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CO-OP 401 (K) PLAN 401k Plan overview

Plan NameCO-OP 401 (K) PLAN
Plan identification number 002

CO-OP 401 (K) PLAN Benefits

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

401k Sponsoring company profile

MOUNTAIN VIEW CO-OP has sponsored the creation of one or more 401k plans.

Company Name:MOUNTAIN VIEW CO-OP
Employer identification number (EIN):043674023
NAIC Classification:115110

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CO-OP 401 (K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-07-01
0022020-07-01
0022019-07-01
0022018-07-01
0022017-07-01ART SCHMIDT
0022016-07-01ART SCHMIDT
0022015-07-01ART SCHMIDT
0022014-07-01ART SCHMIDT
0022013-07-01ART SCHMIDT
0022012-07-01BRUCE CLARK
0022011-07-01BRUCE CLARK
0022009-07-01BRUCE CLARK

Plan Statistics for CO-OP 401 (K) PLAN

401k plan membership statisitcs for CO-OP 401 (K) PLAN

Measure Date Value
2021: CO-OP 401 (K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01312
Total number of active participants reported on line 7a of the Form 55002021-07-01198
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-01100
Total of all active and inactive participants2021-07-01298
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-014
Total participants2021-07-01302
Number of participants with account balances2021-07-01292
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-0123
2020: CO-OP 401 (K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01297
Total number of active participants reported on line 7a of the Form 55002020-07-01188
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-01119
Total of all active and inactive participants2020-07-01307
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-014
Total participants2020-07-01311
Number of participants with account balances2020-07-01301
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-0133
2019: CO-OP 401 (K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01313
Total number of active participants reported on line 7a of the Form 55002019-07-01174
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-01113
Total of all active and inactive participants2019-07-01287
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-012
Total participants2019-07-01289
Number of participants with account balances2019-07-01278
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-0139
2018: CO-OP 401 (K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01290
Total number of active participants reported on line 7a of the Form 55002018-07-01185
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-01120
Total of all active and inactive participants2018-07-01305
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-011
Total participants2018-07-01306
Number of participants with account balances2018-07-01301
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-0134
2017: CO-OP 401 (K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01308
Total number of active participants reported on line 7a of the Form 55002017-07-01180
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-0197
Total of all active and inactive participants2017-07-01277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-011
Total participants2017-07-01278
Number of participants with account balances2017-07-01271
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-0125
2016: CO-OP 401 (K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01258
Total number of active participants reported on line 7a of the Form 55002016-07-01173
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-01127
Total of all active and inactive participants2016-07-01300
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-011
Total participants2016-07-01301
Number of participants with account balances2016-07-01285
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-0145
2015: CO-OP 401 (K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01209
Total number of active participants reported on line 7a of the Form 55002015-07-01173
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-0185
Total of all active and inactive participants2015-07-01258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01258
Number of participants with account balances2015-07-01245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-0137
2014: CO-OP 401 (K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01194
Total number of active participants reported on line 7a of the Form 55002014-07-01156
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-0153
Total of all active and inactive participants2014-07-01209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01209
Number of participants with account balances2014-07-01206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-0117
2013: CO-OP 401 (K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01186
Total number of active participants reported on line 7a of the Form 55002013-07-01130
Number of retired or separated participants receiving benefits2013-07-012
Number of other retired or separated participants entitled to future benefits2013-07-0155
Total of all active and inactive participants2013-07-01187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01187
Number of participants with account balances2013-07-01183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-0120
2012: CO-OP 401 (K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01188
Total number of active participants reported on line 7a of the Form 55002012-07-01133
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-0151
Total of all active and inactive participants2012-07-01184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01184
Number of participants with account balances2012-07-01183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-0125
2011: CO-OP 401 (K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01209
Total number of active participants reported on line 7a of the Form 55002011-07-01135
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0148
Total of all active and inactive participants2011-07-01183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01183
Number of participants with account balances2011-07-01178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-0124
2009: CO-OP 401 (K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01205
Total number of active participants reported on line 7a of the Form 55002009-07-01147
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-0147
Total of all active and inactive participants2009-07-01194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01194
Number of participants with account balances2009-07-01170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-0111

Financial Data on CO-OP 401 (K) PLAN

Measure Date Value
2022 : CO-OP 401 (K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$1,579
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$1,318
Total income from all sources (including contributions)2022-06-30$-605,328
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$807,556
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$768,553
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$798,672
Value of total assets at end of year2022-06-30$8,432,106
Value of total assets at beginning of year2022-06-30$9,844,729
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$39,003
Total interest from all sources2022-06-30$5,345
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$444,214
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$444,214
Administrative expenses professional fees incurred2022-06-30$36,092
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$580,568
Participant contributions at end of year2022-06-30$91,207
Participant contributions at beginning of year2022-06-30$108,126
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$9,924
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-06-30$1,579
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-06-30$1,318
Other income not declared elsewhere2022-06-30$-159,866
Administrative expenses (other) incurred2022-06-30$2,911
Total non interest bearing cash at end of year2022-06-30$117
Total non interest bearing cash at beginning of year2022-06-30$282
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-1,412,884
Value of net assets at end of year (total assets less liabilities)2022-06-30$8,430,527
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$9,843,411
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$6,453,943
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$7,997,787
Interest on participant loans2022-06-30$5,345
Value of interest in common/collective trusts at end of year2022-06-30$51,186
Value of interest in common/collective trusts at beginning of year2022-06-30$105,020
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-06-30$105
Asset value of US Government securities at end of year2022-06-30$567,914
Asset value of US Government securities at beginning of year2022-06-30$773,716
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-1,693,858
Net investment gain or loss from common/collective trusts2022-06-30$165
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$208,180
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$768,553
Asset. Corporate debt instrument preferred debt at end of year2022-06-30$422,055
Asset. Corporate debt instrument preferred debt at beginning of year2022-06-30$286,462
Asset. Corporate debt instrument debt (other) at end of year2022-06-30$845,579
Asset. Corporate debt instrument debt (other) at beginning of year2022-06-30$573,336
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30WIDMER ROEL
Accountancy firm EIN2022-06-30450334950
2021 : CO-OP 401 (K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$1,318
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$1,181
Total income from all sources (including contributions)2021-06-30$2,862,820
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$1,398,054
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$1,359,803
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$754,663
Value of total assets at end of year2021-06-30$9,844,729
Value of total assets at beginning of year2021-06-30$8,379,826
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$38,251
Total interest from all sources2021-06-30$6,336
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$300,722
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$300,722
Administrative expenses professional fees incurred2021-06-30$35,361
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$541,539
Participant contributions at end of year2021-06-30$108,126
Participant contributions at beginning of year2021-06-30$119,711
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-06-30$1,318
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-06-30$1,181
Other income not declared elsewhere2021-06-30$46,333
Administrative expenses (other) incurred2021-06-30$2,890
Total non interest bearing cash at end of year2021-06-30$282
Total non interest bearing cash at beginning of year2021-06-30$76
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$1,464,766
Value of net assets at end of year (total assets less liabilities)2021-06-30$9,843,411
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$8,378,645
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$7,997,787
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$6,723,109
Interest on participant loans2021-06-30$6,336
Value of interest in common/collective trusts at end of year2021-06-30$105,020
Value of interest in common/collective trusts at beginning of year2021-06-30$81,693
Asset value of US Government securities at end of year2021-06-30$773,716
Asset value of US Government securities at beginning of year2021-06-30$574,899
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$1,754,708
Net investment gain or loss from common/collective trusts2021-06-30$58
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$213,124
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$1,359,803
Asset. Corporate debt instrument preferred debt at end of year2021-06-30$286,462
Asset. Corporate debt instrument preferred debt at beginning of year2021-06-30$336,824
Asset. Corporate debt instrument debt (other) at end of year2021-06-30$573,336
Asset. Corporate debt instrument debt (other) at beginning of year2021-06-30$543,514
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30WIDMER ROEL
Accountancy firm EIN2021-06-30450334950
2020 : CO-OP 401 (K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$1,181
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$1,827
Total income from all sources (including contributions)2020-06-30$1,354,885
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$2,213,902
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$2,176,172
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$769,593
Value of total assets at end of year2020-06-30$8,379,826
Value of total assets at beginning of year2020-06-30$9,239,489
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$37,730
Total interest from all sources2020-06-30$7,689
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$237,768
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$237,768
Administrative expenses professional fees incurred2020-06-30$34,891
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$1,000,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$508,576
Participant contributions at end of year2020-06-30$119,711
Participant contributions at beginning of year2020-06-30$121,388
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$63,508
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-06-30$1,181
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-06-30$1,827
Other income not declared elsewhere2020-06-30$89,900
Administrative expenses (other) incurred2020-06-30$2,839
Total non interest bearing cash at end of year2020-06-30$76
Total non interest bearing cash at beginning of year2020-06-30$28
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$-859,017
Value of net assets at end of year (total assets less liabilities)2020-06-30$8,378,645
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$9,237,662
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$6,723,109
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$7,074,487
Interest on participant loans2020-06-30$7,689
Value of interest in common/collective trusts at end of year2020-06-30$81,693
Value of interest in common/collective trusts at beginning of year2020-06-30$71,044
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-06-30$15,676
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-06-30$15,676
Asset value of US Government securities at end of year2020-06-30$574,899
Asset value of US Government securities at beginning of year2020-06-30$682,453
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$249,224
Net investment gain or loss from common/collective trusts2020-06-30$711
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$197,509
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$2,176,172
Asset. Corporate debt instrument preferred debt at end of year2020-06-30$336,824
Asset. Corporate debt instrument preferred debt at beginning of year2020-06-30$470,924
Asset. Corporate debt instrument debt (other) at end of year2020-06-30$543,514
Asset. Corporate debt instrument debt (other) at beginning of year2020-06-30$803,489
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30WIDMER ROEL
Accountancy firm EIN2020-06-30450334950
2019 : CO-OP 401 (K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$1,827
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$1,613
Total income from all sources (including contributions)2019-06-30$1,366,160
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$497,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$458,223
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$786,855
Value of total assets at end of year2019-06-30$9,239,489
Value of total assets at beginning of year2019-06-30$8,370,115
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$38,777
Total interest from all sources2019-06-30$6,076
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$306,846
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$306,846
Administrative expenses professional fees incurred2019-06-30$34,145
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$1,000,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$533,776
Participant contributions at end of year2019-06-30$121,388
Participant contributions at beginning of year2019-06-30$69,887
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$44,875
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-06-30$1,827
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-06-30$1,613
Other income not declared elsewhere2019-06-30$102,655
Administrative expenses (other) incurred2019-06-30$4,632
Total non interest bearing cash at end of year2019-06-30$28
Total non interest bearing cash at beginning of year2019-06-30$169
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$869,160
Value of net assets at end of year (total assets less liabilities)2019-06-30$9,237,662
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$8,368,502
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$7,074,487
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$6,264,412
Interest on participant loans2019-06-30$6,076
Value of interest in common/collective trusts at end of year2019-06-30$71,044
Value of interest in common/collective trusts at beginning of year2019-06-30$340,916
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-06-30$15,676
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-06-30$5,658
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-06-30$5,658
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$406,966
Asset value of US Government securities at end of year2019-06-30$682,453
Asset value of US Government securities at beginning of year2019-06-30$506,947
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$149,488
Net investment gain or loss from common/collective trusts2019-06-30$14,240
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$208,204
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$458,223
Asset. Corporate debt instrument preferred debt at end of year2019-06-30$470,924
Asset. Corporate debt instrument preferred debt at beginning of year2019-06-30$298,432
Asset. Corporate debt instrument debt (other) at end of year2019-06-30$803,489
Asset. Corporate debt instrument debt (other) at beginning of year2019-06-30$476,728
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30WIDMER ROEL
Accountancy firm EIN2019-06-30450334950
2018 : CO-OP 401 (K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$1,613
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$12,152
Total income from all sources (including contributions)2018-06-30$1,330,681
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$1,461,095
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$1,417,756
Expenses. Certain deemed distributions of participant loans2018-06-30$2,204
Value of total corrective distributions2018-06-30$2,401
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$713,120
Value of total assets at end of year2018-06-30$8,370,115
Value of total assets at beginning of year2018-06-30$8,511,068
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$38,734
Total interest from all sources2018-06-30$3,778
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$225,482
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Administrative expenses professional fees incurred2018-06-30$34,476
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$1,000,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$501,647
Participant contributions at end of year2018-06-30$69,887
Participant contributions at beginning of year2018-06-30$71,172
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$25,462
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-06-30$1,613
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-06-30$12,152
Other income not declared elsewhere2018-06-30$-4,921
Administrative expenses (other) incurred2018-06-30$4,258
Total non interest bearing cash at end of year2018-06-30$169
Total non interest bearing cash at beginning of year2018-06-30$22,974
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$-130,414
Value of net assets at end of year (total assets less liabilities)2018-06-30$8,368,502
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$8,498,916
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$6,264,412
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$6,005,523
Interest on participant loans2018-06-30$3,778
Value of interest in common/collective trusts at end of year2018-06-30$340,916
Value of interest in common/collective trusts at beginning of year2018-06-30$420,322
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-06-30$5,658
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$406,966
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$473,211
Asset value of US Government securities at end of year2018-06-30$506,947
Asset value of US Government securities at beginning of year2018-06-30$610,745
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$379,481
Net investment gain or loss from common/collective trusts2018-06-30$13,741
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$186,011
Income. Dividends from preferred stock2018-06-30$225,482
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$1,417,756
Asset. Corporate debt instrument preferred debt at end of year2018-06-30$298,432
Asset. Corporate debt instrument preferred debt at beginning of year2018-06-30$340,602
Asset. Corporate debt instrument debt (other) at end of year2018-06-30$476,728
Asset. Corporate debt instrument debt (other) at beginning of year2018-06-30$566,519
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30EIDE BAILLY LLP
Accountancy firm EIN2018-06-30450250958
2017 : CO-OP 401 (K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$12,152
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$1,878
Total income from all sources (including contributions)2017-06-30$1,332,872
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$391,716
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$355,639
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$646,400
Value of total assets at end of year2017-06-30$8,511,068
Value of total assets at beginning of year2017-06-30$7,559,638
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$36,077
Total interest from all sources2017-06-30$3,062
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$183,130
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$183,130
Administrative expenses professional fees incurred2017-06-30$30,887
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30Yes
Amount of non-exempt transactions with any party-in-interest2017-06-30$41
Contributions received from participants2017-06-30$454,918
Participant contributions at end of year2017-06-30$71,172
Participant contributions at beginning of year2017-06-30$62,714
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$18,403
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-06-30$12,152
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-06-30$1,878
Other income not declared elsewhere2017-06-30$-6,431
Administrative expenses (other) incurred2017-06-30$5,190
Total non interest bearing cash at end of year2017-06-30$22,974
Total non interest bearing cash at beginning of year2017-06-30$56
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$941,156
Value of net assets at end of year (total assets less liabilities)2017-06-30$8,498,916
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$7,557,760
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$6,005,523
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$5,064,729
Interest on participant loans2017-06-30$3,062
Value of interest in common/collective trusts at end of year2017-06-30$420,322
Value of interest in common/collective trusts at beginning of year2017-06-30$570,221
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$473,211
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$407,162
Asset value of US Government securities at end of year2017-06-30$610,745
Asset value of US Government securities at beginning of year2017-06-30$621,780
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$491,532
Net investment gain or loss from common/collective trusts2017-06-30$15,179
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30Yes
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$173,079
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$355,639
Asset. Corporate debt instrument preferred debt at end of year2017-06-30$340,602
Asset. Corporate debt instrument preferred debt at beginning of year2017-06-30$289,507
Asset. Corporate debt instrument debt (other) at end of year2017-06-30$566,519
Asset. Corporate debt instrument debt (other) at beginning of year2017-06-30$543,469
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30EIDE BAILLY LLP
Accountancy firm EIN2017-06-30450250958
2016 : CO-OP 401 (K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$1,878
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$1,345,222
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$515,950
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$480,953
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$1,278,416
Value of total assets at end of year2016-06-30$7,559,638
Value of total assets at beginning of year2016-06-30$6,728,488
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$34,997
Total interest from all sources2016-06-30$3,790
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$230,441
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$230,441
Administrative expenses professional fees incurred2016-06-30$30,903
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$395,422
Participant contributions at end of year2016-06-30$62,714
Participant contributions at beginning of year2016-06-30$74,742
Assets. Other investments not covered elsewhere at beginning of year2016-06-30$1,571,881
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$738,262
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-06-30$1,878
Other income not declared elsewhere2016-06-30$60,276
Administrative expenses (other) incurred2016-06-30$4,094
Total non interest bearing cash at end of year2016-06-30$56
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$829,272
Value of net assets at end of year (total assets less liabilities)2016-06-30$7,557,760
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$6,728,488
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$5,064,729
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$4,645,305
Interest on participant loans2016-06-30$3,790
Value of interest in common/collective trusts at end of year2016-06-30$570,221
Value of interest in common/collective trusts at beginning of year2016-06-30$436,560
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$407,162
Asset value of US Government securities at end of year2016-06-30$621,780
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-233,347
Net investment gain or loss from common/collective trusts2016-06-30$5,646
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$144,732
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$480,953
Asset. Corporate debt instrument preferred debt at end of year2016-06-30$289,507
Asset. Corporate debt instrument debt (other) at end of year2016-06-30$543,469
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30EIDE BAILLY LLP
Accountancy firm EIN2016-06-30450250958
2015 : CO-OP 401 (K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$680,353
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$327,759
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$296,458
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$478,300
Value of total assets at end of year2015-06-30$6,728,488
Value of total assets at beginning of year2015-06-30$6,375,894
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$31,301
Total interest from all sources2015-06-30$4,104
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$239,352
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$239,352
Administrative expenses professional fees incurred2015-06-30$31,301
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$347,365
Participant contributions at end of year2015-06-30$74,742
Participant contributions at beginning of year2015-06-30$92,558
Assets. Other investments not covered elsewhere at end of year2015-06-30$1,571,881
Assets. Other investments not covered elsewhere at beginning of year2015-06-30$1,123,747
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$40,857
Other income not declared elsewhere2015-06-30$23,016
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$352,594
Value of net assets at end of year (total assets less liabilities)2015-06-30$6,728,488
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$6,375,894
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$4,645,305
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$4,416,148
Interest on participant loans2015-06-30$4,104
Value of interest in master investment trust accounts at beginning of year2015-06-30$0
Value of interest in common/collective trusts at end of year2015-06-30$436,560
Value of interest in common/collective trusts at beginning of year2015-06-30$743,441
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$-61,624
Net investment gain or loss from common/collective trusts2015-06-30$-2,795
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30Yes
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$90,078
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$296,458
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30No
Opinion of an independent qualified public accountant for this plan2015-06-30Unqualified
Accountancy firm name2015-06-30EIDE BAILLY LLP
Accountancy firm EIN2015-06-30450250958
2014 : CO-OP 401 (K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$1,184,956
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$244,172
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$214,057
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$392,785
Value of total assets at end of year2014-06-30$6,375,894
Value of total assets at beginning of year2014-06-30$5,435,110
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$30,115
Total interest from all sources2014-06-30$4,620
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$147,288
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$147,288
Administrative expenses professional fees incurred2014-06-30$30,115
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$312,685
Participant contributions at end of year2014-06-30$92,558
Participant contributions at beginning of year2014-06-30$66,153
Assets. Other investments not covered elsewhere at end of year2014-06-30$1,123,747
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$26,496
Other income not declared elsewhere2014-06-30$81,730
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$940,784
Value of net assets at end of year (total assets less liabilities)2014-06-30$6,375,894
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$5,435,110
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$4,416,148
Interest on participant loans2014-06-30$4,620
Value of interest in master investment trust accounts at end of year2014-06-30$0
Value of interest in master investment trust accounts at beginning of year2014-06-30$5,368,957
Value of interest in common/collective trusts at end of year2014-06-30$743,441
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$535,117
Net investment gain or loss from common/collective trusts2014-06-30$23,416
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$53,604
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$214,057
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30No
Opinion of an independent qualified public accountant for this plan2014-06-30Unqualified
Accountancy firm name2014-06-30EIDE BAILLY LLP
Accountancy firm EIN2014-06-30450250958
2013 : CO-OP 401 (K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$896,866
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$249,024
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$222,745
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$436,719
Value of total assets at end of year2013-06-30$5,435,110
Value of total assets at beginning of year2013-06-30$4,787,268
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$26,279
Total interest from all sources2013-06-30$4,553
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Administrative expenses professional fees incurred2013-06-30$26,279
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$333,634
Participant contributions at end of year2013-06-30$66,153
Participant contributions at beginning of year2013-06-30$126,218
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$55,225
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$647,842
Value of net assets at end of year (total assets less liabilities)2013-06-30$5,435,110
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$4,787,268
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Interest on participant loans2013-06-30$4,553
Value of interest in master investment trust accounts at end of year2013-06-30$5,368,957
Value of interest in master investment trust accounts at beginning of year2013-06-30$4,661,050
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$47,860
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$222,745
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30No
Opinion of an independent qualified public accountant for this plan2013-06-30Unqualified
Accountancy firm name2013-06-30EIDE BAILLY LLP
Accountancy firm EIN2013-06-30450250958
2012 : CO-OP 401 (K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$509,652
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$266,356
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$245,075
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$401,775
Value of total assets at end of year2012-06-30$4,787,268
Value of total assets at beginning of year2012-06-30$4,543,972
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$21,281
Total interest from all sources2012-06-30$5,625
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Administrative expenses professional fees incurred2012-06-30$21,281
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$500,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$328,379
Participant contributions at end of year2012-06-30$126,218
Participant contributions at beginning of year2012-06-30$111,151
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$24,234
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$243,296
Value of net assets at end of year (total assets less liabilities)2012-06-30$4,787,268
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$4,543,972
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Interest on participant loans2012-06-30$5,625
Value of interest in master investment trust accounts at end of year2012-06-30$4,661,050
Value of interest in master investment trust accounts at beginning of year2012-06-30$4,432,821
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30Yes
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$49,162
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$245,075
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30No
Opinion of an independent qualified public accountant for this plan2012-06-30Unqualified
Accountancy firm name2012-06-30EIDE BAILLY LLP
Accountancy firm EIN2012-06-30450250958
2011 : CO-OP 401 (K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$984,659
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$172,480
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$150,998
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$351,943
Value of total assets at end of year2011-06-30$4,543,972
Value of total assets at beginning of year2011-06-30$3,731,793
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$21,482
Total interest from all sources2011-06-30$3,985
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Administrative expenses professional fees incurred2011-06-30$21,482
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$500,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$287,966
Participant contributions at end of year2011-06-30$111,151
Participant contributions at beginning of year2011-06-30$80,149
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$9,110
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$812,179
Value of net assets at end of year (total assets less liabilities)2011-06-30$4,543,972
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$3,731,793
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Interest on participant loans2011-06-30$3,985
Value of interest in master investment trust accounts at end of year2011-06-30$4,432,821
Value of interest in master investment trust accounts at beginning of year2011-06-30$3,651,644
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30Yes
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$54,867
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$150,998
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30No
Opinion of an independent qualified public accountant for this plan2011-06-30Unqualified
Accountancy firm name2011-06-30EIDE BAILLY LLP
Accountancy firm EIN2011-06-30450250958
2010 : CO-OP 401 (K) PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for CO-OP 401 (K) PLAN

2021: CO-OP 401 (K) PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement - TrustYes
2020: CO-OP 401 (K) PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement - TrustYes
2019: CO-OP 401 (K) PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement - TrustYes
2018: CO-OP 401 (K) PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement - TrustYes
2017: CO-OP 401 (K) PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement - TrustYes
2016: CO-OP 401 (K) PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: CO-OP 401 (K) PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: CO-OP 401 (K) PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: CO-OP 401 (K) PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: CO-OP 401 (K) PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: CO-OP 401 (K) PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2009: CO-OP 401 (K) PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MONUMENTAL LIFE (National Association of Insurance Commissioners NAIC id number: 66281 )
Policy contract numberMDA01360TR
Policy instance 4
Insurance contract or identification numberMDA01360TR
Number of Individuals Covered302
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number062491
Policy instance 3
Insurance contract or identification number062491
Number of Individuals Covered302
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberG-027795
Policy instance 2
Insurance contract or identification numberG-027795
Number of Individuals Covered302
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60488 )
Policy contract number1666920
Policy instance 1
Insurance contract or identification number1666920
Number of Individuals Covered302
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60488 )
Policy contract number1666920
Policy instance 1
Insurance contract or identification number1666920
Number of Individuals Covered311
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberG-027795
Policy instance 2
Insurance contract or identification numberG-027795
Number of Individuals Covered311
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number062491
Policy instance 3
Insurance contract or identification number062491
Number of Individuals Covered311
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MONUMENTAL LIFE (National Association of Insurance Commissioners NAIC id number: 66281 )
Policy contract numberMDA01360TR
Policy instance 4
Insurance contract or identification numberMDA01360TR
Number of Individuals Covered311
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
MONUMENTAL LIFE (National Association of Insurance Commissioners NAIC id number: 66281 )
Policy contract numberMDA01360TR
Policy instance 5
Insurance contract or identification numberMDA01360TR
Number of Individuals Covered289
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number062491
Policy instance 4
Insurance contract or identification number062491
Number of Individuals Covered289
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number35938
Policy instance 3
Insurance contract or identification number35938
Number of Individuals Covered289
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberG-027795
Policy instance 2
Insurance contract or identification numberG-027795
Number of Individuals Covered289
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60488 )
Policy contract number1666920
Policy instance 1
Insurance contract or identification number1666920
Number of Individuals Covered289
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberG-027795
Policy instance 2
Insurance contract or identification numberG-027795
Number of Individuals Covered306
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60488 )
Policy contract number1666920
Policy instance 1
Insurance contract or identification number1666920
Number of Individuals Covered306
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number35938
Policy instance 3
Insurance contract or identification number35938
Number of Individuals Covered306
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number062491
Policy instance 4
Insurance contract or identification number062491
Number of Individuals Covered306
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number062491
Policy instance 4
Insurance contract or identification number062491
Number of Individuals Covered278
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number32937
Policy instance 3
Insurance contract or identification number32937
Number of Individuals Covered278
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberG-027795
Policy instance 2
Insurance contract or identification numberG-027795
Number of Individuals Covered278
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60488 )
Policy contract number1666920
Policy instance 1
Insurance contract or identification number1666920
Number of Individuals Covered278
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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