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BARBOUR CORPORATION 401(K) EMPLOYEE SAVINGS AND PROFIT SHARING PLAN 401k Plan overview

Plan NameBARBOUR CORPORATION 401(K) EMPLOYEE SAVINGS AND PROFIT SHARING PLAN
Plan identification number 001

BARBOUR CORPORATION 401(K) EMPLOYEE SAVINGS AND PROFIT SHARING PLAN Benefits

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

401k Sponsoring company profile

BARBOUR CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:BARBOUR CORPORATION
Employer identification number (EIN):042128752
NAIC Classification:339900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BARBOUR CORPORATION 401(K) EMPLOYEE SAVINGS AND PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01LINDA HYNES2023-09-13
0012021-01-01LINDA HYNES2022-09-13
0012020-01-01LINDA HYNES2021-09-16
0012019-01-01LINDA HYNES2020-10-14
0012018-01-01JONI BARRETT2019-09-18
0012017-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01JONI BARRETT
0012013-01-01JONI BARRETT
0012012-01-01JONI BARRETT
0012011-01-01JONI BARRETT
0012009-01-01JONI BARRETT

Plan Statistics for BARBOUR CORPORATION 401(K) EMPLOYEE SAVINGS AND PROFIT SHARING PLAN

401k plan membership statisitcs for BARBOUR CORPORATION 401(K) EMPLOYEE SAVINGS AND PROFIT SHARING PLAN

Measure Date Value
2022: BARBOUR CORPORATION 401(K) EMPLOYEE SAVINGS AND PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01121
Total number of active participants reported on line 7a of the Form 55002022-01-0199
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0120
Total of all active and inactive participants2022-01-01119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01119
Number of participants with account balances2022-01-0167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: BARBOUR CORPORATION 401(K) EMPLOYEE SAVINGS AND PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01108
Total number of active participants reported on line 7a of the Form 55002021-01-0194
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0118
Total of all active and inactive participants2021-01-01112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01112
Number of participants with account balances2021-01-0166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: BARBOUR CORPORATION 401(K) EMPLOYEE SAVINGS AND PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01125
Total number of active participants reported on line 7a of the Form 55002020-01-0193
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0115
Total of all active and inactive participants2020-01-01108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01108
Number of participants with account balances2020-01-0166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: BARBOUR CORPORATION 401(K) EMPLOYEE SAVINGS AND PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01113
Total number of active participants reported on line 7a of the Form 55002019-01-01108
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0117
Total of all active and inactive participants2019-01-01125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01125
Number of participants with account balances2019-01-0174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: BARBOUR CORPORATION 401(K) EMPLOYEE SAVINGS AND PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01125
Total number of active participants reported on line 7a of the Form 55002018-01-0199
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0114
Total of all active and inactive participants2018-01-01113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01113
Number of participants with account balances2018-01-0177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: BARBOUR CORPORATION 401(K) EMPLOYEE SAVINGS AND PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01120
Total number of active participants reported on line 7a of the Form 55002017-01-01103
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0118
Total of all active and inactive participants2017-01-01121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01121
Number of participants with account balances2017-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: BARBOUR CORPORATION 401(K) EMPLOYEE SAVINGS AND PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01120
Total number of active participants reported on line 7a of the Form 55002016-01-01103
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0115
Total of all active and inactive participants2016-01-01118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01118
Number of participants with account balances2016-01-0170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: BARBOUR CORPORATION 401(K) EMPLOYEE SAVINGS AND PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01117
Total number of active participants reported on line 7a of the Form 55002015-01-01105
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-019
Total of all active and inactive participants2015-01-01114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-01116
Number of participants with account balances2015-01-0171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: BARBOUR CORPORATION 401(K) EMPLOYEE SAVINGS AND PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01109
Total number of active participants reported on line 7a of the Form 55002014-01-01103
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0110
Total of all active and inactive participants2014-01-01113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-01115
Number of participants with account balances2014-01-0174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: BARBOUR CORPORATION 401(K) EMPLOYEE SAVINGS AND PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01101
Total number of active participants reported on line 7a of the Form 55002013-01-0199
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-016
Total of all active and inactive participants2013-01-01105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01105
Number of participants with account balances2013-01-0171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: BARBOUR CORPORATION 401(K) EMPLOYEE SAVINGS AND PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01108
Total number of active participants reported on line 7a of the Form 55002012-01-0193
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-015
Total of all active and inactive participants2012-01-0198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0198
Number of participants with account balances2012-01-0171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: BARBOUR CORPORATION 401(K) EMPLOYEE SAVINGS AND PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01101
Total number of active participants reported on line 7a of the Form 55002011-01-0194
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0114
Total of all active and inactive participants2011-01-01108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01108
Number of participants with account balances2011-01-0179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: BARBOUR CORPORATION 401(K) EMPLOYEE SAVINGS AND PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01137
Total number of active participants reported on line 7a of the Form 55002009-01-0163
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0159
Total of all active and inactive participants2009-01-01122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01122
Number of participants with account balances2009-01-01122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-014

Financial Data on BARBOUR CORPORATION 401(K) EMPLOYEE SAVINGS AND PROFIT SHARING PLAN

Measure Date Value
2022 : BARBOUR CORPORATION 401(K) EMPLOYEE SAVINGS AND PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-2,019,689
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$873,042
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$817,031
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$178,070
Value of total assets at end of year2022-12-31$9,254,333
Value of total assets at beginning of year2022-12-31$12,147,064
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$56,011
Total interest from all sources2022-12-31$10,198
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$312,949
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$312,949
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$178,070
Participant contributions at end of year2022-12-31$137,525
Participant contributions at beginning of year2022-12-31$137,093
Administrative expenses (other) incurred2022-12-31$56,011
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,892,731
Value of net assets at end of year (total assets less liabilities)2022-12-31$9,254,333
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$12,147,064
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$8,881,474
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$11,449,790
Interest on participant loans2022-12-31$5,841
Interest earned on other investments2022-12-31$4,357
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$235,334
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$560,181
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,520,906
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$817,031
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31PKF JND, P.C.
Accountancy firm EIN2022-12-31043138777
2021 : BARBOUR CORPORATION 401(K) EMPLOYEE SAVINGS AND PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,697,618
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$105,162
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$68,047
Expenses. Certain deemed distributions of participant loans2021-12-31$1,400
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$392,589
Value of total assets at end of year2021-12-31$12,147,064
Value of total assets at beginning of year2021-12-31$10,554,608
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$35,715
Total interest from all sources2021-12-31$10,401
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$748,914
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$748,914
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$202,233
Participant contributions at end of year2021-12-31$137,093
Participant contributions at beginning of year2021-12-31$88,482
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$190,356
Administrative expenses (other) incurred2021-12-31$35,715
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$1,592,456
Value of net assets at end of year (total assets less liabilities)2021-12-31$12,147,064
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$10,554,608
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$11,449,790
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$0
Value of interest in pooled separate accounts at end of year2021-12-31$0
Value of interest in pooled separate accounts at beginning of year2021-12-31$9,967,581
Interest on participant loans2021-12-31$5,112
Interest earned on other investments2021-12-31$5,289
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$560,181
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$498,545
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$441,084
Net investment gain/loss from pooled separate accounts2021-12-31$104,630
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$68,047
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 name2021-12-31PKF, P.C.
Accountancy firm EIN2021-12-31043138777
2020 : BARBOUR CORPORATION 401(K) EMPLOYEE SAVINGS AND PROFIT SHARING 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$1,721,982
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$637,019
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$634,402
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$177,307
Value of total assets at end of year2020-12-31$10,554,608
Value of total assets at beginning of year2020-12-31$9,469,645
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$2,617
Total interest from all sources2020-12-31$11,914
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$177,307
Participant contributions at end of year2020-12-31$88,482
Participant contributions at beginning of year2020-12-31$131,018
Administrative expenses (other) incurred2020-12-31$2,617
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$1,084,963
Value of net assets at end of year (total assets less liabilities)2020-12-31$10,554,608
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$9,469,645
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$9,967,581
Value of interest in pooled separate accounts at beginning of year2020-12-31$8,770,615
Interest on participant loans2020-12-31$6,330
Interest earned on other investments2020-12-31$5,584
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$498,545
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$568,012
Net investment gain/loss from pooled separate accounts2020-12-31$1,532,761
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$634,402
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31PKF, P.C.
Accountancy firm EIN2020-12-31043138777
2019 : BARBOUR CORPORATION 401(K) EMPLOYEE SAVINGS AND PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at 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$1,880,522
Total income from all sources (including contributions)2019-12-31$1,880,522
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$189,263
Total of all expenses incurred2019-12-31$189,263
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$185,917
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$185,917
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$250,462
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$250,462
Value of total assets at end of year2019-12-31$9,469,645
Value of total assets at end of year2019-12-31$9,469,645
Value of total assets at beginning of year2019-12-31$7,778,386
Value of total assets at beginning of year2019-12-31$7,778,386
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$3,346
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$3,346
Total interest from all sources2019-12-31$12,709
Total interest from all sources2019-12-31$12,709
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$249,280
Contributions received from participants2019-12-31$249,280
Participant contributions at end of year2019-12-31$131,018
Participant contributions at end of year2019-12-31$131,018
Participant contributions at beginning of year2019-12-31$136,994
Participant contributions at beginning of year2019-12-31$136,994
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,182
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,182
Administrative expenses (other) incurred2019-12-31$3,346
Administrative expenses (other) incurred2019-12-31$3,346
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$1,691,259
Value of net income/loss2019-12-31$1,691,259
Value of net assets at end of year (total assets less liabilities)2019-12-31$9,469,645
Value of net assets at end of year (total assets less liabilities)2019-12-31$9,469,645
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$7,778,386
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$7,778,386
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 pooled separate accounts at end of year2019-12-31$8,770,615
Value of interest in pooled separate accounts at end of year2019-12-31$8,770,615
Value of interest in pooled separate accounts at beginning of year2019-12-31$7,161,918
Value of interest in pooled separate accounts at beginning of year2019-12-31$7,161,918
Interest on participant loans2019-12-31$7,313
Interest on participant loans2019-12-31$7,313
Interest earned on other investments2019-12-31$5,396
Interest earned on other investments2019-12-31$5,396
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$568,012
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$568,012
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$479,474
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$479,474
Net investment gain/loss from pooled separate accounts2019-12-31$1,617,351
Net investment gain/loss from pooled separate accounts2019-12-31$1,617,351
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
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$185,917
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$185,917
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 name2019-12-31PKF, P.C.
Accountancy firm name2019-12-31PKF, P.C.
Accountancy firm EIN2019-12-31043138777
Accountancy firm EIN2019-12-31043138777
2018 : BARBOUR CORPORATION 401(K) EMPLOYEE SAVINGS AND PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-268,347
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$102,582
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$98,384
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$251,897
Value of total assets at end of year2018-12-31$7,778,386
Value of total assets at beginning of year2018-12-31$8,149,315
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$4,198
Total interest from all sources2018-12-31$12,022
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$251,897
Participant contributions at end of year2018-12-31$136,994
Participant contributions at beginning of year2018-12-31$136,483
Administrative expenses (other) incurred2018-12-31$4,198
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-370,929
Value of net assets at end of year (total assets less liabilities)2018-12-31$7,778,386
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$8,149,315
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$7,161,918
Value of interest in pooled separate accounts at beginning of year2018-12-31$7,554,855
Interest on participant loans2018-12-31$7,380
Interest earned on other investments2018-12-31$4,642
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$479,474
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$457,977
Net investment gain/loss from pooled separate accounts2018-12-31$-532,266
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$98,384
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 name2018-12-31PKF, P.C.
Accountancy firm EIN2018-12-31043138777
2017 : BARBOUR CORPORATION 401(K) EMPLOYEE SAVINGS AND PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,408,499
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$336,494
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$328,249
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$226,162
Value of total assets at end of year2017-12-31$8,149,315
Value of total assets at beginning of year2017-12-31$7,077,310
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$8,245
Total interest from all sources2017-12-31$10,530
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$226,162
Participant contributions at end of year2017-12-31$136,483
Participant contributions at beginning of year2017-12-31$115,680
Administrative expenses (other) incurred2017-12-31$8,245
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,072,005
Value of net assets at end of year (total assets less liabilities)2017-12-31$8,149,315
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$7,077,310
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$7,554,855
Value of interest in pooled separate accounts at beginning of year2017-12-31$6,416,050
Interest on participant loans2017-12-31$5,488
Interest earned on other investments2017-12-31$5,042
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$457,977
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$545,580
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,171,807
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$328,249
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 name2017-12-31PKF, P.C.
Accountancy firm EIN2017-12-31043138777
2016 : BARBOUR CORPORATION 401(K) EMPLOYEE SAVINGS AND PROFIT SHARING 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$787,531
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$145,323
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$136,267
Expenses. Certain deemed distributions of participant loans2016-12-31$1,515
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$273,686
Value of total assets at end of year2016-12-31$7,077,310
Value of total assets at beginning of year2016-12-31$6,435,102
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$7,541
Total interest from all sources2016-12-31$10,712
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$222,746
Participant contributions at end of year2016-12-31$115,680
Participant contributions at beginning of year2016-12-31$145,857
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$50,940
Administrative expenses (other) incurred2016-12-31$7,541
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$642,208
Value of net assets at end of year (total assets less liabilities)2016-12-31$7,077,310
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$6,435,102
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$6,416,050
Value of interest in pooled separate accounts at beginning of year2016-12-31$5,765,237
Interest on participant loans2016-12-31$5,254
Interest earned on other investments2016-12-31$5,458
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$545,580
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$524,008
Net investment gain/loss from pooled separate accounts2016-12-31$503,133
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$136,267
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 name2016-12-31PKF, P.C.
Accountancy firm EIN2016-12-31043138777
2015 : BARBOUR CORPORATION 401(K) EMPLOYEE SAVINGS AND PROFIT SHARING 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$285,297
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$754,125
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$737,457
Value of total corrective distributions2015-12-31$11,074
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$248,367
Value of total assets at end of year2015-12-31$6,435,102
Value of total assets at beginning of year2015-12-31$6,903,930
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$5,594
Total interest from all sources2015-12-31$12,563
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$248,367
Participant contributions at end of year2015-12-31$145,857
Participant contributions at beginning of year2015-12-31$156,171
Other income not declared elsewhere2015-12-31$2,998
Administrative expenses (other) incurred2015-12-31$5,594
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-468,828
Value of net assets at end of year (total assets less liabilities)2015-12-31$6,435,102
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$6,903,930
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 pooled separate accounts at end of year2015-12-31$5,765,237
Value of interest in pooled separate accounts at beginning of year2015-12-31$6,018,820
Interest on participant loans2015-12-31$6,867
Interest earned on other investments2015-12-31$5,696
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$524,008
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$728,939
Net investment gain/loss from pooled separate accounts2015-12-31$21,369
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$737,457
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 name2015-12-31PKF, P.C.
Accountancy firm EIN2015-12-31043138777
2014 : BARBOUR CORPORATION 401(K) EMPLOYEE SAVINGS AND PROFIT SHARING 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$612,479
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$666,440
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$657,780
Expenses. Certain deemed distributions of participant loans2014-12-31$1,208
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$213,164
Value of total assets at end of year2014-12-31$6,903,930
Value of total assets at beginning of year2014-12-31$6,957,891
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$7,452
Total interest from all sources2014-12-31$14,749
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$213,164
Participant contributions at end of year2014-12-31$156,171
Participant contributions at beginning of year2014-12-31$168,677
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$9,042
Administrative expenses (other) incurred2014-12-31$7,452
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-53,961
Value of net assets at end of year (total assets less liabilities)2014-12-31$6,903,930
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$6,957,891
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$6,018,820
Value of interest in pooled separate accounts at beginning of year2014-12-31$5,864,242
Interest on participant loans2014-12-31$6,392
Interest earned on other investments2014-12-31$8,357
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$728,939
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$915,930
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$384,566
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 contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$657,780
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 name2014-12-31PKF, P.C.
Accountancy firm EIN2014-12-31043138777
2013 : BARBOUR CORPORATION 401(K) EMPLOYEE SAVINGS AND PROFIT SHARING 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$1,276,955
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$104,765
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$97,649
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$224,899
Value of total assets at end of year2013-12-31$6,957,891
Value of total assets at beginning of year2013-12-31$5,785,701
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$7,116
Total interest from all sources2013-12-31$16,157
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$224,899
Participant contributions at end of year2013-12-31$168,677
Participant contributions at beginning of year2013-12-31$105,705
Participant contributions at end of year2013-12-31$9,042
Participant contributions at beginning of year2013-12-31$0
Administrative expenses (other) incurred2013-12-31$7,116
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$1,172,190
Value of net assets at end of year (total assets less liabilities)2013-12-31$6,957,891
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,785,701
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$5,864,242
Value of interest in pooled separate accounts at beginning of year2013-12-31$4,751,033
Interest on participant loans2013-12-31$5,622
Interest earned on other investments2013-12-31$10,535
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$915,930
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$928,963
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$97,649
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 name2013-12-31PKF, P.C.
Accountancy firm EIN2013-12-31043138777
2012 : BARBOUR CORPORATION 401(K) EMPLOYEE SAVINGS AND PROFIT SHARING 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$800,094
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$131,622
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$125,487
Expenses. Certain deemed distributions of participant loans2012-12-31$2,595
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$184,927
Value of total assets at end of year2012-12-31$5,785,701
Value of total assets at beginning of year2012-12-31$5,117,229
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$3,540
Total interest from all sources2012-12-31$19,034
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$184,927
Participant contributions at end of year2012-12-31$105,705
Participant contributions at beginning of year2012-12-31$91,075
Administrative expenses (other) incurred2012-12-31$3,540
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$668,472
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,785,701
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,117,229
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$4,751,033
Value of interest in pooled separate accounts at beginning of year2012-12-31$4,047,662
Interest on participant loans2012-12-31$4,297
Interest earned on other investments2012-12-31$14,737
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$928,963
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$978,492
Net investment gain/loss from pooled separate accounts2012-12-31$596,133
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$125,487
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 name2012-12-31PFK, P.C.
Accountancy firm EIN2012-12-31043138777
2011 : BARBOUR CORPORATION 401(K) EMPLOYEE SAVINGS AND PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$127,438
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$219,926
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$217,912
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$197,640
Value of total assets at end of year2011-12-31$5,117,229
Value of total assets at beginning of year2011-12-31$5,209,717
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,014
Total interest from all sources2011-12-31$23,136
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$16,957
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$16,957
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$163,864
Participant contributions at end of year2011-12-31$91,075
Participant contributions at beginning of year2011-12-31$84,123
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$33,776
Administrative expenses (other) incurred2011-12-31$2,014
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-92,488
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,117,229
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,209,717
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$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$4,229,605
Value of interest in pooled separate accounts at end of year2011-12-31$4,047,662
Value of interest in pooled separate accounts at beginning of year2011-12-31$895,989
Interest on participant loans2011-12-31$4,775
Interest earned on other investments2011-12-31$18,361
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$978,492
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$104,326
Net investment gain/loss from pooled separate accounts2011-12-31$-214,621
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$217,912
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 name2011-12-31PFK, P.C.
Accountancy firm EIN2011-12-31043138777
2010 : BARBOUR CORPORATION 401(K) EMPLOYEE SAVINGS AND PROFIT SHARING 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$699,705
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$648,673
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$635,923
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$168,344
Value of total assets at end of year2010-12-31$5,209,717
Value of total assets at beginning of year2010-12-31$5,158,685
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$12,750
Total interest from all sources2010-12-31$6,766
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$50,374
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$50,374
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$154,957
Participant contributions at end of year2010-12-31$84,123
Participant contributions at beginning of year2010-12-31$120,211
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$13,387
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$51,032
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,209,717
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$5,158,685
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$4,229,605
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$3,867,813
Value of interest in pooled separate accounts at end of year2010-12-31$895,989
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,170,661
Interest on participant loans2010-12-31$6,766
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$452,974
Net investment gain/loss from pooled separate accounts2010-12-31$21,247
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$635,923
Contract administrator fees2010-12-31$12,750
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 name2010-12-31PKF, P.C.
Accountancy firm EIN2010-12-31043138777

Form 5500 Responses for BARBOUR CORPORATION 401(K) EMPLOYEE SAVINGS AND PROFIT SHARING PLAN

2022: BARBOUR CORPORATION 401(K) EMPLOYEE SAVINGS AND PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BARBOUR CORPORATION 401(K) EMPLOYEE SAVINGS AND PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BARBOUR CORPORATION 401(K) EMPLOYEE SAVINGS AND PROFIT SHARING 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 - TrustYes
2019: BARBOUR CORPORATION 401(K) EMPLOYEE SAVINGS AND PROFIT SHARING 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 - TrustYes
2018: BARBOUR CORPORATION 401(K) EMPLOYEE SAVINGS AND PROFIT SHARING 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 - TrustYes
2017: BARBOUR CORPORATION 401(K) EMPLOYEE SAVINGS AND PROFIT SHARING 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 - TrustYes
2016: BARBOUR CORPORATION 401(K) EMPLOYEE SAVINGS AND PROFIT SHARING 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 - TrustYes
2015: BARBOUR CORPORATION 401(K) EMPLOYEE SAVINGS AND PROFIT SHARING 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 - TrustYes
2014: BARBOUR CORPORATION 401(K) EMPLOYEE SAVINGS AND PROFIT SHARING 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 - TrustYes
2013: BARBOUR CORPORATION 401(K) EMPLOYEE SAVINGS AND PROFIT SHARING 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 - TrustYes
2012: BARBOUR CORPORATION 401(K) EMPLOYEE SAVINGS AND PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BARBOUR CORPORATION 401(K) EMPLOYEE SAVINGS AND PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: BARBOUR CORPORATION 401(K) EMPLOYEE SAVINGS AND PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number860946
Policy instance 1
Insurance contract or identification number860946
Number of Individuals Covered68
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $942
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $942
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerINSURANCE AGENT OR BROKER
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number860946
Policy instance 2
Insurance contract or identification number860946
Number of Individuals Covered66
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $1,000
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,000
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number875081
Policy instance 1
Insurance contract or identification number875081
Number of Individuals Covered0
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $6,570
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,570
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number875081
Policy instance 1
Insurance contract or identification number875081
Number of Individuals Covered66
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $22,713
Total amount of fees paid to insurance companyUSD $4,492
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $22,713
Insurance broker organization code?3
Amount paid for insurance broker fees4492
Additional information about fees paid to insurance brokerTPA ADMINISTRATOR ALLOWANCE
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number875081
Policy instance 1
Insurance contract or identification number875081
Number of Individuals Covered74
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $21,373
Total amount of fees paid to insurance companyUSD $4,189
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $21,373
Insurance broker organization code?3
Amount paid for insurance broker fees4189
Additional information about fees paid to insurance brokerTPA ADMINISTRATOR ALLOWANCE
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number875081
Policy instance 1
Insurance contract or identification number875081
Number of Individuals Covered76
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $20,441
Total amount of fees paid to insurance companyUSD $4,073
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $20,441
Insurance broker organization code?3
Amount paid for insurance broker fees4073
Additional information about fees paid to insurance brokerTPA ADMINISTRATOR ALLOWANCE
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number875081
Policy instance 1
Insurance contract or identification number875081
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $18,613
Total amount of fees paid to insurance companyUSD $3,635
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $18,613
Insurance broker organization code?3
Amount paid for insurance broker fees3635
Additional information about fees paid to insurance brokerTPA ADMINISTRATOR ALLOWANCE
Insurance broker nameTHE ANGELL PENSION GROUP, INC.
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number875081
Policy instance 1
Insurance contract or identification number875081
Number of Individuals Covered71
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $16,850
Total amount of fees paid to insurance companyUSD $3,385
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16,850
Insurance broker organization code?3
Amount paid for insurance broker fees3385
Additional information about fees paid to insurance brokerTPA ADMINISTRATOR ALLOWANCE
Insurance broker nameTHE ANGELL PENSION GROUP, INC.
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number875081
Policy instance 1
Insurance contract or identification number875081
Number of Individuals Covered74
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $17,300
Total amount of fees paid to insurance companyUSD $3,428
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $17,300
Insurance broker organization code?3
Amount paid for insurance broker fees3428
Additional information about fees paid to insurance brokerTPA ADMINISTRATOR ALLOWANCE
Insurance broker nameTHE ANGELL PENSION GROUP, INC.
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number875081
Policy instance 1
Insurance contract or identification number875081
Number of Individuals Covered71
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $15,366
Total amount of fees paid to insurance companyUSD $2,986
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,366
Insurance broker organization code?3
Amount paid for insurance broker fees2986
Additional information about fees paid to insurance brokerTPA ADMINISTRATOR ALLOWANCE
Insurance broker nameTHE ANGELL PENSION GROUP, INC.
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number875081
Policy instance 1
Insurance contract or identification number875081
Number of Individuals Covered71
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $5,153
Total amount of fees paid to insurance companyUSD $4,092
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,153
Insurance broker organization code?3
Amount paid for insurance broker fees4092
Additional information about fees paid to insurance brokerTPA ADMINISTRATOR ALLOWANCE
Insurance broker nameTHE ANGELL PENSION GROUP, INC.
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number875081
Policy instance 2
Insurance contract or identification number875081
Number of Individuals Covered79
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $41,478
Total amount of fees paid to insurance companyUSD $12,968
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number31501
Policy instance 1
Insurance contract or identification number31501
Number of Individuals Covered0
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number31501
Policy instance 1
Insurance contract or identification number31501
Number of Individuals Covered82
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
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?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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