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COPLEY AT STOUGHTON 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameCOPLEY AT STOUGHTON 401(K) RETIREMENT PLAN
Plan identification number 001

COPLEY AT STOUGHTON 401(K) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

COPLEY AT STOUGHTON has sponsored the creation of one or more 401k plans.

Company Name:COPLEY AT STOUGHTON
Employer identification number (EIN):043015167
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COPLEY AT STOUGHTON 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01MARIA O'CONNELL-UNDA
0012017-01-01MARIA O'CONNELL UNDA
0012016-01-01MARIA O'CONNELL UNDA
0012015-01-01MARIA O'CONNELL UNDA
0012014-01-01MARIA O'CONNELL UNDA
0012013-01-01MARIA O'CONNELL UNDA
0012012-01-01MARIA O'CONNELL UNDA
0012011-01-01GERRY SOHN
0012009-01-01GERRY SOHN

Plan Statistics for COPLEY AT STOUGHTON 401(K) RETIREMENT PLAN

401k plan membership statisitcs for COPLEY AT STOUGHTON 401(K) RETIREMENT PLAN

Measure Date Value
2022: COPLEY AT STOUGHTON 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01165
Total number of active participants reported on line 7a of the Form 55002022-01-01155
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0111
Total of all active and inactive participants2022-01-01166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01166
Number of participants with account balances2022-01-0166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: COPLEY AT STOUGHTON 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01168
Total number of active participants reported on line 7a of the Form 55002021-01-01150
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0113
Total of all active and inactive participants2021-01-01163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01163
Number of participants with account balances2021-01-0164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: COPLEY AT STOUGHTON 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01179
Total number of active participants reported on line 7a of the Form 55002020-01-01156
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0112
Total of all active and inactive participants2020-01-01168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01168
Number of participants with account balances2020-01-0161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: COPLEY AT STOUGHTON 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01190
Total number of active participants reported on line 7a of the Form 55002019-01-01170
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-018
Total of all active and inactive participants2019-01-01178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01178
Number of participants with account balances2019-01-0153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: COPLEY AT STOUGHTON 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01187
Total number of active participants reported on line 7a of the Form 55002018-01-01179
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-017
Total of all active and inactive participants2018-01-01186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01186
Number of participants with account balances2018-01-0154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: COPLEY AT STOUGHTON 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01182
Total number of active participants reported on line 7a of the Form 55002017-01-01174
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-016
Total of all active and inactive participants2017-01-01180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01180
Number of participants with account balances2017-01-0147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: COPLEY AT STOUGHTON 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01182
Total number of active participants reported on line 7a of the Form 55002016-01-01169
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-017
Total of all active and inactive participants2016-01-01176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01176
Number of participants with account balances2016-01-0153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: COPLEY AT STOUGHTON 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01184
Total number of active participants reported on line 7a of the Form 55002015-01-01168
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0110
Total of all active and inactive participants2015-01-01178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01178
Number of participants with account balances2015-01-0150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: COPLEY AT STOUGHTON 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01194
Total number of active participants reported on line 7a of the Form 55002014-01-01177
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-016
Total of all active and inactive participants2014-01-01183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01183
Number of participants with account balances2014-01-0147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: COPLEY AT STOUGHTON 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01182
Total number of active participants reported on line 7a of the Form 55002013-01-01181
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-017
Total of all active and inactive participants2013-01-01188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01188
Number of participants with account balances2013-01-0139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: COPLEY AT STOUGHTON 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01170
Total number of active participants reported on line 7a of the Form 55002012-01-01176
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-016
Total of all active and inactive participants2012-01-01182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01182
Number of participants with account balances2012-01-0139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: COPLEY AT STOUGHTON 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01166
Total number of active participants reported on line 7a of the Form 55002011-01-01159
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-015
Total of all active and inactive participants2011-01-01164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01164
Number of participants with account balances2011-01-0140
2009: COPLEY AT STOUGHTON 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01146
Total number of active participants reported on line 7a of the Form 55002009-01-01152
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-018
Total of all active and inactive participants2009-01-01160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01160
Number of participants with account balances2009-01-0139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on COPLEY AT STOUGHTON 401(K) RETIREMENT PLAN

Measure Date Value
2022 : COPLEY AT STOUGHTON 401(K) RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-148,572
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$107,342
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$88,115
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$285,832
Value of total assets at end of year2022-12-31$2,734,363
Value of total assets at beginning of year2022-12-31$2,990,277
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$19,227
Total interest from all sources2022-12-31$659
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$169,552
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$169,552
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$400,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$277,735
Participant contributions at end of year2022-12-31$12,761
Participant contributions at beginning of year2022-12-31$18,755
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$8,097
Administrative expenses (other) incurred2022-12-31$245
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-255,914
Value of net assets at end of year (total assets less liabilities)2022-12-31$2,734,363
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$2,990,277
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$15,693
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$2,512,085
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$2,835,516
Interest on participant loans2022-12-31$659
Value of interest in common/collective trusts at end of year2022-12-31$0
Value of interest in common/collective trusts at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$209,517
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$136,006
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-607,876
Net investment gain or loss from common/collective trusts2022-12-31$3,261
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$88,115
Contract administrator fees2022-12-31$3,289
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2022-12-31043499945
2021 : COPLEY AT STOUGHTON 401(K) RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$854,415
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$154,287
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$133,604
Value of total corrective distributions2021-12-31$1,843
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$492,995
Value of total assets at end of year2021-12-31$2,990,277
Value of total assets at beginning of year2021-12-31$2,290,149
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$18,840
Total interest from all sources2021-12-31$1,604
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$194,121
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$194,121
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$400,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$239,688
Participant contributions at end of year2021-12-31$18,755
Participant contributions at beginning of year2021-12-31$43,332
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$253,307
Administrative expenses (other) incurred2021-12-31$350
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$700,128
Value of net assets at end of year (total assets less liabilities)2021-12-31$2,990,277
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$2,290,149
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$15,990
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$2,835,516
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$2,211,439
Interest on participant loans2021-12-31$1,604
Value of interest in common/collective trusts at end of year2021-12-31$0
Value of interest in common/collective trusts at beginning of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$136,006
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$35,378
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$164,499
Net investment gain or loss from common/collective trusts2021-12-31$1,196
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$133,604
Contract administrator fees2021-12-31$2,500
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2021-12-31043499945
2020 : COPLEY AT STOUGHTON 401(K) RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$565,817
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$85,201
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$62,651
Expenses. Certain deemed distributions of participant loans2020-12-31$2,200
Value of total corrective distributions2020-12-31$5,366
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$246,482
Value of total assets at end of year2020-12-31$2,290,149
Value of total assets at beginning of year2020-12-31$1,809,533
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$14,984
Total interest from all sources2020-12-31$2,702
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$91,218
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$91,218
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$228,941
Participant contributions at end of year2020-12-31$43,332
Participant contributions at beginning of year2020-12-31$56,324
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$17,541
Administrative expenses (other) incurred2020-12-31$1,284
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$480,616
Value of net assets at end of year (total assets less liabilities)2020-12-31$2,290,149
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,809,533
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$10,606
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$2,211,439
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,743,448
Interest on participant loans2020-12-31$2,702
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$35,378
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$9,761
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$225,415
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$62,651
Contract administrator fees2020-12-31$3,094
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2020-12-31043499945
2019 : COPLEY AT STOUGHTON 401(K) RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$514,930
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$56,153
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$42,368
Value of total corrective distributions2019-12-31$1,173
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$175,723
Value of total assets at end of year2019-12-31$1,809,533
Value of total assets at beginning of year2019-12-31$1,350,756
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$12,612
Total interest from all sources2019-12-31$3,205
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$79,189
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$79,189
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$175,723
Participant contributions at end of year2019-12-31$56,324
Participant contributions at beginning of year2019-12-31$54,892
Administrative expenses (other) incurred2019-12-31$300
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$615
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$458,777
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,809,533
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,350,756
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$9,984
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,743,448
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,293,403
Interest on participant loans2019-12-31$3,205
Value of interest in common/collective trusts at end of year2019-12-31$0
Value of interest in common/collective trusts at beginning of year2019-12-31$1,784
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$9,761
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$62
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$256,813
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$42,368
Contract administrator fees2019-12-31$2,328
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2019-12-31043499945
2018 : COPLEY AT STOUGHTON 401(K) RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$109,523
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$29,945
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$21,022
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$184,325
Value of total assets at end of year2018-12-31$1,350,756
Value of total assets at beginning of year2018-12-31$1,271,178
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$8,923
Total interest from all sources2018-12-31$3,414
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$87,130
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$87,130
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$163,866
Participant contributions at end of year2018-12-31$54,892
Participant contributions at beginning of year2018-12-31$69,231
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$20,459
Administrative expenses (other) incurred2018-12-31$325
Total non interest bearing cash at end of year2018-12-31$615
Total non interest bearing cash at beginning of year2018-12-31$3,929
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$79,578
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,350,756
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,271,178
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$6,923
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,293,465
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,196,250
Interest on participant loans2018-12-31$3,414
Value of interest in common/collective trusts at end of year2018-12-31$1,784
Value of interest in common/collective trusts at beginning of year2018-12-31$1,768
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-165,372
Net investment gain or loss from common/collective trusts2018-12-31$26
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$21,022
Contract administrator fees2018-12-31$1,675
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2018-12-31043499945
2017 : COPLEY AT STOUGHTON 401(K) RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$346,500
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$73,308
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$68,679
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$137,354
Value of total assets at end of year2017-12-31$1,271,178
Value of total assets at beginning of year2017-12-31$997,986
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$4,629
Total interest from all sources2017-12-31$2,142
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$43,790
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$43,790
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$137,354
Participant contributions at end of year2017-12-31$69,231
Participant contributions at beginning of year2017-12-31$44,854
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Assets. Other investments not covered elsewhere at end of year2017-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$0
Administrative expenses (other) incurred2017-12-31$275
Total non interest bearing cash at end of year2017-12-31$3,929
Total non interest bearing cash at beginning of year2017-12-31$3,658
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$273,192
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,271,178
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$997,986
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$3,354
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$1,196,250
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$947,721
Interest on participant loans2017-12-31$2,142
Value of interest in common/collective trusts at end of year2017-12-31$1,768
Value of interest in common/collective trusts at beginning of year2017-12-31$1,753
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$163,194
Net investment gain or loss from common/collective trusts2017-12-31$20
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$68,679
Contract administrator fees2017-12-31$1,000
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2017-12-31043499945
2016 : COPLEY AT STOUGHTON 401(K) RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$193,610
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$42,523
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$33,543
Expenses. Certain deemed distributions of participant loans2016-12-31$677
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$126,976
Value of total assets at end of year2016-12-31$997,986
Value of total assets at beginning of year2016-12-31$846,899
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$8,303
Total interest from all sources2016-12-31$2,047
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$26,297
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$26,297
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$126,976
Participant contributions at end of year2016-12-31$44,854
Participant contributions at beginning of year2016-12-31$35,791
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$318
Assets. Other investments not covered elsewhere at end of year2016-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$0
Administrative expenses (other) incurred2016-12-31$325
Total non interest bearing cash at end of year2016-12-31$3,658
Total non interest bearing cash at beginning of year2016-12-31$3,005
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$151,087
Value of net assets at end of year (total assets less liabilities)2016-12-31$997,986
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$846,899
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$6,944
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$947,721
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$801,228
Interest on participant loans2016-12-31$2,047
Value of interest in common/collective trusts at end of year2016-12-31$1,753
Value of interest in common/collective trusts at beginning of year2016-12-31$6,557
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$38,235
Net investment gain or loss from common/collective trusts2016-12-31$55
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$33,543
Contract administrator fees2016-12-31$1,034
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2016-12-31043499945
2015 : COPLEY AT STOUGHTON 401(K) RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$101,058
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$88,168
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$85,470
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$99,807
Value of total assets at end of year2015-12-31$846,899
Value of total assets at beginning of year2015-12-31$834,009
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,698
Total interest from all sources2015-12-31$1,869
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$38,071
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$38,071
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$99,807
Participant contributions at end of year2015-12-31$35,791
Participant contributions at beginning of year2015-12-31$35,604
Participant contributions at end of year2015-12-31$318
Participant contributions at beginning of year2015-12-31$1,691
Assets. Other investments not covered elsewhere at end of year2015-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$0
Administrative expenses (other) incurred2015-12-31$400
Total non interest bearing cash at end of year2015-12-31$3,005
Total non interest bearing cash at beginning of year2015-12-31$361
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$12,890
Value of net assets at end of year (total assets less liabilities)2015-12-31$846,899
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$834,009
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$1,533
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$801,228
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$775,337
Interest on participant loans2015-12-31$1,869
Value of interest in common/collective trusts at end of year2015-12-31$6,557
Value of interest in common/collective trusts at beginning of year2015-12-31$21,016
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-38,793
Net investment gain or loss from common/collective trusts2015-12-31$104
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$85,470
Contract administrator fees2015-12-31$765
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2015-12-31043499945
2014 : COPLEY AT STOUGHTON 401(K) RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$181,021
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$11,720
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$9,995
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$140,968
Value of total assets at end of year2014-12-31$834,009
Value of total assets at beginning of year2014-12-31$664,708
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,725
Total interest from all sources2014-12-31$1,391
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$38,976
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$38,976
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$2,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$87,845
Participant contributions at end of year2014-12-31$35,604
Participant contributions at beginning of year2014-12-31$31,541
Participant contributions at end of year2014-12-31$1,691
Participant contributions at beginning of year2014-12-31$157
Assets. Other investments not covered elsewhere at end of year2014-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$53,123
Administrative expenses (other) incurred2014-12-31$346
Total non interest bearing cash at end of year2014-12-31$361
Total non interest bearing cash at beginning of year2014-12-31$237
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$169,301
Value of net assets at end of year (total assets less liabilities)2014-12-31$834,009
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$664,708
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$618
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$775,337
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$611,854
Interest on participant loans2014-12-31$1,391
Value of interest in common/collective trusts at end of year2014-12-31$21,016
Value of interest in common/collective trusts at beginning of year2014-12-31$20,919
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-446
Net investment gain or loss from common/collective trusts2014-12-31$132
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$9,995
Contract administrator fees2014-12-31$761
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2014-12-31043499945
2013 : COPLEY AT STOUGHTON 401(K) RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$208,507
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$44,884
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$39,415
Expenses. Certain deemed distributions of participant loans2013-12-31$3,528
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$76,855
Value of total assets at end of year2013-12-31$664,708
Value of total assets at beginning of year2013-12-31$501,085
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,941
Total interest from all sources2013-12-31$1,432
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$28,691
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$28,691
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$2,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$70,222
Participant contributions at end of year2013-12-31$31,541
Participant contributions at beginning of year2013-12-31$40,740
Participant contributions at end of year2013-12-31$157
Participant contributions at beginning of year2013-12-31$0
Assets. Other investments not covered elsewhere at end of year2013-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$6,633
Administrative expenses (other) incurred2013-12-31$405
Total non interest bearing cash at end of year2013-12-31$237
Total non interest bearing cash at beginning of year2013-12-31$482
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$163,623
Value of net assets at end of year (total assets less liabilities)2013-12-31$664,708
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$501,085
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$586
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$611,854
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$438,672
Interest on participant loans2013-12-31$1,432
Value of interest in common/collective trusts at end of year2013-12-31$20,919
Value of interest in common/collective trusts at beginning of year2013-12-31$21,191
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$101,342
Net investment gain or loss from common/collective trusts2013-12-31$187
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$39,415
Contract administrator fees2013-12-31$950
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2013-12-31043499945
2012 : COPLEY AT STOUGHTON 401(K) RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$126,900
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$52,735
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$50,936
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$64,274
Value of total assets at end of year2012-12-31$501,085
Value of total assets at beginning of year2012-12-31$426,920
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,799
Total interest from all sources2012-12-31$1,336
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$7,784
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$7,784
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$2,000,000
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$64,274
Participant contributions at end of year2012-12-31$40,740
Participant contributions at beginning of year2012-12-31$40,596
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$0
Assets. Other investments not covered elsewhere at end of year2012-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$20,965
Other income not declared elsewhere2012-12-31$285
Administrative expenses (other) incurred2012-12-31$275
Total non interest bearing cash at end of year2012-12-31$482
Total non interest bearing cash at beginning of year2012-12-31$3,124
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$74,165
Value of net assets at end of year (total assets less liabilities)2012-12-31$501,085
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$426,920
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
Investment advisory and management fees2012-12-31$434
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$438,672
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$362,235
Interest on participant loans2012-12-31$1,331
Value of interest in common/collective trusts at end of year2012-12-31$21,191
Value of interest in common/collective trusts at beginning of year2012-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$5
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$53,221
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$50,936
Contract administrator fees2012-12-31$1,090
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 name2012-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2012-12-31043499945
2011 : COPLEY AT STOUGHTON 401(K) RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$54,405
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$24,914
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$23,144
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$69,653
Value of total assets at end of year2011-12-31$426,920
Value of total assets at beginning of year2011-12-31$397,429
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,770
Total interest from all sources2011-12-31$1,034
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$6,855
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$6,855
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$2,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$69,653
Participant contributions at end of year2011-12-31$40,596
Participant contributions at beginning of year2011-12-31$19,474
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$3,025
Assets. Other investments not covered elsewhere at end of year2011-12-31$20,965
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$20,776
Other income not declared elsewhere2011-12-31$115
Administrative expenses (other) incurred2011-12-31$250
Total non interest bearing cash at end of year2011-12-31$3,124
Total non interest bearing cash at beginning of year2011-12-31$0
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$29,491
Value of net assets at end of year (total assets less liabilities)2011-12-31$426,920
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$397,429
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
Investment advisory and management fees2011-12-31$330
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$362,235
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$354,154
Interest on participant loans2011-12-31$1,034
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-23,252
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
Contributions received in cash from employer2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$23,144
Contract administrator fees2011-12-31$1,190
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 name2011-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2011-12-31043499945
2010 : COPLEY AT STOUGHTON 401(K) RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$107,732
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$27,763
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$26,273
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$59,940
Value of total assets at end of year2010-12-31$397,429
Value of total assets at beginning of year2010-12-31$317,460
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,490
Total interest from all sources2010-12-31$434
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$4,819
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$4,819
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$2,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$59,940
Participant contributions at end of year2010-12-31$19,474
Participant contributions at beginning of year2010-12-31$6,378
Participant contributions at end of year2010-12-31$3,025
Participant contributions at beginning of year2010-12-31$878
Assets. Other investments not covered elsewhere at end of year2010-12-31$20,776
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$20,048
Other income not declared elsewhere2010-12-31$709
Administrative expenses (other) incurred2010-12-31$150
Total non interest bearing cash at end of year2010-12-31$0
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$79,969
Value of net assets at end of year (total assets less liabilities)2010-12-31$397,429
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$317,460
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
Investment advisory and management fees2010-12-31$290
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$354,154
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$290,156
Interest on participant loans2010-12-31$434
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$41,830
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
Contributions received in cash from employer2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$26,273
Contract administrator fees2010-12-31$1,050
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 name2010-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2010-12-31043499945
2009 : COPLEY AT STOUGHTON 401(K) RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for COPLEY AT STOUGHTON 401(K) RETIREMENT PLAN

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

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number812432A
Policy instance 1
Insurance contract or identification number812432A
Number of Individuals Covered20
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number812432A
Policy instance 1
Insurance contract or identification number812432A
Number of Individuals Covered19
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number812432A
Policy instance 1
Insurance contract or identification number812432A
Number of Individuals Covered18
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number812432A
Policy instance 1
Insurance contract or identification number812432A
Number of Individuals Covered17
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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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