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EMERY & WEBB 401K SAVINGS PLAN 401k Plan overview

Plan NameEMERY & WEBB 401K SAVINGS PLAN
Plan identification number 001

EMERY & WEBB 401K SAVINGS PLAN Benefits

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

401k Sponsoring company profile

EMERY & WEBB, INC. has sponsored the creation of one or more 401k plans.

Company Name:EMERY & WEBB, INC.
Employer identification number (EIN):141162720
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Additional information about EMERY & WEBB, INC.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1924-12-09
Company Identification Number: 20187
Legal Registered Office Address: 989 MAIN ST
Dutchess
FISHKILL
United States of America (USA)
12524

More information about EMERY & WEBB, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMERY & WEBB 401K SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01ROBERT J. D'ERRICO
0012016-01-01ROBERT J. D'ERRICO JOHN C. WEBB, III2017-10-13
0012015-01-01ROBERT J. D'ERRICO JOHN C. WEBB, JR2016-07-15
0012014-01-01ROBERT J. D'ERRICO JOHN C. WEBB, JR2015-06-23
0012013-01-01ROBERT J. D'ERRICO
0012012-01-01ROBERT J. D'ERRICO JOHN C. WEBB, JR.2013-05-22
0012011-01-01ROBERT J. D'ERRICO JOHN C. WEBB, JR.2012-06-27
0012009-01-01ROBERT J D'ERRICO JOHN C. WEBB, JR2010-07-08
0012009-01-01ROBERT J D'ERRICO
0012009-01-01ROBERT J D'ERRICO
0012009-01-01ROBERT J D'ERRICO JOHN C. WEBB, JR2010-07-08

Plan Statistics for EMERY & WEBB 401K SAVINGS PLAN

401k plan membership statisitcs for EMERY & WEBB 401K SAVINGS PLAN

Measure Date Value
2022: EMERY & WEBB 401K SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01133
Total number of active participants reported on line 7a of the Form 55002022-01-0199
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0130
Total of all active and inactive participants2022-01-01129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01129
Number of participants with account balances2022-01-01129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-011
2021: EMERY & WEBB 401K SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01125
Total number of active participants reported on line 7a of the Form 55002021-01-0197
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0135
Total of all active and inactive participants2021-01-01132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01132
Number of participants with account balances2021-01-01132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-014
2020: EMERY & WEBB 401K SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01122
Total number of active participants reported on line 7a of the Form 55002020-01-01100
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0125
Total of all active and inactive participants2020-01-01125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01125
Number of participants with account balances2020-01-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: EMERY & WEBB 401K SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01123
Total number of active participants reported on line 7a of the Form 55002019-01-01102
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0120
Total of all active and inactive participants2019-01-01122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01122
Number of participants with account balances2019-01-01122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-012
2018: EMERY & WEBB 401K SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01126
Total number of active participants reported on line 7a of the Form 55002018-01-01103
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0120
Total of all active and inactive participants2018-01-01123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01123
Number of participants with account balances2018-01-01123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-014
2017: EMERY & WEBB 401K SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01122
Total number of active participants reported on line 7a of the Form 55002017-01-01101
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0123
Total of all active and inactive participants2017-01-01124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01124
Number of participants with account balances2017-01-01124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-016
2016: EMERY & WEBB 401K SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01122
Total number of active participants reported on line 7a of the Form 55002016-01-01100
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0120
Total of all active and inactive participants2016-01-01120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01120
Number of participants with account balances2016-01-01115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-013
2015: EMERY & WEBB 401K SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01117
Total number of active participants reported on line 7a of the Form 55002015-01-01102
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0120
Total of all active and inactive participants2015-01-01122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01122
Number of participants with account balances2015-01-01115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-013
2014: EMERY & WEBB 401K SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0198
Total number of active participants reported on line 7a of the Form 55002014-01-0193
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0122
Total of all active and inactive participants2014-01-01115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01115
Number of participants with account balances2014-01-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: EMERY & WEBB 401K SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0186
Total number of active participants reported on line 7a of the Form 55002013-01-0178
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0119
Total of all active and inactive participants2013-01-0197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0197
Number of participants with account balances2013-01-0197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-013
2012: EMERY & WEBB 401K SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0186
Total number of active participants reported on line 7a of the Form 55002012-01-0176
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0115
Total of all active and inactive participants2012-01-0191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0191
Number of participants with account balances2012-01-0191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-012
2011: EMERY & WEBB 401K SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0186
Total number of active participants reported on line 7a of the Form 55002011-01-0172
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0113
Total of all active and inactive participants2011-01-0185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0185
Number of participants with account balances2011-01-0185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: EMERY & WEBB 401K SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0188
Total number of active participants reported on line 7a of the Form 55002009-01-0177
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-0177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0177
Number of participants with account balances2009-01-0177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on EMERY & WEBB 401K SAVINGS PLAN

Measure Date Value
2022 : EMERY & WEBB 401K SAVINGS 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$0
Total income from all sources (including contributions)2022-12-31$-1,528,440
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,246,442
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,136,817
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$797,540
Value of total assets at end of year2022-12-31$12,291,005
Value of total assets at beginning of year2022-12-31$16,065,887
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$109,625
Total interest from all sources2022-12-31$61,734
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$116,533
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$116,533
Administrative expenses professional fees incurred2022-12-31$14,884
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$2,000,000
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$557,208
Participant contributions at end of year2022-12-31$105,338
Participant contributions at beginning of year2022-12-31$52,677
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$35,893
Other income not declared elsewhere2022-12-31$34,699
Administrative expenses (other) incurred2022-12-31$71
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,774,882
Value of net assets at end of year (total assets less liabilities)2022-12-31$12,291,005
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$16,065,887
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$34,718
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$6,073,221
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$8,317,434
Value of interest in pooled separate accounts at end of year2022-12-31$2,691,572
Value of interest in pooled separate accounts at beginning of year2022-12-31$3,849,816
Interest on participant loans2022-12-31$3,392
Interest earned on other investments2022-12-31$58,342
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$3,420,874
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$3,845,960
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,599,413
Net investment gain/loss from pooled separate accounts2022-12-31$-939,533
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$204,439
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,136,817
Contract administrator fees2022-12-31$59,952
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 name2022-12-31PRAGERMETIS CPAS LLC
Accountancy firm EIN2022-12-31061667465
2021 : EMERY & WEBB 401K SAVINGS 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$2,847,235
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,093,272
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,970,882
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$937,732
Value of total assets at end of year2021-12-31$16,065,887
Value of total assets at beginning of year2021-12-31$15,311,924
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$122,390
Total interest from all sources2021-12-31$65,694
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$122,461
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$122,461
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,000,000
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$582,961
Participant contributions at end of year2021-12-31$52,677
Participant contributions at beginning of year2021-12-31$109,574
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$146,981
Other income not declared elsewhere2021-12-31$38,700
Administrative expenses (other) incurred2021-12-31$122,390
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$753,963
Value of net assets at end of year (total assets less liabilities)2021-12-31$16,065,887
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$15,311,924
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$8,317,434
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$8,054,280
Value of interest in pooled separate accounts at end of year2021-12-31$3,849,816
Value of interest in pooled separate accounts at beginning of year2021-12-31$3,349,775
Interest on participant loans2021-12-31$5,110
Interest earned on other investments2021-12-31$60,584
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$3,845,960
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$3,798,295
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,061,654
Net investment gain/loss from pooled separate accounts2021-12-31$620,994
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$207,790
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,970,882
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 name2021-12-31PRAGERMETIS CPAS LLC
Accountancy firm EIN2021-12-31061667465
2020 : EMERY & WEBB 401K SAVINGS 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$2,974,994
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$249,816
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$150,745
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$912,773
Value of total assets at end of year2020-12-31$15,311,924
Value of total assets at beginning of year2020-12-31$12,586,746
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$99,071
Total interest from all sources2020-12-31$69,430
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$115,032
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$115,032
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
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$579,742
Participant contributions at end of year2020-12-31$109,574
Participant contributions at beginning of year2020-12-31$190,634
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$116,300
Other income not declared elsewhere2020-12-31$30,686
Administrative expenses (other) incurred2020-12-31$99,071
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$2,725,178
Value of net assets at end of year (total assets less liabilities)2020-12-31$15,311,924
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$12,586,746
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$8,054,280
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$6,447,065
Value of interest in pooled separate accounts at end of year2020-12-31$3,349,775
Value of interest in pooled separate accounts at beginning of year2020-12-31$2,727,451
Interest on participant loans2020-12-31$9,040
Interest earned on other investments2020-12-31$60,390
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$3,798,295
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$3,221,596
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,134,141
Net investment gain/loss from pooled separate accounts2020-12-31$712,932
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$216,731
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$150,745
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 name2020-12-31PRAGERMETIS CPAS LLC
Accountancy firm EIN2020-12-31061667465
2019 : EMERY & WEBB 401K SAVINGS 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$2,803,434
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$670,829
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$568,088
Value of total corrective distributions2019-12-31$22
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$732,676
Value of total assets at end of year2019-12-31$12,586,746
Value of total assets at beginning of year2019-12-31$10,454,141
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$102,719
Total interest from all sources2019-12-31$72,398
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$27,255
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$27,255
Administrative expenses professional fees incurred2019-12-31$13,500
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,000,000
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$525,331
Participant contributions at end of year2019-12-31$190,634
Participant contributions at beginning of year2019-12-31$158,199
Other income not declared elsewhere2019-12-31$29,281
Administrative expenses (other) incurred2019-12-31$61,342
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$2,132,605
Value of net assets at end of year (total assets less liabilities)2019-12-31$12,586,746
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$10,454,141
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
Investment advisory and management fees2019-12-31$27,877
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$6,447,065
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,466,516
Value of interest in pooled separate accounts at end of year2019-12-31$2,727,451
Value of interest in pooled separate accounts at beginning of year2019-12-31$5,990,479
Interest on participant loans2019-12-31$10,496
Interest earned on other investments2019-12-31$61,902
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$3,221,596
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,838,947
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$367,100
Net investment gain/loss from pooled separate accounts2019-12-31$1,574,724
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$207,345
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$568,088
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 name2019-12-31PRAGERMETIS CPAS LLC
Accountancy firm EIN2019-12-31061667465
2018 : EMERY & WEBB 401K SAVINGS 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$531,535
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,194,803
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,120,210
Value of total corrective distributions2018-12-31$27
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,024,493
Value of total assets at end of year2018-12-31$10,454,141
Value of total assets at beginning of year2018-12-31$11,117,409
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$74,566
Total interest from all sources2018-12-31$62,191
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$23,099
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$23,099
Administrative expenses professional fees incurred2018-12-31$13,000
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$531,051
Participant contributions at end of year2018-12-31$158,199
Participant contributions at beginning of year2018-12-31$131,537
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$204,065
Other income not declared elsewhere2018-12-31$13,908
Administrative expenses (other) incurred2018-12-31$47,658
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-663,268
Value of net assets at end of year (total assets less liabilities)2018-12-31$10,454,141
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$11,117,409
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
Investment advisory and management fees2018-12-31$13,908
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,466,516
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,596,547
Value of interest in pooled separate accounts at end of year2018-12-31$5,990,479
Value of interest in pooled separate accounts at beginning of year2018-12-31$6,420,044
Interest on participant loans2018-12-31$7,747
Interest earned on other investments2018-12-31$54,444
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$2,838,947
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$2,969,281
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-267,067
Net investment gain/loss from pooled separate accounts2018-12-31$-325,089
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$289,377
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,120,210
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 name2018-12-31D'ARCANGELO & CO., LLP
Accountancy firm EIN2018-12-31132550103
2017 : EMERY & WEBB 401K SAVINGS 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$2,165,514
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$613,698
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$610,887
Value of total corrective distributions2017-12-31$426
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$722,240
Value of total assets at end of year2017-12-31$11,117,409
Value of total assets at beginning of year2017-12-31$9,565,593
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,385
Total interest from all sources2017-12-31$60,801
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$17,321
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$17,321
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$509,869
Participant contributions at end of year2017-12-31$131,537
Participant contributions at beginning of year2017-12-31$133,382
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$10,307
Administrative expenses (other) incurred2017-12-31$2,385
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$1,551,816
Value of net assets at end of year (total assets less liabilities)2017-12-31$11,117,409
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$9,565,593
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$1,596,547
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$112,504
Value of interest in pooled separate accounts at end of year2017-12-31$6,420,044
Value of interest in pooled separate accounts at beginning of year2017-12-31$6,385,117
Interest on participant loans2017-12-31$6,210
Interest earned on other investments2017-12-31$54,591
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$2,969,281
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$2,934,590
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$324,418
Net investment gain/loss from pooled separate accounts2017-12-31$1,040,734
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$202,064
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$610,887
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 name2017-12-31D'ARCANGELO & CO., LLP
Accountancy firm EIN2017-12-31132550103
2016 : EMERY & WEBB 401K SAVINGS 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$1,156,170
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$317,147
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$313,541
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$721,604
Value of total assets at end of year2016-12-31$9,565,593
Value of total assets at beginning of year2016-12-31$8,726,570
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$3,606
Total interest from all sources2016-12-31$31,608
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,000,000
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$506,886
Participant contributions at end of year2016-12-31$133,382
Participant contributions at beginning of year2016-12-31$99,687
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$22,686
Administrative expenses (other) incurred2016-12-31$3,606
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$839,023
Value of net assets at end of year (total assets less liabilities)2016-12-31$9,565,593
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$8,726,570
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$112,504
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$169,832
Value of interest in pooled separate accounts at end of year2016-12-31$6,385,117
Value of interest in pooled separate accounts at beginning of year2016-12-31$6,225,578
Interest on participant loans2016-12-31$4,921
Interest earned on other investments2016-12-31$26,687
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$2,934,590
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$2,231,473
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$-281
Net investment gain/loss from pooled separate accounts2016-12-31$403,239
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$192,032
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$313,541
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 name2016-12-31D'ARCANGELO & CO., LLP
Accountancy firm EIN2016-12-31132550103
2015 : EMERY & WEBB 401K SAVINGS PLAN 2015 401k financial data
Total income from all sources2015-12-31$1,686,316
Expenses. Total of all expenses incurred2015-12-31$478,226
Benefits paid (including direct rollovers)2015-12-31$476,501
Total plan assets at end of year2015-12-31$8,726,570
Total plan assets at beginning of year2015-12-31$7,518,480
Value of fidelity bond covering the plan2015-12-31$2,000,000
Total contributions received or receivable from participants2015-12-31$498,207
Contributions received from other sources (not participants or employers)2015-12-31$1,012,682
Other income received2015-12-31$-5,990
Net income (gross income less expenses)2015-12-31$1,208,090
Net plan assets at end of year (total assets less liabilities)2015-12-31$8,726,570
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$7,518,480
Assets. Value of participant loans2015-12-31$99,687
Total contributions received or receivable from employer(s)2015-12-31$181,417
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$1,725
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : EMERY & WEBB 401K SAVINGS PLAN 2014 401k financial data
Total income from all sources2014-12-31$1,121,404
Expenses. Total of all expenses incurred2014-12-31$139,514
Benefits paid (including direct rollovers)2014-12-31$138,039
Total plan assets at end of year2014-12-31$7,518,480
Total plan assets at beginning of year2014-12-31$6,536,590
Value of fidelity bond covering the plan2014-12-31$2,000,000
Total contributions received or receivable from participants2014-12-31$452,045
Contributions received from other sources (not participants or employers)2014-12-31$258,424
Other income received2014-12-31$246,855
Net income (gross income less expenses)2014-12-31$981,890
Net plan assets at end of year (total assets less liabilities)2014-12-31$7,518,480
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$6,536,590
Assets. Value of participant loans2014-12-31$103,453
Total contributions received or receivable from employer(s)2014-12-31$164,080
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$1,475
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : EMERY & WEBB 401K SAVINGS PLAN 2013 401k financial data
Total income from all sources2013-12-31$1,550,248
Expenses. Total of all expenses incurred2013-12-31$356,439
Benefits paid (including direct rollovers)2013-12-31$353,764
Total plan assets at end of year2013-12-31$6,536,590
Total plan assets at beginning of year2013-12-31$5,342,781
Value of fidelity bond covering the plan2013-12-31$2,000,000
Total contributions received or receivable from participants2013-12-31$346,545
Contributions received from other sources (not participants or employers)2013-12-31$87,928
Other income received2013-12-31$977,543
Net income (gross income less expenses)2013-12-31$1,193,809
Net plan assets at end of year (total assets less liabilities)2013-12-31$6,536,590
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$5,342,781
Assets. Value of participant loans2013-12-31$66,857
Total contributions received or receivable from employer(s)2013-12-31$138,232
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$2,675
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : EMERY & WEBB 401K SAVINGS PLAN 2012 401k financial data
Total income from all sources2012-12-31$919,547
Expenses. Total of all expenses incurred2012-12-31$299,073
Benefits paid (including direct rollovers)2012-12-31$297,721
Total plan assets at end of year2012-12-31$5,342,781
Total plan assets at beginning of year2012-12-31$4,722,307
Value of fidelity bond covering the plan2012-12-31$2,000,000
Total contributions received or receivable from participants2012-12-31$309,298
Contributions received from other sources (not participants or employers)2012-12-31$16,064
Other income received2012-12-31$489,367
Net income (gross income less expenses)2012-12-31$620,474
Net plan assets at end of year (total assets less liabilities)2012-12-31$5,342,781
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$4,722,307
Assets. Value of participant loans2012-12-31$80,221
Total contributions received or receivable from employer(s)2012-12-31$104,818
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$1,352
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : EMERY & WEBB 401K SAVINGS PLAN 2011 401k financial data
Total income from all sources2011-12-31$339,084
Expenses. Total of all expenses incurred2011-12-31$254,887
Benefits paid (including direct rollovers)2011-12-31$252,955
Total plan assets at end of year2011-12-31$4,722,307
Total plan assets at beginning of year2011-12-31$4,638,110
Value of fidelity bond covering the plan2011-12-31$2,000,000
Contributions received from other sources (not participants or employers)2011-12-31$6
Other income received2011-12-31$-138,390
Net income (gross income less expenses)2011-12-31$84,197
Net plan assets at end of year (total assets less liabilities)2011-12-31$4,722,307
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$4,638,110
Assets. Value of participant loans2011-12-31$90,541
Total contributions received or receivable from employer(s)2011-12-31$477,468
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$1,932
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : EMERY & WEBB 401K SAVINGS PLAN 2010 401k financial data
Total income from all sources2010-12-31$829,797
Expenses. Total of all expenses incurred2010-12-31$286,796
Benefits paid (including direct rollovers)2010-12-31$285,272
Total plan assets at end of year2010-12-31$4,638,110
Total plan assets at beginning of year2010-12-31$4,095,109
Value of fidelity bond covering the plan2010-12-31$2,000,000
Total contributions received or receivable from participants2010-12-31$296,264
Contributions received from other sources (not participants or employers)2010-12-31$28,479
Other income received2010-12-31$382,433
Net income (gross income less expenses)2010-12-31$543,001
Net plan assets at end of year (total assets less liabilities)2010-12-31$4,638,110
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$4,095,109
Assets. Value of participant loans2010-12-31$77,771
Total contributions received or receivable from employer(s)2010-12-31$122,621
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$1,524
2009 : EMERY & WEBB 401K 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 EMERY & WEBB 401K SAVINGS PLAN

2022: EMERY & WEBB 401K SAVINGS 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: EMERY & WEBB 401K SAVINGS 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: EMERY & WEBB 401K SAVINGS 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: EMERY & WEBB 401K SAVINGS 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: EMERY & WEBB 401K SAVINGS 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: EMERY & WEBB 401K SAVINGS 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: EMERY & WEBB 401K 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 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: EMERY & WEBB 401K SAVINGS 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: EMERY & WEBB 401K SAVINGS 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: EMERY & WEBB 401K SAVINGS 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: EMERY & WEBB 401K SAVINGS 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: EMERY & WEBB 401K SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: EMERY & WEBB 401K SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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 number039969
Policy instance 1
Insurance contract or identification number039969
Number of Individuals Covered129
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 number039969
Policy instance 1
Insurance contract or identification number039969
Number of Individuals Covered132
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 number039969
Policy instance 1
Insurance contract or identification number039969
Number of Individuals Covered125
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 number039969
Policy instance 1
Insurance contract or identification number039969
Number of Individuals Covered122
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 number039969
Policy instance 1
Insurance contract or identification number039969
Number of Individuals Covered123
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 $24,478
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
Amount paid for insurance broker fees24478
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number039969
Policy instance 1
Insurance contract or identification number039969
Number of Individuals Covered124
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 $30,457
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
Amount paid for insurance broker fees30457
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker nameSTIFEL NICOLAUS INSURANCE AGENCY
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number039969
Policy instance 1
Insurance contract or identification number039969
Number of Individuals Covered122
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 $26,088
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees26088
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker nameSTIFEL NICOLAUS & COMPANY
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number039969
Policy instance 1
Insurance contract or identification number039969
Number of Individuals Covered115
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 $23,122
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees23122
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker nameSTIFEL NICOLAUS & COMPANY
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number039969
Policy instance 1
Insurance contract or identification number039969
Number of Individuals Covered97
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 $19,359
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees19359
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker nameSTIFEL NICOLAUS & COMPANY
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number039969
Policy instance 1
Insurance contract or identification number039969
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 $16,541
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees16541
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker nameSTIFEL NICOLAUS & COMPANY
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number039969
Policy instance 1
Insurance contract or identification number039969
Number of Individuals Covered85
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 $11,913
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 number039969
Policy instance 1
Insurance contract or identification number039969
Number of Individuals Covered86
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 $21,458
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Amount paid for insurance broker fees21458
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker nameSTIFEL NICOLAUS & COMPANY

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