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PELCO STRUCTURAL RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NamePELCO STRUCTURAL RETIREMENT SAVINGS PLAN
Plan identification number 001

PELCO STRUCTURAL RETIREMENT SAVINGS PLAN Benefits

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

401k Sponsoring company profile

PELCO INDUSTRIES, INC. has sponsored the creation of one or more 401k plans.

Company Name:PELCO INDUSTRIES, INC.
Employer identification number (EIN):201443567
NAIC Classification:336990

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PELCO STRUCTURAL RETIREMENT SAVINGS PLAN

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

Plan Statistics for PELCO STRUCTURAL RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for PELCO STRUCTURAL RETIREMENT SAVINGS PLAN

Measure Date Value
2022: PELCO STRUCTURAL RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01130
Total number of active participants reported on line 7a of the Form 55002022-01-0187
Number of retired or separated participants receiving benefits2022-01-012
Number of other retired or separated participants entitled to future benefits2022-01-0117
Total of all active and inactive participants2022-01-01106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01106
Number of participants with account balances2022-01-0178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0129
2021: PELCO STRUCTURAL RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01322
Total number of active participants reported on line 7a of the Form 55002021-01-01113
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0115
Total of all active and inactive participants2021-01-01128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01128
Number of participants with account balances2021-01-0196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0123
2020: PELCO STRUCTURAL RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01330
Total number of active participants reported on line 7a of the Form 55002020-01-01288
Number of retired or separated participants receiving benefits2020-01-015
Number of other retired or separated participants entitled to future benefits2020-01-0141
Total of all active and inactive participants2020-01-01334
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01334
Number of participants with account balances2020-01-01264
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0132
2019: PELCO STRUCTURAL RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01311
Total number of active participants reported on line 7a of the Form 55002019-01-01269
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-0153
Total of all active and inactive participants2019-01-01324
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01324
Number of participants with account balances2019-01-01236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0117
2018: PELCO STRUCTURAL RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01345
Total number of active participants reported on line 7a of the Form 55002018-01-01242
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0145
Total of all active and inactive participants2018-01-01288
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01288
Number of participants with account balances2018-01-01205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0149
2017: PELCO STRUCTURAL RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01289
Total number of active participants reported on line 7a of the Form 55002017-01-01282
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0131
Total of all active and inactive participants2017-01-01314
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01314
Number of participants with account balances2017-01-01211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0141
2016: PELCO STRUCTURAL RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01263
Total number of active participants reported on line 7a of the Form 55002016-01-01244
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-0119
Total of all active and inactive participants2016-01-01265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01265
Number of participants with account balances2016-01-01194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0128
2015: PELCO STRUCTURAL RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01275
Total number of active participants reported on line 7a of the Form 55002015-01-01230
Number of retired or separated participants receiving benefits2015-01-016
Number of other retired or separated participants entitled to future benefits2015-01-0112
Total of all active and inactive participants2015-01-01248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01248
Number of participants with account balances2015-01-01189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0123
2014: PELCO STRUCTURAL RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01234
Total number of active participants reported on line 7a of the Form 55002014-01-01189
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-018
Total of all active and inactive participants2014-01-01198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01198
Number of participants with account balances2014-01-01126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0118
2013: PELCO STRUCTURAL RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01196
Total number of active participants reported on line 7a of the Form 55002013-01-01182
Number of retired or separated participants receiving benefits2013-01-013
Number of other retired or separated participants entitled to future benefits2013-01-0110
Total of all active and inactive participants2013-01-01195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01195
Number of participants with account balances2013-01-01127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-016
2012: PELCO STRUCTURAL RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01161
Total number of active participants reported on line 7a of the Form 55002012-01-01145
Number of retired or separated participants receiving benefits2012-01-017
Number of other retired or separated participants entitled to future benefits2012-01-0111
Total of all active and inactive participants2012-01-01163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01163
Number of participants with account balances2012-01-01112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-018

Financial Data on PELCO STRUCTURAL RETIREMENT SAVINGS PLAN

Measure Date Value
2022 : PELCO STRUCTURAL RETIREMENT SAVINGS PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$27,989
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$23,012
Total income from all sources (including contributions)2022-12-31$-76,061
Total of all expenses incurred2022-12-31$499,788
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$478,266
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$139,078
Value of total assets at end of year2022-12-31$953,803
Value of total assets at beginning of year2022-12-31$1,524,675
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$21,522
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$43,858
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$18,522
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$126,434
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$-1
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$1
Administrative expenses (other) incurred2022-12-31$3,000
Liabilities. Value of operating payables at beginning of year2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$27,989
Total non interest bearing cash at beginning of year2022-12-31$23,011
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-575,849
Value of net assets at end of year (total assets less liabilities)2022-12-31$925,814
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$1,501,663
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$870,546
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$1,444,917
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$55,268
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$56,746
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-258,997
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$12,644
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$2
Income. Dividends from preferred stock2022-12-31$43,858
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$478,266
Liabilities. Value of benefit claims payable at end of year2022-12-31$27,989
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$23,011
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Liabilities. Value of acquisition indebtedness at beginning of year2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31FINLEY & COOK
Accountancy firm EIN2022-12-31730604334
2021 : PELCO STRUCTURAL RETIREMENT SAVINGS PLAN 2021 401k financial data
Total transfer of assets from this plan2021-12-31$5,022,464
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$23,012
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$17,945
Total income from all sources (including contributions)2021-12-31$570,335
Total of all expenses incurred2021-12-31$92,334
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$63,282
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$303,067
Value of total assets at end of year2021-12-31$1,524,675
Value of total assets at beginning of year2021-12-31$6,064,071
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$29,052
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$108,428
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$108,428
Administrative expenses professional fees incurred2021-12-31$25,530
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$179,519
Participant contributions at end of year2021-12-31$-1
Participant contributions at beginning of year2021-12-31$-321
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$105,491
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$1
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$3
Administrative expenses (other) incurred2021-12-31$3,522
Liabilities. Value of operating payables at end of year2021-12-31$0
Liabilities. Value of operating payables at beginning of year2021-12-31$0
Total non interest bearing cash at end of year2021-12-31$23,011
Total non interest bearing cash at beginning of year2021-12-31$17,942
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Income. Non cash contributions2021-12-31$0
Value of net income/loss2021-12-31$478,001
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,501,663
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$6,046,126
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$1,444,917
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$5,608,638
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$56,746
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$437,490
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$158,840
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$18,057
Employer contributions (assets) at end of year2021-12-31$2
Employer contributions (assets) at beginning of year2021-12-31$322
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$63,282
Liabilities. Value of benefit claims payable at end of year2021-12-31$23,011
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$17,942
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Liabilities. Value of acquisition indebtedness at end of year2021-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2021-12-31$0
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31FINLEY & COOK
Accountancy firm EIN2021-12-31730604334
2020 : PELCO STRUCTURAL RETIREMENT SAVINGS PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$17,945
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$13,120
Expenses. Interest paid2020-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,223,686
Total of all expenses incurred2020-12-31$394,045
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$352,845
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$556,572
Value of total assets at end of year2020-12-31$6,064,071
Value of total assets at beginning of year2020-12-31$5,229,605
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$41,200
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$187,353
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$187,353
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$506,302
Participant contributions at end of year2020-12-31$-321
Participant contributions at beginning of year2020-12-31$14,067
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$4,661
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$3
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$-9
Administrative expenses (other) incurred2020-12-31$41,200
Liabilities. Value of operating payables at end of year2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$17,942
Total non interest bearing cash at beginning of year2020-12-31$13,129
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$829,641
Value of net assets at end of year (total assets less liabilities)2020-12-31$6,046,126
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$5,216,485
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$5,608,638
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$4,816,457
Value of interest in common/collective trusts at beginning of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$437,490
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$384,199
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$479,761
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$50,270
Employer contributions (assets) at end of year2020-12-31$322
Employer contributions (assets) at beginning of year2020-12-31$1,753
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$348,184
Liabilities. Value of benefit claims payable at end of year2020-12-31$17,942
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$13,129
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Liabilities. Value of acquisition indebtedness at end of year2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31FINLEY & COOK
Accountancy firm EIN2020-12-31730604334
2019 : PELCO STRUCTURAL RETIREMENT SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$13,120
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$13,120
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$10,190
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$10,190
Total income from all sources (including contributions)2019-12-31$1,509,912
Total income from all sources (including contributions)2019-12-31$1,509,912
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$714,145
Total of all expenses incurred2019-12-31$714,145
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$673,812
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$673,812
Value of total corrective distributions2019-12-31$936
Value of total corrective distributions2019-12-31$936
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$671,733
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$671,733
Value of total assets at end of year2019-12-31$5,229,605
Value of total assets at end of year2019-12-31$5,229,605
Value of total assets at beginning of year2019-12-31$4,430,908
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$39,397
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$39,397
Total interest from all sources2019-12-31$0
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$190,789
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$190,789
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$190,789
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$190,789
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$449,671
Contributions received from participants2019-12-31$449,671
Participant contributions at end of year2019-12-31$14,067
Participant contributions at end of year2019-12-31$14,067
Participant contributions at beginning of year2019-12-31$-371
Participant contributions at beginning of year2019-12-31$-371
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$177,038
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$177,038
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$2,995
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$2,995
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$-9
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$-9
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$193
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$193
Administrative expenses (other) incurred2019-12-31$39,397
Administrative expenses (other) incurred2019-12-31$39,397
Total non interest bearing cash at end of year2019-12-31$13,129
Total non interest bearing cash at end of year2019-12-31$13,129
Total non interest bearing cash at beginning of year2019-12-31$9,997
Total non interest bearing cash at beginning of year2019-12-31$9,997
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Income. Non cash contributions2019-12-31$0
Income. Non cash contributions2019-12-31$0
Value of net income/loss2019-12-31$795,767
Value of net income/loss2019-12-31$795,767
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,216,485
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,216,485
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,420,718
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,420,718
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$4,816,457
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$4,816,457
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,090,006
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,090,006
Value of interest in common/collective trusts at end of year2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$0
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$384,199
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$384,199
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$330,905
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$330,905
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$647,390
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$45,024
Contributions received in cash from employer2019-12-31$45,024
Employer contributions (assets) at end of year2019-12-31$1,753
Employer contributions (assets) at end of year2019-12-31$1,753
Employer contributions (assets) at beginning of year2019-12-31$371
Employer contributions (assets) at beginning of year2019-12-31$371
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$670,817
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$670,817
Liabilities. Value of benefit claims payable at end of year2019-12-31$13,129
Liabilities. Value of benefit claims payable at end of year2019-12-31$13,129
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$9,997
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$9,997
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31FINLEY & COOK
Accountancy firm name2019-12-31FINLEY & COOK
Accountancy firm EIN2019-12-31730604334
Accountancy firm EIN2019-12-31730604334
2018 : PELCO STRUCTURAL RETIREMENT SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$10,190
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$4,819
Total income from all sources (including contributions)2018-12-31$240,360
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$193,086
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$155,985
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$492,011
Value of total assets at end of year2018-12-31$4,430,908
Value of total assets at beginning of year2018-12-31$4,378,263
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$37,101
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$180,372
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$180,372
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$447,283
Participant contributions at end of year2018-12-31$-371
Participant contributions at beginning of year2018-12-31$-375
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$5,296
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$193
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$200
Administrative expenses (other) incurred2018-12-31$37,101
Total non interest bearing cash at end of year2018-12-31$9,997
Total non interest bearing cash at beginning of year2018-12-31$4,619
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Income. Non cash contributions2018-12-31$0
Value of net income/loss2018-12-31$47,274
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,420,718
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,373,444
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$4,090,006
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$4,097,978
Value of interest in common/collective trusts at end of year2018-12-31$0
Value of interest in common/collective trusts at beginning of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$330,905
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$275,666
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-432,023
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$44,728
Employer contributions (assets) at end of year2018-12-31$371
Employer contributions (assets) at beginning of year2018-12-31$375
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$150,689
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Liabilities. Value of benefit claims payable at end of year2018-12-31$9,997
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$4,619
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31FINLEY & COOK
Accountancy firm EIN2018-12-31730604334
2017 : PELCO STRUCTURAL RETIREMENT SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$4,819
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$191
Total income from all sources (including contributions)2017-12-31$1,034,778
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$301,458
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$270,708
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$496,178
Value of total assets at end of year2017-12-31$4,378,263
Value of total assets at beginning of year2017-12-31$3,640,315
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$30,750
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$124,097
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$124,097
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$429,852
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$-383
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$23,340
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$4,602
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$200
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$190
Administrative expenses (other) incurred2017-12-31$30,750
Total non interest bearing cash at end of year2017-12-31$4,619
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$733,320
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,373,444
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,640,124
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$4,097,978
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$3,415,168
Value of interest in common/collective trusts at end of year2017-12-31$0
Value of interest in common/collective trusts at beginning of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$275,666
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$225,147
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$414,503
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$42,986
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$383
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$266,106
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Liabilities. Value of benefit claims payable at end of year2017-12-31$4,619
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$1
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31FINLEY & COOK
Accountancy firm EIN2017-12-31730604334
2016 : PELCO STRUCTURAL RETIREMENT SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$190
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$3,916
Total income from all sources (including contributions)2016-12-31$847,172
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$340,978
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$340,978
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$647,345
Value of total assets at end of year2016-12-31$3,640,315
Value of total assets at beginning of year2016-12-31$3,137,847
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$0
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$500,000
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$425,707
Participant contributions at end of year2016-12-31$-383
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$168,587
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$2,308
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$190
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$3,916
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$0
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$506,194
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,640,125
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,133,931
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$3,415,168
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,933,491
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of interest in common/collective trusts at beginning of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$225,147
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$204,356
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$199,827
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$53,051
Employer contributions (assets) at end of year2016-12-31$383
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$338,670
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 name2016-12-31FINLEY & COOK
Accountancy firm EIN2016-12-31730604334
2015 : PELCO STRUCTURAL RETIREMENT SAVINGS 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$3,916
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$-1,064
Total income from all sources (including contributions)2015-12-31$678,368
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$392,414
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$392,414
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$726,458
Value of total assets at end of year2015-12-31$3,137,847
Value of total assets at beginning of year2015-12-31$2,846,913
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$0
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$300,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
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$423,544
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$260,559
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$4,325
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$3,916
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$-1,064
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$0
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$285,954
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,133,931
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,847,977
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,933,491
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,265,269
Value of interest in common/collective trusts at end of year2015-12-31$0
Value of interest in common/collective trusts at beginning of year2015-12-31$580,305
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$204,356
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,339
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-48,090
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$42,355
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$388,089
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
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 name2015-12-31FINLEY & COOK
Accountancy firm EIN2015-12-31730604334
2014 : PELCO STRUCTURAL RETIREMENT SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$4,575
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$698
Total income from all sources (including contributions)2014-12-31$454,403
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$337,331
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$337,331
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$370,956
Value of total assets at end of year2014-12-31$2,852,552
Value of total assets at beginning of year2014-12-31$2,731,603
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
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$300,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$325,830
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$12,543
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$5,910
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$4,575
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$698
Total non interest bearing cash at end of year2014-12-31$5,639
Total non interest bearing cash at beginning of year2014-12-31$5,721
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$117,072
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,847,977
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,730,905
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$2,265,269
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,022,378
Value of interest in common/collective trusts at end of year2014-12-31$580,305
Value of interest in common/collective trusts at beginning of year2014-12-31$702,597
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,339
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$907
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$83,447
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 contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$32,583
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$331,421
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 name2014-12-31FINLEY & COOK
Accountancy firm EIN2014-12-31730604334
2013 : PELCO STRUCTURAL RETIREMENT SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$698
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$766
Total income from all sources (including contributions)2013-12-31$689,051
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$84,458
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$84,450
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$354,250
Value of total assets at end of year2013-12-31$2,731,603
Value of total assets at beginning of year2013-12-31$2,127,078
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$8
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
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$273,160
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$302,607
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$20,738
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$544
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$698
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$766
Administrative expenses (other) incurred2013-12-31$8
Total non interest bearing cash at end of year2013-12-31$5,721
Total non interest bearing cash at beginning of year2013-12-31$4,298
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$604,593
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,730,905
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,126,312
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$2,022,378
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,664,179
Value of interest in common/collective trusts at end of year2013-12-31$702,597
Value of interest in common/collective trusts at beginning of year2013-12-31$458,045
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$907
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$556
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$334,801
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$30,905
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$83,906
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 name2013-12-31FINLEY & COOK
Accountancy firm EIN2013-12-31730604334
2012 : PELCO STRUCTURAL RETIREMENT SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$3,366
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$752
Total income from all sources (including contributions)2012-12-31$532,732
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$268,032
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$268,032
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$314,724
Value of total assets at end of year2012-12-31$2,127,156
Value of total assets at beginning of year2012-12-31$1,859,842
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$200,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$274,478
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$12,720
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$2,600
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$3,366
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$752
Total non interest bearing cash at end of year2012-12-31$2,127,156
Total non interest bearing cash at beginning of year2012-12-31$1,859,842
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$264,700
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,123,790
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,859,090
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,664,179
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,438,770
Value of interest in common/collective trusts at end of year2012-12-31$458,045
Value of interest in common/collective trusts at beginning of year2012-12-31$419,086
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$556
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$288
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$218,008
Net investment gain or loss from common/collective trusts2012-12-31$6,006
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$27,526
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$265,432
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31FINLEY & COOK
Accountancy firm EIN2012-12-31730604334

Form 5500 Responses for PELCO STRUCTURAL RETIREMENT SAVINGS PLAN

2022: PELCO STRUCTURAL RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PELCO STRUCTURAL RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PELCO STRUCTURAL RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: PELCO STRUCTURAL RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: PELCO STRUCTURAL RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: PELCO STRUCTURAL RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: PELCO STRUCTURAL RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: PELCO STRUCTURAL RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: PELCO STRUCTURAL RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: PELCO STRUCTURAL RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: PELCO STRUCTURAL RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number372816-01
Policy instance 1
Insurance contract or identification number372816-01
Number of Individuals Covered33
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number372816-01
Policy instance 1
Insurance contract or identification number372816-01
Number of Individuals Covered37
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number372816-01
Policy instance 1
Insurance contract or identification number372816-01
Number of Individuals Covered172
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number372816-01
Policy instance 1
Insurance contract or identification number372816-01
Number of Individuals Covered169
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number372816-01
Policy instance 1
Insurance contract or identification number372816-01
Number of Individuals Covered161
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number372816-01
Policy instance 1
Insurance contract or identification number372816-01
Number of Individuals Covered144
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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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