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PS SHIPPING, INC. - PENSION TRANSFER TRUST PLAN 401k Plan overview

Plan NamePS SHIPPING, INC. - PENSION TRANSFER TRUST PLAN
Plan identification number 001

PS SHIPPING, INC. - PENSION TRANSFER TRUST 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name:PS SHIPPING, INC.
Employer identification number (EIN):142004607
NAIC Classification:484200
NAIC Description: Specialized Freight Trucking

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PS SHIPPING, INC. - PENSION TRANSFER TRUST PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012018-01-01
0012017-01-01PAUL SHAUGHNESSY
0012016-01-01PAUL SHAUGHNESSY
0012015-01-01PAUL SHAUGHNESSY
0012014-01-01PAUL SHAUGHNESSY
0012013-01-01PAUL SHAUGHNESSY
0012012-01-01PAUL SHAUGHNESSY
0012011-01-01PAUL SHAUGHNESSY

Plan Statistics for PS SHIPPING, INC. - PENSION TRANSFER TRUST PLAN

401k plan membership statisitcs for PS SHIPPING, INC. - PENSION TRANSFER TRUST PLAN

Measure Date Value
2022: PS SHIPPING, INC. - PENSION TRANSFER TRUST PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-013
Total number of active participants reported on line 7a of the Form 55002022-01-013
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-013
Number of participants with account balances2022-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: PS SHIPPING, INC. - PENSION TRANSFER TRUST PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012
Total number of active participants reported on line 7a of the Form 55002021-01-013
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-013
Number of participants with account balances2021-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: PS SHIPPING, INC. - PENSION TRANSFER TRUST PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011
Total number of active participants reported on line 7a of the Form 55002020-01-011
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-012
Number of participants with account balances2020-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: PS SHIPPING, INC. - PENSION TRANSFER TRUST PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012
Total number of active participants reported on line 7a of the Form 55002019-01-011
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011
Number of participants with account balances2019-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: PS SHIPPING, INC. - PENSION TRANSFER TRUST PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012
Total number of active participants reported on line 7a of the Form 55002018-01-011
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-012
Number of participants with account balances2018-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: PS SHIPPING, INC. - PENSION TRANSFER TRUST PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012
Total number of active participants reported on line 7a of the Form 55002017-01-011
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-012
Number of participants with account balances2017-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: PS SHIPPING, INC. - PENSION TRANSFER TRUST PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012
Total number of active participants reported on line 7a of the Form 55002016-01-012
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 participants2016-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-012
Number of participants with account balances2016-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: PS SHIPPING, INC. - PENSION TRANSFER TRUST PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012
Total number of active participants reported on line 7a of the Form 55002015-01-012
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-012
Number of participants with account balances2015-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: PS SHIPPING, INC. - PENSION TRANSFER TRUST PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012
Total number of active participants reported on line 7a of the Form 55002014-01-012
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-012
Number of participants with account balances2014-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: PS SHIPPING, INC. - PENSION TRANSFER TRUST PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012
Total number of active participants reported on line 7a of the Form 55002013-01-012
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-012
Number of participants with account balances2013-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: PS SHIPPING, INC. - PENSION TRANSFER TRUST PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012
Total number of active participants reported on line 7a of the Form 55002012-01-012
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-012
Number of participants with account balances2012-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: PS SHIPPING, INC. - PENSION TRANSFER TRUST PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-013
Total number of active participants reported on line 7a of the Form 55002011-01-012
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-012
Number of participants with account balances2011-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

Financial Data on PS SHIPPING, INC. - PENSION TRANSFER TRUST PLAN

Measure Date Value
2022 : PS SHIPPING, INC. - PENSION TRANSFER TRUST PLAN 2022 401k financial data
Total income from all sources2022-12-31$24,689
Total plan assets at end of year2022-12-31$278,643
Total plan assets at beginning of year2022-12-31$253,954
Value of fidelity bond covering the plan2022-12-31$30,000
Other income received2022-12-31$24,689
Net income (gross income less expenses)2022-12-31$24,689
Net plan assets at end of year (total assets less liabilities)2022-12-31$278,643
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$253,954
Assets. Value of employer securities2022-12-31$275,000
2021 : PS SHIPPING, INC. - PENSION TRANSFER TRUST PLAN 2021 401k financial data
Total income from all sources2021-12-31$32,630
Expenses. Total of all expenses incurred2021-12-31$2,654
Benefits paid (including direct rollovers)2021-12-31$2,653
Total plan assets at end of year2021-12-31$253,954
Total plan assets at beginning of year2021-12-31$223,978
Value of fidelity bond covering the plan2021-12-31$30,000
Other income received2021-12-31$30,142
Net income (gross income less expenses)2021-12-31$29,976
Net plan assets at end of year (total assets less liabilities)2021-12-31$253,954
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$223,978
Assets. Value of employer securities2021-12-31$250,000
Total contributions received or receivable from employer(s)2021-12-31$2,488
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$1
2020 : PS SHIPPING, INC. - PENSION TRANSFER TRUST PLAN 2020 401k financial data
Total income from all sources2020-12-31$-3,477
Expenses. Total of all expenses incurred2020-12-31$2,418
Benefits paid (including direct rollovers)2020-12-31$2,418
Total plan assets at end of year2020-12-31$223,978
Total plan assets at beginning of year2020-12-31$229,873
Value of fidelity bond covering the plan2020-12-31$30,000
Other income received2020-12-31$-4,892
Net income (gross income less expenses)2020-12-31$-5,895
Net plan assets at end of year (total assets less liabilities)2020-12-31$223,978
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$229,873
Assets. Value of employer securities2020-12-31$220,000
Total contributions received or receivable from employer(s)2020-12-31$1,415
2019 : PS SHIPPING, INC. - PENSION TRANSFER TRUST PLAN 2019 401k financial data
Total income from all sources2019-12-31$50,642
Expenses. Total of all expenses incurred2019-12-31$209
Benefits paid (including direct rollovers)2019-12-31$209
Total plan assets at end of year2019-12-31$229,873
Total plan assets at beginning of year2019-12-31$179,440
Value of fidelity bond covering the plan2019-12-31$30,000
Other income received2019-12-31$48,142
Net income (gross income less expenses)2019-12-31$50,433
Net plan assets at end of year (total assets less liabilities)2019-12-31$229,873
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$179,440
Assets. Value of employer securities2019-12-31$225,000
Total contributions received or receivable from employer(s)2019-12-31$2,500
2018 : PS SHIPPING, INC. - PENSION TRANSFER TRUST PLAN 2018 401k financial data
Total income from all sources2018-12-31$-35,822
Total plan assets at end of year2018-12-31$179,440
Total plan assets at beginning of year2018-12-31$215,262
Value of fidelity bond covering the plan2018-12-31$30,000
Other income received2018-12-31$-38,022
Net income (gross income less expenses)2018-12-31$-35,822
Net plan assets at end of year (total assets less liabilities)2018-12-31$179,440
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$215,262
Assets. Value of employer securities2018-12-31$176,993
Total contributions received or receivable from employer(s)2018-12-31$2,200
2017 : PS SHIPPING, INC. - PENSION TRANSFER TRUST PLAN 2017 401k financial data
Total income from all sources2017-12-31$21,089
Expenses. Total of all expenses incurred2017-12-31$4,000
Benefits paid (including direct rollovers)2017-12-31$4,000
Total plan assets at end of year2017-12-31$215,262
Total plan assets at beginning of year2017-12-31$198,173
Value of fidelity bond covering the plan2017-12-31$30,000
Other income received2017-12-31$21,089
Net income (gross income less expenses)2017-12-31$17,089
Net plan assets at end of year (total assets less liabilities)2017-12-31$215,262
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$198,173
Assets. Value of employer securities2017-12-31$215,000
2016 : PS SHIPPING, INC. - PENSION TRANSFER TRUST PLAN 2016 401k financial data
Total income from all sources2016-12-31$245
Expenses. Total of all expenses incurred2016-12-31$2
Total plan assets at end of year2016-12-31$198,173
Total plan assets at beginning of year2016-12-31$197,930
Value of fidelity bond covering the plan2016-12-31$30,000
Other income received2016-12-31$245
Net income (gross income less expenses)2016-12-31$243
Net plan assets at end of year (total assets less liabilities)2016-12-31$198,173
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$197,930
Assets. Value of employer securities2016-12-31$193,976
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$2
2015 : PS SHIPPING, INC. - PENSION TRANSFER TRUST PLAN 2015 401k financial data
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$-2,462
Expenses. Total of all expenses incurred2015-12-31$2
Total plan assets at end of year2015-12-31$197,930
Total plan assets at beginning of year2015-12-31$200,394
Value of fidelity bond covering the plan2015-12-31$30,000
Other income received2015-12-31$-4,460
Net income (gross income less expenses)2015-12-31$-2,464
Net plan assets at end of year (total assets less liabilities)2015-12-31$197,930
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$200,394
Assets. Value of employer securities2015-12-31$193,976
Total contributions received or receivable from employer(s)2015-12-31$1,998
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$2
2014 : PS SHIPPING, INC. - PENSION TRANSFER TRUST PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$-44
Expenses. Total of all expenses incurred2014-12-31$3
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$200,394
Total plan assets at beginning of year2014-12-31$200,441
Value of fidelity bond covering the plan2014-12-31$30,000
Total contributions received or receivable from participants2014-12-31$0
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$-44
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$-47
Net plan assets at end of year (total assets less liabilities)2014-12-31$200,394
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$200,441
Assets. Value of employer securities2014-12-31$198,381
Total contributions received or receivable from employer(s)2014-12-31$0
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$3
2013 : PS SHIPPING, INC. - PENSION TRANSFER TRUST PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$-974
Expenses. Total of all expenses incurred2013-12-31$11
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$200,441
Total plan assets at beginning of year2013-12-31$201,426
Value of fidelity bond covering the plan2013-12-31$30,000
Total contributions received or receivable from participants2013-12-31$0
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$-974
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$-985
Net plan assets at end of year (total assets less liabilities)2013-12-31$200,441
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$201,426
Assets. Value of employer securities2013-12-31$198,431
Total contributions received or receivable from employer(s)2013-12-31$0
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$11
2012 : PS SHIPPING, INC. - PENSION TRANSFER TRUST PLAN 2012 401k financial data
Total income from all sources2012-12-31$-27,769
Expenses. Total of all expenses incurred2012-12-31$13
Total plan assets at end of year2012-12-31$201,426
Total plan assets at beginning of year2012-12-31$229,208
Value of fidelity bond covering the plan2012-12-31$30,000
Other income received2012-12-31$-27,769
Net income (gross income less expenses)2012-12-31$-27,782
Net plan assets at end of year (total assets less liabilities)2012-12-31$201,426
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$229,208
Assets. Value of employer securities2012-12-31$199,434
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$13
2011 : PS SHIPPING, INC. - PENSION TRANSFER TRUST PLAN 2011 401k financial data
Total income from all sources2011-12-31$9,455
Expenses. Total of all expenses incurred2011-12-31$13
Total plan assets at end of year2011-12-31$229,208
Total plan assets at beginning of year2011-12-31$219,766
Value of fidelity bond covering the plan2011-12-31$1,000,000
Other income received2011-12-31$9,455
Net income (gross income less expenses)2011-12-31$9,442
Net plan assets at end of year (total assets less liabilities)2011-12-31$229,208
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$219,766
Assets. Value of employer securities2011-12-31$227,237
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$13

Form 5500 Responses for PS SHIPPING, INC. - PENSION TRANSFER TRUST PLAN

2022: PS SHIPPING, INC. - PENSION TRANSFER TRUST PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
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: PS SHIPPING, INC. - PENSION TRANSFER TRUST PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
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: PS SHIPPING, INC. - PENSION TRANSFER TRUST PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
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: PS SHIPPING, INC. - PENSION TRANSFER TRUST PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
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: PS SHIPPING, INC. - PENSION TRANSFER TRUST PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedYes
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: PS SHIPPING, INC. - PENSION TRANSFER TRUST PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
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: PS SHIPPING, INC. - PENSION TRANSFER TRUST PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
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: PS SHIPPING, INC. - PENSION TRANSFER TRUST PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
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: PS SHIPPING, INC. - PENSION TRANSFER TRUST PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
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: PS SHIPPING, INC. - PENSION TRANSFER TRUST PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PS SHIPPING, INC. - PENSION TRANSFER TRUST 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PS SHIPPING, INC. - PENSION TRANSFER TRUST PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01First time form 5500 has been submittedYes
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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number1260073-01
Policy instance 1
Insurance contract or identification number1260073-01
Number of Individuals Covered334
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number1260073-01
Policy instance 1
Insurance contract or identification number1260073-01
Number of Individuals Covered288
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number1260073-01
Policy instance 1
Insurance contract or identification number1260073-01
Number of Individuals Covered257
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $83
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $83
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number1260073-01
Policy instance 1
Insurance contract or identification number1260073-01
Number of Individuals Covered254
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $786
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $786
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number1260073-01
Policy instance 1
Insurance contract or identification number1260073-01
Number of Individuals Covered236
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $556
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $556
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number1260073-01
Policy instance 1
Insurance contract or identification number1260073-01
Number of Individuals Covered229
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $369
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $369
Insurance broker organization code?3
Insurance broker nameMERRILL LYNCH LIFE AGENCY, INC.
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number1260073-01
Policy instance 1
Insurance contract or identification number1260073-01
Number of Individuals Covered235
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $420
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $420
Insurance broker organization code?3
Insurance broker nameMERRILL LYNCH LIFE AGENCY, INC.
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number300169-000
Policy instance 1
Insurance contract or identification number300169-000
Number of Individuals Covered0
Insurance policy start date2014-01-01
Insurance policy end date2014-06-26
Total amount of commissions paid to insurance brokerUSD $8,100
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,100
Additional information about fees paid to insurance brokerINSURANCE AGENT
Insurance broker organization code?3
Insurance broker nameMERRILL LYNCH LIFE AGENCY, INC.
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number1260073-01
Policy instance 2
Insurance contract or identification number1260073-01
Number of Individuals Covered274
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $75
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $75
Additional information about fees paid to insurance brokerINSURANCE AGENT
Insurance broker organization code?3
Insurance broker nameMERRILL LYNCH LIFE AGENCY, INC.

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