401k Plan data: THE ANGELL PENSION GROUP, INC. PROFIT SHARING SAVINGS PLAN plan

THE ANGELL PENSION GROUP, INC. PROFIT SHARING SAVINGS PLAN 401k Plan overview

Plan Name	THE ANGELL PENSION GROUP, INC. PROFIT SHARING SAVINGS PLAN
Plan identification number	002

THE ANGELL PENSION GROUP, INC. PROFIT SHARING SAVINGS PLAN Benefits

401k Plan Type

Defined 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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

THE ANGELL PENSION GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name: THE ANGELL PENSION GROUP, INC.

Employer identification number (EIN): 042530412

NAIC Classification: 525100
NAIC Description: Insurance and Employee Benefit Funds

Additional information about THE ANGELL PENSION GROUP, INC.

Jurisdiction of Incorporation: Secretary of State Rhode Island

Incorporation Date: 1973-12-07

Company Identification Number: 000001058

Legal Registered Office Address: 10 DORRANCE STREET, SUITE 530

PROVIDENCE
United States of America (USA)
02903

More information about THE ANGELL PENSION GROUP, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE ANGELL PENSION GROUP, INC. PROFIT SHARING SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2024-01-01 SUSAN E. COLLINS
002 2023-01-01
002 2023-01-01 SUSAN E. COLLINS
002 2022-01-01
002 2022-01-01 SUSAN E. COLLINS
002 2021-01-01
002 2021-01-01 SUSAN E. COLLINS
002 2020-01-01
002 2019-01-01
002 2018-01-01 SUSAN E. COLLINS
002 2017-01-01 SUSAN E. COLLINS
002 2016-01-01 SUSAN E. COLLINS
002 2015-01-01 SUSAN E. COLLINS SUSAN E. COLLINS 2016-06-20
002 2015-01-01 SUSAN E. COLLINS
002 2014-01-01 SUSAN E. COLLINS SUSAN E. COLLINS 2015-08-21
002 2013-01-01 SUSAN E. COLLINS SUSAN E. COLLINS 2015-06-30
002 2012-01-01 SUSAN E. COLLINS SUSAN E. COLLINS 2013-05-28
002 2011-01-01 SUSAN E. COLLINS
002 2010-01-01 SUSAN COLLINS
002 2009-01-01 SUSAN E. COLLINS

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2024-01-01	SUSAN E. COLLINS
002	2023-01-01
002	2023-01-01	SUSAN E. COLLINS
002	2022-01-01
002	2022-01-01	SUSAN E. COLLINS
002	2021-01-01
002	2021-01-01	SUSAN E. COLLINS
002	2020-01-01
002	2019-01-01
002	2018-01-01	SUSAN E. COLLINS
002	2017-01-01	SUSAN E. COLLINS
002	2016-01-01	SUSAN E. COLLINS
002	2015-01-01	SUSAN E. COLLINS	SUSAN E. COLLINS	2016-06-20
002	2015-01-01	SUSAN E. COLLINS
002	2014-01-01	SUSAN E. COLLINS	SUSAN E. COLLINS	2015-08-21
002	2013-01-01	SUSAN E. COLLINS	SUSAN E. COLLINS	2015-06-30
002	2012-01-01	SUSAN E. COLLINS	SUSAN E. COLLINS	2013-05-28
002	2011-01-01	SUSAN E. COLLINS
002	2010-01-01	SUSAN COLLINS
002	2009-01-01	SUSAN E. COLLINS

Financial Data on THE ANGELL PENSION GROUP, INC. PROFIT SHARING SAVINGS PLAN

Measure	Date	Value
2024 : THE ANGELL PENSION GROUP, INC. PROFIT SHARING SAVINGS PLAN 2024 401k financial data
Total income from all sources	2024-01-01	$5,728,642
Expenses. Total of all expenses incurred	2024-01-01	$1,405,921
Benefits paid (including direct rollovers)	2024-01-01	$1,397,721
Total plan assets at end of year	2024-01-01	$36,637,136
Total plan assets at beginning of year	2024-01-01	$32,314,415
Value of fidelity bond covering the plan	2024-01-01	$500,000
Total contributions received or receivable from participants	2024-01-01	$1,265,329
Contributions received from other sources (not participants or employers)	2024-01-01	$0
Other income received	2024-01-01	$4,006,293
Noncash contributions received	2024-01-01	$0
Net income (gross income less expenses)	2024-01-01	$4,322,721
Net plan assets at end of year (total assets less liabilities)	2024-01-01	$36,637,136
Net plan assets at beginning of year (total assets less liabilities)	2024-01-01	$32,314,415
Assets. Value of participant loans	2024-01-01	$381,004
Total contributions received or receivable from employer(s)	2024-01-01	$457,020
Expenses. Administrative service providers (salaries,fees and commissions)	2024-01-01	$8,200
2023 : THE ANGELL PENSION GROUP, INC. PROFIT SHARING SAVINGS PLAN 2023 401k financial data
Total income from all sources	2023-12-31	$6,060,040
Expenses. Total of all expenses incurred	2023-12-31	$397,075
Benefits paid (including direct rollovers)	2023-12-31	$389,075
Total plan assets at end of year	2023-12-31	$32,314,415
Total plan assets at beginning of year	2023-12-31	$26,651,450
Value of fidelity bond covering the plan	2023-12-31	$500,000
Total contributions received or receivable from participants	2023-12-31	$1,112,117
Contributions received from other sources (not participants or employers)	2023-12-31	$0
Other income received	2023-12-31	$4,524,490
Net income (gross income less expenses)	2023-12-31	$5,662,965
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$32,314,415
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$26,651,450
Assets. Value of participant loans	2023-12-31	$293,351
Total contributions received or receivable from employer(s)	2023-12-31	$423,433
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$8,000
2022 : THE ANGELL PENSION GROUP, INC. PROFIT SHARING SAVINGS PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-3,542,955
Expenses. Total of all expenses incurred	2022-12-31	$485,011
Benefits paid (including direct rollovers)	2022-12-31	$476,911
Total plan assets at end of year	2022-12-31	$26,651,450
Total plan assets at beginning of year	2022-12-31	$30,679,416
Value of fidelity bond covering the plan	2022-12-31	$500,000
Total contributions received or receivable from participants	2022-12-31	$962,594
Contributions received from other sources (not participants or employers)	2022-12-31	$221,339
Other income received	2022-12-31	$-5,131,861
Net income (gross income less expenses)	2022-12-31	$-4,027,966
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$26,651,450
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$30,679,416
Assets. Value of participant loans	2022-12-31	$331,128
Total contributions received or receivable from employer(s)	2022-12-31	$404,973
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$8,100
2021 : THE ANGELL PENSION GROUP, INC. PROFIT SHARING SAVINGS PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$4,778,476
Expenses. Total of all expenses incurred	2021-12-31	$750,168
Benefits paid (including direct rollovers)	2021-12-31	$742,118
Total plan assets at end of year	2021-12-31	$30,679,416
Total plan assets at beginning of year	2021-12-31	$26,651,108
Value of fidelity bond covering the plan	2021-12-31	$500,000
Total contributions received or receivable from participants	2021-12-31	$936,500
Contributions received from other sources (not participants or employers)	2021-12-31	$43,375
Other income received	2021-12-31	$3,456,904
Net income (gross income less expenses)	2021-12-31	$4,028,308
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$30,679,416
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$26,651,108
Assets. Value of participant loans	2021-12-31	$370,128
Total contributions received or receivable from employer(s)	2021-12-31	$341,697
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$8,050
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : THE ANGELL PENSION GROUP, INC. PROFIT SHARING SAVINGS PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$4,588,587
Expenses. Total of all expenses incurred	2020-12-31	$630,780
Benefits paid (including direct rollovers)	2020-12-31	$622,680
Total plan assets at end of year	2020-12-31	$26,651,108
Total plan assets at beginning of year	2020-12-31	$22,693,301
Value of fidelity bond covering the plan	2020-12-31	$500,000
Total contributions received or receivable from participants	2020-12-31	$869,241
Contributions received from other sources (not participants or employers)	2020-12-31	$130,955
Other income received	2020-12-31	$3,257,459
Net income (gross income less expenses)	2020-12-31	$3,957,807
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$26,651,108
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$22,693,301
Assets. Value of participant loans	2020-12-31	$370,736
Total contributions received or receivable from employer(s)	2020-12-31	$330,932
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$8,100
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : THE ANGELL PENSION GROUP, INC. PROFIT SHARING SAVINGS PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$5,245,203
Expenses. Total of all expenses incurred	2019-12-31	$748,017
Benefits paid (including direct rollovers)	2019-12-31	$744,634
Total plan assets at end of year	2019-12-31	$22,693,301
Total plan assets at beginning of year	2019-12-31	$18,196,115
Value of fidelity bond covering the plan	2019-12-31	$500,000
Total contributions received or receivable from participants	2019-12-31	$850,449
Contributions received from other sources (not participants or employers)	2019-12-31	$243,493
Other income received	2019-12-31	$3,834,863
Net income (gross income less expenses)	2019-12-31	$4,497,186
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$22,693,301
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$18,196,115
Assets. Value of participant loans	2019-12-31	$325,928
Total contributions received or receivable from employer(s)	2019-12-31	$316,398
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$3,383
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : THE ANGELL PENSION GROUP, INC. PROFIT SHARING SAVINGS PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-14,366
Expenses. Total of all expenses incurred	2018-12-31	$1,286,266
Benefits paid (including direct rollovers)	2018-12-31	$1,286,216
Total plan assets at end of year	2018-12-31	$18,196,115
Total plan assets at beginning of year	2018-12-31	$19,496,747
Value of fidelity bond covering the plan	2018-12-31	$500,000
Total contributions received or receivable from participants	2018-12-31	$819,365
Other income received	2018-12-31	$-1,169,979
Net income (gross income less expenses)	2018-12-31	$-1,300,632
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$18,196,115
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$19,496,747
Assets. Value of participant loans	2018-12-31	$357,671
Total contributions received or receivable from employer(s)	2018-12-31	$336,248
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$50
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : THE ANGELL PENSION GROUP, INC. PROFIT SHARING SAVINGS PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$3,819,835
Expenses. Total of all expenses incurred	2017-12-31	$1,101,254
Benefits paid (including direct rollovers)	2017-12-31	$1,098,323
Total plan assets at end of year	2017-12-31	$19,496,747
Total plan assets at beginning of year	2017-12-31	$16,778,166
Value of fidelity bond covering the plan	2017-12-31	$500,000
Total contributions received or receivable from participants	2017-12-31	$802,186
Contributions received from other sources (not participants or employers)	2017-12-31	$27,287
Other income received	2017-12-31	$2,666,150
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$2,718,581
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$19,496,747
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$16,778,166
Assets. Value of participant loans	2017-12-31	$364,022
Total contributions received or receivable from employer(s)	2017-12-31	$324,212
Value of certain deemed distributions of participant loans	2017-12-31	$2,881
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$50
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : THE ANGELL PENSION GROUP, INC. PROFIT SHARING SAVINGS PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$2,395,607
Expenses. Total of all expenses incurred	2016-12-31	$816,836
Benefits paid (including direct rollovers)	2016-12-31	$816,736
Total plan assets at end of year	2016-12-31	$16,778,166
Total plan assets at beginning of year	2016-12-31	$15,199,395
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$819,202
Contributions received from other sources (not participants or employers)	2016-12-31	$15,736
Other income received	2016-12-31	$1,240,072
Net income (gross income less expenses)	2016-12-31	$1,578,771
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$16,778,166
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$15,199,395
Assets. Value of participant loans	2016-12-31	$375,429
Total contributions received or receivable from employer(s)	2016-12-31	$320,597
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$100
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : THE ANGELL PENSION GROUP, INC. PROFIT SHARING SAVINGS PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$1,134,757
Expenses. Total of all expenses incurred	2015-12-31	$404,949
Benefits paid (including direct rollovers)	2015-12-31	$404,799
Total plan assets at end of year	2015-12-31	$15,199,395
Total plan assets at beginning of year	2015-12-31	$14,469,587
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$819,440
Contributions received from other sources (not participants or employers)	2015-12-31	$115,680
Other income received	2015-12-31	$-120,291
Net income (gross income less expenses)	2015-12-31	$729,808
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$15,199,395
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$14,469,587
Assets. Value of participant loans	2015-12-31	$484,568
Total contributions received or receivable from employer(s)	2015-12-31	$319,928
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$150
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : THE ANGELL PENSION GROUP, INC. PROFIT SHARING SAVINGS PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$1,980,736
Expenses. Total of all expenses incurred	2014-12-31	$799,068
Benefits paid (including direct rollovers)	2014-12-31	$798,718
Total plan assets at end of year	2014-12-31	$14,469,587
Total plan assets at beginning of year	2014-12-31	$13,287,919
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$787,178
Expenses. Other expenses not covered elsewhere	2014-12-31	$350
Other income received	2014-12-31	$922,269
Net income (gross income less expenses)	2014-12-31	$1,181,668
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$14,469,587
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$13,287,919
Assets. Value of participant loans	2014-12-31	$327,141
Total contributions received or receivable from employer(s)	2014-12-31	$271,289
2013 : THE ANGELL PENSION GROUP, INC. PROFIT SHARING SAVINGS PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$3,064,039
Expenses. Total of all expenses incurred	2013-12-31	$389,083
Benefits paid (including direct rollovers)	2013-12-31	$389,033
Total plan assets at end of year	2013-12-31	$13,287,919
Total plan assets at beginning of year	2013-12-31	$10,612,963
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$780,465
Expenses. Other expenses not covered elsewhere	2013-12-31	$50
Contributions received from other sources (not participants or employers)	2013-12-31	$50,613
Other income received	2013-12-31	$1,981,494
Net income (gross income less expenses)	2013-12-31	$2,674,956
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$13,287,919
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$10,612,963
Assets. Value of participant loans	2013-12-31	$337,706
Total contributions received or receivable from employer(s)	2013-12-31	$251,467
2012 : THE ANGELL PENSION GROUP, INC. PROFIT SHARING SAVINGS PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$2,191,715
Expenses. Total of all expenses incurred	2012-12-31	$222,019
Benefits paid (including direct rollovers)	2012-12-31	$222,019
Total plan assets at end of year	2012-12-31	$10,612,963
Total plan assets at beginning of year	2012-12-31	$8,643,267
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$742,614
Other income received	2012-12-31	$1,216,788
Net income (gross income less expenses)	2012-12-31	$1,969,696
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$10,612,963
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$8,643,267
Assets. Value of participant loans	2012-12-31	$287,755
Total contributions received or receivable from employer(s)	2012-12-31	$232,313
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : THE ANGELL PENSION GROUP, INC. PROFIT SHARING SAVINGS PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$752,309
Expenses. Total of all expenses incurred	2011-12-31	$949,312
Benefits paid (including direct rollovers)	2011-12-31	$949,312
Total plan assets at end of year	2011-12-31	$8,643,267
Total plan assets at beginning of year	2011-12-31	$8,840,270
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$647,514
Contributions received from other sources (not participants or employers)	2011-12-31	$77,181
Other income received	2011-12-31	$-175,065
Net income (gross income less expenses)	2011-12-31	$-197,003
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$8,643,267
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$8,840,270
Assets. Value of participant loans	2011-12-31	$230,268
Total contributions received or receivable from employer(s)	2011-12-31	$202,679
2010 : THE ANGELL PENSION GROUP, INC. PROFIT SHARING SAVINGS PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$2,022,743
Expenses. Total of all expenses incurred	2010-12-31	$280,510
Benefits paid (including direct rollovers)	2010-12-31	$264,223
Total plan assets at end of year	2010-12-31	$8,840,270
Total plan assets at beginning of year	2010-12-31	$7,098,037
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$588,310
Contributions received from other sources (not participants or employers)	2010-12-31	$295,964
Other income received	2010-12-31	$938,288
Net income (gross income less expenses)	2010-12-31	$1,742,233
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$8,840,270
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$7,098,037
Assets. Value of participant loans	2010-12-31	$286,761
Total contributions received or receivable from employer(s)	2010-12-31	$200,181
Value of corrective distributions	2010-12-31	$16,287

Form 5500 Responses for THE ANGELL PENSION GROUP, INC. PROFIT SHARING SAVINGS PLAN

2023: THE ANGELL PENSION GROUP, INC. PROFIT SHARING SAVINGS PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Insurance	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement – Insurance	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: THE ANGELL PENSION GROUP, INC. PROFIT SHARING SAVINGS PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: THE ANGELL PENSION GROUP, INC. PROFIT SHARING SAVINGS PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: THE ANGELL PENSION GROUP, INC. PROFIT SHARING SAVINGS PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: THE ANGELL PENSION GROUP, INC. PROFIT SHARING SAVINGS PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: THE ANGELL PENSION GROUP, INC. PROFIT SHARING SAVINGS PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: THE ANGELL PENSION GROUP, INC. PROFIT SHARING SAVINGS PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: THE ANGELL PENSION GROUP, INC. PROFIT SHARING SAVINGS PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: THE ANGELL PENSION GROUP, INC. PROFIT SHARING SAVINGS PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: THE ANGELL PENSION GROUP, INC. PROFIT SHARING SAVINGS PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: THE ANGELL PENSION GROUP, INC. PROFIT SHARING SAVINGS PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	Yes
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: THE ANGELL PENSION GROUP, INC. PROFIT SHARING SAVINGS PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: THE ANGELL PENSION GROUP, INC. PROFIT SHARING SAVINGS PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: THE ANGELL PENSION GROUP, INC. PROFIT SHARING SAVINGS PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: THE ANGELL PENSION GROUP, INC. PROFIT SHARING SAVINGS PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

ZH9742

Policy instance

Insurance contract or identification number	ZH9742
Number of Individuals Covered	105
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

ZH9742

Policy instance

Insurance contract or identification number	ZH9742
Number of Individuals Covered	101
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

ZH9742

Policy instance

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

ZH9742

Policy instance

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

ZH9742

Policy instance

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

ZH9742

Policy instance

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

ZH9742

Policy instance

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

ZH9742

Policy instance

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

ZH9742

Policy instance

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

ZH9742

Policy instance

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Company Name:	THE ANGELL PENSION GROUP, INC.
Employer identification number (EIN):	042530412
NAIC Classification:	525100
NAIC Description:	Insurance and Employee Benefit Funds

Jurisdiction of Incorporation:	Secretary of State Rhode Island
Incorporation Date:	1973-12-07
Company Identification Number:	000001058
Legal Registered Office Address:	10 DORRANCE STREET, SUITE 530 PROVIDENCE United States of America (USA) 02903