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

Plan NameHUB FOLDING BOX COMPANY UNION MEMBERS 401K SAVINGS PLAN
Plan identification number 004

HUB FOLDING BOX COMPANY UNION MEMBERS 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 UNION MEMBERS 401K SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042021-07-01NEIL SCHNEIDER2023-01-06
0042020-07-01NEIL SCHNEIDER2022-01-25
0042019-07-01NEIL SCHNEIDER2021-01-06
0042018-07-01NEIL SCHNEIDER2020-01-15
0042017-07-01
0042016-07-01
0042015-07-01
0042014-07-01
0042013-07-01STEPHEN SYLVIA
0042012-07-01STEPHEN SYLVIA
0042011-07-01HAROLD WILLMOTT
0042010-07-01HAROLD WILLMOTT
0042009-07-01HAROLD WILLMOTT

Plan Statistics for HUB FOLDING BOX COMPANY UNION MEMBERS 401K SAVINGS PLAN

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

Measure Date Value
2021: HUB FOLDING BOX COMPANY UNION MEMBERS 401K SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01175
Total number of active participants reported on line 7a of the Form 55002021-07-01159
Number of retired or separated participants receiving benefits2021-07-0154
Number of other retired or separated participants entitled to future benefits2021-07-010
Total of all active and inactive participants2021-07-01213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-01213
Number of participants with account balances2021-07-01213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-0121
2020: HUB FOLDING BOX COMPANY UNION MEMBERS 401K SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01165
Total number of active participants reported on line 7a of the Form 55002020-07-01131
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-0144
Total of all active and inactive participants2020-07-01175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-01175
Number of participants with account balances2020-07-01175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-0112
2019: HUB FOLDING BOX COMPANY UNION MEMBERS 401K SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01172
Total number of active participants reported on line 7a of the Form 55002019-07-01131
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-0134
Total of all active and inactive participants2019-07-01165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01165
Number of participants with account balances2019-07-01165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-019
2018: HUB FOLDING BOX COMPANY UNION MEMBERS 401K SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01154
Total number of active participants reported on line 7a of the Form 55002018-07-01137
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-0135
Total of all active and inactive participants2018-07-01172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01172
Number of participants with account balances2018-07-01168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-015
2017: HUB FOLDING BOX COMPANY UNION MEMBERS 401K SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01152
Total number of active participants reported on line 7a of the Form 55002017-07-01132
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-0122
Total of all active and inactive participants2017-07-01154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01154
Number of participants with account balances2017-07-01149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-012
2016: HUB FOLDING BOX COMPANY UNION MEMBERS 401K SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01148
Total number of active participants reported on line 7a of the Form 55002016-07-01128
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-0124
Total of all active and inactive participants2016-07-01152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01152
Number of participants with account balances2016-07-01147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-014
2015: HUB FOLDING BOX COMPANY UNION MEMBERS 401K SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01140
Total number of active participants reported on line 7a of the Form 55002015-07-01127
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-0121
Total of all active and inactive participants2015-07-01148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01148
Number of participants with account balances2015-07-01147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: HUB FOLDING BOX COMPANY UNION MEMBERS 401K SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01154
Total number of active participants reported on line 7a of the Form 55002014-07-01121
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-0119
Total of all active and inactive participants2014-07-01140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01140
Number of participants with account balances2014-07-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
2013: HUB FOLDING BOX COMPANY UNION MEMBERS 401K SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01151
Total number of active participants reported on line 7a of the Form 55002013-07-01132
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-0122
Total of all active and inactive participants2013-07-01154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01154
Number of participants with account balances2013-07-01148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: HUB FOLDING BOX COMPANY UNION MEMBERS 401K SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01151
Total number of active participants reported on line 7a of the Form 55002012-07-01135
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 participants2012-07-01151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01151
Number of participants with account balances2012-07-01148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
2011: HUB FOLDING BOX COMPANY UNION MEMBERS 401K SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01155
Total number of active participants reported on line 7a of the Form 55002011-07-01135
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0116
Total of all active and inactive participants2011-07-01151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01151
Number of participants with account balances2011-07-01151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-011
2010: HUB FOLDING BOX COMPANY UNION MEMBERS 401K SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-01152
Total number of active participants reported on line 7a of the Form 55002010-07-01149
Number of retired or separated participants receiving benefits2010-07-010
Number of other retired or separated participants entitled to future benefits2010-07-016
Total of all active and inactive participants2010-07-01155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-010
Total participants2010-07-01155
Number of participants with account balances2010-07-01155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-015
2009: HUB FOLDING BOX COMPANY UNION MEMBERS 401K SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01157
Total number of active participants reported on line 7a of the Form 55002009-07-01152
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-010
Total of all active and inactive participants2009-07-01152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01152
Number of participants with account balances2009-07-01146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-010

Financial Data on HUB FOLDING BOX COMPANY UNION MEMBERS 401K SAVINGS PLAN

Measure Date Value
2022 : HUB FOLDING BOX COMPANY UNION MEMBERS 401K SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
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$0
Total income from all sources (including contributions)2022-06-30$-181,225
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$678,759
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$591,454
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$570,377
Value of total assets at end of year2022-06-30$6,459,185
Value of total assets at beginning of year2022-06-30$7,319,169
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$87,305
Total interest from all sources2022-06-30$27,805
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$347,242
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$347,242
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2022-06-30$0
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$332,500
Participant contributions at end of year2022-06-30$369,701
Participant contributions at beginning of year2022-06-30$376,487
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$1,772
Other income not declared elsewhere2022-06-30$16,700
Administrative expenses (other) incurred2022-06-30$87,305
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-859,984
Value of net assets at end of year (total assets less liabilities)2022-06-30$6,459,185
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$7,319,169
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$5,604,273
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$6,362,590
Interest on participant loans2022-06-30$17,798
Interest earned on other investments2022-06-30$10,007
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$485,211
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$580,092
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-1,143,349
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 contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$236,105
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$591,454
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
2021 : HUB FOLDING BOX COMPANY UNION MEMBERS 401K SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$2,027,903
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$497,231
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$419,441
Expenses. Certain deemed distributions of participant loans2021-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$619,179
Value of total assets at end of year2021-06-30$7,319,169
Value of total assets at beginning of year2021-06-30$5,788,497
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$77,790
Total interest from all sources2021-06-30$29,026
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$175,287
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$175,287
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$331,105
Participant contributions at end of year2021-06-30$376,487
Participant contributions at beginning of year2021-06-30$326,687
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$160,775
Other income not declared elsewhere2021-06-30$15,196
Administrative expenses (other) incurred2021-06-30$77,790
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$1,530,672
Value of net assets at end of year (total assets less liabilities)2021-06-30$7,319,169
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$5,788,497
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$6,362,590
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$4,983,059
Interest on participant loans2021-06-30$18,901
Interest earned on other investments2021-06-30$10,125
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$580,092
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$478,751
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$1,189,215
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$127,299
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$419,441
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30CLIFTONLARSONALLEN
Accountancy firm EIN2021-06-30410746749
2020 : HUB FOLDING BOX COMPANY UNION MEMBERS 401K SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$722,016
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$381,043
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$298,747
Value of total corrective distributions2020-06-30$17
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$498,060
Value of total assets at end of year2020-06-30$5,788,497
Value of total assets at beginning of year2020-06-30$5,447,524
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$82,279
Total interest from all sources2020-06-30$28,965
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$219,028
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$219,028
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$279,350
Participant contributions at end of year2020-06-30$326,687
Participant contributions at beginning of year2020-06-30$344,029
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$105,357
Other income not declared elsewhere2020-06-30$24,508
Administrative expenses (other) incurred2020-06-30$82,279
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$340,973
Value of net assets at end of year (total assets less liabilities)2020-06-30$5,788,497
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$5,447,524
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$4,983,059
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$4,676,077
Interest on participant loans2020-06-30$19,732
Interest earned on other investments2020-06-30$9,233
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$478,751
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$427,418
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$-48,545
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$113,353
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$298,747
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30BLUM SHAPIRO & CO., P.C.
Accountancy firm EIN2020-06-30061009205
2019 : HUB FOLDING BOX COMPANY UNION MEMBERS 401K SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$793,885
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$225,500
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$203,069
Expenses. Certain deemed distributions of participant loans2019-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$483,492
Value of total assets at end of year2019-06-30$5,447,524
Value of total assets at beginning of year2019-06-30$4,879,139
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$22,431
Total interest from all sources2019-06-30$26,168
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$207,446
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$207,446
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$278,506
Participant contributions at end of year2019-06-30$344,029
Participant contributions at beginning of year2019-06-30$285,940
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$128,254
Other income not declared elsewhere2019-06-30$12,331
Administrative expenses (other) incurred2019-06-30$22,431
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$568,385
Value of net assets at end of year (total assets less liabilities)2019-06-30$5,447,524
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$4,879,139
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$4,676,077
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$3,970,660
Interest on participant loans2019-06-30$17,035
Interest earned on other investments2019-06-30$9,133
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$427,418
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$622,539
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$64,448
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$76,732
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$203,069
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30BLUM SHAPIRO & CO., P.C.
Accountancy firm EIN2019-06-30061009205
2018 : HUB FOLDING BOX COMPANY UNION MEMBERS 401K SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$760,565
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$129,608
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$108,978
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$407,373
Value of total assets at end of year2018-06-30$4,879,139
Value of total assets at beginning of year2018-06-30$4,248,182
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$20,630
Total interest from all sources2018-06-30$17,232
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$226,634
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$226,634
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$235,253
Participant contributions at end of year2018-06-30$285,940
Participant contributions at beginning of year2018-06-30$190,701
Participant contributions at end of year2018-06-30$0
Participant contributions at beginning of year2018-06-30$0
Other income not declared elsewhere2018-06-30$11,504
Administrative expenses (other) incurred2018-06-30$20,630
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$630,957
Value of net assets at end of year (total assets less liabilities)2018-06-30$4,879,139
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$4,248,182
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$3,970,660
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$3,344,353
Interest on participant loans2018-06-30$8,507
Interest earned on other investments2018-06-30$8,725
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$622,539
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$713,128
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$97,822
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30Yes
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$172,120
Employer contributions (assets) at end of year2018-06-30$0
Employer contributions (assets) at beginning of year2018-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$108,978
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30BLUM SHAPIRO & CO., P.C.
Accountancy firm EIN2018-06-30061009205
2017 : HUB FOLDING BOX COMPANY UNION MEMBERS 401K SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$846,758
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$95,259
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$80,390
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$404,498
Value of total assets at end of year2017-06-30$4,248,182
Value of total assets at beginning of year2017-06-30$3,496,683
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$14,869
Total interest from all sources2017-06-30$15,767
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$133,471
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$133,471
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$219,533
Participant contributions at end of year2017-06-30$190,701
Participant contributions at beginning of year2017-06-30$234,303
Participant contributions at end of year2017-06-30$0
Participant contributions at beginning of year2017-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$122,171
Other income not declared elsewhere2017-06-30$10,184
Administrative expenses (other) incurred2017-06-30$3,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$751,499
Value of net assets at end of year (total assets less liabilities)2017-06-30$4,248,182
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$3,496,683
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Investment advisory and management fees2017-06-30$11,869
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$3,344,353
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$2,674,032
Interest on participant loans2017-06-30$8,733
Interest earned on other investments2017-06-30$7,034
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$713,128
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$588,348
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$282,838
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30Yes
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$62,794
Employer contributions (assets) at end of year2017-06-30$0
Employer contributions (assets) at beginning of year2017-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$80,390
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30BLUM SHAPIRO & CO., P.C.
Accountancy firm EIN2017-06-30061009205
2016 : HUB FOLDING BOX COMPANY UNION MEMBERS 401K SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total transfer of assets to 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$407,226
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$158,835
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$129,394
Expenses. Certain deemed distributions of participant loans2016-06-30$13,825
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$365,946
Value of total assets at end of year2016-06-30$3,496,683
Value of total assets at beginning of year2016-06-30$2,305,894
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$15,616
Total interest from all sources2016-06-30$8,037
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$103,660
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$103,660
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$200,467
Participant contributions at end of year2016-06-30$234,303
Participant contributions at beginning of year2016-06-30$173,879
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$107,719
Other income not declared elsewhere2016-06-30$7,592
Administrative expenses (other) incurred2016-06-30$3,047
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$248,391
Value of net assets at end of year (total assets less liabilities)2016-06-30$3,496,683
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$2,305,894
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
Investment advisory and management fees2016-06-30$12,569
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$2,674,032
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$1,898,633
Interest on participant loans2016-06-30$8,037
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$588,348
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$233,382
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-78,009
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$57,760
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$129,394
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 UNION MEMBERS 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$369,267
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$212,354
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$194,586
Expenses. Certain deemed distributions of participant loans2015-06-30$12,437
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$322,299
Value of total assets at end of year2015-06-30$2,305,894
Value of total assets at beginning of year2015-06-30$2,148,981
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$5,331
Total interest from all sources2015-06-30$7,991
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$132,991
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$132,991
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$184,695
Participant contributions at end of year2015-06-30$173,879
Participant contributions at beginning of year2015-06-30$148,747
Participant contributions at end of year2015-06-30$0
Participant contributions at beginning of year2015-06-30$3,391
Other income not declared elsewhere2015-06-30$7,028
Administrative expenses (other) incurred2015-06-30$5,331
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$156,913
Value of net assets at end of year (total assets less liabilities)2015-06-30$2,305,894
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$2,148,981
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$1,898,633
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$1,889,201
Interest on participant loans2015-06-30$6,242
Interest earned on other investments2015-06-30$1,749
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$233,382
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$104,874
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$-101,042
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$137,604
Employer contributions (assets) at end of year2015-06-30$0
Employer contributions (assets) at beginning of year2015-06-30$2,768
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$194,586
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 UNION MEMBERS 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$584,623
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$69,503
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$58,756
Expenses. Certain deemed distributions of participant loans2014-06-30$8,132
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$326,161
Value of total assets at end of year2014-06-30$2,148,981
Value of total assets at beginning of year2014-06-30$1,633,861
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$2,615
Total interest from all sources2014-06-30$6,756
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$112,293
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$112,293
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$179,777
Participant contributions at end of year2014-06-30$148,747
Participant contributions at beginning of year2014-06-30$127,011
Participant contributions at end of year2014-06-30$3,391
Participant contributions at beginning of year2014-06-30$0
Other income not declared elsewhere2014-06-30$4,442
Administrative expenses (other) incurred2014-06-30$2,615
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$515,120
Value of net assets at end of year (total assets less liabilities)2014-06-30$2,148,981
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$1,633,861
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$1,889,201
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$1,416,139
Interest on participant loans2014-06-30$5,521
Interest earned on other investments2014-06-30$1,235
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$104,874
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$90,711
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$134,971
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$146,384
Employer contributions (assets) at end of year2014-06-30$2,768
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$58,756
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 UNION MEMBERS 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$165,579
Total transfer of assets from this plan2013-06-30$41,183
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$438,103
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$32,568
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$26,565
Expenses. Certain deemed distributions of participant loans2013-06-30$3,863
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$296,529
Value of total assets at end of year2013-06-30$1,633,861
Value of total assets at beginning of year2013-06-30$1,103,930
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$2,140
Total interest from all sources2013-06-30$2,410
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$47,177
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$47,177
Administrative expenses professional fees incurred2013-06-30$1,840
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$163,586
Participant contributions at end of year2013-06-30$127,011
Participant contributions at beginning of year2013-06-30$0
Other income not declared elsewhere2013-06-30$1,958
Administrative expenses (other) incurred2013-06-30$300
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$405,535
Value of net assets at end of year (total assets less liabilities)2013-06-30$1,633,861
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$1,103,930
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$1,416,139
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$1,055,057
Interest on participant loans2013-06-30$1,536
Interest earned on other investments2013-06-30$874
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$90,711
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$48,873
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$90,029
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$132,943
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$26,565
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 UNION MEMBERS 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$297,629
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$30,295
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$30,295
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$294,143
Value of total assets at end of year2012-06-30$1,103,930
Value of total assets at beginning of year2012-06-30$836,596
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$0
Total interest from all sources2012-06-30$724
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$55,849
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$55,849
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$159,820
Other income not declared elsewhere2012-06-30$1,415
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$267,334
Value of net assets at end of year (total assets less liabilities)2012-06-30$1,103,930
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$836,596
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$1,055,057
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$802,551
Interest earned on other investments2012-06-30$724
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$48,873
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$34,045
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-54,502
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$134,323
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$30,295
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 UNION MEMBERS 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$425,571
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$711
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$711
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$312,258
Value of total assets at end of year2011-06-30$836,596
Value of total assets at beginning of year2011-06-30$411,736
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$0
Total interest from all sources2011-06-30$145
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$15,499
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$15,499
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$177,624
Other income not declared elsewhere2011-06-30$666
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$424,860
Value of net assets at end of year (total assets less liabilities)2011-06-30$836,596
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$411,736
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$802,551
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$407,872
Interest earned on other investments2011-06-30$145
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$3,864
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-06-30$3,864
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$34,045
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$97,003
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$134,634
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$711
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 UNION MEMBERS 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 UNION MEMBERS 401K SAVINGS PLAN

2021: HUB FOLDING BOX COMPANY UNION MEMBERS 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 planYes
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: HUB FOLDING BOX COMPANY UNION MEMBERS 401K SAVINGS PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planYes
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: HUB FOLDING BOX COMPANY UNION MEMBERS 401K SAVINGS PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planYes
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: HUB FOLDING BOX COMPANY UNION MEMBERS 401K SAVINGS PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planYes
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: HUB FOLDING BOX COMPANY UNION MEMBERS 401K SAVINGS PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planYes
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: HUB FOLDING BOX COMPANY UNION MEMBERS 401K SAVINGS PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planYes
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: HUB FOLDING BOX COMPANY UNION MEMBERS 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 planYes
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 UNION MEMBERS 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 planYes
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 UNION MEMBERS 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 planYes
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 UNION MEMBERS 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 planYes
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 UNION MEMBERS 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 planYes
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 UNION MEMBERS 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 planYes
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 UNION MEMBERS 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 planYes
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 number332262-01
Policy instance 1
Insurance contract or identification number332262-01
Number of Individuals Covered107
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 number332262-01
Policy instance 1
Insurance contract or identification number332262-01
Number of Individuals Covered114
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
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 number332262-01
Policy instance 1
Insurance contract or identification number332262-01
Number of Individuals Covered165
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
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 number332262-01
Policy instance 1
Insurance contract or identification number332262-01
Number of Individuals Covered168
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
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 number332262-01
Policy instance 1
Insurance contract or identification number332262-01
Number of Individuals Covered149
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
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 number332262-01
Policy instance 1
Insurance contract or identification number332262-01
Number of Individuals Covered147
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 number332262-01
Policy instance 1
Insurance contract or identification number332262-01
Number of Individuals Covered139
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 number332262-01
Policy instance 1
Insurance contract or identification number332262-01
Number of Individuals Covered148
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $148
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 $100
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 number332262-01
Policy instance 1
Insurance contract or identification number332262-01
Number of Individuals Covered148
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $185
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 $185
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 number332262-01
Policy instance 1
Insurance contract or identification number332262-01
Number of Individuals Covered151
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $104
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 number332262-01
Policy instance 1
Insurance contract or identification number332262-01
Number of Individuals Covered155
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $38
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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