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HUB FOLDING BOX COMPANY 401K SAVINGS PLAN 401k Plan overview

Plan NameHUB FOLDING BOX COMPANY 401K SAVINGS PLAN
Plan identification number 003

HUB FOLDING BOX COMPANY 401K SAVINGS 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

HUB FOLDING BOX COMPANY, INC. has sponsored the creation of one or more 401k plans.

Company Name:HUB FOLDING BOX COMPANY, INC.
Employer identification number (EIN):042192575
NAIC Classification:322200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HUB FOLDING BOX COMPANY 401K SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032021-07-01NEIL SCHNEIDER2023-04-14
0032020-07-01
0032019-07-01
0032018-07-01
0032017-07-01
0032016-07-01
0032015-07-01
0032014-07-01
0032013-07-01STEPHEN SYLVIA
0032012-07-01STEPHEN SYLVIA
0032011-07-01HAROLD WILLMOTT
0032010-07-01HAROLD WILLMOTT
0032009-07-01HAROLD WILLMOTT

Plan Statistics for HUB FOLDING BOX COMPANY 401K SAVINGS PLAN

401k plan membership statisitcs for HUB FOLDING BOX COMPANY 401K SAVINGS PLAN

Measure Date Value
2021: HUB FOLDING BOX COMPANY 401K SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01102
Total number of active participants reported on line 7a of the Form 55002021-07-01183
Number of retired or separated participants receiving benefits2021-07-0132
Number of other retired or separated participants entitled to future benefits2021-07-010
Total of all active and inactive participants2021-07-01215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-01215
Number of participants with account balances2021-07-01142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-016
2015: HUB FOLDING BOX COMPANY 401K SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01117
Total number of active participants reported on line 7a of the Form 55002015-07-0175
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-0118
Total of all active and inactive participants2015-07-0193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-0193
Number of participants with account balances2015-07-0193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-013
2014: HUB FOLDING BOX COMPANY 401K SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01134
Total number of active participants reported on line 7a of the Form 55002014-07-0199
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-0118
Total of all active and inactive participants2014-07-01117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01117
Number of participants with account balances2014-07-01103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
2013: HUB FOLDING BOX COMPANY 401K SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01128
Total number of active participants reported on line 7a of the Form 55002013-07-01114
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-0120
Total of all active and inactive participants2013-07-01134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01134
Number of participants with account balances2013-07-01109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-016
2012: HUB FOLDING BOX COMPANY 401K SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01129
Total number of active participants reported on line 7a of the Form 55002012-07-01112
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-0116
Total of all active and inactive participants2012-07-01128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01128
Number of participants with account balances2012-07-01109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-014
2011: HUB FOLDING BOX COMPANY 401K SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01134
Total number of active participants reported on line 7a of the Form 55002011-07-01111
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0118
Total of all active and inactive participants2011-07-01129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01129
Number of participants with account balances2011-07-01116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-011
2010: HUB FOLDING BOX COMPANY 401K SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-01130
Total number of active participants reported on line 7a of the Form 55002010-07-01114
Number of retired or separated participants receiving benefits2010-07-010
Number of other retired or separated participants entitled to future benefits2010-07-0120
Total of all active and inactive participants2010-07-01134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-010
Total participants2010-07-01134
Number of participants with account balances2010-07-01122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-013
2009: HUB FOLDING BOX COMPANY 401K SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01136
Total number of active participants reported on line 7a of the Form 55002009-07-01112
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-0118
Total of all active and inactive participants2009-07-01130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01130
Number of participants with account balances2009-07-01121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-017

Financial Data on HUB FOLDING BOX COMPANY 401K SAVINGS PLAN

Measure Date Value
2022 : HUB FOLDING BOX COMPANY 401K SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total transfer of assets to this plan2022-06-30$294,131
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$-1,049,040
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$625,818
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$475,744
Value of total corrective distributions2022-06-30$12,763
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$938,611
Value of total assets at end of year2022-06-30$13,985,490
Value of total assets at beginning of year2022-06-30$15,366,217
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$137,311
Total interest from all sources2022-06-30$53,962
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$782,051
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$782,051
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$715,748
Participant contributions at end of year2022-06-30$114,971
Participant contributions at beginning of year2022-06-30$80,138
Participant contributions at end of year2022-06-30$4,224
Participant contributions at beginning of year2022-06-30$0
Other income not declared elsewhere2022-06-30$57,787
Administrative expenses (other) incurred2022-06-30$137,311
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-1,674,858
Value of net assets at end of year (total assets less liabilities)2022-06-30$13,985,490
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$15,366,217
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$11,413,572
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$12,460,373
Interest on participant loans2022-06-30$4,939
Interest earned on other investments2022-06-30$49,023
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$2,446,550
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$2,825,706
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-2,881,451
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30Yes
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$222,863
Employer contributions (assets) at end of year2022-06-30$6,173
Employer contributions (assets) at beginning of year2022-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$475,744
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30CLIFTONLARSONALLEN
Accountancy firm EIN2022-06-30410746749
2016 : HUB FOLDING BOX COMPANY 401K SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total transfer of assets from this plan2016-06-30$942,398
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$912,419
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$1,945,307
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$1,878,198
Expenses. Certain deemed distributions of participant loans2016-06-30$14,657
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$571,565
Value of total assets at end of year2016-06-30$14,088,491
Value of total assets at beginning of year2016-06-30$16,063,777
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$52,452
Total interest from all sources2016-06-30$15,037
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$471,250
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$471,250
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$443,222
Participant contributions at end of year2016-06-30$261,113
Participant contributions at beginning of year2016-06-30$325,570
Participant contributions at end of year2016-06-30$0
Participant contributions at beginning of year2016-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$27,957
Other income not declared elsewhere2016-06-30$55,938
Administrative expenses (other) incurred2016-06-30$52,452
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-1,032,888
Value of net assets at end of year (total assets less liabilities)2016-06-30$14,088,491
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$16,063,777
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$9,854,694
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$11,346,346
Interest on participant loans2016-06-30$14,409
Interest earned on other investments2016-06-30$628
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$3,972,684
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$4,391,861
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-201,371
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$100,386
Employer contributions (assets) at end of year2016-06-30$0
Employer contributions (assets) at beginning of year2016-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$1,878,198
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30BLUM SHAPIRO & CO., P.C.
Accountancy firm EIN2016-06-30061009205
2015 : HUB FOLDING BOX COMPANY 401K SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$314,541
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$1,564,818
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$1,512,630
Expenses. Certain deemed distributions of participant loans2015-06-30$24,075
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$615,187
Value of total assets at end of year2015-06-30$16,063,777
Value of total assets at beginning of year2015-06-30$17,314,054
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$28,113
Total interest from all sources2015-06-30$65,776
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$599,563
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$599,563
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$471,375
Participant contributions at end of year2015-06-30$325,570
Participant contributions at beginning of year2015-06-30$261,229
Participant contributions at end of year2015-06-30$0
Participant contributions at beginning of year2015-06-30$10,257
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$38,176
Other income not declared elsewhere2015-06-30$59,264
Administrative expenses (other) incurred2015-06-30$28,113
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$-1,250,277
Value of net assets at end of year (total assets less liabilities)2015-06-30$16,063,777
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$17,314,054
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$11,346,346
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$12,450,290
Interest on participant loans2015-06-30$12,304
Interest earned on other investments2015-06-30$53,472
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$4,391,861
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$4,589,856
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$-1,025,249
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$105,636
Employer contributions (assets) at end of year2015-06-30$0
Employer contributions (assets) at beginning of year2015-06-30$2,422
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$1,512,630
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30BLUM SHAPIRO & CO., P.C.
Accountancy firm EIN2015-06-30061009205
2014 : HUB FOLDING BOX COMPANY 401K SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$2,953,673
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$671,259
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$635,692
Expenses. Certain deemed distributions of participant loans2014-06-30$30,073
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$740,450
Value of total assets at end of year2014-06-30$17,314,054
Value of total assets at beginning of year2014-06-30$15,031,640
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$5,494
Total interest from all sources2014-06-30$73,457
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$453,122
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$453,122
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$512,449
Participant contributions at end of year2014-06-30$261,229
Participant contributions at beginning of year2014-06-30$321,988
Participant contributions at end of year2014-06-30$10,257
Participant contributions at beginning of year2014-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$106,419
Other income not declared elsewhere2014-06-30$40,905
Administrative expenses (other) incurred2014-06-30$5,494
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$2,282,414
Value of net assets at end of year (total assets less liabilities)2014-06-30$17,314,054
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$15,031,640
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$12,450,290
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$9,970,572
Interest on participant loans2014-06-30$12,974
Interest earned on other investments2014-06-30$60,483
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$4,589,856
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$4,739,080
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$1,645,739
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$121,582
Employer contributions (assets) at end of year2014-06-30$2,422
Employer contributions (assets) at beginning of year2014-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$635,692
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30BLUM SHAPIRO & CO., P.C.
Accountancy firm EIN2014-06-30061009205
2013 : HUB FOLDING BOX COMPANY 401K SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total transfer of assets to this plan2013-06-30$41,184
Total transfer of assets from this plan2013-06-30$165,579
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$497,019
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$1,171,178
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$1,155,600
Value of total corrective distributions2013-06-30$495
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$580,780
Value of total assets at end of year2013-06-30$15,031,640
Value of total assets at beginning of year2013-06-30$15,830,194
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$15,083
Total interest from all sources2013-06-30$68,076
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$219,107
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$219,107
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$477,040
Participant contributions at end of year2013-06-30$321,988
Participant contributions at beginning of year2013-06-30$0
Other income not declared elsewhere2013-06-30$24,231
Administrative expenses (other) incurred2013-06-30$15,083
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$-674,159
Value of net assets at end of year (total assets less liabilities)2013-06-30$15,031,640
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$15,830,194
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$9,970,572
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$10,240,741
Interest on participant loans2013-06-30$4,053
Interest earned on other investments2013-06-30$64,023
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$4,739,080
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$5,589,453
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$-395,175
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$103,740
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$1,155,600
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30BLUM SHAPIRO & CO., P.C.
Accountancy firm EIN2013-06-30061009205
2012 : HUB FOLDING BOX COMPANY 401K SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$-1,094,369
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$1,101,588
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$1,101,172
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$560,899
Value of total assets at end of year2012-06-30$15,830,194
Value of total assets at beginning of year2012-06-30$18,026,151
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$416
Total interest from all sources2012-06-30$90,784
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$431,019
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$431,019
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$500,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$456,428
Other income not declared elsewhere2012-06-30$24,784
Administrative expenses (other) incurred2012-06-30$416
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$-2,195,957
Value of net assets at end of year (total assets less liabilities)2012-06-30$15,830,194
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$18,026,151
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$10,240,741
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$13,016,076
Interest earned on other investments2012-06-30$90,784
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$5,589,453
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$5,010,075
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-2,201,855
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$104,471
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$1,101,172
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30SULLIVAN & COMPANY CPAS LLP
Accountancy firm EIN2012-06-30061470257
2011 : HUB FOLDING BOX COMPANY 401K SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$3,388,744
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$1,108,819
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$1,103,627
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$589,393
Value of total assets at end of year2011-06-30$18,026,151
Value of total assets at beginning of year2011-06-30$15,746,226
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$5,192
Total interest from all sources2011-06-30$56,537
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$620,007
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-06-30$620,007
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$500,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$465,309
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$19,650
Other income not declared elsewhere2011-06-30$13,590
Administrative expenses (other) incurred2011-06-30$5,192
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$2,279,925
Value of net assets at end of year (total assets less liabilities)2011-06-30$18,026,151
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$15,746,226
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$13,016,076
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$9,873,811
Interest earned on other investments2011-06-30$56,537
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-06-30$5,872,415
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-06-30$5,872,415
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$5,010,075
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$2,109,217
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$104,434
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$1,103,627
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30SULLIVAN & COMPANY CPAS LLP
Accountancy firm EIN2011-06-30061470257
2010 : HUB FOLDING BOX COMPANY 401K SAVINGS PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for HUB FOLDING BOX COMPANY 401K SAVINGS PLAN

2021: HUB FOLDING BOX COMPANY 401K SAVINGS PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2015: HUB FOLDING BOX COMPANY 401K SAVINGS PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: HUB FOLDING BOX COMPANY 401K SAVINGS PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: HUB FOLDING BOX COMPANY 401K SAVINGS PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: HUB FOLDING BOX COMPANY 401K SAVINGS PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: HUB FOLDING BOX COMPANY 401K SAVINGS PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2010: HUB FOLDING BOX COMPANY 401K SAVINGS PLAN 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement – InsuranceYes
2010-07-01Plan benefit arrangement - TrustYes
2009: HUB FOLDING BOX COMPANY 401K SAVINGS PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number332261-01
Policy instance 1
Insurance contract or identification number332261-01
Number of Individuals Covered142
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number332261-01
Policy instance 1
Insurance contract or identification number332261-01
Number of Individuals Covered93
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number332261-01
Policy instance 1
Insurance contract or identification number332261-01
Number of Individuals Covered103
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number332261-01
Policy instance 1
Insurance contract or identification number332261-01
Number of Individuals Covered109
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $7,028
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,882
Insurance broker organization code?3
Insurance broker nameKIRK PICKELL
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number332261-01
Policy instance 1
Insurance contract or identification number332261-01
Number of Individuals Covered109
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $11,653
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,653
Insurance broker organization code?3
Insurance broker nameROBERT JARRAS
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number332261-01
Policy instance 1
Insurance contract or identification number332261-01
Number of Individuals Covered129
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $14,772
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number332261-01
Policy instance 1
Insurance contract or identification number332261-01
Number of Individuals Covered134
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $6,304
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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