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VINFEN 403(B) EMPLOYEE RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameVINFEN 403(B) EMPLOYEE RETIREMENT SAVINGS PLAN
Plan identification number 002

VINFEN 403(B) EMPLOYEE RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name:VINFEN CORPORATION
Employer identification number (EIN):042632219
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Additional information about VINFEN CORPORATION

Jurisdiction of Incorporation: Commonwealth of Massachusetts Corporations Division
Incorporation Date:
Company Identification Number: 042632219

More information about VINFEN CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan VINFEN 403(B) EMPLOYEE RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-07-01RICHARD SULLIVAN2023-01-30
0022020-07-01RICHARD SULLIVAN2022-01-27
0022019-07-01RICHARD SULLIVAN2021-01-28
0022018-07-01RICHARD SULLIVAN2020-01-29
0022018-07-01RICHARD SULLIVAN2020-01-29
0022017-07-01RICHARD SULLIVAN2019-04-10
0022016-07-01RICHARD SULLIVAN
0022015-07-01RICHARD SULLIVAN
0022014-07-01RICHARD SULLIVAN
0022013-07-01GLEN MATTERA
0022013-01-01GLEN MATTERA
0022012-01-01GLEN MATTERA
0022011-01-01GLEN MATTERA GLEN MATTERA2012-10-04
0022010-01-01GLEN MATTERA GLEN MATTERA2011-10-12
0022009-01-01BRUCE BIRD BRUCE BIRD2010-10-15
0022009-01-01BRUCE BIRD BRUCE BIRD2011-02-10

Plan Statistics for VINFEN 403(B) EMPLOYEE RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for VINFEN 403(B) EMPLOYEE RETIREMENT SAVINGS PLAN

Measure Date Value
2021: VINFEN 403(B) EMPLOYEE RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-013,733
Total number of active participants reported on line 7a of the Form 55002021-07-013,202
Number of retired or separated participants receiving benefits2021-07-014
Number of other retired or separated participants entitled to future benefits2021-07-01528
Total of all active and inactive participants2021-07-013,734
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-015
Total participants2021-07-013,739
Number of participants with account balances2021-07-011,522
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-010
2020: VINFEN 403(B) EMPLOYEE RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-013,810
Total number of active participants reported on line 7a of the Form 55002020-07-013,236
Number of retired or separated participants receiving benefits2020-07-013
Number of other retired or separated participants entitled to future benefits2020-07-01490
Total of all active and inactive participants2020-07-013,729
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-014
Total participants2020-07-013,733
Number of participants with account balances2020-07-011,450
2019: VINFEN 403(B) EMPLOYEE RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-013,764
Total number of active participants reported on line 7a of the Form 55002019-07-013,383
Number of retired or separated participants receiving benefits2019-07-012
Number of other retired or separated participants entitled to future benefits2019-07-01422
Total of all active and inactive participants2019-07-013,807
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-013
Total participants2019-07-013,810
Number of participants with account balances2019-07-011,327
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
2018: VINFEN 403(B) EMPLOYEE RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-013,147
Total number of active participants reported on line 7a of the Form 55002018-07-013,390
Number of retired or separated participants receiving benefits2018-07-012
Number of other retired or separated participants entitled to future benefits2018-07-01370
Total of all active and inactive participants2018-07-013,762
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-012
Total participants2018-07-013,764
Number of participants with account balances2018-07-011,236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
2017: VINFEN 403(B) EMPLOYEE RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-013,200
Total number of active participants reported on line 7a of the Form 55002017-07-012,880
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-01311
Total of all active and inactive participants2017-07-013,191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-013,191
Number of participants with account balances2017-07-01975
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
2016: VINFEN 403(B) EMPLOYEE RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-012,979
Total number of active participants reported on line 7a of the Form 55002016-07-012,819
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-01346
Total of all active and inactive participants2016-07-013,165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-011
Total participants2016-07-013,166
Number of participants with account balances2016-07-011,072
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
2015: VINFEN 403(B) EMPLOYEE RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-012,951
Total number of active participants reported on line 7a of the Form 55002015-07-012,659
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-01320
Total of all active and inactive participants2015-07-012,979
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-012,979
Number of participants with account balances2015-07-01972
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: VINFEN 403(B) EMPLOYEE RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-012,895
Total number of active participants reported on line 7a of the Form 55002014-07-012,663
Number of retired or separated participants receiving benefits2014-07-011
Number of other retired or separated participants entitled to future benefits2014-07-01287
Total of all active and inactive participants2014-07-012,951
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-012,951
Number of participants with account balances2014-07-01893
2013: VINFEN 403(B) EMPLOYEE RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-012,672
Total number of active participants reported on line 7a of the Form 55002013-07-012,647
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-01248
Total of all active and inactive participants2013-07-012,895
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-012,895
Number of participants with account balances2013-07-01823
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
Total participants, beginning-of-year2013-01-012,620
Total number of active participants reported on line 7a of the Form 55002013-01-012,501
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-01170
Total of all active and inactive participants2013-01-012,672
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-012,672
Number of participants with account balances2013-01-01606
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: VINFEN 403(B) EMPLOYEE RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012,577
Total number of active participants reported on line 7a of the Form 55002012-01-012,472
Number of retired or separated participants receiving benefits2012-01-0114
Number of other retired or separated participants entitled to future benefits2012-01-01134
Total of all active and inactive participants2012-01-012,620
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-012,620
Number of participants with account balances2012-01-01533
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: VINFEN 403(B) EMPLOYEE RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012,412
Total number of active participants reported on line 7a of the Form 55002011-01-012,479
Number of retired or separated participants receiving benefits2011-01-0183
Number of other retired or separated participants entitled to future benefits2011-01-0115
Total of all active and inactive participants2011-01-012,577
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-012,577
Number of participants with account balances2011-01-01505
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: VINFEN 403(B) EMPLOYEE RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-012,085
Total number of active participants reported on line 7a of the Form 55002010-01-012,191
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0170
Total of all active and inactive participants2010-01-012,261
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-012,261
Number of participants with account balances2010-01-01463
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: VINFEN 403(B) EMPLOYEE RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012,087
Total number of active participants reported on line 7a of the Form 55002009-01-012,110
Total of all active and inactive participants2009-01-012,110
Total participants2009-01-012,110
Number of participants with account balances2009-01-01381

Financial Data on VINFEN 403(B) EMPLOYEE RETIREMENT SAVINGS PLAN

Measure Date Value
2022 : VINFEN 403(B) EMPLOYEE RETIREMENT 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$0
Total income from all sources (including contributions)2022-06-30$-1,305,736
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$2,192,158
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$2,071,638
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$3,458,389
Value of total assets at end of year2022-06-30$30,866,963
Value of total assets at beginning of year2022-06-30$34,364,857
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$120,520
Total interest from all sources2022-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$897,707
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$897,707
Administrative expenses professional fees incurred2022-06-30$24,443
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$1,000,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$3,308,389
Assets. Other investments not covered elsewhere at end of year2022-06-30$283,704
Assets. Other investments not covered elsewhere at beginning of year2022-06-30$8,076
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$150,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-3,497,894
Value of net assets at end of year (total assets less liabilities)2022-06-30$30,866,963
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$34,364,857
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
Investment advisory and management fees2022-06-30$9,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$26,806,056
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$30,686,735
Value of interest in pooled separate accounts at end of year2022-06-30$525,655
Value of interest in pooled separate accounts at beginning of year2022-06-30$428,947
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$3,251,548
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$3,241,099
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-5,661,832
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$2,071,638
Contract administrator fees2022-06-30$87,077
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 plan2022-06-30Disclaimer
Accountancy firm name2022-06-30RSM US LLP
Accountancy firm EIN2022-06-30420714325
2021 : VINFEN 403(B) EMPLOYEE RETIREMENT 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$10,873,460
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$3,834,172
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$3,741,468
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$3,439,722
Value of total assets at end of year2021-06-30$34,364,857
Value of total assets at beginning of year2021-06-30$27,325,569
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$92,704
Total interest from all sources2021-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$750,040
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$750,040
Administrative expenses professional fees incurred2021-06-30$25,613
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$1,000,000
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$3,024,641
Assets. Other investments not covered elsewhere at end of year2021-06-30$8,076
Assets. Other investments not covered elsewhere at beginning of year2021-06-30$3,031
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$415,081
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$7,039,288
Value of net assets at end of year (total assets less liabilities)2021-06-30$34,364,857
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$27,325,569
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
Investment advisory and management fees2021-06-30$11,250
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$30,686,735
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$23,619,761
Value of interest in pooled separate accounts at end of year2021-06-30$428,947
Value of interest in pooled separate accounts at beginning of year2021-06-30$406,476
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$3,241,099
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$3,296,301
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$6,683,698
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$3,741,468
Contract administrator fees2021-06-30$55,841
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 name2021-06-30RSM US LLP
Accountancy firm EIN2021-06-30420714325
2020 : VINFEN 403(B) EMPLOYEE RETIREMENT 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$4,448,308
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$1,370,896
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$1,295,549
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$3,262,958
Value of total assets at end of year2020-06-30$27,325,569
Value of total assets at beginning of year2020-06-30$24,248,157
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$75,347
Total interest from all sources2020-06-30$24,725
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$1,942,476
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$1,942,476
Administrative expenses professional fees incurred2020-06-30$16,000
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$1,000,000
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$2,686,356
Assets. Other investments not covered elsewhere at end of year2020-06-30$3,031
Assets. Other investments not covered elsewhere at beginning of year2020-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$576,602
Other income not declared elsewhere2020-06-30$44,294
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$3,077,412
Value of net assets at end of year (total assets less liabilities)2020-06-30$27,325,569
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$24,248,157
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
Investment advisory and management fees2020-06-30$9,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$23,619,761
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$20,919,387
Value of interest in pooled separate accounts at end of year2020-06-30$406,476
Value of interest in pooled separate accounts at beginning of year2020-06-30$414,859
Interest earned on other investments2020-06-30$24,725
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$3,296,301
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$2,913,911
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$-829,888
Net investment gain/loss from pooled separate accounts2020-06-30$3,743
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$1,295,549
Contract administrator fees2020-06-30$50,347
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 name2020-06-30RSM US LLP
Accountancy firm EIN2020-06-30420714325
2019 : VINFEN 403(B) EMPLOYEE RETIREMENT 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$4,854,601
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$1,698,767
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$1,651,904
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$3,523,035
Value of total assets at end of year2019-06-30$24,248,157
Value of total assets at beginning of year2019-06-30$21,092,323
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$46,863
Total interest from all sources2019-06-30$26,190
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$516,352
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$516,352
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$1,000,000
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$2,524,212
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$998,823
Other income not declared elsewhere2019-06-30$242,220
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$3,155,834
Value of net assets at end of year (total assets less liabilities)2019-06-30$24,248,157
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$21,092,323
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$20,919,387
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$18,076,518
Value of interest in pooled separate accounts at end of year2019-06-30$414,859
Value of interest in pooled separate accounts at beginning of year2019-06-30$402,338
Interest earned on other investments2019-06-30$26,190
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$2,913,911
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$2,613,467
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$525,819
Net investment gain/loss from pooled separate accounts2019-06-30$20,985
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$1,651,904
Contract administrator fees2019-06-30$46,863
Liabilities. Value of benefit claims payable at beginning of year2019-06-30$0
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 name2019-06-30RSM US LLP
Accountancy firm EIN2019-06-30420714325
2018 : VINFEN 403(B) EMPLOYEE RETIREMENT 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$4,193,712
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$1,527,335
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$1,483,253
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$2,410,044
Value of total assets at end of year2018-06-30$21,092,323
Value of total assets at beginning of year2018-06-30$18,425,946
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$44,082
Total interest from all sources2018-06-30$14,265
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$346,172
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$346,172
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$1,000,000
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$2,178,497
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$231,547
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$2,666,377
Value of net assets at end of year (total assets less liabilities)2018-06-30$21,092,323
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$18,425,946
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$18,076,518
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$15,520,984
Value of interest in pooled separate accounts at end of year2018-06-30$402,338
Value of interest in pooled separate accounts at beginning of year2018-06-30$417,906
Interest earned on other investments2018-06-30$14,265
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$2,613,467
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$2,487,056
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$879,468
Net investment gain/loss from pooled separate accounts2018-06-30$543,763
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 contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$1,483,253
Contract administrator fees2018-06-30$44,082
Liabilities. Value of benefit claims payable at end of year2018-06-30$0
Liabilities. Value of benefit claims payable at beginning of year2018-06-30$0
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 name2018-06-30RSM US LLP
Accountancy firm EIN2018-06-30420714325
2017 : VINFEN 403(B) EMPLOYEE RETIREMENT 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$38,629
Total income from all sources (including contributions)2017-06-30$4,093,386
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$988,555
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$956,349
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$2,129,028
Value of total assets at end of year2017-06-30$18,425,946
Value of total assets at beginning of year2017-06-30$15,359,744
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$32,206
Total interest from all sources2017-06-30$17,392
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$232,910
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$232,910
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$1,000,000
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$1,972,612
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$156,416
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$3,104,831
Value of net assets at end of year (total assets less liabilities)2017-06-30$18,425,946
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$15,321,115
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$15,520,984
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$12,451,686
Value of interest in pooled separate accounts at end of year2017-06-30$417,906
Value of interest in pooled separate accounts at beginning of year2017-06-30$400,171
Interest earned on other investments2017-06-30$17,392
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$2,487,056
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$2,507,887
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$1,090,114
Net investment gain/loss from pooled separate accounts2017-06-30$623,942
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 contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$956,349
Contract administrator fees2017-06-30$32,206
Liabilities. Value of benefit claims payable at end of year2017-06-30$0
Liabilities. Value of benefit claims payable at beginning of year2017-06-30$38,629
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 name2017-06-30RSM US LLP
Accountancy firm EIN2017-06-30420714325
2016 : VINFEN 403(B) EMPLOYEE RETIREMENT SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$38,629
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$1,923,470
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$1,629,314
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$1,585,729
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$1,823,238
Value of total assets at end of year2016-06-30$15,359,744
Value of total assets at beginning of year2016-06-30$15,026,959
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$43,585
Total interest from all sources2016-06-30$60,482
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$206,797
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$206,797
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$1,000,000
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$1,736,627
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$86,401
Liabilities. Value of operating payables at beginning of year2016-06-30$0
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$294,156
Value of net assets at end of year (total assets less liabilities)2016-06-30$15,321,115
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$15,026,959
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$12,451,686
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$12,010,056
Value of interest in pooled separate accounts at end of year2016-06-30$400,171
Value of interest in pooled separate accounts at beginning of year2016-06-30$377,402
Interest earned on other investments2016-06-30$60,482
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$2,507,887
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$2,639,501
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-187,109
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$210
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$1,585,729
Contract administrator fees2016-06-30$43,585
Liabilities. Value of benefit claims payable at end of year2016-06-30$38,629
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 name2016-06-30CLIFTONLARSONALLEN LLP
Accountancy firm EIN2016-06-30410746749
2015 : VINFEN 403(B) EMPLOYEE RETIREMENT 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$2,441,475
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$893,075
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$892,725
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$1,796,315
Value of total assets at end of year2015-06-30$15,026,959
Value of total assets at beginning of year2015-06-30$13,478,559
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$350
Total interest from all sources2015-06-30$67,692
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$353,714
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$353,714
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$1,000,000
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$1,745,045
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$51,270
Other income not declared elsewhere2015-06-30$36,227
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$1,548,400
Value of net assets at end of year (total assets less liabilities)2015-06-30$15,026,959
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$13,478,559
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$12,010,056
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$10,671,569
Value of interest in pooled separate accounts at end of year2015-06-30$377,402
Value of interest in pooled separate accounts at beginning of year2015-06-30$275,708
Interest on participant loans2015-06-30$2
Interest earned on other investments2015-06-30$67,690
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$2,639,501
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$2,531,282
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$153,075
Net investment gain/loss from pooled separate accounts2015-06-30$34,452
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$892,725
Contract administrator fees2015-06-30$350
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 name2015-06-30CLIFTONLARSONALLEN LLP
Accountancy firm EIN2015-06-30410746749
2014 : VINFEN 403(B) EMPLOYEE RETIREMENT 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$224
Total income from all sources (including contributions)2014-06-30$3,447,580
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$901,106
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$900,417
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$1,743,230
Value of total assets at end of year2014-06-30$13,478,559
Value of total assets at beginning of year2014-06-30$10,932,309
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$689
Total interest from all sources2014-06-30$68,429
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$177,038
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$177,038
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$1,000,000
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$1,515,991
Participant contributions at end of year2014-06-30$0
Participant contributions at beginning of year2014-06-30$85
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$216,054
Liabilities. Value of operating payables at end of year2014-06-30$0
Liabilities. Value of operating payables at beginning of year2014-06-30$224
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$2,546,474
Value of net assets at end of year (total assets less liabilities)2014-06-30$13,478,559
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$10,932,085
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$10,671,569
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$8,226,806
Value of interest in pooled separate accounts at end of year2014-06-30$275,708
Value of interest in pooled separate accounts at beginning of year2014-06-30$251,422
Interest on participant loans2014-06-30$1
Interest earned on other investments2014-06-30$68,428
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$2,531,282
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$2,453,996
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$1,431,801
Net investment gain/loss from pooled separate accounts2014-06-30$27,082
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 contributions2014-06-30Yes
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$11,185
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$900,417
Contract administrator fees2014-06-30$689
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 name2014-06-30CLIFTONLARSONALLEN LLP
Accountancy firm EIN2014-06-30410746749
2013 : VINFEN 403(B) EMPLOYEE RETIREMENT SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$224
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$230
Total income from all sources (including contributions)2013-06-30$1,298,790
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$954,459
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$954,161
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$713,461
Value of total assets at end of year2013-06-30$10,932,309
Value of total assets at beginning of year2013-06-30$10,587,984
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$298
Total interest from all sources2013-06-30$13,404
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$20,383
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$20,383
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$1,000,000
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$641,270
Participant contributions at end of year2013-06-30$85
Participant contributions at beginning of year2013-06-30$209
Participant contributions at end of year2013-06-30$0
Participant contributions at beginning of year2013-06-30$31,363
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$72,191
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-06-30$0
Liabilities. Value of operating payables at end of year2013-06-30$224
Liabilities. Value of operating payables at beginning of year2013-06-30$230
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$344,331
Value of net assets at end of year (total assets less liabilities)2013-06-30$10,932,085
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$10,587,754
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$8,226,806
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$7,559,035
Value of interest in pooled separate accounts at end of year2013-06-30$251,422
Value of interest in pooled separate accounts at beginning of year2013-06-30$233,273
Interest on participant loans2013-06-30$4
Interest earned on other investments2013-06-30$13,400
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$2,453,996
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$2,764,104
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$540,956
Net investment gain/loss from pooled separate accounts2013-06-30$10,586
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 contributions2013-06-30Yes
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$954,161
Contract administrator fees2013-06-30$298
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 name2013-06-30CLIFTONLARSONALLEN LLP
Accountancy firm EIN2013-06-30410746749
2012 : VINFEN 403(B) EMPLOYEE RETIREMENT SAVINGS PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$36,128
Total unrealized appreciation/depreciation of assets2012-12-31$36,128
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$230
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$240
Total income from all sources (including contributions)2012-12-31$2,102,600
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$390,863
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$390,535
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,139,816
Value of total assets at end of year2012-12-31$10,587,984
Value of total assets at beginning of year2012-12-31$8,876,257
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$328
Total interest from all sources2012-12-31$39,439
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$110,336
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$110,336
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,085,910
Participant contributions at end of year2012-12-31$209
Participant contributions at beginning of year2012-12-31$450
Participant contributions at end of year2012-12-31$31,363
Participant contributions at beginning of year2012-12-31$6,540
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$53,906
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Liabilities. Value of operating payables at end of year2012-12-31$230
Liabilities. Value of operating payables at beginning of year2012-12-31$240
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,711,737
Value of net assets at end of year (total assets less liabilities)2012-12-31$10,587,754
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$8,876,017
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$7,559,035
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$6,084,608
Value of interest in pooled separate accounts at end of year2012-12-31$233,273
Value of interest in pooled separate accounts at beginning of year2012-12-31$204,261
Interest on participant loans2012-12-31$18
Interest earned on other investments2012-12-31$39,421
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$2,764,104
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$2,580,398
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$755,894
Net investment gain/loss from pooled separate accounts2012-12-31$20,987
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$390,535
Contract administrator fees2012-12-31$328
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2012-12-31410746749
2011 : VINFEN 403(B) EMPLOYEE RETIREMENT SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$240
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$206
Total income from all sources (including contributions)2011-12-31$1,151,385
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$650,822
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$650,423
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,167,057
Value of total assets at end of year2011-12-31$8,876,257
Value of total assets at beginning of year2011-12-31$8,375,660
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$399
Total interest from all sources2011-12-31$43,728
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$90,620
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,101,608
Participant contributions at end of year2011-12-31$450
Participant contributions at beginning of year2011-12-31$3,641
Participant contributions at end of year2011-12-31$6,540
Participant contributions at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$65,449
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$0
Liabilities. Value of operating payables at end of year2011-12-31$240
Liabilities. Value of operating payables at beginning of year2011-12-31$206
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$500,563
Value of net assets at end of year (total assets less liabilities)2011-12-31$8,876,017
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$8,375,454
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$6,084,608
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$5,939,330
Value of interest in pooled separate accounts at end of year2011-12-31$204,261
Value of interest in pooled separate accounts at beginning of year2011-12-31$171,665
Interest on participant loans2011-12-31$82
Interest earned on other investments2011-12-31$43,646
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$2,580,398
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$2,261,024
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-127,002
Net investment gain/loss from pooled separate accounts2011-12-31$-23,018
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Income. Dividends from preferred stock2011-12-31$90,620
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$650,423
Contract administrator fees2011-12-31$399
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2011-12-31410746749
2010 : VINFEN 403(B) EMPLOYEE RETIREMENT SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$206
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$1,503
Total income from all sources (including contributions)2010-12-31$1,851,245
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$363,626
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$362,477
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,078,740
Value of total assets at end of year2010-12-31$8,375,660
Value of total assets at beginning of year2010-12-31$6,889,338
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,149
Total interest from all sources2010-12-31$73,262
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$44,713
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$44,713
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$966,128
Participant contributions at end of year2010-12-31$3,641
Participant contributions at beginning of year2010-12-31$8,797
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$112,612
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$2,981
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$1,313
Liabilities. Value of operating payables at end of year2010-12-31$206
Liabilities. Value of operating payables at beginning of year2010-12-31$190
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,487,619
Value of net assets at end of year (total assets less liabilities)2010-12-31$8,375,454
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$6,887,835
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$5,939,330
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$4,651,472
Value of interest in pooled separate accounts at end of year2010-12-31$171,665
Value of interest in pooled separate accounts at beginning of year2010-12-31$161,219
Interest on participant loans2010-12-31$469
Interest earned on other investments2010-12-31$72,793
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$2,261,024
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$2,064,869
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$635,254
Net investment gain/loss from pooled separate accounts2010-12-31$19,276
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$362,477
Contract administrator fees2010-12-31$1,149
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31LARSONALLEN LLP
Accountancy firm EIN2010-12-31410746749

Form 5500 Responses for VINFEN 403(B) EMPLOYEE RETIREMENT SAVINGS PLAN

2021: VINFEN 403(B) EMPLOYEE RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: VINFEN 403(B) EMPLOYEE RETIREMENT 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 planNo
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: VINFEN 403(B) EMPLOYEE RETIREMENT 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 planNo
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: VINFEN 403(B) EMPLOYEE RETIREMENT 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 planNo
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: VINFEN 403(B) EMPLOYEE RETIREMENT 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 planNo
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: VINFEN 403(B) EMPLOYEE RETIREMENT 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 planNo
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: VINFEN 403(B) EMPLOYEE RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: VINFEN 403(B) EMPLOYEE RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: VINFEN 403(B) EMPLOYEE RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: VINFEN 403(B) EMPLOYEE RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: VINFEN 403(B) EMPLOYEE RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: VINFEN 403(B) EMPLOYEE RETIREMENT SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: VINFEN 403(B) EMPLOYEE RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number368476
Policy instance 2
Insurance contract or identification number368476
Number of Individuals Covered65
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number451769 / 806584
Policy instance 1
Insurance contract or identification number451769 / 806584
Number of Individuals Covered0
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $4,611
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees4611
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number451769 / 806584
Policy instance 1
Insurance contract or identification number451769 / 806584
Number of Individuals Covered0
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $6,517
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
Amount paid for insurance broker fees6517
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number368476
Policy instance 2
Insurance contract or identification number368476
Number of Individuals Covered71
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number451769 / 806584
Policy instance 1
Insurance contract or identification number451769 / 806584
Number of Individuals Covered0
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,870
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees2870
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number368476
Policy instance 2
Insurance contract or identification number368476
Number of Individuals Covered77
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number368476
Policy instance 2
Insurance contract or identification number368476
Number of Individuals Covered79
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number451769 / 806584
Policy instance 1
Insurance contract or identification number451769 / 806584
Number of Individuals Covered0
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $3,342
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
Amount paid for insurance broker fees3342
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number368476
Policy instance 2
Insurance contract or identification number368476
Number of Individuals Covered80
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number451769 / 806584
Policy instance 1
Insurance contract or identification number451769 / 806584
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $3,211
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number368476
Policy instance 2
Insurance contract or identification number368476
Number of Individuals Covered94
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number451769
Policy instance 1
Insurance contract or identification number451769
Number of Individuals Covered110
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,446
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
Amount paid for insurance broker fees2446
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameFIDELITY INVESTMENTS TAX-EXEMPT SER
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number368476
Policy instance 2
Insurance contract or identification number368476
Number of Individuals Covered105
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number451769
Policy instance 1
Insurance contract or identification number451769
Number of Individuals Covered93
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,498
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 $0
Amount paid for insurance broker fees2498
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEES
Insurance broker organization code?3
Insurance broker nameFIDELITY INVESTMENTS TAX-EXEMPT SER
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number451769
Policy instance 1
Insurance contract or identification number451769
Number of Individuals Covered96
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $3,315
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 $0
Amount paid for insurance broker fees3315
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameFIDELITY INVESTMENTS TAX-EXEMPT SER
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number368476
Policy instance 2
Insurance contract or identification number368476
Number of Individuals Covered115
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number368476
Policy instance 2
Insurance contract or identification number368476
Number of Individuals Covered121
Insurance policy start date2013-01-01
Insurance policy end date2013-06-30
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number451769/806584
Policy instance 1
Insurance contract or identification number451769/806584
Number of Individuals Covered96
Insurance policy start date2013-01-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,839
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
Amount paid for insurance broker fees1839
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEES
Insurance broker organization code?3
Insurance broker nameFIDELITY INVESTMENTS TAX-EXEMPT SER
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number451769/806584
Policy instance 1
Insurance contract or identification number451769/806584
Number of Individuals Covered1643
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,634
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
Amount paid for insurance broker fees2634
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEES
Insurance broker organization code?3
Insurance broker nameFIDELITY INVESTMENTS TAX-EXEMPT SER
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number368476
Policy instance 2
Insurance contract or identification number368476
Number of Individuals Covered122
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number368476
Policy instance 2
Insurance contract or identification number368476
Number of Individuals Covered125
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number451769
Policy instance 1
Insurance contract or identification number451769
Number of Individuals Covered0
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $3,355
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number368476
Policy instance 2
Insurance contract or identification number368476
Number of Individuals Covered130
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number451769
Policy instance 1
Insurance contract or identification number451769
Number of Individuals Covered0
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,880
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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