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THE WAWANESA SALARY DEFERRAL PLAN 401k Plan overview

Plan NameTHE WAWANESA SALARY DEFERRAL PLAN
Plan identification number 002

THE WAWANESA SALARY DEFERRAL PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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

THE WAWANESA MUTUAL INSURANCE COMPANY has sponsored the creation of one or more 401k plans.

Company Name:THE WAWANESA MUTUAL INSURANCE COMPANY
Employer identification number (EIN):952907897
NAIC Classification:524150

Additional information about THE WAWANESA MUTUAL INSURANCE COMPANY

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C0715636

More information about THE WAWANESA MUTUAL INSURANCE COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE WAWANESA SALARY DEFERRAL PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01GARY TIMLICK GARY TIMLICK2018-10-03
0022016-01-01GARY TIMLICK GARY TIMLICK2017-10-06
0022015-01-01GARY TIMLICK GARY TIMLICK2016-10-07
0022014-01-01GARY TIMLICK GARY TIMLICK2015-08-27
0022013-01-01GARY TIMLICK GARY TIMLICK2014-08-18
0022012-01-01GARY TIMLICK GARY TIMLICK2013-08-19
0022011-01-01GARY TIMLICK GARY TIMLICK2012-10-13
0022009-01-01GARY TIMLICK
0022009-01-01GARY TIMLICK

Plan Statistics for THE WAWANESA SALARY DEFERRAL PLAN

401k plan membership statisitcs for THE WAWANESA SALARY DEFERRAL PLAN

Measure Date Value
2022: THE WAWANESA SALARY DEFERRAL PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,117
Total number of active participants reported on line 7a of the Form 55002022-01-01792
Number of retired or separated participants receiving benefits2022-01-01291
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-011,083
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-011,084
Number of participants with account balances2022-01-011,068
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0162
2021: THE WAWANESA SALARY DEFERRAL PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01968
Total number of active participants reported on line 7a of the Form 55002021-01-01775
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01320
Total of all active and inactive participants2021-01-011,095
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-011,097
Number of participants with account balances2021-01-011,092
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0144
2020: THE WAWANESA SALARY DEFERRAL PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01949
Total number of active participants reported on line 7a of the Form 55002020-01-01763
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01202
Total of all active and inactive participants2020-01-01965
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01966
Number of participants with account balances2020-01-01945
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0111
2019: THE WAWANESA SALARY DEFERRAL PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01831
Total number of active participants reported on line 7a of the Form 55002019-01-01759
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01162
Total of all active and inactive participants2019-01-01921
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01922
Number of participants with account balances2019-01-01890
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0122
2018: THE WAWANESA SALARY DEFERRAL PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01806
Total number of active participants reported on line 7a of the Form 55002018-01-01674
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01129
Total of all active and inactive participants2018-01-01803
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01804
Number of participants with account balances2018-01-01768
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0123
2017: THE WAWANESA SALARY DEFERRAL PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01704
Total number of active participants reported on line 7a of the Form 55002017-01-01677
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01120
Total of all active and inactive participants2017-01-01797
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01798
Number of participants with account balances2017-01-01754
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0119
2016: THE WAWANESA SALARY DEFERRAL PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01655
Total number of active participants reported on line 7a of the Form 55002016-01-01582
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01104
Total of all active and inactive participants2016-01-01686
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01687
Number of participants with account balances2016-01-01635
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0119
2015: THE WAWANESA SALARY DEFERRAL PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01668
Total number of active participants reported on line 7a of the Form 55002015-01-01575
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0177
Total of all active and inactive participants2015-01-01652
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01653
Number of participants with account balances2015-01-01586
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-018
2014: THE WAWANESA SALARY DEFERRAL PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01661
Total number of active participants reported on line 7a of the Form 55002014-01-01560
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01107
Total of all active and inactive participants2014-01-01667
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01668
Number of participants with account balances2014-01-01606
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: THE WAWANESA SALARY DEFERRAL PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01641
Total number of active participants reported on line 7a of the Form 55002013-01-01571
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0189
Total of all active and inactive participants2013-01-01660
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01661
Number of participants with account balances2013-01-01592
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: THE WAWANESA SALARY DEFERRAL PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01629
Total number of active participants reported on line 7a of the Form 55002012-01-01560
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0181
Total of all active and inactive participants2012-01-01641
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01642
Number of participants with account balances2012-01-01577
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-014
2011: THE WAWANESA SALARY DEFERRAL PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01577
Total number of active participants reported on line 7a of the Form 55002011-01-01563
Number of retired or separated participants receiving benefits2011-01-015
Number of other retired or separated participants entitled to future benefits2011-01-0117
Total of all active and inactive participants2011-01-01585
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01586
Number of participants with account balances2011-01-01553
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2009: THE WAWANESA SALARY DEFERRAL PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01602
Total number of active participants reported on line 7a of the Form 55002009-01-01545
Number of retired or separated participants receiving benefits2009-01-0114
Number of other retired or separated participants entitled to future benefits2009-01-0110
Total of all active and inactive participants2009-01-01569
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-01571
Number of participants with account balances2009-01-01531
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-012

Financial Data on THE WAWANESA SALARY DEFERRAL PLAN

Measure Date Value
2022 : THE WAWANESA SALARY DEFERRAL PLAN 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$0
Total income from all sources (including contributions)2022-12-31$-5,843,410
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$7,163,939
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$7,022,578
Expenses. Certain deemed distributions of participant loans2022-12-31$-1,230
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$6,477,666
Value of total assets at end of year2022-12-31$59,280,399
Value of total assets at beginning of year2022-12-31$72,287,748
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$142,591
Total interest from all sources2022-12-31$24,941
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
Administrative expenses professional fees incurred2022-12-31$142,274
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$3,851,544
Participant contributions at end of year2022-12-31$474,619
Participant contributions at beginning of year2022-12-31$574,625
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$542,367
Administrative expenses (other) incurred2022-12-31$317
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-13,007,349
Value of net assets at end of year (total assets less liabilities)2022-12-31$59,280,399
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$72,287,748
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$54,143,969
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$65,825,056
Interest on participant loans2022-12-31$24,941
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$4,661,811
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$3,930,247
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-12,346,017
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$2,083,755
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$1,957,820
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$7,022,578
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 name2022-12-31HUTCHINSON & BLOODGOOD, LLP
Accountancy firm EIN2022-12-31950858589
2021 : THE WAWANESA SALARY DEFERRAL PLAN 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$14,903,504
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,516,935
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,346,282
Expenses. Certain deemed distributions of participant loans2021-12-31$1,313
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$5,837,114
Value of total assets at end of year2021-12-31$72,287,748
Value of total assets at beginning of year2021-12-31$60,901,179
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$169,340
Total interest from all sources2021-12-31$37,014
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
Administrative expenses professional fees incurred2021-12-31$169,340
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$3,583,834
Participant contributions at end of year2021-12-31$574,625
Participant contributions at beginning of year2021-12-31$782,489
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$293,807
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$11,386,569
Value of net assets at end of year (total assets less liabilities)2021-12-31$72,287,748
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$60,901,179
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$65,825,056
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$54,224,496
Interest on participant loans2021-12-31$37,014
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$3,930,247
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$4,122,968
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$9,029,376
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$1,959,473
Employer contributions (assets) at end of year2021-12-31$1,957,820
Employer contributions (assets) at beginning of year2021-12-31$1,771,226
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,346,282
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 name2021-12-31HUTCHINSON & BLOODGOOD, LLP
Accountancy firm EIN2021-12-31950858589
2020 : THE WAWANESA SALARY DEFERRAL PLAN 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$14,259,107
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$3,183,913
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,040,992
Expenses. Certain deemed distributions of participant loans2020-12-31$2,287
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$5,450,267
Value of total assets at end of year2020-12-31$60,901,179
Value of total assets at beginning of year2020-12-31$49,825,985
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$140,634
Total interest from all sources2020-12-31$48,677
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
Administrative expenses professional fees incurred2020-12-31$140,634
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
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$3,232,963
Participant contributions at end of year2020-12-31$782,489
Participant contributions at beginning of year2020-12-31$1,118,357
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$438,206
Other income not declared elsewhere2020-12-31$8,760,163
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$11,075,194
Value of net assets at end of year (total assets less liabilities)2020-12-31$60,901,179
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$49,825,985
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$54,224,496
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$42,690,752
Interest on participant loans2020-12-31$48,677
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$4,122,968
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$4,702,246
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$1,779,098
Employer contributions (assets) at end of year2020-12-31$1,771,226
Employer contributions (assets) at beginning of year2020-12-31$1,314,630
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,040,992
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 name2020-12-31HUTCHINSON & BLOODGOOD, LLP
Accountancy firm EIN2020-12-31950858589
2019 : THE WAWANESA SALARY DEFERRAL PLAN 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$13,531,622
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$4,556,087
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,455,592
Expenses. Certain deemed distributions of participant loans2019-12-31$22,162
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,991,440
Value of total assets at end of year2019-12-31$49,825,985
Value of total assets at beginning of year2019-12-31$40,850,450
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$78,333
Total interest from all sources2019-12-31$71,900
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$2,762,507
Participant contributions at end of year2019-12-31$1,118,357
Participant contributions at beginning of year2019-12-31$1,703,151
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$914,303
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$8,975,535
Value of net assets at end of year (total assets less liabilities)2019-12-31$49,825,985
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$40,850,450
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 registered invesment companies (eg mutual funds) at end of year2019-12-31$42,690,752
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$33,629,565
Interest on participant loans2019-12-31$71,900
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$4,702,246
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$4,466,552
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$8,468,282
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$1,314,630
Employer contributions (assets) at end of year2019-12-31$1,314,630
Employer contributions (assets) at beginning of year2019-12-31$1,051,182
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,455,592
Contract administrator fees2019-12-31$78,333
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 name2019-12-31HUTCHINSON & BLOODGOOD, LLP
Accountancy firm EIN2019-12-31950858589
2018 : THE WAWANESA SALARY DEFERRAL PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$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$1,825,801
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$3,685,935
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,572,212
Expenses. Certain deemed distributions of participant loans2018-12-31$25,874
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,106,660
Value of total assets at end of year2018-12-31$40,850,450
Value of total assets at beginning of year2018-12-31$42,710,584
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$87,849
Total interest from all sources2018-12-31$72,389
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$2,432,400
Participant contributions at end of year2018-12-31$1,703,151
Participant contributions at beginning of year2018-12-31$1,535,776
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$79,536
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$617,075
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,860,134
Value of net assets at end of year (total assets less liabilities)2018-12-31$40,850,450
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$42,710,584
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 registered invesment companies (eg mutual funds) at end of year2018-12-31$33,629,565
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$34,664,431
Interest on participant loans2018-12-31$72,389
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$4,466,552
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$5,485,037
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,353,248
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$1,057,185
Employer contributions (assets) at end of year2018-12-31$1,051,182
Employer contributions (assets) at beginning of year2018-12-31$945,804
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,572,212
Contract administrator fees2018-12-31$87,849
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 name2018-12-31HUTCHINSON & BLOODGOOD, LLP
Accountancy firm EIN2018-12-31950858589
2017 : THE WAWANESA SALARY DEFERRAL PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$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$9,636,758
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$3,893,725
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,834,448
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,729,619
Value of total assets at end of year2017-12-31$42,710,584
Value of total assets at beginning of year2017-12-31$36,967,551
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$59,277
Total interest from all sources2017-12-31$1,570,037
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$2,126,616
Participant contributions at end of year2017-12-31$1,535,776
Participant contributions at beginning of year2017-12-31$1,341,476
Participant contributions at end of year2017-12-31$79,536
Participant contributions at beginning of year2017-12-31$67,131
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$657,159
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$5,743,033
Value of net assets at end of year (total assets less liabilities)2017-12-31$42,710,584
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$36,967,551
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 registered invesment companies (eg mutual funds) at end of year2017-12-31$34,664,431
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$28,242,517
Interest on participant loans2017-12-31$64,741
Interest earned on other investments2017-12-31$1,505,296
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$5,485,037
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$6,521,123
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$4,337,102
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$945,844
Employer contributions (assets) at end of year2017-12-31$945,804
Employer contributions (assets) at beginning of year2017-12-31$795,304
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,834,448
Contract administrator fees2017-12-31$59,277
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 name2017-12-31HUTCHINSON & BLOODGOOD, LLP
Accountancy firm EIN2017-12-31950858589
2016 : THE WAWANESA SALARY DEFERRAL PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$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$5,341,423
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$3,399,077
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,364,176
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,062,727
Value of total assets at end of year2016-12-31$36,967,551
Value of total assets at beginning of year2016-12-31$35,025,205
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$34,901
Total interest from all sources2016-12-31$1,051,566
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$1,878,789
Participant contributions at end of year2016-12-31$1,341,476
Participant contributions at beginning of year2016-12-31$1,504,164
Participant contributions at end of year2016-12-31$67,131
Participant contributions at beginning of year2016-12-31$62,768
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$388,630
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$1,942,346
Value of net assets at end of year (total assets less liabilities)2016-12-31$36,967,551
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$35,025,205
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 registered invesment companies (eg mutual funds) at end of year2016-12-31$28,242,517
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$26,693,609
Interest on participant loans2016-12-31$62,588
Interest earned on other investments2016-12-31$988,978
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$6,521,123
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$5,990,188
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,227,130
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$795,308
Employer contributions (assets) at end of year2016-12-31$795,304
Employer contributions (assets) at beginning of year2016-12-31$774,476
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,364,176
Contract administrator fees2016-12-31$34,901
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 name2016-12-31HUTCHINSON & BLOODGOOD, LLP
Accountancy firm EIN2016-12-31950858589
2015 : THE WAWANESA SALARY DEFERRAL PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$2,963,763
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$3,965,193
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,950,566
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,881,089
Value of total assets at end of year2015-12-31$35,025,205
Value of total assets at beginning of year2015-12-31$36,026,635
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$14,627
Total interest from all sources2015-12-31$1,294,957
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
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$1,780,766
Participant contributions at end of year2015-12-31$1,504,164
Participant contributions at beginning of year2015-12-31$1,395,585
Participant contributions at end of year2015-12-31$62,768
Participant contributions at beginning of year2015-12-31$5
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$323,676
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,001,430
Value of net assets at end of year (total assets less liabilities)2015-12-31$35,025,205
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$36,026,635
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$26,693,609
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$28,357,516
Interest on participant loans2015-12-31$62,791
Interest earned on other investments2015-12-31$1,232,166
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$5,990,188
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$5,557,417
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,212,283
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$776,647
Employer contributions (assets) at end of year2015-12-31$774,476
Employer contributions (assets) at beginning of year2015-12-31$716,112
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,950,566
Contract administrator fees2015-12-31$14,627
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31HUTCHINSON & BLOODGOOD, LLP
Accountancy firm EIN2015-12-31950858589
2014 : THE WAWANESA SALARY DEFERRAL PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$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$4,743,235
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,592,234
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,588,004
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,619,104
Value of total assets at end of year2014-12-31$36,026,635
Value of total assets at beginning of year2014-12-31$32,875,634
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$4,230
Total interest from all sources2014-12-31$2,301,622
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$1,538,104
Participant contributions at end of year2014-12-31$1,395,585
Participant contributions at beginning of year2014-12-31$1,156,705
Participant contributions at end of year2014-12-31$5
Participant contributions at beginning of year2014-12-31$278
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$332,048
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$3,151,001
Value of net assets at end of year (total assets less liabilities)2014-12-31$36,026,635
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$32,875,634
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 registered invesment companies (eg mutual funds) at end of year2014-12-31$28,357,516
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$25,563,996
Interest on participant loans2014-12-31$53,593
Interest earned on other investments2014-12-31$2,247,803
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$226
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$5,557,417
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$5,482,308
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-177,491
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$748,952
Employer contributions (assets) at end of year2014-12-31$716,112
Employer contributions (assets) at beginning of year2014-12-31$672,347
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,588,004
Contract administrator fees2014-12-31$4,230
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 name2014-12-31HUTCHINSON & BLOODGOOD, LLP
Accountancy firm EIN2014-12-31950858589
2013 : THE WAWANESA SALARY DEFERRAL PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$7,219,230
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,703,091
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,692,971
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,252,626
Value of total assets at end of year2013-12-31$32,875,634
Value of total assets at beginning of year2013-12-31$27,359,495
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$10,120
Total interest from all sources2013-12-31$1,949,157
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
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,509,516
Participant contributions at end of year2013-12-31$1,156,705
Participant contributions at beginning of year2013-12-31$1,128,929
Participant contributions at end of year2013-12-31$278
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$70,342
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$5,516,139
Value of net assets at end of year (total assets less liabilities)2013-12-31$32,875,634
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$27,359,495
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 registered invesment companies (eg mutual funds) at end of year2013-12-31$25,563,996
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$19,862,197
Interest on participant loans2013-12-31$49,152
Interest earned on other investments2013-12-31$1,900,005
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$5,482,308
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$5,699,427
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$3,017,447
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 contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$672,768
Employer contributions (assets) at end of year2013-12-31$672,347
Employer contributions (assets) at beginning of year2013-12-31$668,942
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,692,971
Contract administrator fees2013-12-31$10,120
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 name2013-12-31HUTCHINSON & BLOODGOOD, LLP
Accountancy firm EIN2013-12-31950858589
2012 : THE WAWANESA SALARY DEFERRAL PLAN 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$5,014,212
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,631,646
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,625,161
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,423,954
Value of total assets at end of year2012-12-31$27,359,495
Value of total assets at beginning of year2012-12-31$23,976,929
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$6,485
Total interest from all sources2012-12-31$776,255
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
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,513,718
Participant contributions at end of year2012-12-31$1,128,929
Participant contributions at beginning of year2012-12-31$1,025,660
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$241,294
Other income not declared elsewhere2012-12-31$72
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$3,382,566
Value of net assets at end of year (total assets less liabilities)2012-12-31$27,359,495
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$23,976,929
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$19,862,197
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$17,001,749
Interest on participant loans2012-12-31$44,096
Interest earned on other investments2012-12-31$732,159
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$5,699,427
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$5,310,141
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,813,931
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$668,942
Employer contributions (assets) at end of year2012-12-31$668,942
Employer contributions (assets) at beginning of year2012-12-31$639,379
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,625,161
Contract administrator fees2012-12-31$6,485
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 name2012-12-31HUTCHINSON & BLOODGOOD, LLP
Accountancy firm EIN2012-12-31950858589
2011 : THE WAWANESA SALARY DEFERRAL PLAN 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$1,911,967
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$590,111
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$580,960
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,119,744
Value of total assets at end of year2011-12-31$23,976,929
Value of total assets at beginning of year2011-12-31$22,655,073
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$9,151
Total interest from all sources2011-12-31$1,043,278
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$1,457,199
Participant contributions at end of year2011-12-31$1,025,660
Participant contributions at beginning of year2011-12-31$1,040,431
Participant contributions at beginning of year2011-12-31$3,825
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$22,094
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$1,321,856
Value of net assets at end of year (total assets less liabilities)2011-12-31$23,976,929
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$22,655,073
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$17,001,749
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$15,852,074
Interest on participant loans2011-12-31$48,964
Interest earned on other investments2011-12-31$994,314
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$5,310,141
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$5,129,877
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,251,055
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$640,451
Employer contributions (assets) at end of year2011-12-31$639,379
Employer contributions (assets) at beginning of year2011-12-31$628,866
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$580,960
Contract administrator fees2011-12-31$9,151
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 name2011-12-31HUTCHINSON AND BLOODGOOD, LLP
Accountancy firm EIN2011-12-31950858589
2010 : THE WAWANESA SALARY DEFERRAL PLAN 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$4,236,884
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$765,136
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$757,211
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,143,991
Value of total assets at end of year2010-12-31$22,655,073
Value of total assets at beginning of year2010-12-31$19,183,325
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$7,925
Total interest from all sources2010-12-31$400,351
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$1,419,262
Participant contributions at end of year2010-12-31$1,040,431
Participant contributions at beginning of year2010-12-31$980,625
Participant contributions at end of year2010-12-31$3,825
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$97,228
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$3,471,748
Value of net assets at end of year (total assets less liabilities)2010-12-31$22,655,073
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$19,183,325
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$15,852,074
Value of interest in pooled separate accounts at end of year2010-12-31$0
Value of interest in pooled separate accounts at beginning of year2010-12-31$12,647,259
Interest on participant loans2010-12-31$52,703
Interest earned on other investments2010-12-31$347,648
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$5,129,877
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$4,962,951
Net investment gain/loss from pooled separate accounts2010-12-31$1,692,542
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$627,501
Employer contributions (assets) at end of year2010-12-31$628,866
Employer contributions (assets) at beginning of year2010-12-31$592,490
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$757,211
Contract administrator fees2010-12-31$7,925
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 name2010-12-31HUTCHINSON AND BLOODGOOD, LLP
Accountancy firm EIN2010-12-31950858589
2009 : THE WAWANESA SALARY DEFERRAL PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for THE WAWANESA SALARY DEFERRAL PLAN

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

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number89099-01
Policy instance 1
Insurance contract or identification number89099-01
Number of Individuals Covered281
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $6,163
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,163
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number89099-01
Policy instance 1
Insurance contract or identification number89099-01
Number of Individuals Covered198
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $7,281
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,450
Amount paid for insurance broker fees0
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number89099-01
Policy instance 1
Insurance contract or identification number89099-01
Number of Individuals Covered150
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $6,851
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,851
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number89099-01
Policy instance 1
Insurance contract or identification number89099-01
Number of Individuals Covered228
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $8,466
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,466
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number89099-01
Policy instance 1
Insurance contract or identification number89099-01
Number of Individuals Covered235
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $12,903
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,903
Insurance broker organization code?3
Insurance broker nameTHOMAS FREISMUTH
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number89099-01
Policy instance 1
Insurance contract or identification number89099-01
Number of Individuals Covered139
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $15,514
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,514
Insurance broker organization code?3
Insurance broker nameTHOMAS FREISMUTH
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number89099-01
Policy instance 1
Insurance contract or identification number89099-01
Number of Individuals Covered133
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $13,298
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,919
Insurance broker organization code?3
Insurance broker nameTHOMAS FREISMUTH
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number89099-01
Policy instance 1
Insurance contract or identification number89099-01
Number of Individuals Covered136
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $12,410
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,489
Insurance broker organization code?3
Insurance broker nameTHOMAS FREISMUTH
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number89099-01
Policy instance 1
Insurance contract or identification number89099-01
Number of Individuals Covered135
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $13,559
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,914
Insurance broker organization code?3
Insurance broker nameTHOMAS FREISMUTH
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number89099-01
Policy instance 1
Insurance contract or identification number89099-01
Number of Individuals Covered143
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $13,166
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number89099-01
Policy instance 1
Insurance contract or identification number89099-01
Number of Individuals Covered140
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $13,233
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,233
Insurance broker organization code?3
Insurance broker nameTHOMAS FREISMUTH

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