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SEVENTY FIVE STATE STREET TAX SHELTERED ANNUITY PLAN 401k Plan overview

Plan NameSEVENTY FIVE STATE STREET TAX SHELTERED ANNUITY PLAN
Plan identification number 001

SEVENTY FIVE STATE STREET TAX SHELTERED ANNUITY PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.

401k Sponsoring company profile

SEVENTY-FIVE STATE STREET has sponsored the creation of one or more 401k plans.

Company Name:SEVENTY-FIVE STATE STREET
Employer identification number (EIN):010211791
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SEVENTY FIVE STATE STREET TAX SHELTERED ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01KATY SMITH2023-07-03
0012021-01-01KATY SMITH2022-10-06
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01LORI MAXWELL LORI MAXWELL2018-10-16
0012016-01-01MARGARET ROZZI LORI MAXWELL2017-10-16
0012015-01-01MARGARET ROZZI ANTHONY FORGIONE2016-10-17
0012014-01-01MARGARET ROZZI ANTHONY FORGIONE2015-10-13
0012013-01-01MARGARET ROZZI ANTHONY FORGIONE2014-10-09
0012012-01-01MARGARET ROZZI ANTHONY FORGIONE2014-02-26
0012011-01-01MARGARET ROZZI ANTHONY FORGIONE2014-02-26
0012010-01-01MARGARET ROZZI ANTHONY FORGIONE2014-02-27

Plan Statistics for SEVENTY FIVE STATE STREET TAX SHELTERED ANNUITY PLAN

401k plan membership statisitcs for SEVENTY FIVE STATE STREET TAX SHELTERED ANNUITY PLAN

Measure Date Value
2022: SEVENTY FIVE STATE STREET TAX SHELTERED ANNUITY PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01148
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-010
Total participants2022-01-010
Number of participants with account balances2022-01-010
2021: SEVENTY FIVE STATE STREET TAX SHELTERED ANNUITY PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01139
Total number of active participants reported on line 7a of the Form 55002021-01-01107
Number of retired or separated participants receiving benefits2021-01-015
Number of other retired or separated participants entitled to future benefits2021-01-0136
Total of all active and inactive participants2021-01-01148
Total participants2021-01-01148
Number of participants with account balances2021-01-01143
2020: SEVENTY FIVE STATE STREET TAX SHELTERED ANNUITY PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01159
Total number of active participants reported on line 7a of the Form 55002020-01-0198
Number of retired or separated participants receiving benefits2020-01-0141
Total of all active and inactive participants2020-01-01139
Total participants2020-01-01139
Number of participants with account balances2020-01-0178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: SEVENTY FIVE STATE STREET TAX SHELTERED ANNUITY PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01129
Total number of active participants reported on line 7a of the Form 55002019-01-01120
Number of other retired or separated participants entitled to future benefits2019-01-0139
Total of all active and inactive participants2019-01-01159
Total participants2019-01-01159
Number of participants with account balances2019-01-0171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: SEVENTY FIVE STATE STREET TAX SHELTERED ANNUITY PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01123
Total number of active participants reported on line 7a of the Form 55002018-01-0188
Number of other retired or separated participants entitled to future benefits2018-01-0141
Total of all active and inactive participants2018-01-01129
Total participants2018-01-01129
Number of participants with account balances2018-01-0185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: SEVENTY FIVE STATE STREET TAX SHELTERED ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01121
Total number of active participants reported on line 7a of the Form 55002017-01-0188
Number of other retired or separated participants entitled to future benefits2017-01-0135
Total of all active and inactive participants2017-01-01123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01123
Number of participants with account balances2017-01-0180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: SEVENTY FIVE STATE STREET TAX SHELTERED ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01120
Total number of active participants reported on line 7a of the Form 55002016-01-0183
Number of other retired or separated participants entitled to future benefits2016-01-0138
Total of all active and inactive participants2016-01-01121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01121
Number of participants with account balances2016-01-0180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: SEVENTY FIVE STATE STREET TAX SHELTERED ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01156
Total number of active participants reported on line 7a of the Form 55002015-01-0181
Number of other retired or separated participants entitled to future benefits2015-01-0135
Total of all active and inactive participants2015-01-01116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-014
Total participants2015-01-01120
Number of participants with account balances2015-01-0180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: SEVENTY FIVE STATE STREET TAX SHELTERED ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01156
Total number of active participants reported on line 7a of the Form 55002014-01-01114
Number of other retired or separated participants entitled to future benefits2014-01-0138
Total of all active and inactive participants2014-01-01152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-014
Total participants2014-01-01156
Number of participants with account balances2014-01-0184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: SEVENTY FIVE STATE STREET TAX SHELTERED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01161
Total number of active participants reported on line 7a of the Form 55002013-01-01118
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0134
Total of all active and inactive participants2013-01-01152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-014
Total participants2013-01-01156
Number of participants with account balances2013-01-0186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: SEVENTY FIVE STATE STREET TAX SHELTERED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01153
Total number of active participants reported on line 7a of the Form 55002012-01-01125
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0132
Total of all active and inactive participants2012-01-01157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-014
Total participants2012-01-01161
Number of participants with account balances2012-01-0186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: SEVENTY FIVE STATE STREET TAX SHELTERED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01177
Total number of active participants reported on line 7a of the Form 55002011-01-01126
Number of other retired or separated participants entitled to future benefits2011-01-0145
Total of all active and inactive participants2011-01-01171
Total participants2011-01-01171
Number of participants with account balances2011-01-0199
2010: SEVENTY FIVE STATE STREET TAX SHELTERED ANNUITY PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01176
Total number of active participants reported on line 7a of the Form 55002010-01-01128
Number of other retired or separated participants entitled to future benefits2010-01-0149
Total of all active and inactive participants2010-01-01177
Total participants2010-01-01177
Number of participants with account balances2010-01-01109

Financial Data on SEVENTY FIVE STATE STREET TAX SHELTERED ANNUITY PLAN

Measure Date Value
2022 : SEVENTY FIVE STATE STREET TAX SHELTERED ANNUITY PLAN 2022 401k financial data
Total transfer of assets from this plan2022-12-01$439,959
Total income from all sources (including contributions)2022-12-01$-169,525
Total of all expenses incurred2022-12-01$1,703,334
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-01$1,691,136
Expenses. Certain deemed distributions of participant loans2022-12-01$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-01$29,338
Value of total assets at end of year2022-12-01$0
Value of total assets at beginning of year2022-12-01$2,312,818
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-01$12,198
Total interest from all sources2022-12-01$8,164
Total dividends received (eg from common stock, registered investment company shares)2022-12-01$8,176
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-01Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2022-12-01$0
Total dividends received from registered investment company shares (eg mutual funds)2022-12-01$8,176
Was this plan covered by a fidelity bond2022-12-01Yes
Value of fidelity bond cover2022-12-01$4,000,000
If this is an individual account plan, was there a blackout period2022-12-01No
Were there any nonexempt tranactions with any party-in-interest2022-12-01No
Contributions received from participants2022-12-01$29,338
Participant contributions at end of year2022-12-01$0
Participant contributions at beginning of year2022-12-01$44,263
Administrative expenses (other) incurred2022-12-01$12,198
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-01No
Value of net income/loss2022-12-01$-1,872,859
Value of net assets at end of year (total assets less liabilities)2022-12-01$0
Value of net assets at beginning of year (total assets less liabilities)2022-12-01$2,312,818
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-01No
Were any leases to which the plan was party in default or uncollectible2022-12-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-01$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-01$1,454,693
Interest on participant loans2022-12-01$899
Interest earned on other investments2022-12-01$5,880
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-01$1,385
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-01$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-01$813,862
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-01$-215,203
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-01No
Was there a failure to transmit to the plan any participant contributions2022-12-01No
Has the plan failed to provide any benefit when due under the plan2022-12-01No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-01$1,691,136
Did the plan have assets held for investment2022-12-01No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-01Yes
Opinion of an independent qualified public accountant for this plan2022-12-01Unqualified
Accountancy firm name2022-12-01BERRY, DUNN, MCNEIL & PARKER, LLC
Accountancy firm EIN2022-12-01010523282
2021 : SEVENTY FIVE STATE STREET TAX SHELTERED ANNUITY PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$329,110
Total of all expenses incurred2021-12-31$617,040
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$598,255
Expenses. Certain deemed distributions of participant loans2021-12-31$5,296
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$66,708
Value of total assets at end of year2021-12-31$2,312,818
Value of total assets at beginning of year2021-12-31$2,600,748
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$13,489
Total interest from all sources2021-12-31$46,148
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$22,910
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$22,910
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$4,000,000
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$66,708
Participant contributions at end of year2021-12-31$44,263
Participant contributions at beginning of year2021-12-31$47,846
Administrative expenses (other) incurred2021-12-31$13,489
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-287,930
Value of net assets at end of year (total assets less liabilities)2021-12-31$2,312,818
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$2,600,748
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$1,454,693
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$1,340,784
Interest on participant loans2021-12-31$1,311
Interest earned on other investments2021-12-31$42,393
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$2,444
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$813,862
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,212,118
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$193,344
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$598,255
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 name2021-12-31BERRY, DUNN, MCNEIL & PARKER, LLC
Accountancy firm EIN2021-12-31010523282
2020 : SEVENTY FIVE STATE STREET TAX SHELTERED ANNUITY 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$251,959
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$381,327
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$368,194
Expenses. Certain deemed distributions of participant loans2020-12-31$1,510
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$67,328
Value of total assets at end of year2020-12-31$2,600,748
Value of total assets at beginning of year2020-12-31$2,730,116
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$11,623
Total interest from all sources2020-12-31$49,636
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$16,311
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$16,311
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$4,000,000
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$56,664
Participant contributions at end of year2020-12-31$47,846
Participant contributions at beginning of year2020-12-31$74,983
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$10,664
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-129,368
Value of net assets at end of year (total assets less liabilities)2020-12-31$2,600,748
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,730,116
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$1,340,784
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,391,436
Interest on participant loans2020-12-31$3,295
Interest earned on other investments2020-12-31$46,341
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,212,118
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,263,697
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$118,684
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$368,194
Contract administrator fees2020-12-31$11,623
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31BERRY DUNN MCNEIL & PARKER
Accountancy firm EIN2020-12-31010523282
2019 : SEVENTY FIVE STATE STREET TAX SHELTERED ANNUITY PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
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 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 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$439,174
Total income from all sources (including contributions)2019-12-31$439,174
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$565,858
Total of all expenses incurred2019-12-31$565,858
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$535,837
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$535,837
Expenses. Certain deemed distributions of participant loans2019-12-31$15,973
Expenses. Certain deemed distributions of participant loans2019-12-31$15,973
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$75,188
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$75,188
Value of total assets at end of year2019-12-31$2,730,116
Value of total assets at end of year2019-12-31$2,730,116
Value of total assets at beginning of year2019-12-31$2,856,800
Value of total assets at beginning of year2019-12-31$2,856,800
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$14,048
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$14,048
Total interest from all sources2019-12-31$53,484
Total interest from all sources2019-12-31$53,484
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$42,526
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$42,526
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$42,526
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$42,526
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$4,000,000
Value of fidelity bond cover2019-12-31$4,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$61,851
Contributions received from participants2019-12-31$61,851
Participant contributions at end of year2019-12-31$74,983
Participant contributions at end of year2019-12-31$74,983
Participant contributions at beginning of year2019-12-31$110,881
Participant contributions at beginning of year2019-12-31$110,881
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$13,337
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$13,337
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$-126,684
Value of net income/loss2019-12-31$-126,684
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,730,116
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,730,116
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,856,800
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,856,800
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
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$1,391,436
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,391,436
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,335,422
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,335,422
Interest on participant loans2019-12-31$4,397
Interest on participant loans2019-12-31$4,397
Interest earned on other investments2019-12-31$49,087
Interest earned on other investments2019-12-31$49,087
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,263,697
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,263,697
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,410,497
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,410,497
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$267,976
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$267,976
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$535,837
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$535,837
Contract administrator fees2019-12-31$14,048
Contract administrator fees2019-12-31$14,048
Did the plan have assets held for investment2019-12-31Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BERRY DUNN MCNEIL & PARKER
Accountancy firm name2019-12-31BERRY DUNN MCNEIL & PARKER
Accountancy firm EIN2019-12-31010523282
Accountancy firm EIN2019-12-31010523282
2018 : SEVENTY FIVE STATE STREET TAX SHELTERED ANNUITY 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$6,765
Total income from all sources (including contributions)2018-12-31$38,648
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$133,053
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$105,851
Expenses. Certain deemed distributions of participant loans2018-12-31$12,387
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$85,828
Value of total assets at end of year2018-12-31$2,856,800
Value of total assets at beginning of year2018-12-31$2,957,970
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$14,815
Total interest from all sources2018-12-31$55,772
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$71,598
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$71,598
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$4,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$77,335
Participant contributions at end of year2018-12-31$110,881
Participant contributions at beginning of year2018-12-31$144,788
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$8,493
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-94,405
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,856,800
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,951,205
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$1,335,422
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,552,590
Interest on participant loans2018-12-31$6,334
Interest earned on other investments2018-12-31$49,438
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,410,497
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,256,904
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-174,550
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Employer contributions (assets) at beginning of year2018-12-31$3,688
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$105,851
Contract administrator fees2018-12-31$14,815
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$6,765
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 name2018-12-31BERRY DUNN MCNEIL & PARKER
Accountancy firm EIN2018-12-31010523282
2017 : SEVENTY FIVE STATE STREET TAX SHELTERED ANNUITY 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$6,765
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$395,204
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$188,389
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$174,867
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$90,651
Value of total assets at end of year2017-12-31$2,957,970
Value of total assets at beginning of year2017-12-31$2,744,390
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$13,522
Total interest from all sources2017-12-31$48,243
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$60,100
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$60,100
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$300,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Participant contributions at end of year2017-12-31$144,788
Participant contributions at beginning of year2017-12-31$86,750
Participant contributions at end of year2017-12-31$3,688
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$206,815
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,951,205
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,744,390
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$1,552,590
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,421,709
Interest on participant loans2017-12-31$485
Interest earned on other investments2017-12-31$47,758
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,256,904
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,235,931
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$196,210
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$90,651
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$174,867
Contract administrator fees2017-12-31$13,522
Liabilities. Value of benefit claims payable at end of year2017-12-31$6,765
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 name2017-12-31BERRY DUNN MCNEIL & PARKER
Accountancy firm EIN2017-12-31010523282
2016 : SEVENTY FIVE STATE STREET TAX SHELTERED ANNUITY 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$285,073
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$130,417
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$109,944
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$112,215
Value of total assets at end of year2016-12-31$2,744,390
Value of total assets at beginning of year2016-12-31$2,589,734
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$20,473
Total interest from all sources2016-12-31$47,774
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$32,216
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$32,216
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$300,000
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
Participant contributions at end of year2016-12-31$86,750
Participant contributions at beginning of year2016-12-31$77,761
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$154,656
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,744,390
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,589,734
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$1,421,709
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,265,505
Interest on participant loans2016-12-31$3,536
Interest earned on other investments2016-12-31$44,238
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,235,931
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,246,468
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$92,868
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$112,215
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$109,944
Contract administrator fees2016-12-31$20,473
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 name2016-12-31BERRY DUNN MCNEIL PARKER
Accountancy firm EIN2016-12-31010523282
2015 : SEVENTY FIVE STATE STREET TAX SHELTERED ANNUITY 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$136,779
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$155,187
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$144,416
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$104,300
Value of total assets at end of year2015-12-31$2,589,734
Value of total assets at beginning of year2015-12-31$2,608,142
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$10,771
Total interest from all sources2015-12-31$48,790
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$33,961
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$33,961
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$300,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$104,300
Participant contributions at end of year2015-12-31$77,761
Participant contributions at beginning of year2015-12-31$95,578
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-18,408
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,589,734
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,608,142
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$1,265,505
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,328,453
Interest on participant loans2015-12-31$3,919
Interest earned on other investments2015-12-31$44,871
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,246,468
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,184,111
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-50,272
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$144,416
Contract administrator fees2015-12-31$10,771
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 name2015-12-31BERRY DUNN MCNEIL PARKER
Accountancy firm EIN2015-12-31010523282
2014 : SEVENTY FIVE STATE STREET TAX SHELTERED ANNUITY 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$255,118
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$66,861
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$56,625
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$120,270
Value of total assets at end of year2014-12-31$2,608,142
Value of total assets at beginning of year2014-12-31$2,419,885
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$10,236
Total interest from all sources2014-12-31$48,418
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$32,293
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$32,293
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$300,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$104,263
Participant contributions at end of year2014-12-31$95,578
Participant contributions at beginning of year2014-12-31$77,890
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$188,257
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,608,142
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,419,885
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$1,328,453
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,178,975
Interest on participant loans2014-12-31$3,735
Interest earned on other investments2014-12-31$44,683
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,184,111
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,163,020
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$54,137
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$16,007
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$56,625
Contract administrator fees2014-12-31$10,236
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 name2014-12-31BERRY DUNN MCNEIL PARKER
Accountancy firm EIN2014-12-31010523282
2013 : SEVENTY FIVE STATE STREET TAX SHELTERED ANNUITY 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$379,036
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$116,913
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$112,642
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$107,354
Value of total assets at end of year2013-12-31$2,419,885
Value of total assets at beginning of year2013-12-31$2,157,762
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$4,271
Total interest from all sources2013-12-31$51,790
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$14,328
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$14,328
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$200,000
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$107,354
Participant contributions at end of year2013-12-31$77,890
Participant contributions at beginning of year2013-12-31$43,044
Participant contributions at beginning of year2013-12-31$7,484
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$262,123
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,419,885
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,157,762
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$1,178,975
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,080,943
Interest on participant loans2013-12-31$1,715
Interest earned on other investments2013-12-31$50,075
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,163,020
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,026,291
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$205,564
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$112,642
Contract administrator fees2013-12-31$4,271
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 name2013-12-31BERRY DUNN MCNEIL & PARKER LLC
Accountancy firm EIN2013-12-31010523282
2012 : SEVENTY FIVE STATE STREET TAX SHELTERED ANNUITY 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$286,563
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$181,134
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$166,968
Expenses. Certain deemed distributions of participant loans2012-12-31$13,966
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$110,084
Value of total assets at end of year2012-12-31$2,166,084
Value of total assets at beginning of year2012-12-31$2,060,655
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$200
Total interest from all sources2012-12-31$42,045
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$2,000,000
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$104,986
Participant contributions at end of year2012-12-31$58,850
Participant contributions at beginning of year2012-12-31$84,721
Participant contributions at end of year2012-12-31$7,484
Participant contributions at beginning of year2012-12-31$10,500
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$5,098
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$105,429
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,166,084
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,060,655
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$1,080,943
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$968,301
Interest on participant loans2012-12-31$2,022
Interest earned on other investments2012-12-31$40,023
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,026,291
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,007,633
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$134,434
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$166,968
Contract administrator fees2012-12-31$200
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 name2012-12-31BERRY DUNN MCNEIL & PARKER LLC
Accountancy firm EIN2012-12-31010523282
2011 : SEVENTY FIVE STATE STREET TAX SHELTERED ANNUITY PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$127,076
Total of all expenses incurred2011-12-31$93,243
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$92,073
Expenses. Certain deemed distributions of participant loans2011-12-31$858
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$112,273
Value of total assets at end of year2011-12-31$2,046,942
Value of total assets at beginning of year2011-12-31$2,013,109
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$312
Total interest from all sources2011-12-31$41,197
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$200,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$111,672
Participant contributions at end of year2011-12-31$60,616
Participant contributions at beginning of year2011-12-31$74,989
Participant contributions at end of year2011-12-31$10,500
Participant contributions at beginning of year2011-12-31$11,245
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$601
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$33,833
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,046,942
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,013,109
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$968,301
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,011,246
Interest on participant loans2011-12-31$2,544
Interest earned on other investments2011-12-31$38,653
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,007,525
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$915,629
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-26,394
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$92,073
Contract administrator fees2011-12-31$312
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 name2011-12-31BERRY DUNN MCNEIL & PARKER, LLC
Accountancy firm EIN2011-12-31010523282
2010 : SEVENTY FIVE STATE STREET TAX SHELTERED ANNUITY 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$288,548
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$51,234
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$25,891
Expenses. Certain deemed distributions of participant loans2010-12-31$24,923
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$113,554
Value of total assets at end of year2010-12-31$2,013,109
Value of total assets at beginning of year2010-12-31$1,775,795
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$420
Total interest from all sources2010-12-31$37,938
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$150,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$113,554
Participant contributions at end of year2010-12-31$74,989
Participant contributions at beginning of year2010-12-31$99,001
Participant contributions at end of year2010-12-31$11,245
Participant contributions at beginning of year2010-12-31$11,593
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$237,314
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,013,109
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,775,795
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$1,011,246
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$847,688
Interest on participant loans2010-12-31$3,308
Interest earned on other investments2010-12-31$34,630
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$915,629
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$817,513
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$137,056
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$25,891
Contract administrator fees2010-12-31$420
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 name2010-12-31BERRY DUNN MCNEIL & PARKER, LLC
Accountancy firm EIN2010-12-31010523282

Form 5500 Responses for SEVENTY FIVE STATE STREET TAX SHELTERED ANNUITY PLAN

2022: SEVENTY FIVE STATE STREET TAX SHELTERED ANNUITY PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingYes
2022-01-01This return/report is a short plan year return/report (less than 12 months)Yes
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: SEVENTY FIVE STATE STREET TAX SHELTERED ANNUITY PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
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: SEVENTY FIVE STATE STREET TAX SHELTERED ANNUITY 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: SEVENTY FIVE STATE STREET TAX SHELTERED ANNUITY 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: SEVENTY FIVE STATE STREET TAX SHELTERED ANNUITY 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: SEVENTY FIVE STATE STREET TAX SHELTERED ANNUITY 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: SEVENTY FIVE STATE STREET TAX SHELTERED ANNUITY 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: SEVENTY FIVE STATE STREET TAX SHELTERED ANNUITY 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: SEVENTY FIVE STATE STREET TAX SHELTERED ANNUITY 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: SEVENTY FIVE STATE STREET TAX SHELTERED ANNUITY 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: SEVENTY FIVE STATE STREET TAX SHELTERED ANNUITY PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
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: SEVENTY FIVE STATE STREET TAX SHELTERED ANNUITY PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: SEVENTY FIVE STATE STREET TAX SHELTERED ANNUITY PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number890763+006
Policy instance 2
Insurance contract or identification number890763+006
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-12-01
Total amount of commissions paid to insurance brokerUSD $198
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $198
Insurance broker organization code?4
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-12-01
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number890763+006
Policy instance 2
Insurance contract or identification number890763+006
Number of Individuals Covered41
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $1,036
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,036
Insurance broker organization code?4
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered124
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number890673+006
Policy instance 2
Insurance contract or identification number890673+006
Number of Individuals Covered47
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $1,234
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?Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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 $1,234
Amount paid for insurance broker fees0
Insurance broker organization code?4
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered104
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 2
Insurance contract or identification number613953
Number of Individuals Covered100
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number890763+006
Policy instance 1
Insurance contract or identification number890763+006
Number of Individuals Covered49
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $1,436
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?Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number890763+006
Policy instance 2
Insurance contract or identification number890763+006
Number of Individuals Covered52
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $1,366
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?Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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 $1,366
Insurance broker organization code?4
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered100
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number890763+006
Policy instance 2
Insurance contract or identification number890763+006
Number of Individuals Covered53
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $1,386
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?Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $1,386
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS COR
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered90
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
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

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