions at end of year2018-12-31$118,045
Participant contributions at beginning of year2018-12-31$126,545
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$16,856
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$463,941
Value of net assets at end of year (total assets less liabilities)2018-12-31$15,258,738
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$14,794,797
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$6,239,735
Value of interest in pooled separate accounts at beginning of year2018-12-31$6,323,583
Interest on participant loans2018-12-31$4,620
Interest earned on other investments2018-12-31$276,592
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$8,900,958
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$8,344,669
Net investment gain/loss from pooled separate accounts2018-12-31$-445,056
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$779,680
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$687,258
Contract administrator fees2018-12-31$12,673
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BESEMANN VALENTINE LLP
Accountancy firm EIN2018-12-31452635340
2017 : THE HALLSTROM RETIREMENT PROGRAM 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$2,031,329
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$865,903
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$852,390
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$707,338
Value of total assets at end of year2017-12-31$14,794,797
Value of total assets at beginning of year2017-12-31$13,629,371
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$13,513
Total interest from all sources2017-12-31$267,276
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$428,087
Participant contributions at end of year2017-12-31$126,545
Participant contributions at beginning of year2017-12-31$81,261
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$61,818
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,165,426
Value of net assets at end of year (total assets less liabilities)2017-12-31$14,794,797
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$13,629,371
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$6,323,583
Value of interest in pooled separate accounts at beginning of year2017-12-31$5,322,778
Interest on participant loans2017-12-31$4,096
Interest earned on other investments2017-12-31$263,180
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$8,344,669
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$8,225,332
Net investment gain/loss from pooled separate accounts2017-12-31$1,056,715
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$217,433
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$852,390
Contract administrator fees2017-12-31$13,513
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BASEMANN VALENTINE, LLP
Accountancy firm EIN2017-12-31452635340
2016 : THE HALLSTROM RETIREMENT PROGRAM 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$2,219,791
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$283,113
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$281,083
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,485,129
Value of total assets at end of year2016-12-31$13,629,371
Value of total assets at beginning of year2016-12-31$11,692,693
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,030
Total interest from all sources2016-12-31$244,211
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$395,933
Participant contributions at end of year2016-12-31$81,261
Participant contributions at beginning of year2016-12-31$76,939
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$266,234
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,936,678
Value of net assets at end of year (total assets less liabilities)2016-12-31$13,629,371
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$11,692,693
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$5,322,778
Value of interest in pooled separate accounts at beginning of year2016-12-31$5,073,753
Interest on participant loans2016-12-31$2,580
Interest earned on other investments2016-12-31$241,631
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$8,225,332
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$6,542,001
Net investment gain/loss from pooled separate accounts2016-12-31$490,451
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$822,962
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$281,083
Contract administrator fees2016-12-31$2,030
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BESEMANN VALENTINE, LLP
Accountancy firm EIN2016-12-31452635340
2015 : THE HALLSTROM RETIREMENT PROGRAM 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$0
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$0
Total transfer of assets from this plan2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Expenses. Interest paid2015-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,803,460
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$364,393
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$356,554
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Value of total corrective distributions2015-12-31$432
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,665,208
Value of total assets at end of year2015-12-31$11,692,693
Value of total assets at beginning of year2015-12-31$10,253,626
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$7,407
Total income from rents2015-12-31$0
Total interest from all sources2015-12-31$209,253
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$0
Assets. Real estate other than employer real property at end of year2015-12-31$0
Administrative expenses professional fees incurred2015-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$383,850
Participant contributions at end of year2015-12-31$76,939
Participant contributions at beginning of year2015-12-31$58,838
Participant contributions at end of year2015-12-31$0
Assets. Other investments not covered elsewhere at end of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$585,326
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Assets. Loans (other than to participants) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other income not declared elsewhere2015-12-31$0
Administrative expenses (other) incurred2015-12-31$0
Liabilities. Value of operating payables at end of year2015-12-31$0
Total non interest bearing cash at end of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Income. Non cash contributions2015-12-31$0
Value of net income/loss2015-12-31$1,439,067
Value of net assets at end of year (total assets less liabilities)2015-12-31$11,692,693
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$10,253,626
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Assets. partnership/joint venture interests at end of year2015-12-31$0
Investment advisory and management fees2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$0
Value of interest in pooled separate accounts at end of year2015-12-31$5,073,753
Value of interest in pooled separate accounts at beginning of year2015-12-31$5,073,975
Interest on participant loans2015-12-31$2,273
Income. Interest from loans (other than to participants)2015-12-31$0
Interest earned on other investments2015-12-31$206,980
Income. Interest from US Government securities2015-12-31$0
Income. Interest from corporate debt instruments2015-12-31$0
Value of interest in common/collective trusts at end of year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$6,542,001
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$5,120,813
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Asset value of US Government securities at end of year2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$0
Net investment gain/loss from pooled separate accounts2015-12-31$-71,001
Net investment gain or loss from common/collective trusts2015-12-31$0
Net gain/loss from 103.12 investment entities2015-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$0
Assets. Value of employer real property at end of year2015-12-31$0
Contributions received in cash from employer2015-12-31$696,032
Employer contributions (assets) at end of year2015-12-31$0
Income. Dividends from preferred stock2015-12-31$0
Income. Dividends from common stock2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$356,554
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$0
Contract administrator fees2015-12-31$7,407
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$0
Liabilities. Value of benefit claims payable at end of year2015-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$0
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$0
Aggregate carrying amount (costs) on sale of assets2015-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2015-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MOSS ADAMS LLP
Accountancy firm EIN2015-12-31910189318
2014 : THE HALLSTROM RETIREMENT PROGRAM 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,361,395
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$453,880
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$451,014
Value of total corrective distributions2014-12-31$428
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$799,771
Value of total assets at end of year2014-12-31$10,253,626
Value of total assets at beginning of year2014-12-31$9,346,111
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,438
Total interest from all sources2014-12-31$157,938
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$340,824
Participant contributions at end of year2014-12-31$58,838
Participant contributions at beginning of year2014-12-31$60,096
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$907,515
Value of net assets at end of year (total assets less liabilities)2014-12-31$10,253,626
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$9,346,111
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$5,073,975
Value of interest in pooled separate accounts at beginning of year2014-12-31$5,565,948
Interest on participant loans2014-12-31$1,919
Interest earned on other investments2014-12-31$156,019
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$5,120,813
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$3,720,067
Net investment gain/loss from pooled separate accounts2014-12-31$403,686
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$458,947
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$451,014
Contract administrator fees2014-12-31$2,438
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MOSS ADAMS LLP
Accountancy firm EIN2014-12-31910189318
2013 : THE HALLSTROM RETIREMENT PROGRAM 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$2,264,906
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$229,449
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$216,940
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$980,771
Value of total assets at end of year2013-12-31$9,346,111
Value of total assets at beginning of year2013-12-31$7,310,654
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$12,509
Total interest from all sources2013-12-31$131,589
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$288,218
Participant contributions at end of year2013-12-31$60,096
Participant contributions at beginning of year2013-12-31$67,883
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$426,695
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,035,457
Value of net assets at end of year (total assets less liabilities)2013-12-31$9,346,111
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$7,310,654
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$5,565,948
Value of interest in pooled separate accounts at beginning of year2013-12-31$3,951,678
Interest on participant loans2013-12-31$1,827
Interest earned on other investments2013-12-31$129,762
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$3,720,067
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$3,291,093
Net investment gain/loss from pooled separate accounts2013-12-31$1,152,546
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$265,858
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$216,940
Contract administrator fees2013-12-31$12,509
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MOSS ADAMS LLP
Accountancy firm EIN2013-12-31910189318
2012 : THE HALLSTROM RETIREMENT PROGRAM 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,189,188
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$409,410
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$392,743
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$520,742
Value of total assets at end of year2012-12-31$7,310,654
Value of total assets at beginning of year2012-12-31$6,530,876
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$16,667
Total interest from all sources2012-12-31$118,022
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$286,428
Participant contributions at end of year2012-12-31$67,883
Participant contributions at beginning of year2012-12-31$84,274
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$779,778
Value of net assets at end of year (total assets less liabilities)2012-12-31$7,310,654
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$6,530,876
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$3,951,678
Value of interest in pooled separate accounts at beginning of year2012-12-31$3,311,377
Interest on participant loans2012-12-31$2,600
Interest earned on other investments2012-12-31$115,422
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$3,291,093
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$3,135,225
Net investment gain/loss from pooled separate accounts2012-12-31$550,424
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$234,314
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$392,743
Contract administrator fees2012-12-31$16,667
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MOSS ADAMS LLP
Accountancy firm EIN2012-12-31910189318
2011 : THE HALLSTROM RETIREMENT PROGRAM 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$540,501
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$207,605
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$202,768
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$534,357
Value of total assets at end of year2011-12-31$6,530,876
Value of total assets at beginning of year2011-12-31$6,197,980
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$4,837
Total interest from all sources2011-12-31$105,823
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$300,410
Participant contributions at end of year2011-12-31$84,274
Participant contributions at beginning of year2011-12-31$60,537
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$3,321
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$332,896
Value of net assets at end of year (total assets less liabilities)2011-12-31$6,530,876
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$6,197,980
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$3,311,377
Value of interest in pooled separate accounts at beginning of year2011-12-31$3,492,519
Interest on participant loans2011-12-31$2,473
Interest earned on other investments2011-12-31$103,350
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$3,135,225
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$2,644,924
Net investment gain/loss from pooled separate accounts2011-12-31$-99,679
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$230,626
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$202,768
Contract administrator fees2011-12-31$4,837
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MOSS ADAMS
Accountancy firm EIN2011-12-31910189318
2010 : THE HALLSTROM RETIREMENT PROGRAM 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,042,889
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$293,454
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$286,986
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$464,389
Value of total assets at end of year2010-12-31$6,197,980
Value of total assets at beginning of year2010-12-31$5,448,545
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$6,468
Total interest from all sources2010-12-31$88,523
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$316,499
Participant contributions at end of year2010-12-31$60,537
Participant contributions at beginning of year2010-12-31$72,437
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$749,435
Value of net assets at end of year (total assets less liabilities)2010-12-31$6,197,980
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$5,448,545
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$3,492,519
Value of interest in pooled separate accounts at beginning of year2010-12-31$3,248,985
Interest on participant loans2010-12-31$2,557
Interest earned on other investments2010-12-31$85,966
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$2,644,924
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$2,127,123
Net investment gain/loss from pooled separate accounts2010-12-31$489,977
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$147,890
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$286,986
Contract administrator fees2010-12-31$6,468
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MOSS ADAMS
Accountancy firm EIN2010-12-31910189318

Form 5500 Responses for THE HALLSTROM RETIREMENT PROGRAM

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

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number502678
Policy instance 1
Insurance contract or identification number502678
Number of Individuals Covered190
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $44,758
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $44,758
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number502678
Policy instance 1
Insurance contract or identification number502678
Number of Individuals Covered175
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $41,538
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $41,538
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number502678
Policy instance 1
Insurance contract or identification number502678
Number of Individuals Covered160
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $35,318
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $35,318
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number502678
Policy instance 1
Insurance contract or identification number502678
Number of Individuals Covered160
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $34,087
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $34,087
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number502678
Policy instance 1
Insurance contract or identification number502678
Number of Individuals Covered144
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $35,087
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $35,087
Insurance broker organization code?3
Insurance broker nameROEHL YI INS SERVICES LLC
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number502678
Policy instance 1
Insurance contract or identification number502678
Number of Individuals Covered122
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $28,275
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $28,275
Insurance broker organization code?3
Insurance broker nameROEHL YI INS SERVICES LLC
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number502678
Policy instance 1
Insurance contract or identification number502678
Number of Individuals Covered122
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $24,828
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $18,534
Insurance broker organization code?3
Insurance broker nameROEHL YI INS SERVICES LLC
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number502678
Policy instance 1
Insurance contract or identification number502678
Number of Individuals Covered117
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $20,831
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $20,831
Insurance broker organization code?3
Insurance broker nameKMS FINANCIAL SERVICES INC
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number502678
Policy instance 1
Insurance contract or identification number502678
Number of Individuals Covered113
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $18,370
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $18,370
Insurance broker organization code?3
Insurance broker nameKMS FINANCIAL SERVICES INC
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number502678
Policy instance 1
Insurance contract or identification number502678
Number of Individuals Covered120
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $16,298
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number502678
Policy instance 1
Insurance contract or identification number502678
Number of Individuals Covered131
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $14,277
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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
Commission paid to Insurance BrokerUSD $14,277
Insurance broker organization code?3
Insurance broker nameKMS FINANCIAL SERVICES INC

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