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BARRETT RETIREMENT & 401(K) SAVINGS PLAN 401k Plan overview

Plan NameBARRETT RETIREMENT & 401(K) SAVINGS PLAN
Plan identification number 004

BARRETT RETIREMENT & 401(K) SAVINGS PLAN Benefits

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

401k Sponsoring company profile

BARRETT PAVING MATERIALS INC. has sponsored the creation of one or more 401k plans.

Company Name:BARRETT PAVING MATERIALS INC.
Employer identification number (EIN):133003901
NAIC Classification:324120

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BARRETT RETIREMENT & 401(K) SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042016-01-01MARTHA J. MILESKI F. HUNTER CREECH III2017-10-16
0042015-01-01MARTHA J. MILESKI
0042014-01-01MARTHA J. MILESKI FRED SHELTON2015-10-14
0042013-01-01MARTHA J MILESKI FRED SHELTON2014-10-27
0042012-01-01MARTHA J. MILESKI FRED SHELTON2013-10-14
0042011-01-01MARTHA J. MILESKI FRED SHELTON2012-10-11
0042010-01-01MARTHA J. MILESKI FRED SHELTON2011-09-09
0042009-01-01MARTHA J. MILESKI FRED SHELTON2010-10-12

Plan Statistics for BARRETT RETIREMENT & 401(K) SAVINGS PLAN

401k plan membership statisitcs for BARRETT RETIREMENT & 401(K) SAVINGS PLAN

Measure Date Value
2016: BARRETT RETIREMENT & 401(K) SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,209
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-010
Number of participants with account balances2016-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-018
2015: BARRETT RETIREMENT & 401(K) SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,220
Total number of active participants reported on line 7a of the Form 55002015-01-01800
Number of retired or separated participants receiving benefits2015-01-0111
Number of other retired or separated participants entitled to future benefits2015-01-01398
Total of all active and inactive participants2015-01-011,209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011,209
Number of participants with account balances2015-01-011,195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0120
2014: BARRETT RETIREMENT & 401(K) SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,277
Total number of active participants reported on line 7a of the Form 55002014-01-01863
Number of retired or separated participants receiving benefits2014-01-019
Number of other retired or separated participants entitled to future benefits2014-01-01348
Total of all active and inactive participants2014-01-011,220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011,220
Number of participants with account balances2014-01-011,220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0117
2013: BARRETT RETIREMENT & 401(K) SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,263
Total number of active participants reported on line 7a of the Form 55002013-01-01925
Number of retired or separated participants receiving benefits2013-01-017
Number of other retired or separated participants entitled to future benefits2013-01-01345
Total of all active and inactive participants2013-01-011,277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011,277
Number of participants with account balances2013-01-011,277
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-017
2012: BARRETT RETIREMENT & 401(K) SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,233
Total number of active participants reported on line 7a of the Form 55002012-01-01963
Number of retired or separated participants receiving benefits2012-01-016
Number of other retired or separated participants entitled to future benefits2012-01-01294
Total of all active and inactive participants2012-01-011,263
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011,263
Number of participants with account balances2012-01-011,263
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0113
2011: BARRETT RETIREMENT & 401(K) SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,233
Total number of active participants reported on line 7a of the Form 55002011-01-01977
Number of retired or separated participants receiving benefits2011-01-012
Number of other retired or separated participants entitled to future benefits2011-01-01254
Total of all active and inactive participants2011-01-011,233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011,233
Number of participants with account balances2011-01-011,233
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0130
2010: BARRETT RETIREMENT & 401(K) SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011,231
Total number of active participants reported on line 7a of the Form 55002010-01-01979
Number of retired or separated participants receiving benefits2010-01-011
Number of other retired or separated participants entitled to future benefits2010-01-01253
Total of all active and inactive participants2010-01-011,233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-011,233
Number of participants with account balances2010-01-011,198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0125
2009: BARRETT RETIREMENT & 401(K) SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,436
Total number of active participants reported on line 7a of the Form 55002009-01-011,017
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-01213
Total of all active and inactive participants2009-01-011,231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011,231
Number of participants with account balances2009-01-011,231
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0133

Financial Data on BARRETT RETIREMENT & 401(K) SAVINGS PLAN

Measure Date Value
2016 : BARRETT RETIREMENT & 401(K) SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$2,310
Total transfer of assets from this plan2016-12-31$95,631,134
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$12,165,015
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$10,463,689
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$10,406,207
Value of total corrective distributions2016-12-31$4,023
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$7,253,968
Value of total assets at end of year2016-12-31$0
Value of total assets at beginning of year2016-12-31$93,927,498
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$53,459
Total interest from all sources2016-12-31$72,523
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$323,509
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2016-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$323,509
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$30,000,000
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$3,797,166
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$1,777,485
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$118,547
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$344,978
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$131,394
Administrative expenses (other) incurred2016-12-31$53,459
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,701,326
Value of net assets at end of year (total assets less liabilities)2016-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$93,927,498
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$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$26,836,360
Value of interest in pooled separate accounts at end of year2016-12-31$0
Value of interest in pooled separate accounts at beginning of year2016-12-31$63,598,975
Interest on participant loans2016-12-31$72,523
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,471,784
Net investment gain/loss from pooled separate accounts2016-12-31$2,911,837
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$3,111,824
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$1,596,131
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$10,406,207
Did the plan have assets held for investment2016-12-31No
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 PBGC2016-12-31Yes
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 name2016-12-31COHNREZNICK, LLP
Accountancy firm EIN2016-12-31221478099
2015 : BARRETT RETIREMENT & 401(K) SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$383,079
Total transfer of assets from this plan2015-12-31$690,717
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$7,990,362
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$7,768,387
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$7,731,395
Expenses. Certain deemed distributions of participant loans2015-12-31$12,340
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$6,928,066
Value of total assets at end of year2015-12-31$93,927,498
Value of total assets at beginning of year2015-12-31$94,013,161
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$24,652
Total interest from all sources2015-12-31$65,939
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$335,187
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$335,187
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$30,000,000
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$3,656,500
Participant contributions at end of year2015-12-31$1,777,485
Participant contributions at beginning of year2015-12-31$1,515,019
Participant contributions at end of year2015-12-31$118,547
Participant contributions at beginning of year2015-12-31$17,210
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$134,239
Other income not declared elsewhere2015-12-31$967
Administrative expenses (other) incurred2015-12-31$24,652
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$221,975
Value of net assets at end of year (total assets less liabilities)2015-12-31$93,927,498
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$94,013,161
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$26,836,360
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$27,466,496
Value of interest in pooled separate accounts at end of year2015-12-31$63,598,975
Value of interest in pooled separate accounts at beginning of year2015-12-31$63,465,888
Interest on participant loans2015-12-31$65,939
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-409,329
Net investment gain/loss from pooled separate accounts2015-12-31$1,069,532
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$3,137,327
Employer contributions (assets) at end of year2015-12-31$1,596,131
Employer contributions (assets) at beginning of year2015-12-31$1,548,548
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$7,731,395
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 name2015-12-31COHNREZNICK, LLP
Accountancy firm EIN2015-12-31221478099
2014 : BARRETT RETIREMENT & 401(K) SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$438,261
Total transfer of assets from this plan2014-12-31$1,653,514
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$11,077,090
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$7,390,567
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$7,364,110
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$6,951,322
Value of total assets at end of year2014-12-31$94,013,161
Value of total assets at beginning of year2014-12-31$91,541,891
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$26,457
Total interest from all sources2014-12-31$29,747
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$313,164
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$313,164
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
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$3,472,284
Participant contributions at end of year2014-12-31$1,515,019
Participant contributions at beginning of year2014-12-31$823
Participant contributions at end of year2014-12-31$17,210
Participant contributions at beginning of year2014-12-31$10,249
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$175,248
Other income not declared elsewhere2014-12-31$2,811
Administrative expenses (other) incurred2014-12-31$26,457
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$3,686,523
Value of net assets at end of year (total assets less liabilities)2014-12-31$94,013,161
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$91,541,891
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$27,466,496
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$25,619,631
Value of interest in pooled separate accounts at end of year2014-12-31$63,465,888
Value of interest in pooled separate accounts at beginning of year2014-12-31$64,347,111
Interest on participant loans2014-12-31$29,747
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,148,514
Net investment gain/loss from pooled separate accounts2014-12-31$2,631,532
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 contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$3,303,790
Employer contributions (assets) at end of year2014-12-31$1,548,548
Employer contributions (assets) at beginning of year2014-12-31$1,564,077
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$7,364,110
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 name2014-12-31COHNREZNICK, LLP
Accountancy firm EIN2014-12-31221478099
2013 : BARRETT RETIREMENT & 401(K) SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$435,934
Total transfer of assets from this plan2013-12-31$478,889
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$18,833,170
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$6,578,223
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$6,561,747
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$6,743,083
Value of total assets at end of year2013-12-31$91,541,891
Value of total assets at beginning of year2013-12-31$79,329,899
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$16,476
Total interest from all sources2013-12-31$71
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$244,949
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$244,949
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
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$3,080,702
Participant contributions at end of year2013-12-31$823
Participant contributions at beginning of year2013-12-31$4,934
Participant contributions at end of year2013-12-31$10,249
Participant contributions at beginning of year2013-12-31$170,572
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$487,533
Other income not declared elsewhere2013-12-31$1,172
Administrative expenses (other) incurred2013-12-31$16,476
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$12,254,947
Value of net assets at end of year (total assets less liabilities)2013-12-31$91,541,891
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$79,329,899
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$25,619,631
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$19,170,636
Value of interest in pooled separate accounts at end of year2013-12-31$64,347,111
Value of interest in pooled separate accounts at beginning of year2013-12-31$58,207,462
Interest on participant loans2013-12-31$71
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$5,500,414
Net investment gain/loss from pooled separate accounts2013-12-31$6,343,481
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$3,174,848
Employer contributions (assets) at end of year2013-12-31$1,564,077
Employer contributions (assets) at beginning of year2013-12-31$1,776,295
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$6,561,747
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 name2013-12-31KPMG LLP
Accountancy firm EIN2013-12-31135565207
2012 : BARRETT RETIREMENT & 401(K) SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$409,611
Total transfer of assets from this plan2012-12-31$257,050
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$13,608,192
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$7,173,802
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$7,156,007
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$6,621,663
Value of total assets at end of year2012-12-31$79,329,899
Value of total assets at beginning of year2012-12-31$72,742,949
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$17,795
Total interest from all sources2012-12-31$413
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$258,932
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$258,932
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
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$3,151,209
Participant contributions at end of year2012-12-31$4,934
Participant contributions at beginning of year2012-12-31$0
Participant contributions at end of year2012-12-31$170,572
Participant contributions at beginning of year2012-12-31$5,166
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$30,819
Other income not declared elsewhere2012-12-31$68,862
Administrative expenses (other) incurred2012-12-31$17,795
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$6,434,390
Value of net assets at end of year (total assets less liabilities)2012-12-31$79,329,899
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$72,742,949
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$19,170,636
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$12,047,996
Value of interest in pooled separate accounts at end of year2012-12-31$58,207,462
Value of interest in pooled separate accounts at beginning of year2012-12-31$59,012,543
Interest on participant loans2012-12-31$413
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,212,464
Net investment gain/loss from pooled separate accounts2012-12-31$4,445,858
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$3,439,635
Employer contributions (assets) at end of year2012-12-31$1,776,295
Employer contributions (assets) at beginning of year2012-12-31$1,677,244
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$7,156,007
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 name2012-12-31ROTHSTEIN KASS
Accountancy firm EIN2012-12-31222131009
2011 : BARRETT RETIREMENT & 401(K) SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$238,703
Total transfer of assets from this plan2011-12-31$302,835
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$7,216,437
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$4,478,686
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$4,465,064
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$6,847,988
Value of total assets at end of year2011-12-31$72,742,949
Value of total assets at beginning of year2011-12-31$70,069,330
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$13,622
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$149,684
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$149,684
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
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$3,199,762
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$774
Participant contributions at end of year2011-12-31$5,166
Participant contributions at beginning of year2011-12-31$9,703
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$269,261
Other income not declared elsewhere2011-12-31$68,491
Administrative expenses (other) incurred2011-12-31$13,622
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$2,737,751
Value of net assets at end of year (total assets less liabilities)2011-12-31$72,742,949
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$70,069,330
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$12,047,996
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$12,256,390
Value of interest in pooled separate accounts at end of year2011-12-31$59,012,543
Value of interest in pooled separate accounts at beginning of year2011-12-31$56,226,430
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,217,640
Net investment gain/loss from pooled separate accounts2011-12-31$1,367,914
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$3,378,965
Employer contributions (assets) at end of year2011-12-31$1,677,244
Employer contributions (assets) at beginning of year2011-12-31$1,576,033
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$4,465,064
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 name2011-12-31ROTHSTEIN KASS
Accountancy firm EIN2011-12-31222131009
2010 : BARRETT RETIREMENT & 401(K) SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$145,086
Total transfer of assets from this plan2010-12-31$1,985,531
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$12,511,362
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$3,473,305
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$3,458,716
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$6,243,187
Value of total assets at end of year2010-12-31$70,069,330
Value of total assets at beginning of year2010-12-31$62,871,718
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$14,589
Total interest from all sources2010-12-31$271
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$128,101
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$128,101
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$3,013,410
Participant contributions at end of year2010-12-31$774
Participant contributions at beginning of year2010-12-31$8,556
Participant contributions at end of year2010-12-31$9,703
Participant contributions at beginning of year2010-12-31$18,860
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$275,406
Other income not declared elsewhere2010-12-31$1,017
Administrative expenses (other) incurred2010-12-31$14,589
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$9,038,057
Value of net assets at end of year (total assets less liabilities)2010-12-31$70,069,330
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$62,871,718
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$12,256,390
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$10,445,606
Value of interest in pooled separate accounts at end of year2010-12-31$56,226,430
Value of interest in pooled separate accounts at beginning of year2010-12-31$50,792,133
Interest on participant loans2010-12-31$271
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,493,989
Net investment gain/loss from pooled separate accounts2010-12-31$4,644,797
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$2,954,371
Employer contributions (assets) at end of year2010-12-31$1,576,033
Employer contributions (assets) at beginning of year2010-12-31$1,606,563
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$3,458,716
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31ROTHSTEIN, KASS & COMPANY, P.C.
Accountancy firm EIN2010-12-31222131009
2009 : BARRETT RETIREMENT & 401(K) SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for BARRETT RETIREMENT & 401(K) SAVINGS PLAN

2016: BARRETT RETIREMENT & 401(K) SAVINGS 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 filingYes
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: BARRETT RETIREMENT & 401(K) SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulitple 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: BARRETT RETIREMENT & 401(K) SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulitple 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: BARRETT RETIREMENT & 401(K) SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulitple employer plan
2013-01-01Submission has been amendedYes
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: BARRETT RETIREMENT & 401(K) SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulitple 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: BARRETT RETIREMENT & 401(K) SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulitple 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
2010: BARRETT RETIREMENT & 401(K) SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: BARRETT RETIREMENT & 401(K) SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number37021-002
Policy instance 1
Insurance contract or identification number37021-002
Number of Individuals Covered1209
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number37021-002
Policy instance 1
Insurance contract or identification number37021-002
Number of Individuals Covered1220
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number37021-002
Policy instance 1
Insurance contract or identification number37021-002
Number of Individuals Covered1277
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number37021-002
Policy instance 1
Insurance contract or identification number37021-002
Number of Individuals Covered1263
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number37021-002
Policy instance 1
Insurance contract or identification number37021-002
Number of Individuals Covered1233
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number37021-002
Policy instance 1
Insurance contract or identification number37021-002
Number of Individuals Covered1233
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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