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AGAWAM MEDICAL SUPPLY, CORP. RETIREMENT PLAN 401k Plan overview

Plan NameAGAWAM MEDICAL SUPPLY, CORP. RETIREMENT PLAN
Plan identification number 002

AGAWAM MEDICAL SUPPLY, CORP. RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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

AGAWAM MEDICAL SUPPLY, CORP. has sponsored the creation of one or more 401k plans.

Company Name:AGAWAM MEDICAL SUPPLY, CORP.
Employer identification number (EIN):043235852
NAIC Classification:446190

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AGAWAM MEDICAL SUPPLY, CORP. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01ANTHONY SARACINO ANTHONY SARACINO2019-07-17
0022017-01-01ANTHONY SARACINO ANTHONY SARACINO2018-07-17
0022016-01-01ANTHONY SARACINO ANTHONY SARACINO2017-09-07
0022015-01-01JANE CUTLER JANE CUTLER2016-05-16
0022014-01-01JANE CUTLER JANE CUTLER2015-07-16
0022013-01-01JANE CUTLER JANE CUTLER2014-07-03
0022012-01-01JANE CUTLER JANE CUTLER2013-06-18
0022011-01-01JANE CUTLER JANE CUTLER2012-07-12
0022009-01-01JANE CUTLER JANE CUTLER2010-09-07

Plan Statistics for AGAWAM MEDICAL SUPPLY, CORP. RETIREMENT PLAN

401k plan membership statisitcs for AGAWAM MEDICAL SUPPLY, CORP. RETIREMENT PLAN

Measure Date Value
2022: AGAWAM MEDICAL SUPPLY, CORP. RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0129
Total number of active participants reported on line 7a of the Form 55002022-01-0117
Number of other retired or separated participants entitled to future benefits2022-01-0112
Total of all active and inactive participants2022-01-0129
Total participants2022-01-0129
Number of participants with account balances2022-01-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: AGAWAM MEDICAL SUPPLY, CORP. RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0129
Total number of active participants reported on line 7a of the Form 55002021-01-0120
Number of other retired or separated participants entitled to future benefits2021-01-018
Total of all active and inactive participants2021-01-0128
Total participants2021-01-0128
Number of participants with account balances2021-01-0121
2020: AGAWAM MEDICAL SUPPLY, CORP. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0130
Total number of active participants reported on line 7a of the Form 55002020-01-0122
Number of other retired or separated participants entitled to future benefits2020-01-015
Total of all active and inactive participants2020-01-0127
Total participants2020-01-0127
Number of participants with account balances2020-01-0121
2019: AGAWAM MEDICAL SUPPLY, CORP. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0130
Total number of active participants reported on line 7a of the Form 55002019-01-0119
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-019
Total of all active and inactive participants2019-01-0128
Total participants2019-01-0128
Number of participants with account balances2019-01-0120
2018: AGAWAM MEDICAL SUPPLY, CORP. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0127
Total number of active participants reported on line 7a of the Form 55002018-01-0120
Number of other retired or separated participants entitled to future benefits2018-01-016
Total of all active and inactive participants2018-01-0126
Total participants2018-01-0126
Number of participants with account balances2018-01-0120
2017: AGAWAM MEDICAL SUPPLY, CORP. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0129
Total number of active participants reported on line 7a of the Form 55002017-01-0121
Number of other retired or separated participants entitled to future benefits2017-01-015
Total of all active and inactive participants2017-01-0126
Total participants2017-01-0126
Number of participants with account balances2017-01-0119
2016: AGAWAM MEDICAL SUPPLY, CORP. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0128
Total number of active participants reported on line 7a of the Form 55002016-01-0122
Number of other retired or separated participants entitled to future benefits2016-01-016
Total of all active and inactive participants2016-01-0128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-0129
Number of participants with account balances2016-01-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: AGAWAM MEDICAL SUPPLY, CORP. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0126
Total number of active participants reported on line 7a of the Form 55002015-01-0120
Number of other retired or separated participants entitled to future benefits2015-01-015
Total of all active and inactive participants2015-01-0125
Total participants2015-01-0125
Number of participants with account balances2015-01-0115
2014: AGAWAM MEDICAL SUPPLY, CORP. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0133
Total number of active participants reported on line 7a of the Form 55002014-01-0121
Number of other retired or separated participants entitled to future benefits2014-01-015
Total of all active and inactive participants2014-01-0126
Total participants2014-01-0126
Number of participants with account balances2014-01-0114
2013: AGAWAM MEDICAL SUPPLY, CORP. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0133
Total number of active participants reported on line 7a of the Form 55002013-01-0122
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-012
Total of all active and inactive participants2013-01-0124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-0125
Number of participants with account balances2013-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: AGAWAM MEDICAL SUPPLY, CORP. RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0135
Total number of active participants reported on line 7a of the Form 55002012-01-0126
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-014
Total of all active and inactive participants2012-01-0130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-0131
Number of participants with account balances2012-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: AGAWAM MEDICAL SUPPLY, CORP. RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0124
Total number of active participants reported on line 7a of the Form 55002011-01-0125
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-012
Total of all active and inactive participants2011-01-0127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0127
Number of participants with account balances2011-01-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: AGAWAM MEDICAL SUPPLY, CORP. RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0127
Total number of active participants reported on line 7a of the Form 55002009-01-0120
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-0121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0121
Number of participants with account balances2009-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on AGAWAM MEDICAL SUPPLY, CORP. RETIREMENT PLAN

Measure Date Value
2022 : AGAWAM MEDICAL SUPPLY, CORP. RETIREMENT PLAN 2022 401k financial data
Total income from all sources2022-12-31$-1,028,422
Expenses. Total of all expenses incurred2022-12-31$139,712
Benefits paid (including direct rollovers)2022-12-31$116,648
Total plan assets at end of year2022-12-31$4,085,505
Total plan assets at beginning of year2022-12-31$5,253,639
Value of fidelity bond covering the plan2022-12-31$500,000
Total contributions received or receivable from participants2022-12-31$59,596
Other income received2022-12-31$-1,156,567
Net income (gross income less expenses)2022-12-31$-1,168,134
Net plan assets at end of year (total assets less liabilities)2022-12-31$4,085,505
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$5,253,639
Total contributions received or receivable from employer(s)2022-12-31$68,549
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$23,064
2021 : AGAWAM MEDICAL SUPPLY, CORP. RETIREMENT PLAN 2021 401k financial data
Total income from all sources2021-12-31$861,596
Expenses. Total of all expenses incurred2021-12-31$121,918
Benefits paid (including direct rollovers)2021-12-31$98,283
Total plan assets at end of year2021-12-31$5,253,639
Total plan assets at beginning of year2021-12-31$4,513,961
Value of fidelity bond covering the plan2021-12-31$500,000
Total contributions received or receivable from participants2021-12-31$62,587
Other income received2021-12-31$727,844
Net income (gross income less expenses)2021-12-31$739,678
Net plan assets at end of year (total assets less liabilities)2021-12-31$5,253,639
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$4,513,961
Assets. Value of participant loans2021-12-31$3,150
Total contributions received or receivable from employer(s)2021-12-31$71,165
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$23,635
2020 : AGAWAM MEDICAL SUPPLY, CORP. RETIREMENT PLAN 2020 401k financial data
Total income from all sources2020-12-31$1,205,578
Expenses. Total of all expenses incurred2020-12-31$243,915
Benefits paid (including direct rollovers)2020-12-31$234,421
Total plan assets at end of year2020-12-31$4,513,961
Total plan assets at beginning of year2020-12-31$3,552,298
Value of fidelity bond covering the plan2020-12-31$500,000
Total contributions received or receivable from participants2020-12-31$57,867
Contributions received from other sources (not participants or employers)2020-12-31$1,164
Other income received2020-12-31$1,078,791
Net income (gross income less expenses)2020-12-31$961,663
Net plan assets at end of year (total assets less liabilities)2020-12-31$4,513,961
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$3,552,298
Assets. Value of participant loans2020-12-31$8,871
Total contributions received or receivable from employer(s)2020-12-31$67,756
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$9,494
2019 : AGAWAM MEDICAL SUPPLY, CORP. RETIREMENT PLAN 2019 401k financial data
Total income from all sources2019-12-31$880,870
Expenses. Total of all expenses incurred2019-12-31$76,267
Benefits paid (including direct rollovers)2019-12-31$58,676
Total plan assets at end of year2019-12-31$3,552,298
Total plan assets at beginning of year2019-12-31$2,747,695
Value of fidelity bond covering the plan2019-12-31$400,000
Total contributions received or receivable from participants2019-12-31$53,499
Other income received2019-12-31$767,792
Net income (gross income less expenses)2019-12-31$804,603
Net plan assets at end of year (total assets less liabilities)2019-12-31$3,552,298
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$2,747,695
Assets. Value of participant loans2019-12-31$14,387
Total contributions received or receivable from employer(s)2019-12-31$59,579
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$17,591
2018 : AGAWAM MEDICAL SUPPLY, CORP. RETIREMENT PLAN 2018 401k financial data
Total income from all sources2018-12-31$-70,515
Expenses. Total of all expenses incurred2018-12-31$71,096
Benefits paid (including direct rollovers)2018-12-31$56,607
Total plan assets at end of year2018-12-31$2,747,695
Total plan assets at beginning of year2018-12-31$2,889,306
Value of fidelity bond covering the plan2018-12-31$300,000
Total contributions received or receivable from participants2018-12-31$55,890
Other income received2018-12-31$-185,216
Net income (gross income less expenses)2018-12-31$-141,611
Net plan assets at end of year (total assets less liabilities)2018-12-31$2,747,695
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$2,889,306
Assets. Value of participant loans2018-12-31$20,842
Total contributions received or receivable from employer(s)2018-12-31$58,811
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$14,489
2017 : AGAWAM MEDICAL SUPPLY, CORP. RETIREMENT PLAN 2017 401k financial data
Total income from all sources2017-12-31$616,103
Expenses. Total of all expenses incurred2017-12-31$8,406
Benefits paid (including direct rollovers)2017-12-31$2,360
Total plan assets at end of year2017-12-31$2,889,306
Total plan assets at beginning of year2017-12-31$2,281,609
Value of fidelity bond covering the plan2017-12-31$300,000
Total contributions received or receivable from participants2017-12-31$49,790
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$514,830
Net income (gross income less expenses)2017-12-31$607,697
Net plan assets at end of year (total assets less liabilities)2017-12-31$2,889,306
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$2,281,609
Assets. Value of participant loans2017-12-31$14,817
Total contributions received or receivable from employer(s)2017-12-31$51,483
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$6,046
2016 : AGAWAM MEDICAL SUPPLY, CORP. RETIREMENT PLAN 2016 401k financial data
Total income from all sources2016-12-31$953,222
Expenses. Total of all expenses incurred2016-12-31$683,616
Benefits paid (including direct rollovers)2016-12-31$678,717
Total plan assets at end of year2016-12-31$2,281,609
Total plan assets at beginning of year2016-12-31$2,012,003
Value of fidelity bond covering the plan2016-12-31$250,000
Total contributions received or receivable from participants2016-12-31$56,830
Contributions received from other sources (not participants or employers)2016-12-31$678,717
Other income received2016-12-31$156,737
Net income (gross income less expenses)2016-12-31$269,606
Net plan assets at end of year (total assets less liabilities)2016-12-31$2,281,609
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$2,012,003
Assets. Value of participant loans2016-12-31$19,760
Total contributions received or receivable from employer(s)2016-12-31$60,938
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$4,899
2015 : AGAWAM MEDICAL SUPPLY, CORP. RETIREMENT PLAN 2015 401k financial data
Total income from all sources2015-12-31$114,385
Expenses. Total of all expenses incurred2015-12-31$5,221
Total plan assets at end of year2015-12-31$2,012,003
Total plan assets at beginning of year2015-12-31$1,902,839
Value of fidelity bond covering the plan2015-12-31$250,000
Total contributions received or receivable from participants2015-12-31$58,090
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-4,966
Net income (gross income less expenses)2015-12-31$109,164
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,012,003
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,902,839
Assets. Value of participant loans2015-12-31$7,874
Total contributions received or receivable from employer(s)2015-12-31$61,261
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$5,221
2014 : AGAWAM MEDICAL SUPPLY, CORP. RETIREMENT PLAN 2014 401k financial data
Total income from all sources2014-12-31$284,453
Expenses. Total of all expenses incurred2014-12-31$27,667
Benefits paid (including direct rollovers)2014-12-31$22,200
Total plan assets at end of year2014-12-31$1,902,839
Total plan assets at beginning of year2014-12-31$1,646,053
Value of fidelity bond covering the plan2014-12-31$200,000
Total contributions received or receivable from participants2014-12-31$73,585
Contributions received from other sources (not participants or employers)2014-12-31$19,960
Other income received2014-12-31$119,011
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$256,786
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,902,839
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,646,053
Assets. Value of participant loans2014-12-31$10,000
Total contributions received or receivable from employer(s)2014-12-31$71,897
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$5,467
2013 : AGAWAM MEDICAL SUPPLY, CORP. RETIREMENT PLAN 2013 401k financial data
Total income from all sources2013-12-31$474,110
Expenses. Total of all expenses incurred2013-12-31$5,326
Benefits paid (including direct rollovers)2013-12-31$533
Total plan assets at end of year2013-12-31$1,646,053
Total plan assets at beginning of year2013-12-31$1,177,269
Value of fidelity bond covering the plan2013-12-31$200,000
Total contributions received or receivable from participants2013-12-31$82,090
Contributions received from other sources (not participants or employers)2013-12-31$15,015
Other income received2013-12-31$316,456
Net income (gross income less expenses)2013-12-31$468,784
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,646,053
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,177,269
Total contributions received or receivable from employer(s)2013-12-31$60,549
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$4,793
2012 : AGAWAM MEDICAL SUPPLY, CORP. RETIREMENT PLAN 2012 401k financial data
Total income from all sources2012-12-31$273,069
Expenses. Total of all expenses incurred2012-12-31$9,628
Benefits paid (including direct rollovers)2012-12-31$4,910
Total plan assets at end of year2012-12-31$1,177,269
Total plan assets at beginning of year2012-12-31$913,828
Value of fidelity bond covering the plan2012-12-31$150,000
Total contributions received or receivable from participants2012-12-31$80,180
Other income received2012-12-31$131,722
Net income (gross income less expenses)2012-12-31$263,441
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,177,269
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$913,828
Total contributions received or receivable from employer(s)2012-12-31$61,167
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$4,718
2011 : AGAWAM MEDICAL SUPPLY, CORP. RETIREMENT PLAN 2011 401k financial data
Total income from all sources2011-12-31$80,273
Expenses. Total of all expenses incurred2011-12-31$3,957
Total plan assets at end of year2011-12-31$913,828
Total plan assets at beginning of year2011-12-31$837,512
Value of fidelity bond covering the plan2011-12-31$150,000
Total contributions received or receivable from participants2011-12-31$75,950
Other income received2011-12-31$-50,608
Net income (gross income less expenses)2011-12-31$76,316
Net plan assets at end of year (total assets less liabilities)2011-12-31$913,828
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$837,512
Total contributions received or receivable from employer(s)2011-12-31$54,931
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$3,957
2010 : AGAWAM MEDICAL SUPPLY, CORP. RETIREMENT PLAN 2010 401k financial data
Total income from all sources2010-12-31$228,209
Expenses. Total of all expenses incurred2010-12-31$0
Total plan assets at end of year2010-12-31$837,512
Total plan assets at beginning of year2010-12-31$609,303
Value of fidelity bond covering the plan2010-12-31$100,000
Total contributions received or receivable from participants2010-12-31$71,770
Other income received2010-12-31$103,837
Net income (gross income less expenses)2010-12-31$228,209
Net plan assets at end of year (total assets less liabilities)2010-12-31$837,512
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$609,303
Total contributions received or receivable from employer(s)2010-12-31$52,602

Form 5500 Responses for AGAWAM MEDICAL SUPPLY, CORP. RETIREMENT PLAN

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

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number89637100087
Policy instance 1
Insurance contract or identification number89637100087
Number of Individuals Covered22
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGIC
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number896790+007
Policy instance 1
Insurance contract or identification number896790+007
Number of Individuals Covered21
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGIC
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP17167
Policy instance 1
Insurance contract or identification numberGP17167
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-07-13
Total amount of commissions paid to insurance brokerUSD $4,617
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGIC
Commission paid to Insurance BrokerUSD $4,617
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP17167
Policy instance 1
Insurance contract or identification numberGP17167
Number of Individuals Covered20
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $7,761
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGROUP VAR ANNUITY W/GUAR FUND
Commission paid to Insurance BrokerUSD $7,761
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP17167
Policy instance 1
Insurance contract or identification numberGP17167
Number of Individuals Covered19
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $7,344
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGROUP VAR ANNUITY W/GUAR FUND
Commission paid to Insurance BrokerUSD $7,344
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP17167
Policy instance 1
Insurance contract or identification numberGP17167
Number of Individuals Covered19
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $6,218
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGROUP VAR ANNUITY W/GUAR FUND
Commission paid to Insurance BrokerUSD $6,218
Insurance broker organization code?4
Insurance broker nameUBS FINANCIAL SERVICES, INC.
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP17167
Policy instance 1
Insurance contract or identification numberGP17167
Number of Individuals Covered15
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $4,667
Total amount of fees paid to insurance companyUSD $30
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGROUP VAR ANNUITY W/GUAR FUND
Commission paid to Insurance BrokerUSD $4,667
Amount paid for insurance broker fees30
Additional information about fees paid to insurance brokerNON-MONETARY COMPENSATION TO SALES REP
Insurance broker organization code?4
Insurance broker nameUBS FINANCIAL SERVICES, INC.
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP17167
Policy instance 1
Insurance contract or identification numberGP17167
Number of Individuals Covered14
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $4,202
Total amount of fees paid to insurance companyUSD $36
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGROUP VAR ANNUITY W/GUAR FUND
Commission paid to Insurance BrokerUSD $4,202
Amount paid for insurance broker fees36
Additional information about fees paid to insurance brokerSALES AND BASE COMMISSION, NON MONETARY COMPENSATION TO SALES REP
Insurance broker organization code?4
Insurance broker nameUBS FINANCIAL SERVICES, INC.
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP17167
Policy instance 1
Insurance contract or identification numberGP17167
Number of Individuals Covered15
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $2,356
Total amount of fees paid to insurance companyUSD $25
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGROUP VAR ANNUITY W/GUAR FUND
Commission paid to Insurance BrokerUSD $2,356
Amount paid for insurance broker fees25
Additional information about fees paid to insurance brokerNON-MONETARY COMPENSATION TO SALES REP
Insurance broker organization code?4
Insurance broker nameUBS FINANCIAL SERVICES, INC.
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP17167
Policy instance 1
Insurance contract or identification numberGP17167
Number of Individuals Covered12
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $2,409
Total amount of fees paid to insurance companyUSD $26
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGROUP VAR ANNUITY W/GUAR FUND
Commission paid to Insurance BrokerUSD $2,409
Amount paid for insurance broker fees26
Additional information about fees paid to insurance brokerNON-MONETARY COMPENSATION TO SALES REP
Insurance broker organization code?4
Insurance broker nameUBS FINANCIAL SERVICES, INC.
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP17167
Policy instance 1
Insurance contract or identification numberGP17167
Number of Individuals Covered16
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGROUP VAR ANNUITY W/GUAR FUND
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP39826
Policy instance 1
Insurance contract or identification numberGP39826
Number of Individuals Covered9
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $1,060
Total amount of fees paid to insurance companyUSD $20
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGROUP VAR ANNUITY W/GUAR FUND
Commission paid to Insurance BrokerUSD $1,060
Insurance broker organization code?4
Amount paid for insurance broker fees20
Additional information about fees paid to insurance brokerNON MONETARY COMPENSATION TO SALES REP
Insurance broker nameUBS FINANCIAL SERVICES

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