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PENSION TRANSFER TRUST PLAN 401k Plan overview

Plan NamePENSION TRANSFER TRUST PLAN
Plan identification number 001

PENSION TRANSFER TRUST PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

L. A. SIGNS, INC. has sponsored the creation of one or more 401k plans.

Company Name:L. A. SIGNS, INC.
Employer identification number (EIN):201784310
NAIC Classification:339900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PENSION TRANSFER TRUST PLAN

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

Plan Statistics for PENSION TRANSFER TRUST PLAN

401k plan membership statisitcs for PENSION TRANSFER TRUST PLAN

Measure Date Value
2022: PENSION TRANSFER TRUST PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-017
Total number of active participants reported on line 7a of the Form 55002022-01-017
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-017
Number of participants with account balances2022-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: PENSION TRANSFER TRUST PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-016
Total number of active participants reported on line 7a of the Form 55002021-01-016
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-016
Number of participants with account balances2021-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: PENSION TRANSFER TRUST PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-016
Total number of active participants reported on line 7a of the Form 55002020-01-016
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-016
Number of participants with account balances2020-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: PENSION TRANSFER TRUST PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-016
Total number of active participants reported on line 7a of the Form 55002019-01-016
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-016
Number of participants with account balances2019-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: PENSION TRANSFER TRUST PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-015
Total number of active participants reported on line 7a of the Form 55002018-01-016
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-016
Number of participants with account balances2018-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: PENSION TRANSFER TRUST PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-016
Total number of active participants reported on line 7a of the Form 55002017-01-015
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-015
Number of participants with account balances2017-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: PENSION TRANSFER TRUST PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-017
Total number of active participants reported on line 7a of the Form 55002016-01-015
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-016
Number of participants with account balances2016-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: PENSION TRANSFER TRUST PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-015
Total number of active participants reported on line 7a of the Form 55002015-01-016
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-017
Number of participants with account balances2015-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: PENSION TRANSFER TRUST PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-016
Total number of active participants reported on line 7a of the Form 55002014-01-015
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-015
Number of participants with account balances2014-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: PENSION TRANSFER TRUST PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-015
Total number of active participants reported on line 7a of the Form 55002013-01-015
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-016
Number of participants with account balances2013-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: PENSION TRANSFER TRUST PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-016
Total number of active participants reported on line 7a of the Form 55002012-01-015
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-015
Number of participants with account balances2012-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: PENSION TRANSFER TRUST PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-016
Total number of active participants reported on line 7a of the Form 55002011-01-015
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-016
Number of participants with account balances2011-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

Financial Data on PENSION TRANSFER TRUST PLAN

Measure Date Value
2022 : PENSION TRANSFER TRUST PLAN 2022 401k financial data
Total income from all sources2022-12-31$-132,661
Expenses. Total of all expenses incurred2022-12-31$26,653
Benefits paid (including direct rollovers)2022-12-31$26,076
Total plan assets at end of year2022-12-31$1,314,743
Total plan assets at beginning of year2022-12-31$1,474,057
Value of fidelity bond covering the plan2022-12-31$50,000
Total contributions received or receivable from participants2022-12-31$62,251
Other income received2022-12-31$-221,045
Net income (gross income less expenses)2022-12-31$-159,314
Net plan assets at end of year (total assets less liabilities)2022-12-31$1,314,743
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$1,474,057
Assets. Value of employer securities2022-12-31$410,782
Total contributions received or receivable from employer(s)2022-12-31$26,133
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$577
2021 : PENSION TRANSFER TRUST PLAN 2021 401k financial data
Total income from all sources2021-12-31$199,217
Expenses. Total of all expenses incurred2021-12-31$689
Total plan assets at end of year2021-12-31$1,474,057
Total plan assets at beginning of year2021-12-31$1,275,529
Value of fidelity bond covering the plan2021-12-31$50,000
Total contributions received or receivable from participants2021-12-31$60,492
Other income received2021-12-31$116,543
Net income (gross income less expenses)2021-12-31$198,528
Net plan assets at end of year (total assets less liabilities)2021-12-31$1,474,057
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$1,275,529
Assets. Value of employer securities2021-12-31$425,724
Total contributions received or receivable from employer(s)2021-12-31$22,182
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$689
2020 : PENSION TRANSFER TRUST PLAN 2020 401k financial data
Total plan liabilities at beginning of year2020-12-31$1,729
Total income from all sources2020-12-31$285,889
Expenses. Total of all expenses incurred2020-12-31$484
Total plan assets at end of year2020-12-31$1,275,529
Total plan assets at beginning of year2020-12-31$991,853
Value of fidelity bond covering the plan2020-12-31$50,000
Total contributions received or receivable from participants2020-12-31$59,788
Other income received2020-12-31$204,946
Net income (gross income less expenses)2020-12-31$285,405
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,275,529
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$990,124
Assets. Value of employer securities2020-12-31$461,841
Total contributions received or receivable from employer(s)2020-12-31$21,155
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$484
2019 : PENSION TRANSFER TRUST PLAN 2019 401k financial data
Total plan liabilities at end of year2019-12-31$1,729
Total income from all sources2019-12-31$274,382
Expenses. Total of all expenses incurred2019-12-31$3,600
Benefits paid (including direct rollovers)2019-12-31$3,199
Total plan assets at end of year2019-12-31$991,853
Total plan assets at beginning of year2019-12-31$719,342
Value of fidelity bond covering the plan2019-12-31$50,000
Total contributions received or receivable from participants2019-12-31$55,560
Contributions received from other sources (not participants or employers)2019-12-31$1,620
Other income received2019-12-31$198,152
Net income (gross income less expenses)2019-12-31$270,782
Net plan assets at end of year (total assets less liabilities)2019-12-31$990,124
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$719,342
Assets. Value of employer securities2019-12-31$348,978
Total contributions received or receivable from employer(s)2019-12-31$19,050
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$401
2018 : PENSION TRANSFER TRUST PLAN 2018 401k financial data
Total income from all sources2018-12-31$115,596
Expenses. Total of all expenses incurred2018-12-31$342
Total plan assets at end of year2018-12-31$719,342
Total plan assets at beginning of year2018-12-31$604,088
Value of fidelity bond covering the plan2018-12-31$50,000
Total contributions received or receivable from participants2018-12-31$53,720
Other income received2018-12-31$49,239
Net income (gross income less expenses)2018-12-31$115,254
Net plan assets at end of year (total assets less liabilities)2018-12-31$719,342
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$604,088
Assets. Value of employer securities2018-12-31$261,267
Total contributions received or receivable from employer(s)2018-12-31$12,637
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$342
2017 : PENSION TRANSFER TRUST PLAN 2017 401k financial data
Total income from all sources2017-12-31$158,298
Expenses. Total of all expenses incurred2017-12-31$30,417
Benefits paid (including direct rollovers)2017-12-31$30,133
Total plan assets at end of year2017-12-31$604,088
Total plan assets at beginning of year2017-12-31$476,207
Value of fidelity bond covering the plan2017-12-31$50,000
Total contributions received or receivable from participants2017-12-31$42,593
Other income received2017-12-31$107,532
Net income (gross income less expenses)2017-12-31$127,881
Net plan assets at end of year (total assets less liabilities)2017-12-31$604,088
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$476,207
Assets. Value of employer securities2017-12-31$176,981
Total contributions received or receivable from employer(s)2017-12-31$8,173
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$284
2016 : PENSION TRANSFER TRUST PLAN 2016 401k financial data
Total income from all sources2016-12-31$80,911
Expenses. Total of all expenses incurred2016-12-31$233
Total plan assets at end of year2016-12-31$476,207
Total plan assets at beginning of year2016-12-31$395,529
Value of fidelity bond covering the plan2016-12-31$30,000
Total contributions received or receivable from participants2016-12-31$14,281
Contributions received from other sources (not participants or employers)2016-12-31$15,180
Other income received2016-12-31$44,786
Net income (gross income less expenses)2016-12-31$80,678
Net plan assets at end of year (total assets less liabilities)2016-12-31$476,207
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$395,529
Assets. Value of employer securities2016-12-31$127,381
Total contributions received or receivable from employer(s)2016-12-31$6,664
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$233
2015 : PENSION TRANSFER TRUST PLAN 2015 401k financial data
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$60,628
Expenses. Total of all expenses incurred2015-12-31$15,571
Benefits paid (including direct rollovers)2015-12-31$15,359
Total plan assets at end of year2015-12-31$395,529
Total plan assets at beginning of year2015-12-31$350,472
Value of fidelity bond covering the plan2015-12-31$30,000
Total contributions received or receivable from participants2015-12-31$12,140
Contributions received from other sources (not participants or employers)2015-12-31$33,647
Other income received2015-12-31$9,226
Net income (gross income less expenses)2015-12-31$45,057
Net plan assets at end of year (total assets less liabilities)2015-12-31$395,529
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$350,472
Assets. Value of employer securities2015-12-31$113,609
Total contributions received or receivable from employer(s)2015-12-31$5,615
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$212
2014 : PENSION TRANSFER TRUST PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$37,375
Expenses. Total of all expenses incurred2014-12-31$40,755
Benefits paid (including direct rollovers)2014-12-31$40,277
Total plan assets at end of year2014-12-31$350,472
Total plan assets at beginning of year2014-12-31$353,852
Value of fidelity bond covering the plan2014-12-31$30,000
Total contributions received or receivable from participants2014-12-31$9,015
Expenses. Other expenses not covered elsewhere2014-12-31$0
Other income received2014-12-31$24,206
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$-3,380
Net plan assets at end of year (total assets less liabilities)2014-12-31$350,472
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$353,852
Assets. Value of employer securities2014-12-31$95,637
Total contributions received or receivable from employer(s)2014-12-31$4,154
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$478
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : PENSION TRANSFER TRUST PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$103,030
Expenses. Total of all expenses incurred2013-12-31$1,373
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$353,852
Total plan assets at beginning of year2013-12-31$252,195
Value of fidelity bond covering the plan2013-12-31$30,000
Total contributions received or receivable from participants2013-12-31$10,974
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$86,795
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$101,657
Net plan assets at end of year (total assets less liabilities)2013-12-31$353,852
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$252,195
Assets. Value of employer securities2013-12-31$80,156
Total contributions received or receivable from employer(s)2013-12-31$5,261
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$1,373
2012 : PENSION TRANSFER TRUST PLAN 2012 401k financial data
Total income from all sources2012-12-31$38,790
Expenses. Total of all expenses incurred2012-12-31$2,583
Benefits paid (including direct rollovers)2012-12-31$1,280
Total plan assets at end of year2012-12-31$252,195
Total plan assets at beginning of year2012-12-31$215,988
Value of fidelity bond covering the plan2012-12-31$30,000
Total contributions received or receivable from participants2012-12-31$10,817
Other income received2012-12-31$22,820
Net income (gross income less expenses)2012-12-31$36,207
Net plan assets at end of year (total assets less liabilities)2012-12-31$252,195
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$215,988
Assets. Value of employer securities2012-12-31$35,440
Total contributions received or receivable from employer(s)2012-12-31$5,153
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$1,303
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : PENSION TRANSFER TRUST PLAN 2011 401k financial data
Total income from all sources2011-12-31$24,919
Expenses. Total of all expenses incurred2011-12-31$11,790
Benefits paid (including direct rollovers)2011-12-31$10,573
Total plan assets at end of year2011-12-31$215,988
Total plan assets at beginning of year2011-12-31$202,859
Value of fidelity bond covering the plan2011-12-31$1,000,000
Total contributions received or receivable from participants2011-12-31$11,935
Other income received2011-12-31$6,927
Net income (gross income less expenses)2011-12-31$13,129
Net plan assets at end of year (total assets less liabilities)2011-12-31$215,988
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$202,859
Assets. Value of employer securities2011-12-31$34,773
Total contributions received or receivable from employer(s)2011-12-31$6,057
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$1,217
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0

Form 5500 Responses for PENSION TRANSFER TRUST PLAN

2022: PENSION TRANSFER TRUST PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PENSION TRANSFER TRUST PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PENSION TRANSFER TRUST PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PENSION TRANSFER TRUST PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PENSION TRANSFER TRUST PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PENSION TRANSFER TRUST PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PENSION TRANSFER TRUST PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PENSION TRANSFER TRUST PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PENSION TRANSFER TRUST PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PENSION TRANSFER TRUST 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
2012: PENSION TRANSFER TRUST PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PENSION TRANSFER TRUST PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01First time form 5500 has been submittedYes
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number1260073-01
Policy instance 1
Insurance contract or identification number1260073-01
Number of Individuals Covered334
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number1260073-01
Policy instance 1
Insurance contract or identification number1260073-01
Number of Individuals Covered288
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number1260073-01
Policy instance 1
Insurance contract or identification number1260073-01
Number of Individuals Covered257
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $83
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $83
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number1260073-01
Policy instance 1
Insurance contract or identification number1260073-01
Number of Individuals Covered254
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $786
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $786
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number1260073-01
Policy instance 1
Insurance contract or identification number1260073-01
Number of Individuals Covered236
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $556
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $556
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number1260073-01
Policy instance 1
Insurance contract or identification number1260073-01
Number of Individuals Covered229
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $369
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $369
Insurance broker organization code?3
Insurance broker nameMERRILL LYNCH LIFE AGENCY, INC.
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number1260073-01
Policy instance 1
Insurance contract or identification number1260073-01
Number of Individuals Covered235
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $420
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $420
Insurance broker organization code?3
Insurance broker nameMERRILL LYNCH LIFE AGENCY, INC.
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number1260073-01
Policy instance 2
Insurance contract or identification number1260073-01
Number of Individuals Covered274
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $75
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $75
Additional information about fees paid to insurance brokerINSURANCE AGENT
Insurance broker organization code?3
Insurance broker nameMERRILL LYNCH LIFE AGENCY, INC.
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number300169-000
Policy instance 1
Insurance contract or identification number300169-000
Number of Individuals Covered0
Insurance policy start date2014-01-01
Insurance policy end date2014-06-26
Total amount of commissions paid to insurance brokerUSD $8,100
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,100
Additional information about fees paid to insurance brokerINSURANCE AGENT
Insurance broker organization code?3
Insurance broker nameMERRILL LYNCH LIFE AGENCY, INC.
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number300169-000
Policy instance 1
Insurance contract or identification number300169-000
Number of Individuals Covered378
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $14,781
Total amount of fees paid to insurance companyUSD $10,973
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14,781
Additional information about fees paid to insurance brokerINSURANCE AGENT
Insurance broker organization code?3
Amount paid for insurance broker fees10973
Insurance broker nameDESTEL-BERGEN CORPORATION
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number300169-000
Policy instance 1
Insurance contract or identification number300169-000
Number of Individuals Covered336
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $13,707
Total amount of fees paid to insurance companyUSD $13,635
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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 $13,707
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerINSURANCE AGENT
Insurance broker organization code?3
Insurance broker nameDESTEL-BERGEN CORPORATION
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number300169-000
Policy instance 1
Insurance contract or identification number300169-000
Number of Individuals Covered415
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $12,879
Total amount of fees paid to insurance companyUSD $13,087
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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

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