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THE HERB CHAMBERS COMPANIES SECTION 401(K) PLAN 401k Plan overview

Plan NameTHE HERB CHAMBERS COMPANIES SECTION 401(K) PLAN
Plan identification number 002

THE HERB CHAMBERS COMPANIES SECTION 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).
  • U.S.-based plan that covers residents of Puerto Rico and is qualified under both Code section 401 and section 1165 of the Puerto Rico Code.

401k Sponsoring company profile

JENNINGS ROAD MANAGEMENT CORP. has sponsored the creation of one or more 401k plans.

Company Name:JENNINGS ROAD MANAGEMENT CORP.
Employer identification number (EIN):061169004
NAIC Classification:441110
NAIC Description:New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE HERB CHAMBERS COMPANIES SECTION 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01JAMES A DUCHESNEAU JAMES A DUCHESNEAU2018-10-11
0022016-01-01JAMES A DUCHESNEAU JAMES A DUCHESNEAU2017-09-21
0022015-01-01JAMES A DUCHESNEAU JAMES A DUCHESNEAU2016-10-14
0022014-01-01JAMES A DUCHESNEAU JAMES A DUCHESNEAU2015-09-23
0022013-01-01JAMES DUCHESNEAU
0022012-01-01JAMES DUCHESNEAU
0022011-01-01JAMES DUCHESNEAU

Plan Statistics for THE HERB CHAMBERS COMPANIES SECTION 401(K) PLAN

401k plan membership statisitcs for THE HERB CHAMBERS COMPANIES SECTION 401(K) PLAN

Measure Date Value
2022: THE HERB CHAMBERS COMPANIES SECTION 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012,229
Total number of active participants reported on line 7a of the Form 55002022-01-012,020
Number of retired or separated participants receiving benefits2022-01-012
Number of other retired or separated participants entitled to future benefits2022-01-01183
Total of all active and inactive participants2022-01-012,205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-012,205
Number of participants with account balances2022-01-011,216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-013
2021: THE HERB CHAMBERS COMPANIES SECTION 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,885
Total number of active participants reported on line 7a of the Form 55002021-01-011,997
Number of retired or separated participants receiving benefits2021-01-012
Number of other retired or separated participants entitled to future benefits2021-01-01194
Total of all active and inactive participants2021-01-012,193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-012,193
Number of participants with account balances2021-01-011,223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011
2020: THE HERB CHAMBERS COMPANIES SECTION 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,834
Total number of active participants reported on line 7a of the Form 55002020-01-011,665
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-01219
Total of all active and inactive participants2020-01-011,885
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-011,885
Number of participants with account balances2020-01-011,109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-015
2019: THE HERB CHAMBERS COMPANIES SECTION 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,870
Total number of active participants reported on line 7a of the Form 55002019-01-011,742
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0191
Total of all active and inactive participants2019-01-011,834
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011,834
Number of participants with account balances2019-01-011,222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-013
2018: THE HERB CHAMBERS COMPANIES SECTION 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,883
Total number of active participants reported on line 7a of the Form 55002018-01-011,779
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0191
Total of all active and inactive participants2018-01-011,870
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011,870
Number of participants with account balances2018-01-011,232
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-012
2017: THE HERB CHAMBERS COMPANIES SECTION 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,759
Total number of active participants reported on line 7a of the Form 55002017-01-011,763
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0191
Total of all active and inactive participants2017-01-011,854
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-011,854
Number of participants with account balances2017-01-011,180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-012
2016: THE HERB CHAMBERS COMPANIES SECTION 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,743
Total number of active participants reported on line 7a of the Form 55002016-01-011,665
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0194
Total of all active and inactive participants2016-01-011,759
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011,759
Number of participants with account balances2016-01-011,082
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-012
2015: THE HERB CHAMBERS COMPANIES SECTION 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,348
Total number of active participants reported on line 7a of the Form 55002015-01-011,621
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0195
Total of all active and inactive participants2015-01-011,716
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011,716
Number of participants with account balances2015-01-011,077
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-013
2014: THE HERB CHAMBERS COMPANIES SECTION 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,575
Total number of active participants reported on line 7a of the Form 55002014-01-01893
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0199
Total of all active and inactive participants2014-01-01992
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01992
Number of participants with account balances2014-01-01992
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-013
2013: THE HERB CHAMBERS COMPANIES SECTION 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,607
Total number of active participants reported on line 7a of the Form 55002013-01-011,458
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01108
Total of all active and inactive participants2013-01-011,566
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011,566
Number of participants with account balances2013-01-01877
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0114
2012: THE HERB CHAMBERS COMPANIES SECTION 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,535
Total number of active participants reported on line 7a of the Form 55002012-01-011,467
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01131
Total of all active and inactive participants2012-01-011,598
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011,598
Number of participants with account balances2012-01-01763
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0112
2011: THE HERB CHAMBERS COMPANIES SECTION 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,465
Total number of active participants reported on line 7a of the Form 55002011-01-011,419
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0189
Total of all active and inactive participants2011-01-011,508
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011,508
Number of participants with account balances2011-01-01737
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0116

Financial Data on THE HERB CHAMBERS COMPANIES SECTION 401(K) PLAN

Measure Date Value
2022 : THE HERB CHAMBERS COMPANIES SECTION 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$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$0
Total income from all sources (including contributions)2022-12-31$-7,819,377
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$8,902,451
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$8,444,321
Expenses. Certain deemed distributions of participant loans2022-12-31$48,265
Value of total corrective distributions2022-12-31$87,733
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$11,438,588
Value of total assets at end of year2022-12-31$112,200,625
Value of total assets at beginning of year2022-12-31$128,922,453
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$322,132
Total interest from all sources2022-12-31$408,394
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,432,776
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,432,776
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$8,613,666
Participant contributions at end of year2022-12-31$2,717,792
Participant contributions at beginning of year2022-12-31$2,525,908
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$765,983
Other income not declared elsewhere2022-12-31$56,261
Administrative expenses (other) incurred2022-12-31$4,560
Total non interest bearing cash at end of year2022-12-31$258
Total non interest bearing cash at beginning of year2022-12-31$267
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-16,721,828
Value of net assets at end of year (total assets less liabilities)2022-12-31$112,200,625
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$128,922,453
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$55,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$89,799,202
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$107,018,509
Value of interest in pooled separate accounts at end of year2022-12-31$2,385,552
Value of interest in pooled separate accounts at beginning of year2022-12-31$2,873,537
Interest on participant loans2022-12-31$122,844
Interest earned on other investments2022-12-31$285,550
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$17,297,821
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$16,504,232
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-20,785,252
Net investment gain/loss from pooled separate accounts2022-12-31$-370,144
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$2,058,939
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$8,444,321
Contract administrator fees2022-12-31$262,572
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31FEDERMAN, LALLY & REMIS, LLC
Accountancy firm EIN2022-12-31061326802
2021 : THE HERB CHAMBERS COMPANIES SECTION 401(K) 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$27,150,384
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$5,699,230
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,958,311
Expenses. Certain deemed distributions of participant loans2021-12-31$79,925
Value of total corrective distributions2021-12-31$306,815
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$9,822,568
Value of total assets at end of year2021-12-31$128,922,453
Value of total assets at beginning of year2021-12-31$107,471,299
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$354,179
Total interest from all sources2021-12-31$381,650
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,596,175
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$1,596,175
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$7,763,381
Participant contributions at end of year2021-12-31$2,525,908
Participant contributions at beginning of year2021-12-31$2,507,637
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$259,235
Other income not declared elsewhere2021-12-31$54,585
Administrative expenses (other) incurred2021-12-31$354,179
Total non interest bearing cash at end of year2021-12-31$267
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$21,451,154
Value of net assets at end of year (total assets less liabilities)2021-12-31$128,922,453
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$107,471,299
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$107,018,509
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$89,537,943
Value of interest in pooled separate accounts at end of year2021-12-31$2,873,537
Value of interest in pooled separate accounts at beginning of year2021-12-31$1,848,699
Interest on participant loans2021-12-31$130,200
Interest earned on other investments2021-12-31$251,450
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$16,504,232
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$13,577,020
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$15,005,947
Net investment gain/loss from pooled separate accounts2021-12-31$289,459
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 contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,799,952
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,958,311
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 name2021-12-31FEDERMAN, LALLY & REMIS, LLC
Accountancy firm EIN2021-12-31061326802
2020 : THE HERB CHAMBERS COMPANIES SECTION 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$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$20,489,389
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$9,590,596
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$8,919,150
Expenses. Certain deemed distributions of participant loans2020-12-31$10,523
Value of total corrective distributions2020-12-31$343,580
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$6,574,949
Value of total assets at end of year2020-12-31$107,471,299
Value of total assets at beginning of year2020-12-31$96,572,506
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$317,343
Total interest from all sources2020-12-31$406,062
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,029,878
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$1,029,878
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
Contributions received from participants2020-12-31$5,806,168
Participant contributions at end of year2020-12-31$2,507,637
Participant contributions at beginning of year2020-12-31$3,010,776
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$353,635
Other income not declared elsewhere2020-12-31$54,998
Administrative expenses (other) incurred2020-12-31$317,343
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$10,898,793
Value of net assets at end of year (total assets less liabilities)2020-12-31$107,471,299
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$96,572,506
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
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$89,537,943
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$79,486,603
Value of interest in pooled separate accounts at end of year2020-12-31$1,848,699
Value of interest in pooled separate accounts at beginning of year2020-12-31$1,701,427
Interest on participant loans2020-12-31$146,594
Interest earned on other investments2020-12-31$259,468
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$13,577,020
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$12,373,700
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$12,245,734
Net investment gain/loss from pooled separate accounts2020-12-31$177,768
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$415,146
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$8,919,150
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
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31FEDERMAN, LALLY & REMIS, LLC
Accountancy firm EIN2020-12-31061326802
2019 : THE HERB CHAMBERS COMPANIES SECTION 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$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$25,951,258
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$6,142,619
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$5,556,341
Expenses. Certain deemed distributions of participant loans2019-12-31$129,386
Value of total corrective distributions2019-12-31$256,397
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$8,349,256
Value of total assets at end of year2019-12-31$96,572,506
Value of total assets at beginning of year2019-12-31$76,763,867
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$200,495
Total interest from all sources2019-12-31$404,828
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,032,649
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$1,032,649
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
Contributions received from participants2019-12-31$6,388,943
Participant contributions at end of year2019-12-31$3,010,776
Participant contributions at beginning of year2019-12-31$2,860,284
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$414,117
Other income not declared elsewhere2019-12-31$55,062
Administrative expenses (other) incurred2019-12-31$200,495
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$250
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$19,808,639
Value of net assets at end of year (total assets less liabilities)2019-12-31$96,572,506
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$76,763,867
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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$79,486,603
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$61,977,442
Value of interest in pooled separate accounts at end of year2019-12-31$1,701,427
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,695,717
Interest on participant loans2019-12-31$162,436
Interest earned on other investments2019-12-31$242,392
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$12,373,700
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$10,230,174
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$15,829,551
Net investment gain/loss from pooled separate accounts2019-12-31$279,912
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$1,546,196
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$5,556,341
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
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 name2019-12-31FEDERMAN, LALLY & REMIS, LLC
Accountancy firm EIN2019-12-31061326802
2018 : THE HERB CHAMBERS COMPANIES SECTION 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$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
Total income from all sources (including contributions)2018-12-31$3,319,920
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$6,636,710
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$6,202,428
Expenses. Certain deemed distributions of participant loans2018-12-31$22,104
Value of total corrective distributions2018-12-31$288,896
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$8,108,357
Value of total assets at end of year2018-12-31$76,763,867
Value of total assets at beginning of year2018-12-31$80,080,657
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$123,282
Total interest from all sources2018-12-31$328,568
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$902,941
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$902,941
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
Contributions received from participants2018-12-31$6,267,674
Participant contributions at end of year2018-12-31$2,860,284
Participant contributions at beginning of year2018-12-31$2,808,143
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$327,829
Other income not declared elsewhere2018-12-31$52,703
Administrative expenses (other) incurred2018-12-31$123,282
Total non interest bearing cash at end of year2018-12-31$250
Total non interest bearing cash at beginning of year2018-12-31$27
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-3,316,790
Value of net assets at end of year (total assets less liabilities)2018-12-31$76,763,867
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$80,080,657
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
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$61,977,442
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$65,916,618
Value of interest in pooled separate accounts at end of year2018-12-31$1,695,717
Value of interest in pooled separate accounts at beginning of year2018-12-31$1,558,353
Interest on participant loans2018-12-31$135,732
Interest earned on other investments2018-12-31$192,836
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$10,230,174
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$9,797,516
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-5,963,592
Net investment gain/loss from pooled separate accounts2018-12-31$-109,057
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$1,512,854
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$6,202,428
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
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 name2018-12-31FEDERMAN, LALLY & REMIS, LLC
Accountancy firm EIN2018-12-31061326802
2017 : THE HERB CHAMBERS COMPANIES SECTION 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$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
Total income from all sources (including contributions)2017-12-31$19,507,017
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$4,665,001
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,271,074
Expenses. Certain deemed distributions of participant loans2017-12-31$37,861
Value of total corrective distributions2017-12-31$223,993
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$7,746,915
Value of total assets at end of year2017-12-31$80,080,657
Value of total assets at beginning of year2017-12-31$65,238,641
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$132,073
Total interest from all sources2017-12-31$281,495
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$720,061
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$720,061
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 period2017-12-31No
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
Contributions received from participants2017-12-31$5,920,206
Participant contributions at end of year2017-12-31$2,808,143
Participant contributions at beginning of year2017-12-31$2,468,030
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$405,706
Other income not declared elsewhere2017-12-31$63,593
Administrative expenses (other) incurred2017-12-31$132,073
Total non interest bearing cash at end of year2017-12-31$27
Total non interest bearing cash at beginning of year2017-12-31$67
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
Value of net income/loss2017-12-31$14,842,016
Value of net assets at end of year (total assets less liabilities)2017-12-31$80,080,657
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$65,238,641
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
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$65,916,618
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$45,462,674
Value of interest in pooled separate accounts at end of year2017-12-31$1,558,353
Value of interest in pooled separate accounts at beginning of year2017-12-31$8,447,226
Interest on participant loans2017-12-31$116,067
Interest earned on other investments2017-12-31$165,428
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$9,797,516
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$8,860,644
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$10,446,833
Net investment gain/loss from pooled separate accounts2017-12-31$248,120
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,421,003
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$4,271,074
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
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 name2017-12-31FEDERMAN, LALLY & REMIS, LLC
Accountancy firm EIN2017-12-31061326802
2016 : THE HERB CHAMBERS COMPANIES SECTION 401(K) 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$11,991,829
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$6,262,411
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$5,888,674
Expenses. Certain deemed distributions of participant loans2016-12-31$21,487
Value of total corrective distributions2016-12-31$136,641
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$7,225,667
Value of total assets at end of year2016-12-31$65,238,641
Value of total assets at beginning of year2016-12-31$59,509,223
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$215,609
Total interest from all sources2016-12-31$265,937
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$513,736
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$513,736
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$5,351,958
Participant contributions at end of year2016-12-31$2,468,030
Participant contributions at beginning of year2016-12-31$2,282,068
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$558,130
Other income not declared elsewhere2016-12-31$101,301
Administrative expenses (other) incurred2016-12-31$215,609
Total non interest bearing cash at end of year2016-12-31$67
Total non interest bearing cash at beginning of year2016-12-31$16
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$5,729,418
Value of net assets at end of year (total assets less liabilities)2016-12-31$65,238,641
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$59,509,223
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$45,462,674
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$40,868,506
Value of interest in pooled separate accounts at end of year2016-12-31$8,447,226
Value of interest in pooled separate accounts at beginning of year2016-12-31$7,416,777
Interest on participant loans2016-12-31$99,426
Interest earned on other investments2016-12-31$166,511
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$8,860,644
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$8,941,856
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,988,584
Net investment gain/loss from pooled separate accounts2016-12-31$896,604
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$1,315,579
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$5,888,674
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 name2016-12-31FEDERMAN, LALLY & REMIS, LLC
Accountancy firm EIN2016-12-31061326802
2015 : THE HERB CHAMBERS COMPANIES SECTION 401(K) 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$6,884,444
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$5,551,476
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$5,320,470
Expenses. Certain deemed distributions of participant loans2015-12-31$6,022
Value of total corrective distributions2015-12-31$90,026
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$7,110,835
Value of total assets at end of year2015-12-31$59,509,223
Value of total assets at beginning of year2015-12-31$58,176,255
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$134,958
Total interest from all sources2015-12-31$267,225
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$515,806
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$515,806
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$5,232,282
Participant contributions at end of year2015-12-31$2,282,068
Participant contributions at beginning of year2015-12-31$2,207,065
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$573,173
Other income not declared elsewhere2015-12-31$105,686
Administrative expenses (other) incurred2015-12-31$134,958
Total non interest bearing cash at end of year2015-12-31$16
Total non interest bearing cash at beginning of year2015-12-31$16
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$1,332,968
Value of net assets at end of year (total assets less liabilities)2015-12-31$59,509,223
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$58,176,255
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$40,868,506
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$44,732,730
Value of interest in pooled separate accounts at end of year2015-12-31$7,416,777
Value of interest in pooled separate accounts at beginning of year2015-12-31$2,754,926
Interest on participant loans2015-12-31$95,455
Interest earned on other investments2015-12-31$171,770
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$8,941,856
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$8,481,518
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,036,689
Net investment gain/loss from pooled separate accounts2015-12-31$-78,419
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$1,305,380
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$5,320,470
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 name2015-12-31FEDERMAN, LALLY & REMIS, LLC
Accountancy firm EIN2015-12-31061326802
2014 : THE HERB CHAMBERS COMPANIES SECTION 401(K) 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$10,459,052
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$3,151,904
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,950,677
Expenses. Certain deemed distributions of participant loans2014-12-31$25,003
Value of total corrective distributions2014-12-31$43,845
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$7,472,231
Value of total assets at end of year2014-12-31$58,176,255
Value of total assets at beginning of year2014-12-31$50,869,107
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$132,379
Total interest from all sources2014-12-31$244,420
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$404,110
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$404,110
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$4,615,429
Participant contributions at end of year2014-12-31$2,207,065
Participant contributions at beginning of year2014-12-31$1,997,886
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,701,228
Other income not declared elsewhere2014-12-31$105,180
Administrative expenses (other) incurred2014-12-31$132,379
Total non interest bearing cash at end of year2014-12-31$16
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$7,307,148
Value of net assets at end of year (total assets less liabilities)2014-12-31$58,176,255
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$50,869,107
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$44,732,730
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$39,568,388
Value of interest in pooled separate accounts at end of year2014-12-31$2,754,926
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,832,412
Interest on participant loans2014-12-31$88,967
Interest earned on other investments2014-12-31$155,453
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$8,481,518
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$7,470,421
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$2,039,662
Net investment gain/loss from pooled separate accounts2014-12-31$193,449
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$1,155,574
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,950,677
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 name2014-12-31FEDERMAN, LALLY & REMIS, LLC
Accountancy firm EIN2014-12-31061326802
2013 : THE HERB CHAMBERS COMPANIES SECTION 401(K) 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$0
Total income from all sources (including contributions)2013-12-31$13,454,375
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$3,473,189
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,309,045
Expenses. Certain deemed distributions of participant loans2013-12-31$-11,208
Value of total corrective distributions2013-12-31$48,541
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$5,036,458
Value of total assets at end of year2013-12-31$50,869,107
Value of total assets at beginning of year2013-12-31$40,887,921
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$126,811
Total interest from all sources2013-12-31$227,153
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$273,339
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$273,339
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$3,671,139
Participant contributions at end of year2013-12-31$1,997,886
Participant contributions at beginning of year2013-12-31$1,967,992
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,120,835
Other income not declared elsewhere2013-12-31$104,940
Administrative expenses (other) incurred2013-12-31$126,811
Total non interest bearing cash at beginning of year2013-12-31$59
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$9,981,186
Value of net assets at end of year (total assets less liabilities)2013-12-31$50,869,107
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$40,887,921
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$39,568,388
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$30,091,495
Value of interest in pooled separate accounts at end of year2013-12-31$1,832,412
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,403,572
Interest on participant loans2013-12-31$77,867
Interest earned on other investments2013-12-31$149,286
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$7,470,421
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$7,424,803
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$7,456,734
Net investment gain/loss from pooled separate accounts2013-12-31$355,751
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$244,484
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,309,045
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 name2013-12-31FEDERMAN, LALLY & REMIS, LLC
Accountancy firm EIN2013-12-31061326802
2012 : THE HERB CHAMBERS COMPANIES SECTION 401(K) 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$7,918,211
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,906,559
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,667,115
Expenses. Certain deemed distributions of participant loans2012-12-31$89,199
Value of total corrective distributions2012-12-31$4,599
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,514,178
Value of total assets at end of year2012-12-31$40,887,921
Value of total assets at beginning of year2012-12-31$35,876,269
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$145,646
Total interest from all sources2012-12-31$248,417
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$324,135
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$324,135
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$3,266,038
Participant contributions at end of year2012-12-31$1,967,992
Participant contributions at beginning of year2012-12-31$2,069,232
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$19,642
Other income not declared elsewhere2012-12-31$125,579
Administrative expenses (other) incurred2012-12-31$145,646
Total non interest bearing cash at end of year2012-12-31$59
Total non interest bearing cash at beginning of year2012-12-31$68
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$5,011,652
Value of net assets at end of year (total assets less liabilities)2012-12-31$40,887,921
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$35,876,269
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$30,091,495
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$23,560,740
Value of interest in pooled separate accounts at end of year2012-12-31$1,403,572
Value of interest in pooled separate accounts at beginning of year2012-12-31$3,875,587
Interest on participant loans2012-12-31$85,310
Interest earned on other investments2012-12-31$163,107
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$7,424,803
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$6,370,642
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$3,550,584
Net investment gain/loss from pooled separate accounts2012-12-31$155,318
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$228,498
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,667,115
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 name2012-12-31FEDERMAN, LALLY & REMIS, LLC
Accountancy firm EIN2012-12-31061326802
2011 : THE HERB CHAMBERS COMPANIES SECTION 401(K) 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$2,542,025
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$4,788,976
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$4,587,047
Expenses. Certain deemed distributions of participant loans2011-12-31$28,173
Value of total corrective distributions2011-12-31$40,458
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,426,700
Value of total assets at end of year2011-12-31$35,876,269
Value of total assets at beginning of year2011-12-31$38,123,220
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$133,298
Total interest from all sources2011-12-31$269,661
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$213,399
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$213,399
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$3,126,164
Participant contributions at end of year2011-12-31$2,069,232
Participant contributions at beginning of year2011-12-31$2,348,302
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$30,698
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$128,859
Other income not declared elsewhere2011-12-31$107,770
Administrative expenses (other) incurred2011-12-31$133,298
Total non interest bearing cash at end of year2011-12-31$68
Total non interest bearing cash at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-2,246,951
Value of net assets at end of year (total assets less liabilities)2011-12-31$35,876,269
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$38,123,220
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$23,560,740
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$23,909,016
Value of interest in pooled separate accounts at end of year2011-12-31$3,875,587
Value of interest in pooled separate accounts at beginning of year2011-12-31$5,100,519
Interest on participant loans2011-12-31$96,156
Interest earned on other investments2011-12-31$173,505
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$6,370,642
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$6,734,685
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,550,252
Net investment gain/loss from pooled separate accounts2011-12-31$74,747
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$171,677
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$4,587,047
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 name2011-12-31FEDERMAN, LALLY & REMIS, LLC
Accountancy firm EIN2011-12-31061326802

Form 5500 Responses for THE HERB CHAMBERS COMPANIES SECTION 401(K) PLAN

2022: THE HERB CHAMBERS COMPANIES SECTION 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE HERB CHAMBERS COMPANIES SECTION 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE HERB CHAMBERS COMPANIES SECTION 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE HERB CHAMBERS COMPANIES SECTION 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE HERB CHAMBERS COMPANIES SECTION 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE HERB CHAMBERS COMPANIES SECTION 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE HERB CHAMBERS COMPANIES SECTION 401(K) 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: THE HERB CHAMBERS COMPANIES SECTION 401(K) 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: THE HERB CHAMBERS COMPANIES SECTION 401(K) 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: THE HERB CHAMBERS COMPANIES SECTION 401(K) 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: THE HERB CHAMBERS COMPANIES SECTION 401(K) 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: THE HERB CHAMBERS COMPANIES SECTION 401(K) 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

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number040152
Policy instance 1
Insurance contract or identification number040152
Number of Individuals Covered1216
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number040152
Policy instance 1
Insurance contract or identification number040152
Number of Individuals Covered1223
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number040152
Policy instance 1
Insurance contract or identification number040152
Number of Individuals Covered1109
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number040152
Policy instance 1
Insurance contract or identification number040152
Number of Individuals Covered1222
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number040152
Policy instance 1
Insurance contract or identification number040152
Number of Individuals Covered1232
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number040152
Policy instance 1
Insurance contract or identification number040152
Number of Individuals Covered1180
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number040152
Policy instance 1
Insurance contract or identification number040152
Number of Individuals Covered1716
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 $0
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 number040152
Policy instance 1
Insurance contract or identification number040152
Number of Individuals Covered992
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 $0
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 number040152
Policy instance 1
Insurance contract or identification number040152
Number of Individuals Covered877
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 $0
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 number040152
Policy instance 1
Insurance contract or identification number040152
Number of Individuals Covered1598
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 $0
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 number040152
Policy instance 1
Insurance contract or identification number040152
Number of Individuals Covered1508
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for 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

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