401k Plan data: MID-STATE MANAGEMENT, INC. 401(K) PLAN plan

MID-STATE MANAGEMENT, INC. 401(K) PLAN 401k Plan overview

Plan Name	MID-STATE MANAGEMENT, INC. 401(K) PLAN
Plan identification number	001

MID-STATE MANAGEMENT, INC. 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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

MID-STATE MANAGEMENT, INC. has sponsored the creation of one or more 401k plans.

Company Name: MID-STATE MANAGEMENT, INC.

Employer identification number (EIN): 043139858

NAIC Classification: 484200
NAIC Description: Specialized Freight Trucking

Additional information about MID-STATE MANAGEMENT, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 1973-09-12

Company Identification Number: 435915

Legal Registered Office Address: 118 E. ROBINSON

ORLANDO

More information about MID-STATE MANAGEMENT, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MID-STATE MANAGEMENT, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 THOMAS W. DISILVA 2023-10-12
001 2021-01-01 THOMAS W. DISILVA 2022-10-04
001 2020-01-01 THOMAS W. DISILVA 2021-10-07
001 2019-01-01 THOMAS W. DISILVA 2020-10-12
001 2018-01-01 THOMAS W. DISILVA 2019-10-08
001 2017-01-01
001 2016-01-01
001 2016-01-01 THOMAS W. DISILVA 2018-11-19
001 2016-01-01 THOMAS W. DISILVA 2017-10-10

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	THOMAS W. DISILVA	2023-10-12
001	2021-01-01	THOMAS W. DISILVA	2022-10-04
001	2020-01-01	THOMAS W. DISILVA	2021-10-07
001	2019-01-01	THOMAS W. DISILVA	2020-10-12
001	2018-01-01	THOMAS W. DISILVA	2019-10-08
001	2017-01-01
001	2016-01-01
001	2016-01-01	THOMAS W. DISILVA	2018-11-19
001	2016-01-01	THOMAS W. DISILVA	2017-10-10

Plan Statistics for MID-STATE MANAGEMENT, INC. 401(K) PLAN

401k plan membership statisitcs for MID-STATE MANAGEMENT, INC. 401(K) PLAN

Measure Date Value
2022: MID-STATE MANAGEMENT, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 804
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 365
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 159
Total of all active and inactive participants 2022-01-01 524
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 524
Number of participants with account balances 2022-01-01 326
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: MID-STATE MANAGEMENT, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 828
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 626
Number of retired or separated participants receiving benefits 2021-01-01 6
Number of other retired or separated participants entitled to future benefits 2021-01-01 148
Total of all active and inactive participants 2021-01-01 780
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 781
Number of participants with account balances 2021-01-01 336
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: MID-STATE MANAGEMENT, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 776
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 660
Number of retired or separated participants receiving benefits 2020-01-01 8
Number of other retired or separated participants entitled to future benefits 2020-01-01 147
Total of all active and inactive participants 2020-01-01 815
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 815
Number of participants with account balances 2020-01-01 302
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: MID-STATE MANAGEMENT, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 759
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 591
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 167
Total of all active and inactive participants 2019-01-01 758
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 758
Number of participants with account balances 2019-01-01 298
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: MID-STATE MANAGEMENT, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 791
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 574
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 181
Total of all active and inactive participants 2018-01-01 755
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 755
Number of participants with account balances 2018-01-01 302
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: MID-STATE MANAGEMENT, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 707
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 612
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 177
Total of all active and inactive participants 2017-01-01 789
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 789
Number of participants with account balances 2017-01-01 313
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: MID-STATE MANAGEMENT, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 109
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 511
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 194
Total of all active and inactive participants 2016-01-01 705
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 705
Number of participants with account balances 2016-01-01 293
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0

Measure	Date	Value
2022: MID-STATE MANAGEMENT, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	804
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	365
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	159
Total of all active and inactive participants	2022-01-01	524
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	524
Number of participants with account balances	2022-01-01	326
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: MID-STATE MANAGEMENT, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	828
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	626
Number of retired or separated participants receiving benefits	2021-01-01	6
Number of other retired or separated participants entitled to future benefits	2021-01-01	148
Total of all active and inactive participants	2021-01-01	780
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	781
Number of participants with account balances	2021-01-01	336
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: MID-STATE MANAGEMENT, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	776
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	660
Number of retired or separated participants receiving benefits	2020-01-01	8
Number of other retired or separated participants entitled to future benefits	2020-01-01	147
Total of all active and inactive participants	2020-01-01	815
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	815
Number of participants with account balances	2020-01-01	302
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: MID-STATE MANAGEMENT, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	759
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	591
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	167
Total of all active and inactive participants	2019-01-01	758
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	758
Number of participants with account balances	2019-01-01	298
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: MID-STATE MANAGEMENT, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	791
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	574
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	181
Total of all active and inactive participants	2018-01-01	755
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	755
Number of participants with account balances	2018-01-01	302
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: MID-STATE MANAGEMENT, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	707
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	612
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	177
Total of all active and inactive participants	2017-01-01	789
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	789
Number of participants with account balances	2017-01-01	313
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: MID-STATE MANAGEMENT, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	109
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	511
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	194
Total of all active and inactive participants	2016-01-01	705
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	705
Number of participants with account balances	2016-01-01	293
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0

Financial Data on MID-STATE MANAGEMENT, INC. 401(K) PLAN

Measure	Date	Value
2022 : MID-STATE MANAGEMENT, INC. 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$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	$-1,771,627
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$2,181,150
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$2,095,578
Expenses. Certain deemed distributions of participant loans	2022-12-31	$5,002
Value of total corrective distributions	2022-12-31	$27,600
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,073,535
Value of total assets at end of year	2022-12-31	$16,163,129
Value of total assets at beginning of year	2022-12-31	$20,115,906
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$52,970
Total interest from all sources	2022-12-31	$62,490
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$480,490
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$480,490
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,004,202
Participant contributions at end of year	2022-12-31	$311,795
Participant contributions at beginning of year	2022-12-31	$283,873
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$55,028
Administrative expenses (other) incurred	2022-12-31	$52,970
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-3,952,777
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$16,163,129
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$20,115,906
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$12,420,197
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$16,188,552
Interest on participant loans	2022-12-31	$14,286
Interest earned on other investments	2022-12-31	$48,204
Value of interest in common/collective trusts at end of year	2022-12-31	$241,667
Value of interest in common/collective trusts at beginning of year	2022-12-31	$244,421
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$3,189,470
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$3,399,060
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-3,352,474
Net investment gain or loss from common/collective trusts	2022-12-31	$-35,668
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$14,305
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$2,095,578
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2022-12-31	Yes
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	CARON & BLETZER, PLLC
Accountancy firm EIN	2022-12-31	043499945
2021 : MID-STATE MANAGEMENT, INC. 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$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	$3,969,176
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$3,622,377
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$3,528,408
Expenses. Certain deemed distributions of participant loans	2021-12-31	$8,385
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,235,646
Value of total assets at end of year	2021-12-31	$20,115,906
Value of total assets at beginning of year	2021-12-31	$19,769,107
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$85,584
Total interest from all sources	2021-12-31	$308,102
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$721,732
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$721,732
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$949,934
Participant contributions at end of year	2021-12-31	$283,873
Participant contributions at beginning of year	2021-12-31	$167,691
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$272,462
Other income not declared elsewhere	2021-12-31	$82,141
Administrative expenses (other) incurred	2021-12-31	$85,584
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$346,799
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$20,115,906
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$19,769,107
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$16,188,552
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$0
Value of interest in pooled separate accounts at end of year	2021-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$15,896,442
Interest on participant loans	2021-12-31	$11,072
Interest earned on other investments	2021-12-31	$297,030
Value of interest in common/collective trusts at end of year	2021-12-31	$244,421
Value of interest in common/collective trusts at beginning of year	2021-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$3,399,060
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$3,704,974
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$-122,593
Net investment gain/loss from pooled separate accounts	2021-12-31	$1,739,815
Net investment gain or loss from common/collective trusts	2021-12-31	$4,333
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$13,250
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$3,528,408
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-12-31	Yes
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	CARON & BLETZER, PLLC
Accountancy firm EIN	2021-12-31	043499945
2020 : MID-STATE MANAGEMENT, INC. 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$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	$4,854,694
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$1,648,012
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,620,622
Value of total corrective distributions	2020-12-31	$24,190
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$2,636,065
Value of total assets at end of year	2020-12-31	$19,769,107
Value of total assets at beginning of year	2020-12-31	$16,562,425
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$3,200
Total interest from all sources	2020-12-31	$109,028
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$877,583
Participant contributions at end of year	2020-12-31	$167,691
Participant contributions at beginning of year	2020-12-31	$143,017
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$1,753,182
Administrative expenses (other) incurred	2020-12-31	$3,200
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$3,206,682
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$19,769,107
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$16,562,425
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in pooled separate accounts at end of year	2020-12-31	$15,896,442
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$12,739,250
Interest on participant loans	2020-12-31	$7,494
Interest earned on other investments	2020-12-31	$101,534
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$3,704,974
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$3,680,158
Net investment gain/loss from pooled separate accounts	2020-12-31	$2,109,601
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$5,300
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,620,622
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	R.A. HALL & CO., LLC
Accountancy firm EIN	2020-12-31	042578039
2019 : MID-STATE MANAGEMENT, INC. 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at 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 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	$3,385,823
Total income from all sources (including contributions)	2019-12-31	$3,385,823
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,320,905
Total of all expenses incurred	2019-12-31	$1,320,905
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,312,120
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,312,120
Value of total corrective distributions	2019-12-31	$6,910
Value of total corrective distributions	2019-12-31	$6,910
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$753,666
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$753,666
Value of total assets at end of year	2019-12-31	$16,562,425
Value of total assets at end of year	2019-12-31	$16,562,425
Value of total assets at beginning of year	2019-12-31	$14,497,507
Value of total assets at beginning of year	2019-12-31	$14,497,507
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$1,875
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$1,875
Total interest from all sources	2019-12-31	$119,405
Total interest from all sources	2019-12-31	$119,405
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$730,873
Contributions received from participants	2019-12-31	$730,873
Participant contributions at end of year	2019-12-31	$143,017
Participant contributions at end of year	2019-12-31	$143,017
Participant contributions at beginning of year	2019-12-31	$184,372
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$22,793
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$22,793
Other income not declared elsewhere	2019-12-31	$39,295
Other income not declared elsewhere	2019-12-31	$39,295
Administrative expenses (other) incurred	2019-12-31	$1,875
Administrative expenses (other) incurred	2019-12-31	$1,875
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$2,064,918
Value of net income/loss	2019-12-31	$2,064,918
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$16,562,425
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$16,562,425
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$14,497,507
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$14,497,507
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in pooled separate accounts at end of year	2019-12-31	$12,739,250
Value of interest in pooled separate accounts at end of year	2019-12-31	$12,739,250
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$10,294,206
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$10,294,206
Interest on participant loans	2019-12-31	$9,763
Interest on participant loans	2019-12-31	$9,763
Interest earned on other investments	2019-12-31	$109,642
Interest earned on other investments	2019-12-31	$109,642
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$3,680,158
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$3,680,158
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$4,018,929
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$4,018,929
Net investment gain/loss from pooled separate accounts	2019-12-31	$2,473,457
Net investment gain/loss from pooled separate accounts	2019-12-31	$2,473,457
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,312,120
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,312,120
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	R.A. HALL & CO., LLC
Accountancy firm name	2019-12-31	R.A. HALL & CO., LLC
Accountancy firm EIN	2019-12-31	042578039
Accountancy firm EIN	2019-12-31	042578039
2018 : MID-STATE MANAGEMENT, INC. 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$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	$8,392
Total income from all sources (including contributions)	2018-12-31	$290,626
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$1,603,735
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,599,300
Expenses. Certain deemed distributions of participant loans	2018-12-31	$3,085
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$839,707
Value of total assets at end of year	2018-12-31	$14,497,507
Value of total assets at beginning of year	2018-12-31	$15,819,008
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$1,350
Total interest from all sources	2018-12-31	$121,569
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$647,822
Participant contributions at end of year	2018-12-31	$184,372
Participant contributions at beginning of year	2018-12-31	$232,792
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$191,885
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$8,392
Other income not declared elsewhere	2018-12-31	$-38
Administrative expenses (other) incurred	2018-12-31	$1,350
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-1,313,109
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$14,497,507
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$15,810,616
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in pooled separate accounts at end of year	2018-12-31	$10,294,206
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$11,710,080
Interest on participant loans	2018-12-31	$9,856
Interest earned on other investments	2018-12-31	$111,713
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$4,018,929
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$3,876,136
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-670,612
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,599,300
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	R.A. HALL & CO., LLC
Accountancy firm EIN	2018-12-31	042578039
2017 : MID-STATE MANAGEMENT, INC. 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets to this plan	2017-12-31	$1,360,475
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$8,392
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	$2,502,227
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$1,337,503
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$1,325,349
Value of total corrective distributions	2017-12-31	$8,392
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$626,300
Value of total assets at end of year	2017-12-31	$15,819,008
Value of total assets at beginning of year	2017-12-31	$13,285,417
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$3,762
Total interest from all sources	2017-12-31	$127,282
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$626,300
Participant contributions at end of year	2017-12-31	$232,792
Participant contributions at beginning of year	2017-12-31	$241,472
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$8,392
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$0
Administrative expenses (other) incurred	2017-12-31	$3,762
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$1,164,724
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$15,810,616
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$13,285,417
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in pooled separate accounts at end of year	2017-12-31	$11,710,080
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$8,807,841
Interest on participant loans	2017-12-31	$12,647
Interest earned on other investments	2017-12-31	$114,635
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$3,876,136
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$4,236,104
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$1,748,645
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$1,325,349
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	R.A. HALL & CO., LLC
Accountancy firm EIN	2017-12-31	042578039
2016 : MID-STATE MANAGEMENT, INC. 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$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	$1,393,891
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$1,471,236
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$1,424,025
Value of total corrective distributions	2016-12-31	$25,163
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$552,837
Value of total assets at end of year	2016-12-31	$13,285,417
Value of total assets at beginning of year	2016-12-31	$13,362,762
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$22,048
Total interest from all sources	2016-12-31	$132,668
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$552,837
Participant contributions at end of year	2016-12-31	$241,472
Participant contributions at beginning of year	2016-12-31	$284,285
Administrative expenses (other) incurred	2016-12-31	$22,048
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$-77,345
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$13,285,417
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$13,362,762
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in pooled separate accounts at end of year	2016-12-31	$8,807,841
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$9,240,816
Interest on participant loans	2016-12-31	$15,499
Interest earned on other investments	2016-12-31	$117,169
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$4,236,104
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$3,837,661
Net investment gain/loss from pooled separate accounts	2016-12-31	$708,386
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$1,424,025
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	R.A. HALL & CO., LLC
Accountancy firm EIN	2016-12-31	042578039

Form 5500 Responses for MID-STATE MANAGEMENT, INC. 401(K) PLAN

2022: MID-STATE MANAGEMENT, INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Mulitple employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: MID-STATE MANAGEMENT, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Mulitple employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: MID-STATE MANAGEMENT, INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Mulitple employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: MID-STATE MANAGEMENT, INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Mulitple employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: MID-STATE MANAGEMENT, INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Mulitple employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: MID-STATE MANAGEMENT, INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Mulitple employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: MID-STATE MANAGEMENT, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Mulitple employer plan
2016-01-01	Submission has been amended	Yes
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

514715-01

Policy instance

Insurance contract or identification number	514715-01
Number of Individuals Covered	326
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

888866

Policy instance

Insurance contract or identification number	888866
Number of Individuals Covered	0
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

514715-01

Policy instance

Insurance contract or identification number	514715-01
Number of Individuals Covered	126
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

888866

Policy instance

Insurance contract or identification number	888866
Number of Individuals Covered	302
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $8,146
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	8146
Additional information about fees paid to insurance broker	TPA ADMINISTRATIVE ALLOWANCE
Insurance broker organization code?	5

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

Policy contract number

888866

Policy instance

Insurance contract or identification number	888866
Number of Individuals Covered	298
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $7,703
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	7703
Additional information about fees paid to insurance broker	TPA ADMINISTRATIVE ALLOWANCE
Insurance broker organization code?	5

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

Policy contract number

888866

Policy instance

Insurance contract or identification number	888866
Number of Individuals Covered	302
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $7,713
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	7713
Additional information about fees paid to insurance broker	TPA ADMINISTRATIVE ALLOWANCE
Insurance broker organization code?	5

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

Policy contract number

888866

Policy instance

Insurance contract or identification number	888866
Number of Individuals Covered	313
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $7,078
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	7078
Additional information about fees paid to insurance broker	TPA ADMINISTRATIVE ALLOWANCE
Insurance broker organization code?	5
Insurance broker name	THE ANGELL PENSION GROUP INC.

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Company Name:	MID-STATE MANAGEMENT, INC.
Employer identification number (EIN):	043139858
NAIC Classification:	484200
NAIC Description:	Specialized Freight Trucking

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	1973-09-12
Company Identification Number:	435915
Legal Registered Office Address:	118 E. ROBINSON ORLANDO