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EASTERN BAG & PAPER COMPANY, INC. 401K PLAN 401k Plan overview

Plan NameEASTERN BAG & PAPER COMPANY, INC. 401K PLAN
Plan identification number 001

EASTERN BAG & PAPER COMPANY, INC. 401K 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

EASTERN BAG & PAPER COMPANY, INC. has sponsored the creation of one or more 401k plans.

Company Name:EASTERN BAG & PAPER COMPANY, INC.
Employer identification number (EIN):060703019
NAIC Classification:424100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EASTERN BAG & PAPER COMPANY, INC. 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012018-01-01
0012017-01-01VU TRAN VU TRAN2018-07-15
0012016-01-01JOSEPH LOPRESTI JOSEPH LOPRESTI2017-07-21
0012015-01-01JOSEPH LOPRESTI JOSEPH LOPRESTI2016-09-28
0012014-01-01JOSEPH LOPRESTI JOSEPH LOPRESTI2015-09-16
0012013-01-01JOSEPH LOPRESTI JOSEPH LOPRESTI2014-07-31
0012012-01-01JOSEPH LOPRESTI JOSEPH LOPRESTI2013-10-09
0012011-01-01JOSEPH LOPRESTI JOSEPH LOPRESTI2012-09-05
0012009-01-01JOSEPH LOPRESTI JOSEPH LOPRESTI2010-09-30

Plan Statistics for EASTERN BAG & PAPER COMPANY, INC. 401K PLAN

401k plan membership statisitcs for EASTERN BAG & PAPER COMPANY, INC. 401K PLAN

Measure Date Value
2022: EASTERN BAG & PAPER COMPANY, INC. 401K PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01283
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-010
Number of participants with account balances2022-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: EASTERN BAG & PAPER COMPANY, INC. 401K PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01299
Total number of active participants reported on line 7a of the Form 55002021-01-01229
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0152
Total of all active and inactive participants2021-01-01281
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-013
Total participants2021-01-01284
Number of participants with account balances2021-01-01251
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: EASTERN BAG & PAPER COMPANY, INC. 401K PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01277
Total number of active participants reported on line 7a of the Form 55002020-01-01234
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0146
Total of all active and inactive participants2020-01-01280
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01281
Number of participants with account balances2020-01-01276
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: EASTERN BAG & PAPER COMPANY, INC. 401K PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01267
Total number of active participants reported on line 7a of the Form 55002019-01-01237
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0140
Total of all active and inactive participants2019-01-01277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01277
Number of participants with account balances2019-01-01270
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: EASTERN BAG & PAPER COMPANY, INC. 401K PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01272
Total number of active participants reported on line 7a of the Form 55002018-01-01244
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0133
Total of all active and inactive participants2018-01-01277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01277
Number of participants with account balances2018-01-01261
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: EASTERN BAG & PAPER COMPANY, INC. 401K PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01261
Total number of active participants reported on line 7a of the Form 55002017-01-01241
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0134
Total of all active and inactive participants2017-01-01275
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01275
Number of participants with account balances2017-01-01266
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: EASTERN BAG & PAPER COMPANY, INC. 401K PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01255
Total number of active participants reported on line 7a of the Form 55002016-01-01231
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0135
Total of all active and inactive participants2016-01-01266
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01266
Number of participants with account balances2016-01-01263
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: EASTERN BAG & PAPER COMPANY, INC. 401K PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01268
Total number of active participants reported on line 7a of the Form 55002015-01-01226
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0127
Total of all active and inactive participants2015-01-01253
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01253
Number of participants with account balances2015-01-01250
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: EASTERN BAG & PAPER COMPANY, INC. 401K PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01264
Total number of active participants reported on line 7a of the Form 55002014-01-01230
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0133
Total of all active and inactive participants2014-01-01263
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01263
Number of participants with account balances2014-01-01259
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: EASTERN BAG & PAPER COMPANY, INC. 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01298
Total number of active participants reported on line 7a of the Form 55002013-01-01239
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0125
Total of all active and inactive participants2013-01-01264
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01264
Number of participants with account balances2013-01-01259
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: EASTERN BAG & PAPER COMPANY, INC. 401K PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01273
Total number of active participants reported on line 7a of the Form 55002012-01-01281
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0115
Total of all active and inactive participants2012-01-01297
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01297
Number of participants with account balances2012-01-01261
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: EASTERN BAG & PAPER COMPANY, INC. 401K PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01266
Total number of active participants reported on line 7a of the Form 55002011-01-01254
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0117
Total of all active and inactive participants2011-01-01271
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01271
Number of participants with account balances2011-01-01261
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: EASTERN BAG & PAPER COMPANY, INC. 401K PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01325
Total number of active participants reported on line 7a of the Form 55002009-01-01242
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0112
Total of all active and inactive participants2009-01-01254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01254
Number of participants with account balances2009-01-01230
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on EASTERN BAG & PAPER COMPANY, INC. 401K PLAN

Measure Date Value
2022 : EASTERN BAG & PAPER COMPANY, INC. 401K PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-07-29$0
Total transfer of assets from this plan2022-07-29$28,784,721
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-07-29$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-07-29$0
Total income from all sources (including contributions)2022-07-29$-1,411,478
Total loss/gain on sale of assets2022-07-29$0
Total of all expenses incurred2022-07-29$1,608,166
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-07-29$1,565,358
Value of total corrective distributions2022-07-29$14,164
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-07-29$0
Value of total assets at end of year2022-07-29$0
Value of total assets at beginning of year2022-07-29$31,804,365
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-07-29$28,644
Total interest from all sources2022-07-29$47,263
Total dividends received (eg from common stock, registered investment company shares)2022-07-29$64,495
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-07-29No
Total dividends received from registered investment company shares (eg mutual funds)2022-07-29$64,495
Was this plan covered by a fidelity bond2022-07-29Yes
Value of fidelity bond cover2022-07-29$1,000,000
If this is an individual account plan, was there a blackout period2022-07-29No
Were there any nonexempt tranactions with any party-in-interest2022-07-29No
Participant contributions at beginning of year2022-07-29$238,359
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-07-29No
Value of net income/loss2022-07-29$-3,019,644
Value of net assets at end of year (total assets less liabilities)2022-07-29$0
Value of net assets at beginning of year (total assets less liabilities)2022-07-29$31,804,365
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-07-29No
Were any loans by the plan or fixed income obligations due to the plan in default2022-07-29No
Were any leases to which the plan was party in default or uncollectible2022-07-29No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-07-29$18,152,615
Value of interest in pooled separate accounts at beginning of year2022-07-29$584,083
Interest on participant loans2022-07-29$2,569
Interest earned on other investments2022-07-29$44,694
Value of interest in common/collective trusts at beginning of year2022-07-29$4,662,416
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-07-29$8,166,892
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-07-29$-1,208,690
Net investment gain/loss from pooled separate accounts2022-07-29$-33,333
Net investment gain or loss from common/collective trusts2022-07-29$-281,213
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-07-29No
Was there a failure to transmit to the plan any participant contributions2022-07-29Yes
Has the plan failed to provide any benefit when due under the plan2022-07-29No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-07-29$1,565,358
Contract administrator fees2022-07-29$28,644
Did the plan have assets held for investment2022-07-29No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-07-29No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-07-29Yes
Opinion of an independent qualified public accountant for this plan2022-07-29Unqualified
Accountancy firm name2022-07-29CLIFTONLARSONALLEN LLP
Accountancy firm EIN2022-07-29410746749
2021 : EASTERN BAG & PAPER COMPANY, INC. 401K PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$4,604,700
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$7,005,012
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$6,881,802
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,462,499
Value of total assets at end of year2021-12-31$31,804,365
Value of total assets at beginning of year2021-12-31$34,204,677
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$123,210
Total interest from all sources2021-12-31$181,301
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$350,412
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$350,412
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,215,756
Participant contributions at end of year2021-12-31$238,359
Participant contributions at beginning of year2021-12-31$358,351
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$64,081
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-2,400,312
Value of net assets at end of year (total assets less liabilities)2021-12-31$31,804,365
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$34,204,677
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$18,152,615
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$18,567,697
Value of interest in pooled separate accounts at end of year2021-12-31$584,083
Value of interest in pooled separate accounts at beginning of year2021-12-31$548,999
Interest on participant loans2021-12-31$14,425
Interest earned on other investments2021-12-31$166,876
Value of interest in common/collective trusts at end of year2021-12-31$4,662,416
Value of interest in common/collective trusts at beginning of year2021-12-31$2,645,662
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$8,166,892
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$12,081,882
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,988,677
Net investment gain/loss from pooled separate accounts2021-12-31$138,915
Net investment gain or loss from common/collective trusts2021-12-31$482,896
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$182,662
Employer contributions (assets) at beginning of year2021-12-31$2,086
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$6,881,802
Contract administrator fees2021-12-31$123,210
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2021-12-31410746749
2020 : EASTERN BAG & PAPER COMPANY, INC. 401K PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$5,168,782
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,321,681
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,205,877
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Value of total corrective distributions2020-12-31$8,263
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,456,499
Value of total assets at end of year2020-12-31$34,204,677
Value of total assets at beginning of year2020-12-31$30,357,576
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$107,541
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$197,420
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$332,706
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$332,706
Administrative expenses professional fees incurred2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Amount of non-exempt transactions with any party-in-interest2020-12-31$0
Contributions received from participants2020-12-31$1,815,830
Participant contributions at end of year2020-12-31$358,351
Participant contributions at beginning of year2020-12-31$383,197
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$345,218
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$3,847,101
Value of net assets at end of year (total assets less liabilities)2020-12-31$34,204,677
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$30,357,576
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2020-12-31$0
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-12-31$0
Investment advisory and management fees2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$18,567,697
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$16,244,226
Value of interest in pooled separate accounts at end of year2020-12-31$548,999
Value of interest in pooled separate accounts at beginning of year2020-12-31$471,947
Interest on participant loans2020-12-31$18,307
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$179,113
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$2,645,662
Value of interest in common/collective trusts at beginning of year2020-12-31$4,010,660
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$12,081,882
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$9,246,623
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,676,286
Net investment gain/loss from pooled separate accounts2020-12-31$64,780
Net investment gain or loss from common/collective trusts2020-12-31$441,091
Net gain/loss from 103.12 investment entities2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$295,451
Employer contributions (assets) at end of year2020-12-31$2,086
Employer contributions (assets) at beginning of year2020-12-31$923
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,205,877
Contract administrator fees2020-12-31$107,541
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2020-12-31410746749
2019 : EASTERN BAG & PAPER COMPANY, INC. 401K PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$6,002,162
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,188,490
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,087,373
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,192,420
Value of total assets at end of year2019-12-31$30,357,576
Value of total assets at beginning of year2019-12-31$25,543,904
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$101,117
Total income from rents2019-12-31$0
Total interest from all sources2019-12-31$181,663
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$346,875
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$346,875
Administrative expenses professional fees incurred2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Amount of non-exempt transactions with any party-in-interest2019-12-31$0
Contributions received from participants2019-12-31$1,709,421
Participant contributions at end of year2019-12-31$383,197
Participant contributions at beginning of year2019-12-31$453,333
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$37,140
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$211,173
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$0
Administrative expenses (other) incurred2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$4,813,672
Value of net assets at end of year (total assets less liabilities)2019-12-31$30,357,576
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$25,543,904
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2019-12-31$0
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2019-12-31$0
Investment advisory and management fees2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$16,244,226
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$12,905,771
Value of interest in pooled separate accounts at end of year2019-12-31$471,947
Value of interest in pooled separate accounts at beginning of year2019-12-31$394,456
Interest on participant loans2019-12-31$22,696
Income. Interest from loans (other than to participants)2019-12-31$0
Interest earned on other investments2019-12-31$158,967
Income. Interest from US Government securities2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$4,010,660
Value of interest in common/collective trusts at beginning of year2019-12-31$2,747,919
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$9,246,623
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$8,997,003
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,578,136
Net investment gain/loss from pooled separate accounts2019-12-31$91,503
Net investment gain or loss from common/collective trusts2019-12-31$611,565
Net gain/loss from 103.12 investment entities2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$271,826
Employer contributions (assets) at end of year2019-12-31$923
Employer contributions (assets) at beginning of year2019-12-31$8,282
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,087,373
Contract administrator fees2019-12-31$101,117
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BLUM, SHAPIRO & COMPANY, P.C.
Accountancy firm EIN2019-12-31061009205
2018 : EASTERN BAG & PAPER COMPANY, INC. 401K PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$0
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Expenses. Interest paid2018-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022018-12-31$0
Total income from all sources (including contributions)2018-12-31$706,018
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,940,675
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,846,034
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Value of total corrective distributions2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,870,706
Value of total assets at end of year2018-12-31$25,543,904
Value of total assets at beginning of year2018-12-31$26,778,561
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$94,641
Total income from rents2018-12-31$0
Total interest from all sources2018-12-31$159,016
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$324,640
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$324,640
Administrative expenses professional fees incurred2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Amount of non-exempt transactions with any party-in-interest2018-12-31$0
Contributions received from participants2018-12-31$1,594,465
Participant contributions at end of year2018-12-31$453,333
Participant contributions at beginning of year2018-12-31$352,042
Participant contributions at end of year2018-12-31$37,140
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$22,769
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$0
Administrative expenses (other) incurred2018-12-31$0
Liabilities. Value of operating payables at beginning of year2018-12-31$0
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Income. Non cash contributions2018-12-31$0
Value of net income/loss2018-12-31$-1,234,657
Value of net assets at end of year (total assets less liabilities)2018-12-31$25,543,904
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$26,778,561
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2018-12-31$0
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2018-12-31$0
Investment advisory and management fees2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$12,905,771
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$16,397,460
Value of interest in pooled separate accounts at end of year2018-12-31$394,456
Value of interest in pooled separate accounts at beginning of year2018-12-31$619,493
Interest on participant loans2018-12-31$18,839
Income. Interest from loans (other than to participants)2018-12-31$0
Interest earned on other investments2018-12-31$140,177
Income. Interest from US Government securities2018-12-31$0
Income. Interest from corporate debt instruments2018-12-31$0
Value of interest in common/collective trusts at end of year2018-12-31$2,747,919
Value of interest in common/collective trusts at beginning of year2018-12-31$2,180,377
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$8,997,003
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$7,229,189
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,373,784
Net investment gain/loss from pooled separate accounts2018-12-31$-46,494
Net investment gain or loss from common/collective trusts2018-12-31$-228,066
Net gain/loss from 103.12 investment entities2018-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$253,472
Employer contributions (assets) at end of year2018-12-31$8,282
Employer contributions (assets) at beginning of year2018-12-31$0
Income. Dividends from preferred stock2018-12-31$0
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,846,034
Contract administrator fees2018-12-31$94,641
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$0
Aggregate carrying amount (costs) on sale of assets2018-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BLUM, SHAPIRO & COMPANY, P.C.
Accountancy firm EIN2018-12-31061009205
2017 : EASTERN BAG & PAPER COMPANY, INC. 401K PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$0
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Expenses. Interest paid2017-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-12-31$0
Total income from all sources (including contributions)2017-12-31$5,099,242
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,265,963
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,224,475
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,890,448
Value of total assets at end of year2017-12-31$26,778,561
Value of total assets at beginning of year2017-12-31$22,945,282
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$41,488
Total income from rents2017-12-31$0
Total interest from all sources2017-12-31$118,095
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$246,482
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$246,482
Administrative expenses professional fees incurred2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Amount of non-exempt transactions with any party-in-interest2017-12-31$0
Contributions received from participants2017-12-31$1,590,879
Participant contributions at end of year2017-12-31$352,042
Participant contributions at beginning of year2017-12-31$339,779
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$38,594
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$311
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$0
Administrative expenses (other) incurred2017-12-31$0
Liabilities. Value of operating payables at beginning of year2017-12-31$0
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Income. Non cash contributions2017-12-31$0
Value of net income/loss2017-12-31$3,833,279
Value of net assets at end of year (total assets less liabilities)2017-12-31$26,778,561
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$22,945,282
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2017-12-31$0
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2017-12-31$0
Investment advisory and management fees2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$16,397,460
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$16,566,825
Value of interest in pooled separate accounts at end of year2017-12-31$619,493
Value of interest in pooled separate accounts at beginning of year2017-12-31$314,463
Interest on participant loans2017-12-31$15,901
Income. Interest from loans (other than to participants)2017-12-31$0
Interest earned on other investments2017-12-31$102,194
Income. Interest from US Government securities2017-12-31$0
Income. Interest from corporate debt instruments2017-12-31$0
Value of interest in common/collective trusts at end of year2017-12-31$2,180,377
Value of interest in common/collective trusts at beginning of year2017-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$7,229,189
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$5,724,215
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,647,227
Net investment gain/loss from pooled separate accounts2017-12-31$94,410
Net investment gain or loss from common/collective trusts2017-12-31$102,580
Net gain/loss from 103.12 investment entities2017-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$260,975
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$0
Income. Dividends from preferred stock2017-12-31$0
Income. Dividends from common stock2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,224,164
Contract administrator fees2017-12-31$41,488
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$0
Aggregate carrying amount (costs) on sale of assets2017-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BLUM, SHAPIRO & CO. PC
Accountancy firm EIN2017-12-31061009205
2016 : EASTERN BAG & PAPER COMPANY, INC. 401K PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$3,006,766
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,107,320
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,099,559
Expenses. Certain deemed distributions of participant loans2016-12-31$1,199
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,811,422
Value of total assets at end of year2016-12-31$22,945,282
Value of total assets at beginning of year2016-12-31$21,045,836
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$6,562
Total interest from all sources2016-12-31$93,060
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$195,077
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$195,077
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,504,848
Participant contributions at end of year2016-12-31$339,779
Participant contributions at beginning of year2016-12-31$261,528
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$58,035
Other income not declared elsewhere2016-12-31$1,169
Administrative expenses (other) incurred2016-12-31$6,562
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,899,446
Value of net assets at end of year (total assets less liabilities)2016-12-31$22,945,282
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$21,045,836
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$16,566,825
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$15,753,150
Value of interest in pooled separate accounts at end of year2016-12-31$314,463
Value of interest in pooled separate accounts at beginning of year2016-12-31$213,986
Interest on participant loans2016-12-31$13,227
Interest earned on other investments2016-12-31$79,833
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$5,724,215
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$4,817,172
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$881,659
Net investment gain/loss from pooled separate accounts2016-12-31$24,379
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$248,539
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,099,559
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BLUM, SHAPIRO AND COMPANY, P.C
Accountancy firm EIN2016-12-31061009205
2015 : EASTERN BAG & PAPER COMPANY, INC. 401K PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,690,910
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,676,719
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,670,970
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,856,366
Value of total assets at end of year2015-12-31$21,045,836
Value of total assets at beginning of year2015-12-31$22,031,645
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$5,749
Total interest from all sources2015-12-31$88,631
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$203,359
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$203,359
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,530,880
Participant contributions at end of year2015-12-31$261,528
Participant contributions at beginning of year2015-12-31$297,729
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$74,533
Administrative expenses (other) incurred2015-12-31$5,749
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-985,809
Value of net assets at end of year (total assets less liabilities)2015-12-31$21,045,836
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$22,031,645
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$15,753,150
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$16,709,630
Value of interest in pooled separate accounts at end of year2015-12-31$213,986
Value of interest in pooled separate accounts at beginning of year2015-12-31$219,441
Interest on participant loans2015-12-31$12,429
Interest earned on other investments2015-12-31$76,202
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$4,817,172
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$4,804,845
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-455,007
Net investment gain/loss from pooled separate accounts2015-12-31$-2,439
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$250,953
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,670,970
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MARCUM LLP
Accountancy firm EIN2015-12-31111986323
2014 : EASTERN BAG & PAPER COMPANY, INC. 401K PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$2,748,344
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,086,711
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,069,903
Value of total corrective distributions2014-12-31$10,081
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,903,966
Value of total assets at end of year2014-12-31$22,031,645
Value of total assets at beginning of year2014-12-31$21,370,012
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$6,727
Total interest from all sources2014-12-31$102,930
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$165,486
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$165,486
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,439,611
Participant contributions at end of year2014-12-31$297,729
Participant contributions at beginning of year2014-12-31$324,408
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$220,651
Other income not declared elsewhere2014-12-31$1,190
Administrative expenses (other) incurred2014-12-31$6,727
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$661,633
Value of net assets at end of year (total assets less liabilities)2014-12-31$22,031,645
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$21,370,012
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$16,709,630
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$14,211,759
Value of interest in pooled separate accounts at end of year2014-12-31$219,441
Value of interest in pooled separate accounts at beginning of year2014-12-31$2,205,983
Interest on participant loans2014-12-31$12,973
Interest earned on other investments2014-12-31$89,957
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$4,804,845
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$4,627,862
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$491,097
Net investment gain/loss from pooled separate accounts2014-12-31$83,675
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$243,704
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,069,903
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MARCUM LLP
Accountancy firm EIN2014-12-31111986323
2013 : EASTERN BAG & PAPER COMPANY, INC. 401K PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$20,099
Total income from all sources (including contributions)2013-12-31$4,705,718
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,479,522
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,452,101
Value of total corrective distributions2013-12-31$20,099
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,743,816
Value of total assets at end of year2013-12-31$21,370,012
Value of total assets at beginning of year2013-12-31$19,163,915
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$7,322
Total interest from all sources2013-12-31$106,625
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$128,542
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$128,542
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,440,884
Participant contributions at end of year2013-12-31$324,408
Participant contributions at beginning of year2013-12-31$355,942
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$82,087
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$20,099
Other income not declared elsewhere2013-12-31$1,212
Administrative expenses (other) incurred2013-12-31$7,322
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,226,196
Value of net assets at end of year (total assets less liabilities)2013-12-31$21,370,012
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$19,143,816
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$14,211,759
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$10,910,403
Value of interest in pooled separate accounts at end of year2013-12-31$2,205,983
Value of interest in pooled separate accounts at beginning of year2013-12-31$2,169,822
Interest on participant loans2013-12-31$14,602
Interest earned on other investments2013-12-31$92,023
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$4,627,862
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$5,727,748
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,738,728
Net investment gain/loss from pooled separate accounts2013-12-31$-13,205
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$220,845
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,452,101
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BLUM, SHAPIRO & COMPANY P.C.
Accountancy firm EIN2013-12-31061009205
2012 : EASTERN BAG & PAPER COMPANY, INC. 401K PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$20,099
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$59,010
Total income from all sources (including contributions)2012-12-31$3,509,120
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,125,021
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,063,077
Expenses. Certain deemed distributions of participant loans2012-12-31$-1,459
Value of total corrective distributions2012-12-31$57,998
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,735,276
Value of total assets at end of year2012-12-31$19,163,915
Value of total assets at beginning of year2012-12-31$16,818,727
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$5,405
Total interest from all sources2012-12-31$133,756
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$148,355
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$148,355
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,443,144
Participant contributions at end of year2012-12-31$355,942
Participant contributions at beginning of year2012-12-31$239,548
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$60,196
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$20,099
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$59,010
Other income not declared elsewhere2012-12-31$1,459
Administrative expenses (other) incurred2012-12-31$5,405
Total non interest bearing cash at beginning of year2012-12-31$26
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,384,099
Value of net assets at end of year (total assets less liabilities)2012-12-31$19,143,816
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$16,759,717
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$10,910,403
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$9,365,185
Value of interest in pooled separate accounts at end of year2012-12-31$2,169,822
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,853,721
Interest on participant loans2012-12-31$12,677
Interest earned on other investments2012-12-31$121,079
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$5,727,748
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$5,360,247
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,315,478
Net investment gain/loss from pooled separate accounts2012-12-31$174,796
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$231,936
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,063,077
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BLUM, SHAPIRO, & COMPANY, P.C.
Accountancy firm EIN2012-12-31061009205
2011 : EASTERN BAG & PAPER COMPANY, INC. 401K PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$59,010
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$87,402
Total income from all sources (including contributions)2011-12-31$1,439,815
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$887,058
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$795,729
Expenses. Certain deemed distributions of participant loans2011-12-31$1,241
Value of total corrective distributions2011-12-31$87,402
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,493,329
Value of total assets at end of year2011-12-31$16,818,727
Value of total assets at beginning of year2011-12-31$16,294,362
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,686
Total interest from all sources2011-12-31$129,389
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$127,841
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$127,841
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,286,507
Participant contributions at end of year2011-12-31$239,548
Participant contributions at beginning of year2011-12-31$210,009
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$59,010
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$87,402
Administrative expenses (other) incurred2011-12-31$2,686
Total non interest bearing cash at end of year2011-12-31$26
Total non interest bearing cash at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$552,757
Value of net assets at end of year (total assets less liabilities)2011-12-31$16,759,717
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$16,206,960
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$9,365,185
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$9,653,126
Value of interest in pooled separate accounts at end of year2011-12-31$1,853,721
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,905,758
Interest on participant loans2011-12-31$9,200
Interest earned on other investments2011-12-31$120,189
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$5,360,247
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$4,525,469
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-344,477
Net investment gain/loss from pooled separate accounts2011-12-31$33,733
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$206,822
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$795,729
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BLUM, SHAPIRO & COMPANY, P.C.
Accountancy firm EIN2011-12-31061009205
2010 : EASTERN BAG & PAPER COMPANY, INC. 401K PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$87,402
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$2,810,114
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$382,640
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$380,784
Expenses. Certain deemed distributions of participant loans2010-12-31$211
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,331,864
Value of total assets at end of year2010-12-31$16,294,362
Value of total assets at beginning of year2010-12-31$13,779,486
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,645
Total interest from all sources2010-12-31$141,398
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$97,687
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$97,687
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,102,248
Participant contributions at end of year2010-12-31$210,009
Participant contributions at beginning of year2010-12-31$183,997
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$55,411
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$87,402
Other income not declared elsewhere2010-12-31$12,352
Administrative expenses (other) incurred2010-12-31$1,645
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,427,474
Value of net assets at end of year (total assets less liabilities)2010-12-31$16,206,960
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$13,779,486
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$9,653,126
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$7,950,355
Value of interest in pooled separate accounts at end of year2010-12-31$1,905,758
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,548,108
Interest on participant loans2010-12-31$9,867
Interest earned on other investments2010-12-31$131,531
Value of interest in common/collective trusts at beginning of year2010-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$4,525,469
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$4,097,026
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,015,689
Net investment gain/loss from pooled separate accounts2010-12-31$211,124
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$174,205
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$380,784
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BLUM SHAPIRO & CO.
Accountancy firm EIN2010-12-31061009205
2009 : EASTERN BAG & PAPER COMPANY, INC. 401K PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for EASTERN BAG & PAPER COMPANY, INC. 401K PLAN

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

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number815166
Policy instance 2
Insurance contract or identification number815166
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-07-29
Total amount of commissions paid to insurance brokerUSD $292
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $292
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-07-29
Total amount of commissions paid to insurance brokerUSD $12,133
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,133
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number815166
Policy instance 2
Insurance contract or identification number815166
Number of Individuals Covered284
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $1,401
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,401
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered284
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $22,433
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $22,433
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number815166
Policy instance 2
Insurance contract or identification number815166
Number of Individuals Covered281
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $883
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $883
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered281
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $19,266
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $19,266
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number815166
Policy instance 2
Insurance contract or identification number815166
Number of Individuals Covered277
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $894
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $894
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered277
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $18,107
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $18,107
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered277
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $16,000
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16,000
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number815166
Policy instance 2
Insurance contract or identification number815166
Number of Individuals Covered277
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $1,030
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,030
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number815166
Policy instance 2
Insurance contract or identification number815166
Number of Individuals Covered275
Insurance policy start date2017-08-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $215
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $215
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameS B H U LIFE AGENCY INC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered275
Insurance policy start date2017-08-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $2,694
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,694
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameS B H U LIFE AGENCY INC
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041350
Policy instance 1
Insurance contract or identification number041350
Number of Individuals Covered253
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $11,788
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees11788
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker nameMORGAN STANLEY INSURANCE SERVICES
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041350
Policy instance 1
Insurance contract or identification number041350
Number of Individuals Covered263
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $17,171
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees17171
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker nameMORGAN STANLEY INSURANCE SERVICES
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041350
Policy instance 1
Insurance contract or identification number041350
Number of Individuals Covered259
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $17,677
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees17677
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker nameMORGAN STANLEY INSURANCE SERVICES
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041350
Policy instance 1
Insurance contract or identification number041350
Number of Individuals Covered297
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $18,631
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees9621
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker nameSBHU LIFE AGENCY INC
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041350
Policy instance 1
Insurance contract or identification number041350
Number of Individuals Covered271
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $17,020
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041350
Policy instance 1
Insurance contract or identification number041350
Number of Individuals Covered266
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $9,255
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Amount paid for insurance broker fees9255
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker nameSBHU LIFE AGENCY INC

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