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CMG CONSTRUCTION INC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameCMG CONSTRUCTION INC 401(K) PROFIT SHARING PLAN
Plan identification number 001

CMG CONSTRUCTION INC 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CMG CONSTRUCTION INC. has sponsored the creation of one or more 401k plans.

Company Name:CMG CONSTRUCTION INC.
Employer identification number (EIN):200820562
NAIC Classification:238900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CMG CONSTRUCTION INC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-01-01
0012015-01-01
0012014-01-01KEVIN MCGOVERN KEVIN MCGOVERN2015-10-06
0012013-01-01KEVIN MCGOVERN KEVIN MCGOVERN2014-10-14
0012012-01-01KEVIN MCGOVERN2013-07-19 KEVIN MCGOVERN2013-07-19
0012011-01-01KEVIN MCGOVERN2012-09-07 KEVIN MCGOVERN2012-09-07
0012010-01-01KEVIN MCGOVERN2011-08-05 KEVIN MCGOVERN2011-08-05
0012007-01-01 KEVIN MCGOVERN2010-07-15

Plan Statistics for CMG CONSTRUCTION INC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for CMG CONSTRUCTION INC 401(K) PROFIT SHARING PLAN

Measure Date Value
2016: CMG CONSTRUCTION INC 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01149
Total number of active participants reported on line 7a of the Form 55002016-01-01103
Number of retired or separated participants receiving benefits2016-01-017
Number of other retired or separated participants entitled to future benefits2016-01-0115
Total of all active and inactive participants2016-01-01125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01125
Number of participants with account balances2016-01-0177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: CMG CONSTRUCTION INC 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01192
Total number of active participants reported on line 7a of the Form 55002015-01-01145
Number of retired or separated participants receiving benefits2015-01-014
Number of other retired or separated participants entitled to future benefits2015-01-019
Total of all active and inactive participants2015-01-01158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01158
Number of participants with account balances2015-01-0189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: CMG CONSTRUCTION INC 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01179
Total number of active participants reported on line 7a of the Form 55002014-01-01194
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-0110
Total of all active and inactive participants2014-01-01206
Total participants2014-01-01206
Number of participants with account balances2014-01-0197
2013: CMG CONSTRUCTION INC 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01153
Total number of active participants reported on line 7a of the Form 55002013-01-01163
Number of retired or separated participants receiving benefits2013-01-013
Number of other retired or separated participants entitled to future benefits2013-01-0111
Total of all active and inactive participants2013-01-01177
Total participants2013-01-01177
Number of participants with account balances2013-01-0194
2007: CMG CONSTRUCTION INC 401(K) PROFIT SHARING PLAN 2007 401k membership
Total participants, beginning-of-year2007-01-0123
Total number of active participants reported on line 7a of the Form 55002007-01-0131
Number of other retired or separated participants entitled to future benefits2007-01-011
Total of all active and inactive participants2007-01-0132
Total participants2007-01-0132
Number of participants with account balances2007-01-0130

Financial Data on CMG CONSTRUCTION INC 401(K) PROFIT SHARING PLAN

Measure Date Value
2016 : CMG CONSTRUCTION INC 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$642,898
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$472,392
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$448,521
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$397,977
Value of total assets at end of year2016-12-31$3,454,185
Value of total assets at beginning of year2016-12-31$3,283,679
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$23,871
Total interest from all sources2016-12-31$5,372
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$420,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$247,190
Participant contributions at end of year2016-12-31$151,419
Participant contributions at beginning of year2016-12-31$179,016
Participant contributions at end of year2016-12-31$958
Participant contributions at beginning of year2016-12-31$710
Total non interest bearing cash at end of year2016-12-31$66,705
Total non interest bearing cash at beginning of year2016-12-31$68,064
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$170,506
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,454,185
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,283,679
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$23,871
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$3,136,032
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,979,611
Interest on participant loans2016-12-31$4,931
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$441
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$98,471
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$55,461
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$239,549
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$150,787
Employer contributions (assets) at end of year2016-12-31$600
Employer contributions (assets) at beginning of year2016-12-31$817
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$448,521
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31JUNKERMIER, CLARK, CAMPANELLA, STEV
Accountancy firm EIN2016-12-31810348775
2015 : CMG CONSTRUCTION INC 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$404,250
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,278,963
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,255,975
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$456,744
Value of total assets at end of year2015-12-31$3,283,679
Value of total assets at beginning of year2015-12-31$4,158,392
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$22,988
Total interest from all sources2015-12-31$4,810
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$420,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$285,252
Participant contributions at end of year2015-12-31$179,016
Participant contributions at beginning of year2015-12-31$113,875
Participant contributions at end of year2015-12-31$710
Participant contributions at beginning of year2015-12-31$2,010
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-874,713
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,283,679
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,158,392
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$22,988
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$3,047,675
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$4,001,141
Interest on participant loans2015-12-31$4,810
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$55,461
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$39,391
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-57,304
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$171,492
Employer contributions (assets) at end of year2015-12-31$817
Employer contributions (assets) at beginning of year2015-12-31$1,975
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,255,975
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31JUNKERMIER, CLARK, CAMPANELLA, STEV
Accountancy firm EIN2015-12-31810348775
2014 : CMG CONSTRUCTION INC 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$668,793
Total of all expenses incurred2014-12-31$275,853
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$248,828
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$512,343
Value of total assets at end of year2014-12-31$4,158,392
Value of total assets at beginning of year2014-12-31$3,765,452
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$27,025
Total interest from all sources2014-12-31$2,830
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$400,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$326,069
Participant contributions at end of year2014-12-31$113,875
Participant contributions at beginning of year2014-12-31$78,088
Participant contributions at end of year2014-12-31$2,010
Participant contributions at beginning of year2014-12-31$21,972
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$392,940
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,158,392
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,765,452
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$27,025
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$4,001,141
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$3,617,636
Interest on participant loans2014-12-31$2,830
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$39,391
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$30,532
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$153,620
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$186,274
Employer contributions (assets) at end of year2014-12-31$1,975
Employer contributions (assets) at beginning of year2014-12-31$17,224
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$248,828
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31JUNKERMIER, CLARK, CAMPANELLA, STEV
Accountancy firm EIN2014-12-31810348775
2013 : CMG CONSTRUCTION INC 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$965,878
Total of all expenses incurred2013-12-31$92,923
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$65,889
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$467,677
Value of total assets at end of year2013-12-31$3,765,452
Value of total assets at beginning of year2013-12-31$2,892,497
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$27,034
Total interest from all sources2013-12-31$1,818
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$300,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$303,525
Participant contributions at end of year2013-12-31$78,088
Participant contributions at beginning of year2013-12-31$36,883
Participant contributions at end of year2013-12-31$21,972
Participant contributions at beginning of year2013-12-31$4,224
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$872,955
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,765,452
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,892,497
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$27,034
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$3,617,636
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,817,246
Interest on participant loans2013-12-31$1,818
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$30,532
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$31,318
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$496,383
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$164,152
Employer contributions (assets) at end of year2013-12-31$17,224
Employer contributions (assets) at beginning of year2013-12-31$2,826
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$65,889
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31JUNKERMIER, CLARK, CAMPANELLA, STEV
Accountancy firm EIN2013-12-31810348775

Form 5500 Responses for CMG CONSTRUCTION INC 401(K) PROFIT SHARING PLAN

2016: CMG CONSTRUCTION INC 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CMG CONSTRUCTION INC 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CMG CONSTRUCTION INC 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CMG CONSTRUCTION INC 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2007: CMG CONSTRUCTION INC 401(K) PROFIT SHARING PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2007-01-01Plan funding arrangement – TrustYes
2007-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number801721-000
Policy instance 1
Insurance contract or identification number801721-000
Number of Individuals Covered85
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $10,654
Total amount of fees paid to insurance companyUSD $1,049
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,654
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSIONS PAID
Insurance broker organization code?3
Insurance broker nameGALUSHA HIGGINS & GALUSHA
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number801721-000
Policy instance 1
Insurance contract or identification number801721-000
Number of Individuals Covered92
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $9,792
Total amount of fees paid to insurance companyUSD $969
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,792
Insurance broker organization code?3
Amount paid for insurance broker fees969
Insurance broker nameGALUSHA HIGGINS & GALUSHA
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number801721-000
Policy instance 1
Insurance contract or identification number801721-000
Number of Individuals Covered89
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $7,747
Total amount of fees paid to insurance companyUSD $746
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,747
Insurance broker organization code?3
Amount paid for insurance broker fees746
Insurance broker nameGALUSHA HIGGINS & GALUSHA

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