401k Plan data: TEAM TAX SHELTERED ANNUITY plan

TEAM TAX SHELTERED ANNUITY 401k Plan overview

Plan Name	TEAM TAX SHELTERED ANNUITY
Plan identification number	002

TEAM TAX SHELTERED ANNUITY Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
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

TEAM, INC. has sponsored the creation of one or more 401k plans.

Company Name: TEAM, INC.

Employer identification number (EIN): 060835182

NAIC Classification: 624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TEAM TAX SHELTERED ANNUITY

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 SUE WESTINE 2023-07-10
002 2021-01-01 SUE WESTINE 2022-10-10
002 2020-01-01 SUE WESTINE 2021-10-04
002 2019-01-01 SUE WESTINE 2020-09-02
002 2018-01-01 SUE WESTINE 2019-10-08 SUE WESTINE 2019-10-08
002 2017-01-01
002 2016-01-01 DAVID MORGAN SUSAN WESTINE 2017-10-13
002 2015-01-01 SUSAN WESTINE 2016-07-22 DAVID MORGAN 2016-07-22
002 2014-01-01 SUSAN WESTINE 2015-07-21 DAVID MORGAN 2015-07-21
002 2013-01-01 SUSAN WESTINE 2014-07-15 SUSAN WESTINE 2014-07-15
002 2012-01-01 SUSAN WESTINE 2013-07-19 RICHARD KNOLL 2013-07-24
002 2011-01-01 SUSAN WESTINE 2012-10-09 RICHARD KNOLL 2012-10-12
002 2010-01-01 SUSAN WESTINE 2011-10-20 DEBRA DRYE-HOLBROOKS 2011-10-20

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01	SUE WESTINE	2023-07-10
002	2021-01-01	SUE WESTINE	2022-10-10
002	2020-01-01	SUE WESTINE	2021-10-04
002	2019-01-01	SUE WESTINE	2020-09-02
002	2018-01-01	SUE WESTINE	2019-10-08	SUE WESTINE	2019-10-08
002	2017-01-01
002	2016-01-01	DAVID MORGAN		SUSAN WESTINE	2017-10-13
002	2015-01-01	SUSAN WESTINE	2016-07-22	DAVID MORGAN	2016-07-22
002	2014-01-01	SUSAN WESTINE	2015-07-21	DAVID MORGAN	2015-07-21
002	2013-01-01	SUSAN WESTINE	2014-07-15	SUSAN WESTINE	2014-07-15
002	2012-01-01	SUSAN WESTINE	2013-07-19	RICHARD KNOLL	2013-07-24
002	2011-01-01	SUSAN WESTINE	2012-10-09	RICHARD KNOLL	2012-10-12
002	2010-01-01	SUSAN WESTINE	2011-10-20	DEBRA DRYE-HOLBROOKS	2011-10-20

Plan Statistics for TEAM TAX SHELTERED ANNUITY

401k plan membership statisitcs for TEAM TAX SHELTERED ANNUITY

Measure Date Value
2022: TEAM TAX SHELTERED ANNUITY 2022 401k membership
Total participants, beginning-of-year 2022-01-01 189
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 150
Number of retired or separated participants receiving benefits 2022-01-01 5
Number of other retired or separated participants entitled to future benefits 2022-01-01 42
Total of all active and inactive participants 2022-01-01 197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 197
Number of participants with account balances 2022-01-01 143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 15
2021: TEAM TAX SHELTERED ANNUITY 2021 401k membership
Total participants, beginning-of-year 2021-01-01 203
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 147
Number of retired or separated participants receiving benefits 2021-01-01 5
Number of other retired or separated participants entitled to future benefits 2021-01-01 37
Total of all active and inactive participants 2021-01-01 189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 189
Number of participants with account balances 2021-01-01 141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 13
2020: TEAM TAX SHELTERED ANNUITY 2020 401k membership
Total participants, beginning-of-year 2020-01-01 234
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 168
Number of retired or separated participants receiving benefits 2020-01-01 4
Number of other retired or separated participants entitled to future benefits 2020-01-01 31
Total of all active and inactive participants 2020-01-01 203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 203
Number of participants with account balances 2020-01-01 138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 11
2019: TEAM TAX SHELTERED ANNUITY 2019 401k membership
Total participants, beginning-of-year 2019-01-01 191
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 203
Number of retired or separated participants receiving benefits 2019-01-01 4
Number of other retired or separated participants entitled to future benefits 2019-01-01 27
Total of all active and inactive participants 2019-01-01 234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 234
Number of participants with account balances 2019-01-01 131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 18
2018: TEAM TAX SHELTERED ANNUITY 2018 401k membership
Total participants, beginning-of-year 2018-01-01 182
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 163
Number of retired or separated participants receiving benefits 2018-01-01 3
Number of other retired or separated participants entitled to future benefits 2018-01-01 24
Total of all active and inactive participants 2018-01-01 190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 190
Number of participants with account balances 2018-01-01 113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 11
2017: TEAM TAX SHELTERED ANNUITY 2017 401k membership
Total participants, beginning-of-year 2017-01-01 171
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 162
Number of retired or separated participants receiving benefits 2017-01-01 2
Number of other retired or separated participants entitled to future benefits 2017-01-01 18
Total of all active and inactive participants 2017-01-01 182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 182
Number of participants with account balances 2017-01-01 102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 8
2016: TEAM TAX SHELTERED ANNUITY 2016 401k membership
Total participants, beginning-of-year 2016-01-01 148
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 160
Number of retired or separated participants receiving benefits 2016-01-01 2
Number of other retired or separated participants entitled to future benefits 2016-01-01 8
Total of all active and inactive participants 2016-01-01 170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 171
Number of participants with account balances 2016-01-01 88
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 6

Measure	Date	Value
2022: TEAM TAX SHELTERED ANNUITY 2022 401k membership
Total participants, beginning-of-year	2022-01-01	189
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	150
Number of retired or separated participants receiving benefits	2022-01-01	5
Number of other retired or separated participants entitled to future benefits	2022-01-01	42
Total of all active and inactive participants	2022-01-01	197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	197
Number of participants with account balances	2022-01-01	143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	15
2021: TEAM TAX SHELTERED ANNUITY 2021 401k membership
Total participants, beginning-of-year	2021-01-01	203
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	147
Number of retired or separated participants receiving benefits	2021-01-01	5
Number of other retired or separated participants entitled to future benefits	2021-01-01	37
Total of all active and inactive participants	2021-01-01	189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	189
Number of participants with account balances	2021-01-01	141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	13
2020: TEAM TAX SHELTERED ANNUITY 2020 401k membership
Total participants, beginning-of-year	2020-01-01	234
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	168
Number of retired or separated participants receiving benefits	2020-01-01	4
Number of other retired or separated participants entitled to future benefits	2020-01-01	31
Total of all active and inactive participants	2020-01-01	203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	203
Number of participants with account balances	2020-01-01	138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	11
2019: TEAM TAX SHELTERED ANNUITY 2019 401k membership
Total participants, beginning-of-year	2019-01-01	191
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	203
Number of retired or separated participants receiving benefits	2019-01-01	4
Number of other retired or separated participants entitled to future benefits	2019-01-01	27
Total of all active and inactive participants	2019-01-01	234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	234
Number of participants with account balances	2019-01-01	131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	18
2018: TEAM TAX SHELTERED ANNUITY 2018 401k membership
Total participants, beginning-of-year	2018-01-01	182
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	163
Number of retired or separated participants receiving benefits	2018-01-01	3
Number of other retired or separated participants entitled to future benefits	2018-01-01	24
Total of all active and inactive participants	2018-01-01	190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	190
Number of participants with account balances	2018-01-01	113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	11
2017: TEAM TAX SHELTERED ANNUITY 2017 401k membership
Total participants, beginning-of-year	2017-01-01	171
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	162
Number of retired or separated participants receiving benefits	2017-01-01	2
Number of other retired or separated participants entitled to future benefits	2017-01-01	18
Total of all active and inactive participants	2017-01-01	182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	182
Number of participants with account balances	2017-01-01	102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	8
2016: TEAM TAX SHELTERED ANNUITY 2016 401k membership
Total participants, beginning-of-year	2016-01-01	148
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	160
Number of retired or separated participants receiving benefits	2016-01-01	2
Number of other retired or separated participants entitled to future benefits	2016-01-01	8
Total of all active and inactive participants	2016-01-01	170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	171
Number of participants with account balances	2016-01-01	88
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	6

Financial Data on TEAM TAX SHELTERED ANNUITY

Measure	Date	Value
2022 : TEAM TAX SHELTERED ANNUITY 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-68,050
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$390,847
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$353,412
Value of total corrective distributions	2022-12-31	$165
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$509,546
Value of total assets at end of year	2022-12-31	$4,399,010
Value of total assets at beginning of year	2022-12-31	$4,857,907
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$37,270
Total interest from all sources	2022-12-31	$30,303
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$157,933
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$157,933
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$600,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$294,558
Participant contributions at end of year	2022-12-31	$128,417
Participant contributions at beginning of year	2022-12-31	$192,316
Participant contributions at end of year	2022-12-31	$3,578
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-458,897
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$4,399,010
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$4,857,907
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$3,206,419
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$3,519,702
Interest on participant loans	2022-12-31	$5,777
Interest earned on other investments	2022-12-31	$24,526
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$1,057,782
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$1,145,889
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-765,832
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$214,988
Employer contributions (assets) at end of year	2022-12-31	$2,814
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$353,412
Contract administrator fees	2022-12-31	$37,270
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	CARON & BLETZER, PLLC
Accountancy firm EIN	2022-12-31	040349945
2021 : TEAM TAX SHELTERED ANNUITY 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$1,518
Total income from all sources (including contributions)	2021-12-31	$979,470
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$222,127
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$185,232
Value of total corrective distributions	2021-12-31	$1,770
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$501,475
Value of total assets at end of year	2021-12-31	$4,857,907
Value of total assets at beginning of year	2021-12-31	$4,102,082
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$35,125
Total interest from all sources	2021-12-31	$32,476
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$174,991
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$174,991
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$600,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$284,200
Participant contributions at end of year	2021-12-31	$192,316
Participant contributions at beginning of year	2021-12-31	$194,463
Participant contributions at beginning of year	2021-12-31	$378
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$6,856
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$1,518
Total non interest bearing cash at beginning of year	2021-12-31	$1,518
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$757,343
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$4,857,907
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$4,100,564
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$3,519,702
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$2,828,034
Interest on participant loans	2021-12-31	$8,165
Interest earned on other investments	2021-12-31	$24,311
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$1,145,889
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$1,077,284
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$270,528
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$210,419
Employer contributions (assets) at beginning of year	2021-12-31	$405
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$185,232
Contract administrator fees	2021-12-31	$35,125
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	CARON & BLETZER, PLLC
Accountancy firm EIN	2021-12-31	040349945
2020 : TEAM TAX SHELTERED ANNUITY 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$1,518
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$11,237
Total income from all sources (including contributions)	2020-12-31	$885,138
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$216,120
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$182,738
Value of total corrective distributions	2020-12-31	$2,355
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$478,454
Value of total assets at end of year	2020-12-31	$4,102,082
Value of total assets at beginning of year	2020-12-31	$3,442,783
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$31,027
Total interest from all sources	2020-12-31	$7,888
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$93,052
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$93,052
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$261,879
Participant contributions at end of year	2020-12-31	$194,463
Participant contributions at beginning of year	2020-12-31	$158,452
Participant contributions at end of year	2020-12-31	$378
Participant contributions at beginning of year	2020-12-31	$9,784
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$29,467
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$1,518
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$11,237
Total non interest bearing cash at end of year	2020-12-31	$1,518
Total non interest bearing cash at beginning of year	2020-12-31	$11,237
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$669,018
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$4,100,564
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$3,431,546
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$2,828,034
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$2,230,983
Interest on participant loans	2020-12-31	$7,789
Interest earned on other investments	2020-12-31	$99
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$1,077,284
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$1,024,495
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$305,744
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$187,108
Employer contributions (assets) at end of year	2020-12-31	$405
Employer contributions (assets) at beginning of year	2020-12-31	$7,832
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$182,738
Contract administrator fees	2020-12-31	$31,027
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2020-12-31	410745749
2019 : TEAM TAX SHELTERED ANNUITY 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$11,237
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$6,623
Total income from all sources (including contributions)	2019-12-31	$846,270
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$391,552
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$363,911
Value of total corrective distributions	2019-12-31	$1,570
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$385,782
Value of total assets at end of year	2019-12-31	$3,442,783
Value of total assets at beginning of year	2019-12-31	$2,983,451
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$26,071
Total interest from all sources	2019-12-31	$5,044
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$82,348
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$82,348
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$400,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$228,610
Participant contributions at end of year	2019-12-31	$158,452
Participant contributions at beginning of year	2019-12-31	$72,799
Participant contributions at end of year	2019-12-31	$9,784
Participant contributions at beginning of year	2019-12-31	$8,963
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$11,237
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$6,623
Total non interest bearing cash at end of year	2019-12-31	$11,237
Total non interest bearing cash at beginning of year	2019-12-31	$6,623
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$454,718
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$3,431,546
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$2,976,828
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$2,230,983
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$1,823,022
Interest on participant loans	2019-12-31	$4,987
Interest earned on other investments	2019-12-31	$57
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$1,024,495
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$1,066,481
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$373,096
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$157,172
Employer contributions (assets) at end of year	2019-12-31	$7,832
Employer contributions (assets) at beginning of year	2019-12-31	$5,563
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$363,911
Contract administrator fees	2019-12-31	$26,071
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	BLUMSHAPIRO & CO
Accountancy firm EIN	2019-12-31	061009205
2018 : TEAM TAX SHELTERED ANNUITY 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$6,623
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$2,366
Total income from all sources (including contributions)	2018-12-31	$394,791
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$331,931
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$307,405
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$466,492
Value of total assets at end of year	2018-12-31	$2,983,451
Value of total assets at beginning of year	2018-12-31	$2,916,334
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$24,526
Total interest from all sources	2018-12-31	$30,652
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$86,977
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$86,977
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$400,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$236,399
Participant contributions at end of year	2018-12-31	$72,799
Participant contributions at beginning of year	2018-12-31	$55,266
Participant contributions at end of year	2018-12-31	$8,963
Participant contributions at beginning of year	2018-12-31	$8,346
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$63,348
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$6,623
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$2,366
Total non interest bearing cash at end of year	2018-12-31	$6,623
Total non interest bearing cash at beginning of year	2018-12-31	$2,367
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$62,860
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$2,976,828
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$2,913,968
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$1,823,022
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$1,700,859
Interest on participant loans	2018-12-31	$3,320
Interest earned on other investments	2018-12-31	$27,332
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$1,066,481
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$1,143,027
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-189,330
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$166,745
Employer contributions (assets) at end of year	2018-12-31	$5,563
Employer contributions (assets) at beginning of year	2018-12-31	$6,469
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$307,405
Contract administrator fees	2018-12-31	$24,526
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	BLUMSHAPIRO & CO.
Accountancy firm EIN	2018-12-31	061009205
2017 : TEAM TAX SHELTERED ANNUITY 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$2,366
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$693,703
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$52,201
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$43,532
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$412,042
Value of total assets at end of year	2017-12-31	$2,916,334
Value of total assets at beginning of year	2017-12-31	$2,272,466
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$8,669
Total interest from all sources	2017-12-31	$2,948
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$48,562
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$48,562
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$340,000
If this is an individual account plan, was there a blackout period	2017-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$208,591
Participant contributions at end of year	2017-12-31	$55,266
Participant contributions at beginning of year	2017-12-31	$38,874
Participant contributions at end of year	2017-12-31	$8,346
Participant contributions at beginning of year	2017-12-31	$7,296
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$35,552
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$2,366
Total non interest bearing cash at end of year	2017-12-31	$2,367
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$641,502
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$2,913,968
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$2,272,466
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$1,700,859
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$1,369,772
Interest on participant loans	2017-12-31	$2,948
Interest earned on other investments	2017-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$1,143,027
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$850,721
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$230,151
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$167,899
Employer contributions (assets) at end of year	2017-12-31	$6,469
Employer contributions (assets) at beginning of year	2017-12-31	$5,803
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$43,532
Contract administrator fees	2017-12-31	$8,669
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	Yes
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	BLUMSHAPIRO & CO
Accountancy firm EIN	2017-12-31	061009205
2016 : TEAM TAX SHELTERED ANNUITY 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets	2016-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2016-12-31	$0
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total transfer of assets to this plan	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$455,530
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$51,112
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$49,455
Expenses. Certain deemed distributions of participant loans	2016-12-31	$0
Value of total corrective distributions	2016-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$337,878
Value of total assets at end of year	2016-12-31	$2,272,466
Value of total assets at beginning of year	2016-12-31	$1,868,048
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$1,657
Total income from rents	2016-12-31	$0
Total interest from all sources	2016-12-31	$20,211
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$14,947
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$14,947
Administrative expenses professional fees incurred	2016-12-31	$0
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$340,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Amount of non-exempt transactions with any party-in-interest	2016-12-31	$0
Contributions received from participants	2016-12-31	$180,083
Participant contributions at end of year	2016-12-31	$38,874
Participant contributions at beginning of year	2016-12-31	$28,465
Participant contributions at end of year	2016-12-31	$7,296
Participant contributions at beginning of year	2016-12-31	$6,583
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$28,819
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2016-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$0
Other income not declared elsewhere	2016-12-31	$0
Administrative expenses (other) incurred	2016-12-31	$0
Liabilities. Value of operating payables at beginning of year	2016-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$404,418
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$2,272,466
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$1,868,048
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
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 year	2016-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2016-12-31	$0
Investment advisory and management fees	2016-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$1,369,772
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$1,085,738
Interest on participant loans	2016-12-31	$2,365
Income. Interest from loans (other than to participants)	2016-12-31	$0
Interest earned on other investments	2016-12-31	$17,846
Income. Interest from US Government securities	2016-12-31	$0
Income. Interest from corporate debt instruments	2016-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$850,721
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$743,742
Expenses. Payments to insurance carriers foe the provision of benefits	2016-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$82,494
Net investment gain/loss from pooled separate accounts	2016-12-31	$0
Net investment gain or loss from common/collective trusts	2016-12-31	$0
Net gain/loss from 103.12 investment entities	2016-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$128,976
Employer contributions (assets) at end of year	2016-12-31	$5,803
Employer contributions (assets) at beginning of year	2016-12-31	$3,520
Income. Dividends from preferred stock	2016-12-31	$0
Income. Dividends from common stock	2016-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$49,455
Contract administrator fees	2016-12-31	$1,657
Liabilities. Value of benefit claims payable at beginning of year	2016-12-31	$0
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Aggregate proceeds on sale of assets	2016-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2016-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2016-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	BLUM SHAPIRO & CO
Accountancy firm EIN	2016-12-31	061009205

Form 5500 Responses for TEAM TAX SHELTERED ANNUITY

2022: TEAM TAX SHELTERED ANNUITY 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	Yes
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: TEAM TAX SHELTERED ANNUITY 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	Yes
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: TEAM TAX SHELTERED ANNUITY 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	Yes
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: TEAM TAX SHELTERED ANNUITY 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	Yes
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: TEAM TAX SHELTERED ANNUITY 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	Yes
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: TEAM TAX SHELTERED ANNUITY 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	Yes
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: TEAM TAX SHELTERED ANNUITY 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	Yes
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

811250

Policy instance

Insurance contract or identification number	811250
Number of Individuals Covered	197
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

811250

Policy instance

Insurance contract or identification number	811250
Number of Individuals Covered	189
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

811250

Policy instance

Insurance contract or identification number	811250
Number of Individuals Covered	203
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

811250

Policy instance

Insurance contract or identification number	811250
Number of Individuals Covered	234
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

811250

Policy instance

Insurance contract or identification number	811250
Number of Individuals Covered	190
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

441463

Policy instance

Insurance contract or identification number	441463
Number of Individuals Covered	0
Insurance policy start date	2017-01-01
Insurance policy end date	2017-11-15
Total amount of commissions paid to insurance broker	USD $2,151
Total amount of fees paid to insurance company	USD $520
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,151
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Additional information about fees paid to insurance broker	PRORATED INCENTIVE, NOT DEDUCTED FR
Insurance broker name	KESTRA INVESTMENT SERVICES LLC

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

811250

Policy instance

Insurance contract or identification number	811250
Number of Individuals Covered	182
Insurance policy start date	2017-03-21
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

Potentially related plans

TEAM TAX SOLUTIONS 401(K) PLAN [EIN = 853848666]

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	TEAM, INC.
Employer identification number (EIN):	060835182
NAIC Classification:	624100
NAIC Description:	Individual and Family Services