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SANTA CLARA NUT COMPANY, INC. PROFIT SHARING PLAN 401k Plan overview

Plan NameSANTA CLARA NUT COMPANY, INC. PROFIT SHARING PLAN
Plan identification number 002

SANTA CLARA NUT COMPANY, INC. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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

SANTA CLARA NUT COMPANY, INC. has sponsored the creation of one or more 401k plans.

Company Name:SANTA CLARA NUT COMPANY, INC.
Employer identification number (EIN):941713032
NAIC Classification:311400
NAIC Description: Fruit and Vegetable Preserving and Specialty Food Manufacturing

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SANTA CLARA NUT COMPANY, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-10-01JAMES C. PUSATERI JR.2025-01-08 JAMES C. PUSATERI JR.2025-01-08
0022022-10-01JAMES C. PUSATERI JR.2024-01-09 JAMES C. PUSATERI JR.2024-01-09
0022021-10-01JAMES C. PUSATERI JR.2023-01-12 JAMES C. PUSATERI JR.2023-01-12
0022020-10-01JAMES C. PUSATERI JR.2022-01-27 JAMES C. PUSATERI JR.2022-01-27
0022019-10-01JAMES C. PUSATERI JR.2021-01-14 JAMES C. PUSATERI JR.2021-01-14
0022018-10-01JAMES C. PUSATERI JR.2020-01-15 JAMES C. PUSATERI JR.2020-01-15
0022017-10-01
0022016-10-01
0022015-10-01
0022014-10-01
0022013-10-01JAMES C. PUSATERI JR.
0022012-10-01JAMES C. PUSATERI JR.
0022011-10-01JAMES C. PUSATERI JR.
0022009-10-01JAMES C. PUSATERI JR.

Financial Data on SANTA CLARA NUT COMPANY, INC. PROFIT SHARING PLAN

Measure Date Value
2024 : SANTA CLARA NUT COMPANY, INC. PROFIT SHARING PLAN 2024 401k financial data
Total income from all sources2024-09-30$603,988
Expenses. Total of all expenses incurred2024-09-30$163,437
Benefits paid (including direct rollovers)2024-09-30$147,550
Total plan assets at end of year2024-09-30$3,794,310
Total plan assets at beginning of year2024-09-30$3,353,759
Value of fidelity bond covering the plan2024-09-30$500,000
Other income received2024-09-30$553,988
Net income (gross income less expenses)2024-09-30$440,551
Net plan assets at end of year (total assets less liabilities)2024-09-30$3,794,310
Net plan assets at beginning of year (total assets less liabilities)2024-09-30$3,353,759
Total contributions received or receivable from employer(s)2024-09-30$50,000
Expenses. Administrative service providers (salaries,fees and commissions)2024-09-30$15,887
2023 : SANTA CLARA NUT COMPANY, INC. PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources2023-09-30$316,883
Expenses. Total of all expenses incurred2023-09-30$148,210
Benefits paid (including direct rollovers)2023-09-30$133,300
Total plan assets at end of year2023-09-30$3,353,759
Total plan assets at beginning of year2023-09-30$3,185,086
Value of fidelity bond covering the plan2023-09-30$500,000
Other income received2023-09-30$266,883
Net income (gross income less expenses)2023-09-30$168,673
Net plan assets at end of year (total assets less liabilities)2023-09-30$3,353,759
Net plan assets at beginning of year (total assets less liabilities)2023-09-30$3,185,086
Total contributions received or receivable from employer(s)2023-09-30$50,000
Expenses. Administrative service providers (salaries,fees and commissions)2023-09-30$14,910
2022 : SANTA CLARA NUT COMPANY, INC. PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources2022-09-30$-225,800
Expenses. Total of all expenses incurred2022-09-30$160,360
Benefits paid (including direct rollovers)2022-09-30$143,800
Total plan assets at end of year2022-09-30$3,185,086
Total plan assets at beginning of year2022-09-30$3,571,246
Value of fidelity bond covering the plan2022-09-30$500,000
Other income received2022-09-30$-275,800
Net income (gross income less expenses)2022-09-30$-386,160
Net plan assets at end of year (total assets less liabilities)2022-09-30$3,185,086
Net plan assets at beginning of year (total assets less liabilities)2022-09-30$3,571,246
Total contributions received or receivable from employer(s)2022-09-30$50,000
Expenses. Administrative service providers (salaries,fees and commissions)2022-09-30$16,560
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2022-09-30$0
2021 : SANTA CLARA NUT COMPANY, INC. PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-09-30$431,346
Expenses. Total of all expenses incurred2021-09-30$157,171
Benefits paid (including direct rollovers)2021-09-30$140,900
Total plan assets at end of year2021-09-30$3,571,246
Total plan assets at beginning of year2021-09-30$3,297,071
Value of fidelity bond covering the plan2021-09-30$500,000
Contributions received from other sources (not participants or employers)2021-09-30$8,163
Other income received2021-09-30$373,183
Net income (gross income less expenses)2021-09-30$274,175
Net plan assets at end of year (total assets less liabilities)2021-09-30$3,571,246
Net plan assets at beginning of year (total assets less liabilities)2021-09-30$3,297,071
Total contributions received or receivable from employer(s)2021-09-30$50,000
Expenses. Administrative service providers (salaries,fees and commissions)2021-09-30$16,271
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-09-30$0
2020 : SANTA CLARA NUT COMPANY, INC. PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-09-30$287,738
Expenses. Total of all expenses incurred2020-09-30$146,057
Benefits paid (including direct rollovers)2020-09-30$131,700
Total plan assets at end of year2020-09-30$3,297,071
Total plan assets at beginning of year2020-09-30$3,155,390
Value of fidelity bond covering the plan2020-09-30$500,000
Other income received2020-09-30$237,738
Net income (gross income less expenses)2020-09-30$141,681
Net plan assets at end of year (total assets less liabilities)2020-09-30$3,297,071
Net plan assets at beginning of year (total assets less liabilities)2020-09-30$3,155,390
Total contributions received or receivable from employer(s)2020-09-30$50,000
Expenses. Administrative service providers (salaries,fees and commissions)2020-09-30$14,357
2019 : SANTA CLARA NUT COMPANY, INC. PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-09-30$211,210
Expenses. Total of all expenses incurred2019-09-30$146,443
Benefits paid (including direct rollovers)2019-09-30$132,163
Total plan assets at end of year2019-09-30$3,155,390
Total plan assets at beginning of year2019-09-30$3,090,623
Value of fidelity bond covering the plan2019-09-30$500,000
Other income received2019-09-30$161,210
Net income (gross income less expenses)2019-09-30$64,767
Net plan assets at end of year (total assets less liabilities)2019-09-30$3,155,390
Net plan assets at beginning of year (total assets less liabilities)2019-09-30$3,090,623
Total contributions received or receivable from employer(s)2019-09-30$50,000
Expenses. Administrative service providers (salaries,fees and commissions)2019-09-30$14,280
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-09-30$0
2018 : SANTA CLARA NUT COMPANY, INC. PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-09-30$324,884
Expenses. Total of all expenses incurred2018-09-30$166,728
Benefits paid (including direct rollovers)2018-09-30$152,735
Total plan assets at end of year2018-09-30$3,090,623
Total plan assets at beginning of year2018-09-30$2,932,467
Value of fidelity bond covering the plan2018-09-30$500,000
Other income received2018-09-30$274,884
Net income (gross income less expenses)2018-09-30$158,156
Net plan assets at end of year (total assets less liabilities)2018-09-30$3,090,623
Net plan assets at beginning of year (total assets less liabilities)2018-09-30$2,932,467
Total contributions received or receivable from employer(s)2018-09-30$50,000
Expenses. Administrative service providers (salaries,fees and commissions)2018-09-30$13,993
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-09-30$0
2017 : SANTA CLARA NUT COMPANY, INC. PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-09-30$257,316
Expenses. Total of all expenses incurred2017-09-30$118,156
Benefits paid (including direct rollovers)2017-09-30$104,950
Total plan assets at end of year2017-09-30$2,932,467
Total plan assets at beginning of year2017-09-30$2,793,307
Value of fidelity bond covering the plan2017-09-30$500,000
Other income received2017-09-30$207,316
Net income (gross income less expenses)2017-09-30$139,160
Net plan assets at end of year (total assets less liabilities)2017-09-30$2,932,467
Net plan assets at beginning of year (total assets less liabilities)2017-09-30$2,793,307
Total contributions received or receivable from employer(s)2017-09-30$50,000
Expenses. Administrative service providers (salaries,fees and commissions)2017-09-30$13,206
2016 : SANTA CLARA NUT COMPANY, INC. PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-09-30$312,915
Expenses. Total of all expenses incurred2016-09-30$200,335
Benefits paid (including direct rollovers)2016-09-30$187,325
Total plan assets at end of year2016-09-30$2,793,307
Total plan assets at beginning of year2016-09-30$2,680,727
Value of fidelity bond covering the plan2016-09-30$500,000
Other income received2016-09-30$262,915
Net income (gross income less expenses)2016-09-30$112,580
Net plan assets at end of year (total assets less liabilities)2016-09-30$2,793,307
Net plan assets at beginning of year (total assets less liabilities)2016-09-30$2,680,727
Total contributions received or receivable from employer(s)2016-09-30$50,000
Expenses. Administrative service providers (salaries,fees and commissions)2016-09-30$13,010
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-09-30$0
2015 : SANTA CLARA NUT COMPANY, INC. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-09-30$89,084
Expenses. Total of all expenses incurred2015-09-30$97,960
Benefits paid (including direct rollovers)2015-09-30$85,050
Total plan assets at end of year2015-09-30$2,680,727
Total plan assets at beginning of year2015-09-30$2,689,603
Value of fidelity bond covering the plan2015-09-30$500,000
Other income received2015-09-30$14,084
Net income (gross income less expenses)2015-09-30$-8,876
Net plan assets at end of year (total assets less liabilities)2015-09-30$2,680,727
Net plan assets at beginning of year (total assets less liabilities)2015-09-30$2,689,603
Total contributions received or receivable from employer(s)2015-09-30$75,000
Expenses. Administrative service providers (salaries,fees and commissions)2015-09-30$12,910
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-09-30$0
2014 : SANTA CLARA NUT COMPANY, INC. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-09-30$255,265
Expenses. Total of all expenses incurred2014-09-30$12,365
Total plan assets at end of year2014-09-30$2,689,603
Total plan assets at beginning of year2014-09-30$2,446,703
Value of fidelity bond covering the plan2014-09-30$600,000
Other income received2014-09-30$180,265
Net income (gross income less expenses)2014-09-30$242,900
Net plan assets at end of year (total assets less liabilities)2014-09-30$2,689,603
Net plan assets at beginning of year (total assets less liabilities)2014-09-30$2,446,703
Total contributions received or receivable from employer(s)2014-09-30$75,000
Expenses. Administrative service providers (salaries,fees and commissions)2014-09-30$12,365
2013 : SANTA CLARA NUT COMPANY, INC. PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at beginning of year2013-09-30$29,000
Total income from all sources2013-09-30$393,981
Expenses. Total of all expenses incurred2013-09-30$5,771,263
Benefits paid (including direct rollovers)2013-09-30$5,752,251
Total plan assets at end of year2013-09-30$2,446,703
Total plan assets at beginning of year2013-09-30$7,852,985
Value of fidelity bond covering the plan2013-09-30$600,000
Other income received2013-09-30$318,981
Net income (gross income less expenses)2013-09-30$-5,377,282
Net plan assets at end of year (total assets less liabilities)2013-09-30$2,446,703
Net plan assets at beginning of year (total assets less liabilities)2013-09-30$7,823,985
Total contributions received or receivable from employer(s)2013-09-30$75,000
Expenses. Administrative service providers (salaries,fees and commissions)2013-09-30$19,012
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-09-30$0
2012 : SANTA CLARA NUT COMPANY, INC. PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at end of year2012-09-30$29,000
Total plan liabilities at beginning of year2012-09-30$0
Total income from all sources2012-09-30$1,194,655
Expenses. Total of all expenses incurred2012-09-30$401,492
Benefits paid (including direct rollovers)2012-09-30$359,091
Total plan assets at end of year2012-09-30$7,852,985
Total plan assets at beginning of year2012-09-30$7,030,822
Value of fidelity bond covering the plan2012-09-30$600,000
Other income received2012-09-30$1,119,655
Net income (gross income less expenses)2012-09-30$793,163
Net plan assets at end of year (total assets less liabilities)2012-09-30$7,823,985
Net plan assets at beginning of year (total assets less liabilities)2012-09-30$7,030,822
Total contributions received or receivable from employer(s)2012-09-30$75,000
Expenses. Administrative service providers (salaries,fees and commissions)2012-09-30$42,401
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-09-30$0
2011 : SANTA CLARA NUT COMPANY, INC. PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at end of year2011-09-30$0
Total plan liabilities at beginning of year2011-09-30$0
Total income from all sources2011-09-30$153,864
Expenses. Total of all expenses incurred2011-09-30$1,087,191
Benefits paid (including direct rollovers)2011-09-30$1,035,826
Total plan assets at end of year2011-09-30$7,030,822
Total plan assets at beginning of year2011-09-30$7,964,149
Value of fidelity bond covering the plan2011-09-30$600,000
Other income received2011-09-30$78,864
Net income (gross income less expenses)2011-09-30$-933,327
Net plan assets at end of year (total assets less liabilities)2011-09-30$7,030,822
Net plan assets at beginning of year (total assets less liabilities)2011-09-30$7,964,149
Total contributions received or receivable from employer(s)2011-09-30$75,000
Expenses. Administrative service providers (salaries,fees and commissions)2011-09-30$51,365
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-09-30$0
2010 : SANTA CLARA NUT COMPANY, INC. PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at end of year2010-09-30$0
Total plan liabilities at beginning of year2010-09-30$0
Total income from all sources2010-09-30$636,603
Expenses. Total of all expenses incurred2010-09-30$67,386
Benefits paid (including direct rollovers)2010-09-30$25,000
Total plan assets at end of year2010-09-30$7,964,149
Total plan assets at beginning of year2010-09-30$7,394,932
Value of fidelity bond covering the plan2010-09-30$600,000
Other income received2010-09-30$561,603
Net income (gross income less expenses)2010-09-30$569,217
Net plan assets at end of year (total assets less liabilities)2010-09-30$7,964,149
Net plan assets at beginning of year (total assets less liabilities)2010-09-30$7,394,932
Total contributions received or receivable from employer(s)2010-09-30$75,000
Expenses. Administrative service providers (salaries,fees and commissions)2010-09-30$42,386
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-09-30$0

Form 5500 Responses for SANTA CLARA NUT COMPANY, INC. PROFIT SHARING PLAN

2023: SANTA CLARA NUT COMPANY, INC. PROFIT SHARING PLAN 2023 form 5500 responses
2023-10-01Type of plan entitySingle employer plan
2023-10-01Submission has been amendedNo
2023-10-01This submission is the final filingNo
2023-10-01This return/report is a short plan year return/report (less than 12 months)No
2023-10-01Plan is a collectively bargained planNo
2023-10-01Plan funding arrangement – InsuranceYes
2023-10-01Plan funding arrangement – TrustYes
2023-10-01Plan benefit arrangement – InsuranceYes
2023-10-01Plan benefit arrangement - TrustYes
2022: SANTA CLARA NUT COMPANY, INC. PROFIT SHARING PLAN 2022 form 5500 responses
2022-10-01Type of plan entitySingle employer plan
2022-10-01Submission has been amendedNo
2022-10-01This submission is the final filingNo
2022-10-01This return/report is a short plan year return/report (less than 12 months)No
2022-10-01Plan is a collectively bargained planNo
2022-10-01Plan funding arrangement – InsuranceYes
2022-10-01Plan funding arrangement – TrustYes
2022-10-01Plan benefit arrangement – InsuranceYes
2022-10-01Plan benefit arrangement - TrustYes
2021: SANTA CLARA NUT COMPANY, INC. PROFIT SHARING PLAN 2021 form 5500 responses
2021-10-01Type of plan entitySingle employer plan
2021-10-01Submission has been amendedNo
2021-10-01This submission is the final filingNo
2021-10-01This return/report is a short plan year return/report (less than 12 months)No
2021-10-01Plan is a collectively bargained planNo
2021-10-01Plan funding arrangement – InsuranceYes
2021-10-01Plan funding arrangement – TrustYes
2021-10-01Plan benefit arrangement – InsuranceYes
2021-10-01Plan benefit arrangement - TrustYes
2020: SANTA CLARA NUT COMPANY, INC. PROFIT SHARING PLAN 2020 form 5500 responses
2020-10-01Type of plan entitySingle employer plan
2020-10-01Submission has been amendedNo
2020-10-01This submission is the final filingNo
2020-10-01This return/report is a short plan year return/report (less than 12 months)No
2020-10-01Plan is a collectively bargained planNo
2020-10-01Plan funding arrangement – InsuranceYes
2020-10-01Plan funding arrangement – TrustYes
2020-10-01Plan benefit arrangement – InsuranceYes
2020-10-01Plan benefit arrangement - TrustYes
2019: SANTA CLARA NUT COMPANY, INC. PROFIT SHARING PLAN 2019 form 5500 responses
2019-10-01Type of plan entitySingle employer plan
2019-10-01Submission has been amendedNo
2019-10-01This submission is the final filingNo
2019-10-01This return/report is a short plan year return/report (less than 12 months)No
2019-10-01Plan is a collectively bargained planNo
2019-10-01Plan funding arrangement – InsuranceYes
2019-10-01Plan funding arrangement – TrustYes
2019-10-01Plan benefit arrangement – InsuranceYes
2019-10-01Plan benefit arrangement - TrustYes
2018: SANTA CLARA NUT COMPANY, INC. PROFIT SHARING PLAN 2018 form 5500 responses
2018-10-01Type of plan entitySingle employer plan
2018-10-01Submission has been amendedNo
2018-10-01This submission is the final filingNo
2018-10-01This return/report is a short plan year return/report (less than 12 months)No
2018-10-01Plan is a collectively bargained planNo
2018-10-01Plan funding arrangement – InsuranceYes
2018-10-01Plan funding arrangement – TrustYes
2018-10-01Plan benefit arrangement – InsuranceYes
2018-10-01Plan benefit arrangement - TrustYes
2017: SANTA CLARA NUT COMPANY, INC. PROFIT SHARING PLAN 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
2017-10-01Submission has been amendedNo
2017-10-01This submission is the final filingNo
2017-10-01This return/report is a short plan year return/report (less than 12 months)No
2017-10-01Plan is a collectively bargained planNo
2017-10-01Plan funding arrangement – InsuranceYes
2017-10-01Plan funding arrangement – TrustYes
2017-10-01Plan benefit arrangement – InsuranceYes
2017-10-01Plan benefit arrangement - TrustYes
2016: SANTA CLARA NUT COMPANY, INC. PROFIT SHARING PLAN 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01Submission has been amendedNo
2016-10-01This submission is the final filingNo
2016-10-01This return/report is a short plan year return/report (less than 12 months)No
2016-10-01Plan is a collectively bargained planNo
2016-10-01Plan funding arrangement – InsuranceYes
2016-10-01Plan funding arrangement – TrustYes
2016-10-01Plan benefit arrangement – InsuranceYes
2016-10-01Plan benefit arrangement - TrustYes
2015: SANTA CLARA NUT COMPANY, INC. PROFIT SHARING PLAN 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Submission has been amendedNo
2015-10-01This submission is the final filingNo
2015-10-01This return/report is a short plan year return/report (less than 12 months)No
2015-10-01Plan is a collectively bargained planNo
2015-10-01Plan funding arrangement – InsuranceYes
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement – InsuranceYes
2015-10-01Plan benefit arrangement - TrustYes
2014: SANTA CLARA NUT COMPANY, INC. PROFIT SHARING PLAN 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Submission has been amendedNo
2014-10-01This submission is the final filingNo
2014-10-01This return/report is a short plan year return/report (less than 12 months)No
2014-10-01Plan is a collectively bargained planNo
2014-10-01Plan funding arrangement – InsuranceYes
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement – InsuranceYes
2014-10-01Plan benefit arrangement - TrustYes
2013: SANTA CLARA NUT COMPANY, INC. PROFIT SHARING PLAN 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Submission has been amendedNo
2013-10-01This submission is the final filingNo
2013-10-01This return/report is a short plan year return/report (less than 12 months)No
2013-10-01Plan is a collectively bargained planNo
2013-10-01Plan funding arrangement – InsuranceYes
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement – InsuranceYes
2013-10-01Plan benefit arrangement - TrustYes
2012: SANTA CLARA NUT COMPANY, INC. PROFIT SHARING PLAN 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Submission has been amendedNo
2012-10-01This submission is the final filingNo
2012-10-01This return/report is a short plan year return/report (less than 12 months)No
2012-10-01Plan is a collectively bargained planNo
2012-10-01Plan funding arrangement – InsuranceYes
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement – InsuranceYes
2012-10-01Plan benefit arrangement - TrustYes
2011: SANTA CLARA NUT COMPANY, INC. PROFIT SHARING PLAN 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Submission has been amendedNo
2011-10-01This submission is the final filingNo
2011-10-01This return/report is a short plan year return/report (less than 12 months)No
2011-10-01Plan is a collectively bargained planNo
2011-10-01Plan funding arrangement – InsuranceYes
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement – InsuranceYes
2011-10-01Plan benefit arrangement - TrustYes
2009: SANTA CLARA NUT COMPANY, INC. PROFIT SHARING PLAN 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Submission has been amendedYes
2009-10-01This submission is the final filingNo
2009-10-01This return/report is a short plan year return/report (less than 12 months)No
2009-10-01Plan is a collectively bargained planNo
2009-10-01Plan funding arrangement – InsuranceYes
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement – InsuranceYes
2009-10-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

LINCOLN BENEFIT LIFE COMPANY (National Association of Insurance Commissioners NAIC id number: 65595 )
Policy contract number01U0143836
Policy instance 1
Insurance contract or identification number01U0143836
Number of Individuals Covered2
Insurance policy start date2023-10-01
Insurance policy end date2024-09-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
LINCOLN BENEFIT LIFE COMPANY (National Association of Insurance Commissioners NAIC id number: 65595 )
Policy contract number01U0143836
Policy instance 1
LINCOLN BENEFIT LIFE COMPANY (National Association of Insurance Commissioners NAIC id number: 65595 )
Policy contract number01U0143836
Policy instance 1
LINCOLN BENEFIT LIFE COMPANY (National Association of Insurance Commissioners NAIC id number: 65595 )
Policy contract number01U0143836
Policy instance 1
LINCOLN BENEFIT LIFE COMPANY (National Association of Insurance Commissioners NAIC id number: 65595 )
Policy contract number01U0143836
Policy instance 1
LINCOLN BENEFIT LIFE COMPANY (National Association of Insurance Commissioners NAIC id number: 65595 )
Policy contract number01U0143836
Policy instance 1
LINCOLN BENEFIT LIFE COMPANY (National Association of Insurance Commissioners NAIC id number: 65595 )
Policy contract number01U0143836
Policy instance 1
LINCOLN BENEFIT LIFE COMPANY (National Association of Insurance Commissioners NAIC id number: 65595 )
Policy contract number01U0143836
Policy instance 1
LINCOLN BENEFIT LIFE COMPANY (National Association of Insurance Commissioners NAIC id number: 65595 )
Policy contract number01U0143836
Policy instance 1
LINCOLN BENEFIT LIFE COMPANY (National Association of Insurance Commissioners NAIC id number: 65595 )
Policy contract number01U0143836
Policy instance 1
LINCOLN BENEFIT LIFE COMPANY (National Association of Insurance Commissioners NAIC id number: 65595 )
Policy contract number01U0143836
Policy instance 1
LINCOLN BENEFIT LIFE COMPANY (National Association of Insurance Commissioners NAIC id number: 65595 )
Policy contract number01U0143836
Policy instance 1
LINCOLN BENEFIT LIFE COMPANY (National Association of Insurance Commissioners NAIC id number: 65595 )
Policy contract number01U0143836
Policy instance 1

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