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HAYLOR, FREYER & COON, INC. 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameHAYLOR, FREYER & COON, INC. 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number 001

HAYLOR, FREYER & COON, INC. 401(K) PROFIT SHARING PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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

HAYLOR FREYER & COON INC. has sponsored the creation of one or more 401k plans.

Company Name:HAYLOR FREYER & COON INC.
Employer identification number (EIN):150547748
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Additional information about HAYLOR FREYER & COON INC.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1951-09-19
Company Identification Number: 82503
Legal Registered Office Address: 300 SOUTH STATE ST
SUITE 1000
SYRACUSE
United States of America (USA)
13202

More information about HAYLOR FREYER & COON INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HAYLOR, FREYER & COON, INC. 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-09-01
0012021-09-01
0012020-09-01
0012019-09-01
0012018-09-01
0012018-09-01
0012017-09-01
0012016-09-01JIM PETRIE
0012015-09-01MARK E. MCANANEY
0012014-09-01MARK MCANANEY
0012013-09-01MARK E. MCANANEY
0012012-09-01MARK E. MCANANEY
0012011-09-01MARK E MCANANEY
0012010-09-01MARK MCANANEY
0012009-09-01MARK MCANANEY

Plan Statistics for HAYLOR, FREYER & COON, INC. 401(K) PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for HAYLOR, FREYER & COON, INC. 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2022: HAYLOR, FREYER & COON, INC. 401(K) PROFIT SHARING PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year2022-09-01264
Total number of active participants reported on line 7a of the Form 55002022-09-010
Number of retired or separated participants receiving benefits2022-09-010
Number of other retired or separated participants entitled to future benefits2022-09-010
Total of all active and inactive participants2022-09-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-09-010
Total participants2022-09-010
Number of participants with account balances2022-09-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-09-010
2021: HAYLOR, FREYER & COON, INC. 401(K) PROFIT SHARING PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year2021-09-01259
Total number of active participants reported on line 7a of the Form 55002021-09-0165
Number of retired or separated participants receiving benefits2021-09-014
Number of other retired or separated participants entitled to future benefits2021-09-01195
Total of all active and inactive participants2021-09-01264
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-09-010
Total participants2021-09-01264
Number of participants with account balances2021-09-01237
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-09-010
2020: HAYLOR, FREYER & COON, INC. 401(K) PROFIT SHARING PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year2020-09-01239
Total number of active participants reported on line 7a of the Form 55002020-09-01199
Number of retired or separated participants receiving benefits2020-09-010
Number of other retired or separated participants entitled to future benefits2020-09-0159
Total of all active and inactive participants2020-09-01258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-09-011
Total participants2020-09-01259
Number of participants with account balances2020-09-01231
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-09-010
2019: HAYLOR, FREYER & COON, INC. 401(K) PROFIT SHARING PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year2019-09-01232
Total number of active participants reported on line 7a of the Form 55002019-09-01188
Number of retired or separated participants receiving benefits2019-09-010
Number of other retired or separated participants entitled to future benefits2019-09-0150
Total of all active and inactive participants2019-09-01238
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-09-011
Total participants2019-09-01239
Number of participants with account balances2019-09-01215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-09-010
2018: HAYLOR, FREYER & COON, INC. 401(K) PROFIT SHARING PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year2018-09-01198
Total number of active participants reported on line 7a of the Form 55002018-09-01183
Number of retired or separated participants receiving benefits2018-09-010
Number of other retired or separated participants entitled to future benefits2018-09-0149
Total of all active and inactive participants2018-09-01232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-09-010
Total participants2018-09-01232
Number of participants with account balances2018-09-01211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-09-010
2017: HAYLOR, FREYER & COON, INC. 401(K) PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year2017-09-01253
Total number of active participants reported on line 7a of the Form 55002017-09-01158
Number of retired or separated participants receiving benefits2017-09-012
Number of other retired or separated participants entitled to future benefits2017-09-0138
Total of all active and inactive participants2017-09-01198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-09-010
Total participants2017-09-01198
Number of participants with account balances2017-09-01156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-09-011
2016: HAYLOR, FREYER & COON, INC. 401(K) PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year2016-09-01256
Total number of active participants reported on line 7a of the Form 55002016-09-01206
Number of retired or separated participants receiving benefits2016-09-012
Number of other retired or separated participants entitled to future benefits2016-09-0144
Total of all active and inactive participants2016-09-01252
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-09-011
Total participants2016-09-01253
Number of participants with account balances2016-09-01160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-09-010
2015: HAYLOR, FREYER & COON, INC. 401(K) PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-09-01228
Total number of active participants reported on line 7a of the Form 55002015-09-01239
Number of retired or separated participants receiving benefits2015-09-011
Number of other retired or separated participants entitled to future benefits2015-09-0116
Total of all active and inactive participants2015-09-01256
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-09-010
Total participants2015-09-01256
Number of participants with account balances2015-09-01155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-09-010
2014: HAYLOR, FREYER & COON, INC. 401(K) PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-09-01254
Total number of active participants reported on line 7a of the Form 55002014-09-01208
Number of retired or separated participants receiving benefits2014-09-012
Number of other retired or separated participants entitled to future benefits2014-09-0118
Total of all active and inactive participants2014-09-01228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-09-010
Total participants2014-09-01228
Number of participants with account balances2014-09-01160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-09-010
2013: HAYLOR, FREYER & COON, INC. 401(K) PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-09-01270
Total number of active participants reported on line 7a of the Form 55002013-09-01220
Number of retired or separated participants receiving benefits2013-09-011
Number of other retired or separated participants entitled to future benefits2013-09-0133
Total of all active and inactive participants2013-09-01254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-09-010
Total participants2013-09-01254
Number of participants with account balances2013-09-01181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-09-012
2012: HAYLOR, FREYER & COON, INC. 401(K) PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-09-01202
Total number of active participants reported on line 7a of the Form 55002012-09-01245
Number of retired or separated participants receiving benefits2012-09-011
Number of other retired or separated participants entitled to future benefits2012-09-0124
Total of all active and inactive participants2012-09-01270
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-09-010
Total participants2012-09-01270
Number of participants with account balances2012-09-01175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-09-013
2011: HAYLOR, FREYER & COON, INC. 401(K) PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year2011-09-01232
Total number of active participants reported on line 7a of the Form 55002011-09-01173
Number of retired or separated participants receiving benefits2011-09-013
Number of other retired or separated participants entitled to future benefits2011-09-0121
Total of all active and inactive participants2011-09-01197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-09-010
Total participants2011-09-01197
Number of participants with account balances2011-09-01189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-09-011
2010: HAYLOR, FREYER & COON, INC. 401(K) PROFIT SHARING PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year2010-09-01241
Total number of active participants reported on line 7a of the Form 55002010-09-01193
Number of retired or separated participants receiving benefits2010-09-014
Number of other retired or separated participants entitled to future benefits2010-09-0135
Total of all active and inactive participants2010-09-01232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-09-010
Total participants2010-09-01232
Number of participants with account balances2010-09-01223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-09-013
2009: HAYLOR, FREYER & COON, INC. 401(K) PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-09-01236
Total number of active participants reported on line 7a of the Form 55002009-09-01203
Number of retired or separated participants receiving benefits2009-09-014
Number of other retired or separated participants entitled to future benefits2009-09-0134
Total of all active and inactive participants2009-09-01241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-09-010
Total participants2009-09-01241
Number of participants with account balances2009-09-01233
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-09-010

Financial Data on HAYLOR, FREYER & COON, INC. 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2023 : HAYLOR, FREYER & COON, INC. 401(K) PROFIT SHARING PLAN & TRUST 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-04-04$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-04-04$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-04-04$0
Total income from all sources (including contributions)2023-04-04$-137,831
Total loss/gain on sale of assets2023-04-04$0
Total of all expenses incurred2023-04-04$24,056,209
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-04-04$24,008,923
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-04-04$367,637
Value of total assets at end of year2023-04-04$0
Value of total assets at beginning of year2023-04-04$24,194,040
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-04-04$47,286
Total interest from all sources2023-04-04$5,749
Total dividends received (eg from common stock, registered investment company shares)2023-04-04$106,917
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-04-04Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2023-04-04$0
Total dividends received from registered investment company shares (eg mutual funds)2023-04-04$106,917
Was this plan covered by a fidelity bond2023-04-04Yes
Value of fidelity bond cover2023-04-04$5,000,000
If this is an individual account plan, was there a blackout period2023-04-04No
Were there any nonexempt tranactions with any party-in-interest2023-04-04No
Contributions received from participants2023-04-04$93,840
Participant contributions at end of year2023-04-04$0
Participant contributions at beginning of year2023-04-04$137,888
Administrative expenses (other) incurred2023-04-04$47,286
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-04-04No
Value of net income/loss2023-04-04$-24,194,040
Value of net assets at end of year (total assets less liabilities)2023-04-04$0
Value of net assets at beginning of year (total assets less liabilities)2023-04-04$24,194,040
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-04-04No
Were any loans by the plan or fixed income obligations due to the plan in default2023-04-04No
Were any leases to which the plan was party in default or uncollectible2023-04-04No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-04-04$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-04-04$22,587,298
Interest on participant loans2023-04-04$844
Interest earned on other investments2023-04-04$4,905
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-04-04$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-04-04$1,468,854
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-04-04$-618,134
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-04-04No
Was there a failure to transmit to the plan any participant contributions2023-04-04No
Has the plan failed to provide any benefit when due under the plan2023-04-04No
Contributions received in cash from employer2023-04-04$273,797
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-04-04$24,008,923
Did the plan have assets held for investment2023-04-04No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-04-04No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-04-04Yes
Opinion of an independent qualified public accountant for this plan2023-04-04Unqualified
Accountancy firm name2023-04-04DANNIBLE & MCKEE LLP
Accountancy firm EIN2023-04-04330996661
2022 : HAYLOR, FREYER & COON, INC. 401(K) PROFIT SHARING PLAN & TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-08-31$0
Total income from all sources (including contributions)2022-08-31$-2,909,811
Total loss/gain on sale of assets2022-08-31$0
Total of all expenses incurred2022-08-31$2,508,123
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-08-31$2,138,925
Value of total corrective distributions2022-08-31$297,477
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-08-31$1,430,766
Value of total assets at end of year2022-08-31$24,194,040
Value of total assets at beginning of year2022-08-31$29,611,974
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-08-31$71,721
Total interest from all sources2022-08-31$30,198
Total dividends received (eg from common stock, registered investment company shares)2022-08-31$1,677,400
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-08-31$1,677,400
Was this plan covered by a fidelity bond2022-08-31Yes
Value of fidelity bond cover2022-08-31$5,000,000
If this is an individual account plan, was there a blackout period2022-08-31No
Were there any nonexempt tranactions with any party-in-interest2022-08-31No
Contributions received from participants2022-08-31$1,405,799
Participant contributions at end of year2022-08-31$137,888
Participant contributions at beginning of year2022-08-31$196,537
Income. Received or receivable in cash from other sources (including rollovers)2022-08-31$24,967
Other income not declared elsewhere2022-08-31$109
Administrative expenses (other) incurred2022-08-31$71,721
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-08-31No
Value of net income/loss2022-08-31$-5,417,934
Value of net assets at end of year (total assets less liabilities)2022-08-31$24,194,040
Value of net assets at beginning of year (total assets less liabilities)2022-08-31$29,611,974
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-08-31No
Were any leases to which the plan was party in default or uncollectible2022-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-08-31$22,587,298
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-08-31$27,875,579
Interest on participant loans2022-08-31$8,061
Interest earned on other investments2022-08-31$22,137
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-08-31$1,468,854
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-08-31$1,539,858
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-08-31$-6,048,284
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-08-31No
Was there a failure to transmit to the plan any participant contributions2022-08-31No
Has the plan failed to provide any benefit when due under the plan2022-08-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-08-31$2,138,925
Did the plan have assets held for investment2022-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-08-31No
2021 : HAYLOR, FREYER & COON, INC. 401(K) PROFIT SHARING PLAN & TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-08-31$0
Total income from all sources (including contributions)2021-08-31$7,246,046
Total loss/gain on sale of assets2021-08-31$0
Total of all expenses incurred2021-08-31$2,475,483
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-08-31$2,428,498
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-08-31$1,599,804
Value of total assets at end of year2021-08-31$29,611,974
Value of total assets at beginning of year2021-08-31$24,841,411
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-08-31$46,985
Total interest from all sources2021-08-31$32,841
Total dividends received (eg from common stock, registered investment company shares)2021-08-31$790,304
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-08-31$790,304
Was this plan covered by a fidelity bond2021-08-31Yes
Value of fidelity bond cover2021-08-31$5,000,000
If this is an individual account plan, was there a blackout period2021-08-31No
Were there any nonexempt tranactions with any party-in-interest2021-08-31No
Contributions received from participants2021-08-31$1,339,452
Participant contributions at end of year2021-08-31$196,537
Participant contributions at beginning of year2021-08-31$182,106
Income. Received or receivable in cash from other sources (including rollovers)2021-08-31$260,352
Administrative expenses (other) incurred2021-08-31$46,985
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-08-31No
Value of net income/loss2021-08-31$4,770,563
Value of net assets at end of year (total assets less liabilities)2021-08-31$29,611,974
Value of net assets at beginning of year (total assets less liabilities)2021-08-31$24,841,411
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-08-31No
Were any leases to which the plan was party in default or uncollectible2021-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-08-31$27,875,579
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-08-31$22,315,372
Interest on participant loans2021-08-31$9,058
Interest earned on other investments2021-08-31$23,783
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-08-31$1,539,858
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-08-31$2,343,933
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-08-31$4,823,097
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-08-31No
Was there a failure to transmit to the plan any participant contributions2021-08-31No
Has the plan failed to provide any benefit when due under the plan2021-08-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-08-31$2,428,498
Did the plan have assets held for investment2021-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-08-31No
Opinion of an independent qualified public accountant for this plan2021-08-31Unqualified
Accountancy firm name2021-08-31DANNIBLE & MCKEE LLP
Accountancy firm EIN2021-08-31330996661
2020 : HAYLOR, FREYER & COON, INC. 401(K) PROFIT SHARING PLAN & TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-08-31$0
Total income from all sources (including contributions)2020-08-31$4,973,644
Total loss/gain on sale of assets2020-08-31$0
Total of all expenses incurred2020-08-31$1,466,159
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-08-31$1,413,800
Value of total corrective distributions2020-08-31$10,062
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-08-31$1,751,460
Value of total assets at end of year2020-08-31$24,841,411
Value of total assets at beginning of year2020-08-31$21,333,926
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-08-31$42,297
Total interest from all sources2020-08-31$43,788
Total dividends received (eg from common stock, registered investment company shares)2020-08-31$566,374
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-08-31$566,374
Was this plan covered by a fidelity bond2020-08-31Yes
Value of fidelity bond cover2020-08-31$5,000,000
If this is an individual account plan, was there a blackout period2020-08-31No
Were there any nonexempt tranactions with any party-in-interest2020-08-31No
Contributions received from participants2020-08-31$1,154,263
Participant contributions at end of year2020-08-31$182,106
Participant contributions at beginning of year2020-08-31$298,961
Income. Received or receivable in cash from other sources (including rollovers)2020-08-31$597,197
Other income not declared elsewhere2020-08-31$604
Administrative expenses (other) incurred2020-08-31$42,297
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-08-31No
Value of net income/loss2020-08-31$3,507,485
Value of net assets at end of year (total assets less liabilities)2020-08-31$24,841,411
Value of net assets at beginning of year (total assets less liabilities)2020-08-31$21,333,926
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-08-31No
Were any leases to which the plan was party in default or uncollectible2020-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-08-31$22,315,372
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-08-31$19,022,798
Interest on participant loans2020-08-31$14,397
Interest earned on other investments2020-08-31$29,391
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-08-31$2,343,933
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-08-31$2,012,167
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-08-31$2,611,418
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-08-31No
Was there a failure to transmit to the plan any participant contributions2020-08-31No
Has the plan failed to provide any benefit when due under the plan2020-08-31No
Contributions received in cash from employer2020-08-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-08-31$1,413,800
Did the plan have assets held for investment2020-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-08-31Yes
Opinion of an independent qualified public accountant for this plan2020-08-31Disclaimer
Accountancy firm name2020-08-31DANNIBLE & MCKEE LLP
Accountancy firm EIN2020-08-31330996661
2019 : HAYLOR, FREYER & COON, INC. 401(K) PROFIT SHARING PLAN & TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-08-31$0
Total income from all sources (including contributions)2019-08-31$1,789,739
Total loss/gain on sale of assets2019-08-31$0
Total of all expenses incurred2019-08-31$1,153,340
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-08-31$1,013,567
Value of total corrective distributions2019-08-31$97,797
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-08-31$1,114,765
Value of total assets at end of year2019-08-31$21,333,926
Value of total assets at beginning of year2019-08-31$20,697,527
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-08-31$41,976
Total interest from all sources2019-08-31$43,903
Total dividends received (eg from common stock, registered investment company shares)2019-08-31$626,208
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-08-31$626,208
Was this plan covered by a fidelity bond2019-08-31Yes
Value of fidelity bond cover2019-08-31$5,000,000
If this is an individual account plan, was there a blackout period2019-08-31No
Were there any nonexempt tranactions with any party-in-interest2019-08-31No
Contributions received from participants2019-08-31$1,095,632
Participant contributions at end of year2019-08-31$298,961
Participant contributions at beginning of year2019-08-31$223,919
Income. Received or receivable in cash from other sources (including rollovers)2019-08-31$19,133
Other income not declared elsewhere2019-08-31$236
Administrative expenses (other) incurred2019-08-31$41,976
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-08-31No
Value of net income/loss2019-08-31$636,399
Value of net assets at end of year (total assets less liabilities)2019-08-31$21,333,926
Value of net assets at beginning of year (total assets less liabilities)2019-08-31$20,697,527
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-08-31No
Were any leases to which the plan was party in default or uncollectible2019-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-08-31$19,022,798
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-08-31$18,524,343
Interest on participant loans2019-08-31$12,212
Interest earned on other investments2019-08-31$31,691
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-08-31$2,012,167
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-08-31$1,949,265
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-08-31$4,627
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-08-31No
Was there a failure to transmit to the plan any participant contributions2019-08-31No
Has the plan failed to provide any benefit when due under the plan2019-08-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-08-31$1,013,567
Did the plan have assets held for investment2019-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-08-31Yes
Opinion of an independent qualified public accountant for this plan2019-08-31Disclaimer
Accountancy firm name2019-08-31DANNIBLE & MCKEE LLP
Accountancy firm EIN2019-08-31330996661
2018 : HAYLOR, FREYER & COON, INC. 401(K) PROFIT SHARING PLAN & TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-08-31$0
Total income from all sources (including contributions)2018-08-31$3,356,371
Total loss/gain on sale of assets2018-08-31$0
Total of all expenses incurred2018-08-31$1,805,513
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-08-31$1,790,725
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-08-31$929,618
Value of total assets at end of year2018-08-31$20,697,527
Value of total assets at beginning of year2018-08-31$19,146,669
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-08-31$14,788
Total interest from all sources2018-08-31$42,984
Total dividends received (eg from common stock, registered investment company shares)2018-08-31$526,148
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-08-31$526,148
Was this plan covered by a fidelity bond2018-08-31Yes
Value of fidelity bond cover2018-08-31$5,000,000
If this is an individual account plan, was there a blackout period2018-08-31No
Were there any nonexempt tranactions with any party-in-interest2018-08-31No
Contributions received from participants2018-08-31$927,109
Participant contributions at end of year2018-08-31$223,919
Participant contributions at beginning of year2018-08-31$221,584
Income. Received or receivable in cash from other sources (including rollovers)2018-08-31$2,509
Administrative expenses (other) incurred2018-08-31$14,788
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-08-31No
Value of net income/loss2018-08-31$1,550,858
Value of net assets at end of year (total assets less liabilities)2018-08-31$20,697,527
Value of net assets at beginning of year (total assets less liabilities)2018-08-31$19,146,669
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-08-31No
Were any leases to which the plan was party in default or uncollectible2018-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-08-31$18,524,343
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-08-31$16,628,337
Interest on participant loans2018-08-31$9,834
Interest earned on other investments2018-08-31$33,150
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-08-31$1,949,265
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-08-31$2,296,748
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-08-31$1,857,621
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-08-31No
Was there a failure to transmit to the plan any participant contributions2018-08-31No
Has the plan failed to provide any benefit when due under the plan2018-08-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-08-31$1,790,725
Did the plan have assets held for investment2018-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-08-31Yes
Opinion of an independent qualified public accountant for this plan2018-08-31Disclaimer
Accountancy firm name2018-08-31DANNIBLE & MCKEE LLP
Accountancy firm EIN2018-08-31330996661
2017 : HAYLOR, FREYER & COON, INC. 401(K) PROFIT SHARING PLAN & TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-08-31$0
Total income from all sources (including contributions)2017-08-31$3,163,142
Total loss/gain on sale of assets2017-08-31$0
Total of all expenses incurred2017-08-31$854,221
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-08-31$812,168
Value of total corrective distributions2017-08-31$29,217
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-08-31$1,166,770
Value of total assets at end of year2017-08-31$19,146,669
Value of total assets at beginning of year2017-08-31$16,837,748
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-08-31$12,836
Total interest from all sources2017-08-31$77,730
Total dividends received (eg from common stock, registered investment company shares)2017-08-31$801,569
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-08-31$801,569
Was this plan covered by a fidelity bond2017-08-31Yes
Value of fidelity bond cover2017-08-31$5,000,000
If this is an individual account plan, was there a blackout period2017-08-31No
Were there any nonexempt tranactions with any party-in-interest2017-08-31No
Contributions received from participants2017-08-31$920,006
Participant contributions at end of year2017-08-31$221,584
Participant contributions at beginning of year2017-08-31$221,922
Income. Received or receivable in cash from other sources (including rollovers)2017-08-31$246,764
Other income not declared elsewhere2017-08-31$223
Administrative expenses (other) incurred2017-08-31$12,836
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-08-31No
Value of net income/loss2017-08-31$2,308,921
Value of net assets at end of year (total assets less liabilities)2017-08-31$19,146,669
Value of net assets at beginning of year (total assets less liabilities)2017-08-31$16,837,748
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-08-31No
Were any leases to which the plan was party in default or uncollectible2017-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-08-31$16,628,337
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-08-31$14,276,093
Interest on participant loans2017-08-31$10,525
Interest earned on other investments2017-08-31$67,205
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-08-31$2,296,748
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-08-31$2,339,733
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-08-31$1,116,850
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-08-31No
Was there a failure to transmit to the plan any participant contributions2017-08-31No
Has the plan failed to provide any benefit when due under the plan2017-08-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-08-31$812,168
Did the plan have assets held for investment2017-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-08-31Yes
Opinion of an independent qualified public accountant for this plan2017-08-31Disclaimer
Accountancy firm name2017-08-31DANNIBLE & MCKEE LLP
Accountancy firm EIN2017-08-31330996661
2016 : HAYLOR, FREYER & COON, INC. 401(K) PROFIT SHARING PLAN & TRUST 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-08-31$0
Total income from all sources (including contributions)2016-08-31$2,215,762
Total loss/gain on sale of assets2016-08-31$0
Total of all expenses incurred2016-08-31$1,119,005
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-08-31$1,087,361
Value of total corrective distributions2016-08-31$21,216
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-08-31$1,018,585
Value of total assets at end of year2016-08-31$16,837,748
Value of total assets at beginning of year2016-08-31$15,740,991
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-08-31$10,428
Total interest from all sources2016-08-31$80,697
Total dividends received (eg from common stock, registered investment company shares)2016-08-31$996,896
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-08-31$996,896
Was this plan covered by a fidelity bond2016-08-31Yes
Value of fidelity bond cover2016-08-31$5,000,000
If this is an individual account plan, was there a blackout period2016-08-31No
Were there any nonexempt tranactions with any party-in-interest2016-08-31No
Contributions received from participants2016-08-31$931,173
Participant contributions at end of year2016-08-31$221,922
Participant contributions at beginning of year2016-08-31$313,919
Income. Received or receivable in cash from other sources (including rollovers)2016-08-31$87,412
Administrative expenses (other) incurred2016-08-31$10,428
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-08-31No
Value of net income/loss2016-08-31$1,096,757
Value of net assets at end of year (total assets less liabilities)2016-08-31$16,837,748
Value of net assets at beginning of year (total assets less liabilities)2016-08-31$15,740,991
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-08-31No
Were any leases to which the plan was party in default or uncollectible2016-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-08-31$14,276,093
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-08-31$13,207,853
Interest on participant loans2016-08-31$13,847
Interest earned on other investments2016-08-31$66,850
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-08-31$2,339,733
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-08-31$2,219,219
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-08-31$119,584
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-08-31No
Was there a failure to transmit to the plan any participant contributions2016-08-31No
Has the plan failed to provide any benefit when due under the plan2016-08-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-08-31$1,087,361
Did the plan have assets held for investment2016-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-08-31Yes
Opinion of an independent qualified public accountant for this plan2016-08-31Disclaimer
Accountancy firm name2016-08-31DANNIBLE & MCKEE LLP
Accountancy firm EIN2016-08-31330996661
2015 : HAYLOR, FREYER & COON, INC. 401(K) PROFIT SHARING PLAN & TRUST 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-08-31$0
Total income from all sources (including contributions)2015-08-31$1,316,936
Total loss/gain on sale of assets2015-08-31$0
Total of all expenses incurred2015-08-31$3,678,163
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-08-31$3,664,695
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-08-31$1,308,736
Value of total assets at end of year2015-08-31$15,740,991
Value of total assets at beginning of year2015-08-31$18,102,218
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-08-31$13,468
Total interest from all sources2015-08-31$82,937
Total dividends received (eg from common stock, registered investment company shares)2015-08-31$1,262,790
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-08-31$1,262,790
Was this plan covered by a fidelity bond2015-08-31Yes
Value of fidelity bond cover2015-08-31$1,000,000
If this is an individual account plan, was there a blackout period2015-08-31No
Were there any nonexempt tranactions with any party-in-interest2015-08-31No
Contributions received from participants2015-08-31$966,912
Participant contributions at end of year2015-08-31$313,919
Participant contributions at beginning of year2015-08-31$340,934
Income. Received or receivable in cash from other sources (including rollovers)2015-08-31$341,824
Administrative expenses (other) incurred2015-08-31$13,468
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-08-31No
Value of net income/loss2015-08-31$-2,361,227
Value of net assets at end of year (total assets less liabilities)2015-08-31$15,740,991
Value of net assets at beginning of year (total assets less liabilities)2015-08-31$18,102,218
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-08-31No
Were any leases to which the plan was party in default or uncollectible2015-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-08-31$13,207,853
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-08-31$15,118,938
Interest on participant loans2015-08-31$16,201
Interest earned on other investments2015-08-31$66,736
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-08-31$2,219,219
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-08-31$2,642,346
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-08-31$-1,337,527
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-08-31No
Was there a failure to transmit to the plan any participant contributions2015-08-31No
Has the plan failed to provide any benefit when due under the plan2015-08-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-08-31$3,664,695
Did the plan have assets held for investment2015-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-08-31Yes
Opinion of an independent qualified public accountant for this plan2015-08-31Disclaimer
Accountancy firm name2015-08-31DANNIBLE & MCKEE LLP
Accountancy firm EIN2015-08-31330996661
2014 : HAYLOR, FREYER & COON, INC. 401(K) PROFIT SHARING PLAN & TRUST 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-08-31$0
Total income from all sources (including contributions)2014-08-31$3,718,664
Total loss/gain on sale of assets2014-08-31$0
Total of all expenses incurred2014-08-31$715,283
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-08-31$703,423
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-08-31$1,287,721
Value of total assets at end of year2014-08-31$18,102,218
Value of total assets at beginning of year2014-08-31$15,098,837
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-08-31$11,860
Total interest from all sources2014-08-31$90,571
Total dividends received (eg from common stock, registered investment company shares)2014-08-31$740,242
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-08-31$740,242
Was this plan covered by a fidelity bond2014-08-31Yes
Value of fidelity bond cover2014-08-31$1,000,000
If this is an individual account plan, was there a blackout period2014-08-31No
Were there any nonexempt tranactions with any party-in-interest2014-08-31No
Contributions received from participants2014-08-31$913,728
Participant contributions at end of year2014-08-31$340,934
Participant contributions at beginning of year2014-08-31$321,245
Income. Received or receivable in cash from other sources (including rollovers)2014-08-31$373,993
Other income not declared elsewhere2014-08-31$113
Administrative expenses (other) incurred2014-08-31$11,860
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-08-31No
Value of net income/loss2014-08-31$3,003,381
Value of net assets at end of year (total assets less liabilities)2014-08-31$18,102,218
Value of net assets at beginning of year (total assets less liabilities)2014-08-31$15,098,837
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-08-31No
Were any leases to which the plan was party in default or uncollectible2014-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-08-31$15,118,938
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-08-31$12,066,132
Interest on participant loans2014-08-31$14,837
Interest earned on other investments2014-08-31$75,734
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-08-31$2,642,346
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-08-31$2,711,460
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-08-31$1,600,017
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-08-31No
Was there a failure to transmit to the plan any participant contributions2014-08-31No
Has the plan failed to provide any benefit when due under the plan2014-08-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-08-31$703,423
Did the plan have assets held for investment2014-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-08-31Yes
Opinion of an independent qualified public accountant for this plan2014-08-31Disclaimer
Accountancy firm name2014-08-31DANNIBLE & MCKEE LLP
Accountancy firm EIN2014-08-31330996661
2013 : HAYLOR, FREYER & COON, INC. 401(K) PROFIT SHARING PLAN & TRUST 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-08-31$0
Total income from all sources (including contributions)2013-08-31$2,579,049
Total loss/gain on sale of assets2013-08-31$0
Total of all expenses incurred2013-08-31$1,555,162
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-08-31$1,545,380
Expenses. Certain deemed distributions of participant loans2013-08-31$139
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-08-31$962,377
Value of total assets at end of year2013-08-31$15,098,837
Value of total assets at beginning of year2013-08-31$14,074,950
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-08-31$9,643
Total interest from all sources2013-08-31$93,516
Total dividends received (eg from common stock, registered investment company shares)2013-08-31$309,076
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-08-31$309,076
Was this plan covered by a fidelity bond2013-08-31Yes
Value of fidelity bond cover2013-08-31$1,000,000
If this is an individual account plan, was there a blackout period2013-08-31No
Were there any nonexempt tranactions with any party-in-interest2013-08-31No
Contributions received from participants2013-08-31$918,111
Participant contributions at end of year2013-08-31$321,245
Participant contributions at beginning of year2013-08-31$230,473
Income. Received or receivable in cash from other sources (including rollovers)2013-08-31$44,266
Other income not declared elsewhere2013-08-31$218
Administrative expenses (other) incurred2013-08-31$9,643
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-08-31No
Value of net income/loss2013-08-31$1,023,887
Value of net assets at end of year (total assets less liabilities)2013-08-31$15,098,837
Value of net assets at beginning of year (total assets less liabilities)2013-08-31$14,074,950
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-08-31No
Were any leases to which the plan was party in default or uncollectible2013-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-08-31$12,066,132
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-08-31$11,037,307
Interest on participant loans2013-08-31$14,888
Interest earned on other investments2013-08-31$78,628
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-08-31$2,711,460
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-08-31$2,807,170
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-08-31$1,213,862
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-08-31No
Was there a failure to transmit to the plan any participant contributions2013-08-31No
Has the plan failed to provide any benefit when due under the plan2013-08-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-08-31$1,545,380
Did the plan have assets held for investment2013-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-08-31No
Opinion of an independent qualified public accountant for this plan2013-08-31Disclaimer
Accountancy firm name2013-08-31DANNIBLE & MCKEE LLP
Accountancy firm EIN2013-08-31330996661
2012 : HAYLOR, FREYER & COON, INC. 401(K) PROFIT SHARING PLAN & TRUST 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-08-31$0
Total income from all sources (including contributions)2012-08-31$2,129,194
Total loss/gain on sale of assets2012-08-31$0
Total of all expenses incurred2012-08-31$480,999
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-08-31$478,080
Expenses. Certain deemed distributions of participant loans2012-08-31$2,069
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-08-31$951,048
Value of total assets at end of year2012-08-31$14,074,950
Value of total assets at beginning of year2012-08-31$12,426,755
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-08-31$850
Total interest from all sources2012-08-31$86,647
Total dividends received (eg from common stock, registered investment company shares)2012-08-31$302,967
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-08-31$302,967
Was this plan covered by a fidelity bond2012-08-31Yes
Value of fidelity bond cover2012-08-31$1,000,000
If this is an individual account plan, was there a blackout period2012-08-31No
Were there any nonexempt tranactions with any party-in-interest2012-08-31No
Contributions received from participants2012-08-31$912,146
Participant contributions at end of year2012-08-31$230,473
Participant contributions at beginning of year2012-08-31$261,951
Income. Received or receivable in cash from other sources (including rollovers)2012-08-31$38,902
Other income not declared elsewhere2012-08-31$607
Administrative expenses (other) incurred2012-08-31$850
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-08-31No
Value of net income/loss2012-08-31$1,648,195
Value of net assets at end of year (total assets less liabilities)2012-08-31$14,074,950
Value of net assets at beginning of year (total assets less liabilities)2012-08-31$12,426,755
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-08-31No
Were any leases to which the plan was party in default or uncollectible2012-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-08-31$11,037,307
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-08-31$9,586,523
Interest on participant loans2012-08-31$11,440
Interest earned on other investments2012-08-31$75,207
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-08-31$2,807,170
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-08-31$2,578,281
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-08-31$787,925
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-08-31No
Was there a failure to transmit to the plan any participant contributions2012-08-31No
Has the plan failed to provide any benefit when due under the plan2012-08-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-08-31$478,080
Did the plan have assets held for investment2012-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-08-31Yes
Opinion of an independent qualified public accountant for this plan2012-08-31Disclaimer
Accountancy firm name2012-08-31DANNIBLE & MCKEE LLP
Accountancy firm EIN2012-08-31330996661
2011 : HAYLOR, FREYER & COON, INC. 401(K) PROFIT SHARING PLAN & TRUST 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-08-31$0
Total income from all sources (including contributions)2011-08-31$2,402,692
Total loss/gain on sale of assets2011-08-31$0
Total of all expenses incurred2011-08-31$1,593,215
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-08-31$1,592,515
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-08-31$975,642
Value of total assets at end of year2011-08-31$12,426,755
Value of total assets at beginning of year2011-08-31$11,617,278
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-08-31$700
Total interest from all sources2011-08-31$73,402
Total dividends received (eg from common stock, registered investment company shares)2011-08-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-08-31No
Was this plan covered by a fidelity bond2011-08-31Yes
Value of fidelity bond cover2011-08-31$2,000,000
If this is an individual account plan, was there a blackout period2011-08-31No
Were there any nonexempt tranactions with any party-in-interest2011-08-31No
Contributions received from participants2011-08-31$920,582
Participant contributions at end of year2011-08-31$261,951
Participant contributions at beginning of year2011-08-31$249,449
Income. Received or receivable in cash from other sources (including rollovers)2011-08-31$55,060
Administrative expenses (other) incurred2011-08-31$700
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-08-31No
Value of net income/loss2011-08-31$809,477
Value of net assets at end of year (total assets less liabilities)2011-08-31$12,426,755
Value of net assets at beginning of year (total assets less liabilities)2011-08-31$11,617,278
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-08-31No
Were any leases to which the plan was party in default or uncollectible2011-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-08-31$9,586,523
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-08-31$9,540,771
Interest on participant loans2011-08-31$16,467
Interest earned on other investments2011-08-31$56,935
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-08-31$2,578,281
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-08-31$1,827,058
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-08-31$1,353,648
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-08-31No
Was there a failure to transmit to the plan any participant contributions2011-08-31No
Has the plan failed to provide any benefit when due under the plan2011-08-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-08-31$1,592,515
Did the plan have assets held for investment2011-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-08-31Yes
Opinion of an independent qualified public accountant for this plan2011-08-31Disclaimer
Accountancy firm name2011-08-31DANNIBLE & MCKEE LLP
Accountancy firm EIN2011-08-31330996661

Form 5500 Responses for HAYLOR, FREYER & COON, INC. 401(K) PROFIT SHARING PLAN & TRUST

2022: HAYLOR, FREYER & COON, INC. 401(K) PROFIT SHARING PLAN & TRUST 2022 form 5500 responses
2022-09-01Type of plan entitySingle employer plan
2022-09-01Submission has been amendedNo
2022-09-01This submission is the final filingYes
2022-09-01This return/report is a short plan year return/report (less than 12 months)Yes
2022-09-01Plan is a collectively bargained planNo
2022-09-01Plan funding arrangement – InsuranceYes
2022-09-01Plan funding arrangement – TrustYes
2022-09-01Plan benefit arrangement – InsuranceYes
2022-09-01Plan benefit arrangement - TrustYes
2021: HAYLOR, FREYER & COON, INC. 401(K) PROFIT SHARING PLAN & TRUST 2021 form 5500 responses
2021-09-01Type of plan entitySingle employer plan
2021-09-01Submission has been amendedNo
2021-09-01This submission is the final filingNo
2021-09-01This return/report is a short plan year return/report (less than 12 months)No
2021-09-01Plan is a collectively bargained planNo
2021-09-01Plan funding arrangement – InsuranceYes
2021-09-01Plan funding arrangement – TrustYes
2021-09-01Plan benefit arrangement – InsuranceYes
2021-09-01Plan benefit arrangement - TrustYes
2020: HAYLOR, FREYER & COON, INC. 401(K) PROFIT SHARING PLAN & TRUST 2020 form 5500 responses
2020-09-01Type of plan entitySingle employer plan
2020-09-01Submission has been amendedNo
2020-09-01This submission is the final filingNo
2020-09-01This return/report is a short plan year return/report (less than 12 months)No
2020-09-01Plan is a collectively bargained planNo
2020-09-01Plan funding arrangement – InsuranceYes
2020-09-01Plan funding arrangement – TrustYes
2020-09-01Plan benefit arrangement – InsuranceYes
2020-09-01Plan benefit arrangement - TrustYes
2019: HAYLOR, FREYER & COON, INC. 401(K) PROFIT SHARING PLAN & TRUST 2019 form 5500 responses
2019-09-01Type of plan entitySingle employer plan
2019-09-01Submission has been amendedNo
2019-09-01This submission is the final filingNo
2019-09-01This return/report is a short plan year return/report (less than 12 months)No
2019-09-01Plan is a collectively bargained planNo
2019-09-01Plan funding arrangement – InsuranceYes
2019-09-01Plan funding arrangement – TrustYes
2019-09-01Plan benefit arrangement – InsuranceYes
2019-09-01Plan benefit arrangement - TrustYes
2018: HAYLOR, FREYER & COON, INC. 401(K) PROFIT SHARING PLAN & TRUST 2018 form 5500 responses
2018-09-01Type of plan entitySingle employer plan
2018-09-01Submission has been amendedNo
2018-09-01This submission is the final filingNo
2018-09-01This return/report is a short plan year return/report (less than 12 months)No
2018-09-01Plan is a collectively bargained planNo
2018-09-01Plan funding arrangement – InsuranceYes
2018-09-01Plan funding arrangement – TrustYes
2018-09-01Plan benefit arrangement – InsuranceYes
2018-09-01Plan benefit arrangement - TrustYes
2017: HAYLOR, FREYER & COON, INC. 401(K) PROFIT SHARING PLAN & TRUST 2017 form 5500 responses
2017-09-01Type of plan entitySingle employer plan
2017-09-01Submission has been amendedNo
2017-09-01This submission is the final filingNo
2017-09-01This return/report is a short plan year return/report (less than 12 months)No
2017-09-01Plan is a collectively bargained planNo
2017-09-01Plan funding arrangement – InsuranceYes
2017-09-01Plan funding arrangement – TrustYes
2017-09-01Plan benefit arrangement – InsuranceYes
2017-09-01Plan benefit arrangement - TrustYes
2016: HAYLOR, FREYER & COON, INC. 401(K) PROFIT SHARING PLAN & TRUST 2016 form 5500 responses
2016-09-01Type of plan entitySingle employer plan
2016-09-01Submission has been amendedNo
2016-09-01This submission is the final filingNo
2016-09-01This return/report is a short plan year return/report (less than 12 months)No
2016-09-01Plan is a collectively bargained planNo
2016-09-01Plan funding arrangement – InsuranceYes
2016-09-01Plan funding arrangement – TrustYes
2016-09-01Plan benefit arrangement – InsuranceYes
2016-09-01Plan benefit arrangement - TrustYes
2015: HAYLOR, FREYER & COON, INC. 401(K) PROFIT SHARING PLAN & TRUST 2015 form 5500 responses
2015-09-01Type of plan entitySingle employer plan
2015-09-01Submission has been amendedNo
2015-09-01This submission is the final filingNo
2015-09-01This return/report is a short plan year return/report (less than 12 months)No
2015-09-01Plan is a collectively bargained planNo
2015-09-01Plan funding arrangement – InsuranceYes
2015-09-01Plan funding arrangement – TrustYes
2015-09-01Plan benefit arrangement – InsuranceYes
2015-09-01Plan benefit arrangement - TrustYes
2014: HAYLOR, FREYER & COON, INC. 401(K) PROFIT SHARING PLAN & TRUST 2014 form 5500 responses
2014-09-01Type of plan entitySingle employer plan
2014-09-01Submission has been amendedNo
2014-09-01This submission is the final filingNo
2014-09-01This return/report is a short plan year return/report (less than 12 months)No
2014-09-01Plan is a collectively bargained planNo
2014-09-01Plan funding arrangement – InsuranceYes
2014-09-01Plan funding arrangement – TrustYes
2014-09-01Plan benefit arrangement – InsuranceYes
2014-09-01Plan benefit arrangement - TrustYes
2013: HAYLOR, FREYER & COON, INC. 401(K) PROFIT SHARING PLAN & TRUST 2013 form 5500 responses
2013-09-01Type of plan entitySingle employer plan
2013-09-01Submission has been amendedNo
2013-09-01This submission is the final filingNo
2013-09-01This return/report is a short plan year return/report (less than 12 months)No
2013-09-01Plan is a collectively bargained planNo
2013-09-01Plan funding arrangement – InsuranceYes
2013-09-01Plan funding arrangement – TrustYes
2013-09-01Plan benefit arrangement – InsuranceYes
2013-09-01Plan benefit arrangement - TrustYes
2012: HAYLOR, FREYER & COON, INC. 401(K) PROFIT SHARING PLAN & TRUST 2012 form 5500 responses
2012-09-01Type of plan entitySingle employer plan
2012-09-01Submission has been amendedNo
2012-09-01This submission is the final filingNo
2012-09-01This return/report is a short plan year return/report (less than 12 months)No
2012-09-01Plan is a collectively bargained planNo
2012-09-01Plan funding arrangement – InsuranceYes
2012-09-01Plan funding arrangement – TrustYes
2012-09-01Plan benefit arrangement – InsuranceYes
2012-09-01Plan benefit arrangement - TrustYes
2011: HAYLOR, FREYER & COON, INC. 401(K) PROFIT SHARING PLAN & TRUST 2011 form 5500 responses
2011-09-01Type of plan entitySingle employer plan
2011-09-01Submission has been amendedNo
2011-09-01This submission is the final filingNo
2011-09-01This return/report is a short plan year return/report (less than 12 months)No
2011-09-01Plan is a collectively bargained planNo
2011-09-01Plan funding arrangement – InsuranceYes
2011-09-01Plan funding arrangement – TrustYes
2011-09-01Plan benefit arrangement – InsuranceYes
2011-09-01Plan benefit arrangement - TrustYes
2010: HAYLOR, FREYER & COON, INC. 401(K) PROFIT SHARING PLAN & TRUST 2010 form 5500 responses
2010-09-01Type of plan entitySingle employer plan
2010-09-01Submission has been amendedNo
2010-09-01This submission is the final filingNo
2010-09-01This return/report is a short plan year return/report (less than 12 months)No
2010-09-01Plan is a collectively bargained planNo
2010-09-01Plan funding arrangement – InsuranceYes
2010-09-01Plan funding arrangement – TrustYes
2010-09-01Plan benefit arrangement – InsuranceYes
2010-09-01Plan benefit arrangement - TrustYes
2009: HAYLOR, FREYER & COON, INC. 401(K) PROFIT SHARING PLAN & TRUST 2009 form 5500 responses
2009-09-01Type of plan entitySingle employer plan
2009-09-01Submission has been amendedNo
2009-09-01This submission is the final filingNo
2009-09-01This return/report is a short plan year return/report (less than 12 months)No
2009-09-01Plan is a collectively bargained planNo
2009-09-01Plan funding arrangement – InsuranceYes
2009-09-01Plan funding arrangement – TrustYes
2009-09-01Plan benefit arrangement – InsuranceYes
2009-09-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberYH1262
Policy instance 1
Insurance contract or identification numberYH1262
Number of Individuals Covered0
Insurance policy start date2022-09-01
Insurance policy end date2023-08-31
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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberYH1262
Policy instance 1
Insurance contract or identification numberYH1262
Number of Individuals Covered264
Insurance policy start date2021-09-01
Insurance policy end date2022-08-31
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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberYH1262
Policy instance 1
Insurance contract or identification numberYH1262
Number of Individuals Covered259
Insurance policy start date2020-09-01
Insurance policy end date2021-08-31
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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberYH1262
Policy instance 1
Insurance contract or identification numberYH1262
Number of Individuals Covered239
Insurance policy start date2019-09-01
Insurance policy end date2020-08-31
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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberYH1262
Policy instance 1
Insurance contract or identification numberYH1262
Number of Individuals Covered232
Insurance policy start date2018-09-01
Insurance policy end date2019-08-31
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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHY163
Policy instance 2
Insurance contract or identification numberPHY163
Number of Individuals Covered0
Insurance policy start date2017-09-01
Insurance policy end date2017-09-13
Total amount of commissions paid to insurance brokerUSD $562
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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberYH1262
Policy instance 1
Insurance contract or identification numberYH1262
Number of Individuals Covered198
Insurance policy start date2017-09-14
Insurance policy end date2018-08-31
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

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