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ETNA SHARED SERVICES 401(K) & PROFIT SHARING PLAN 401k Plan overview

Plan NameETNA SHARED SERVICES 401(K) & PROFIT SHARING PLAN
Plan identification number 001

ETNA SHARED SERVICES 401(K) & PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 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

ETNA SHARED SERVICES, LLC has sponsored the creation of one or more 401k plans.

Company Name:ETNA SHARED SERVICES, LLC
Employer identification number (EIN):201951356
NAIC Classification:561300

Additional information about ETNA SHARED SERVICES, LLC

Jurisdiction of Incorporation: Michigan Department of Licensing & Regulatory Affairs
Incorporation Date:
Company Identification Number: B7012U

More information about ETNA SHARED SERVICES, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ETNA SHARED SERVICES 401(K) & PROFIT SHARING 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
0012017-01-01DEREK PRICE DEREK PRICE2018-09-19
0012016-01-01DEREK PRICE DEREK PRICE2017-09-26
0012015-01-01RUSSELL VISNER ANGELA VISNER2016-09-19
0012015-01-01RUSSELL VISNER ANGELA OBERLIN2016-09-09
0012014-01-01RUSSELL VISNER RUSSELL VISNER2015-10-15
0012013-01-01ANGELA OBERLIN
0012012-01-01ANGELA OBERLIN RUSSELL VISNER2013-10-15
0012011-01-01RUSSELL VISNER ANGELA MCMINN2012-10-15
0012010-01-01ANGELA MCMINN RUSSELL VISNER2011-09-22
0012009-01-01ANGELA MCMINN RUSSELL VISNER2010-10-14

Plan Statistics for ETNA SHARED SERVICES 401(K) & PROFIT SHARING PLAN

401k plan membership statisitcs for ETNA SHARED SERVICES 401(K) & PROFIT SHARING PLAN

Measure Date Value
2022: ETNA SHARED SERVICES 401(K) & PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01544
Total number of active participants reported on line 7a of the Form 55002022-01-01478
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0164
Total of all active and inactive participants2022-01-01542
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01542
Number of participants with account balances2022-01-01533
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0156
2021: ETNA SHARED SERVICES 401(K) & PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01514
Total number of active participants reported on line 7a of the Form 55002021-01-01435
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0165
Total of all active and inactive participants2021-01-01500
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01501
Number of participants with account balances2021-01-01497
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0160
2020: ETNA SHARED SERVICES 401(K) & PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01530
Total number of active participants reported on line 7a of the Form 55002020-01-01413
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0164
Total of all active and inactive participants2020-01-01477
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01478
Number of participants with account balances2020-01-01472
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0158
2019: ETNA SHARED SERVICES 401(K) & PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01508
Total number of active participants reported on line 7a of the Form 55002019-01-01428
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0155
Total of all active and inactive participants2019-01-01483
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01484
Number of participants with account balances2019-01-01477
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0145
2018: ETNA SHARED SERVICES 401(K) & PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01444
Total number of active participants reported on line 7a of the Form 55002018-01-01404
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0156
Total of all active and inactive participants2018-01-01460
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01461
Number of participants with account balances2018-01-01451
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0162
2017: ETNA SHARED SERVICES 401(K) & PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01425
Total number of active participants reported on line 7a of the Form 55002017-01-01373
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0144
Total of all active and inactive participants2017-01-01417
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01417
Number of participants with account balances2017-01-01408
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0133
2016: ETNA SHARED SERVICES 401(K) & PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01385
Total number of active participants reported on line 7a of the Form 55002016-01-01338
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0144
Total of all active and inactive participants2016-01-01382
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01382
Number of participants with account balances2016-01-01376
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0140
2015: ETNA SHARED SERVICES 401(K) & PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01341
Total number of active participants reported on line 7a of the Form 55002015-01-01330
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0125
Total of all active and inactive participants2015-01-01355
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01355
Number of participants with account balances2015-01-01349
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0130
2014: ETNA SHARED SERVICES 401(K) & PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01342
Total number of active participants reported on line 7a of the Form 55002014-01-01311
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0124
Total of all active and inactive participants2014-01-01335
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01335
Number of participants with account balances2014-01-01303
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0122
2013: ETNA SHARED SERVICES 401(K) & PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01345
Total number of active participants reported on line 7a of the Form 55002013-01-01286
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-0157
Total of all active and inactive participants2013-01-01345
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-01347
Number of participants with account balances2013-01-01302
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0121
2012: ETNA SHARED SERVICES 401(K) & PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01331
Total number of active participants reported on line 7a of the Form 55002012-01-01291
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-0149
Total of all active and inactive participants2012-01-01342
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-013
Total participants2012-01-01345
Number of participants with account balances2012-01-01293
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0123
2011: ETNA SHARED SERVICES 401(K) & PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01317
Total number of active participants reported on line 7a of the Form 55002011-01-01283
Number of retired or separated participants receiving benefits2011-01-012
Number of other retired or separated participants entitled to future benefits2011-01-0143
Total of all active and inactive participants2011-01-01328
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-013
Total participants2011-01-01331
Number of participants with account balances2011-01-01273
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-015
2010: ETNA SHARED SERVICES 401(K) & PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01302
Total number of active participants reported on line 7a of the Form 55002010-01-01269
Number of retired or separated participants receiving benefits2010-01-013
Number of other retired or separated participants entitled to future benefits2010-01-0142
Total of all active and inactive participants2010-01-01314
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-013
Total participants2010-01-01317
Number of participants with account balances2010-01-01260
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-015
2009: ETNA SHARED SERVICES 401(K) & PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01355
Total number of active participants reported on line 7a of the Form 55002009-01-01249
Number of retired or separated participants receiving benefits2009-01-012
Number of other retired or separated participants entitled to future benefits2009-01-0148
Total of all active and inactive participants2009-01-01299
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-013
Total participants2009-01-01302
Number of participants with account balances2009-01-01259
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0115

Financial Data on ETNA SHARED SERVICES 401(K) & PROFIT SHARING PLAN

Measure Date Value
2022 : ETNA SHARED SERVICES 401(K) & PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,437,199
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,056,270
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,936,113
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,713,875
Value of total assets at end of year2022-12-31$28,632,341
Value of total assets at beginning of year2022-12-31$32,125,810
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$120,157
Total interest from all sources2022-12-31$25,833
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$46,719
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$46,719
Administrative expenses professional fees incurred2022-12-31$26,075
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$2,567,853
Participant contributions at end of year2022-12-31$452,680
Participant contributions at beginning of year2022-12-31$381,150
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$497,270
Other income not declared elsewhere2022-12-31$8
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,493,469
Value of net assets at end of year (total assets less liabilities)2022-12-31$28,632,341
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$32,125,810
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
Investment advisory and management fees2022-12-31$12,375
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$3,543,533
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$3,885,026
Value of interest in pooled separate accounts at end of year2022-12-31$4,810,148
Value of interest in pooled separate accounts at beginning of year2022-12-31$6,361,371
Interest on participant loans2022-12-31$25,833
Value of interest in common/collective trusts at end of year2022-12-31$19,788,480
Value of interest in common/collective trusts at beginning of year2022-12-31$21,467,174
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-574,576
Net investment gain/loss from pooled separate accounts2022-12-31$-1,103,377
Net investment gain or loss from common/collective trusts2022-12-31$-3,545,681
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$648,752
Employer contributions (assets) at end of year2022-12-31$37,500
Employer contributions (assets) at beginning of year2022-12-31$31,089
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,936,113
Contract administrator fees2022-12-31$81,707
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
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BRICKLEY DELONG, PC
Accountancy firm EIN2022-12-31382088116
2021 : ETNA SHARED SERVICES 401(K) & PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$7,283,153
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,236,471
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,081,338
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,153,971
Value of total assets at end of year2021-12-31$32,125,810
Value of total assets at beginning of year2021-12-31$28,079,128
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$155,133
Total interest from all sources2021-12-31$24,089
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$46,629
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$46,629
Administrative expenses professional fees incurred2021-12-31$13,650
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$2,216,635
Participant contributions at end of year2021-12-31$381,150
Participant contributions at beginning of year2021-12-31$360,516
Participant contributions at beginning of year2021-12-31$231
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$379,899
Other income not declared elsewhere2021-12-31$19
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
Value of net income/loss2021-12-31$4,046,682
Value of net assets at end of year (total assets less liabilities)2021-12-31$32,125,810
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$28,079,128
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
Investment advisory and management fees2021-12-31$49,290
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$3,885,026
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$4,050,984
Value of interest in pooled separate accounts at end of year2021-12-31$6,361,371
Value of interest in pooled separate accounts at beginning of year2021-12-31$5,851,850
Interest on participant loans2021-12-31$24,089
Value of interest in common/collective trusts at end of year2021-12-31$21,467,174
Value of interest in common/collective trusts at beginning of year2021-12-31$17,789,711
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$512,547
Net investment gain/loss from pooled separate accounts2021-12-31$1,176,938
Net investment gain or loss from common/collective trusts2021-12-31$2,368,960
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$557,437
Employer contributions (assets) at end of year2021-12-31$31,089
Employer contributions (assets) at beginning of year2021-12-31$25,836
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,081,338
Contract administrator fees2021-12-31$92,193
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
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BRICKLEY DELONG, PC
Accountancy firm EIN2021-12-31382088116
2020 : ETNA SHARED SERVICES 401(K) & PROFIT SHARING PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$5,688,210
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,937,119
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,783,815
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$2,397,056
Value of total assets at end of year2020-12-31$28,079,128
Value of total assets at beginning of year2020-12-31$24,328,037
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$153,304
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$25,046
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$59,486
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$59,486
Administrative expenses professional fees incurred2020-12-31$13,650
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
Amount of non-exempt transactions with any party-in-interest2020-12-31$0
Contributions received from participants2020-12-31$1,881,467
Participant contributions at end of year2020-12-31$360,516
Participant contributions at beginning of year2020-12-31$368,426
Participant contributions at end of year2020-12-31$231
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$30,564
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$1,197
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 beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$106
Administrative expenses (other) incurred2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$3,751,091
Value of net assets at end of year (total assets less liabilities)2020-12-31$28,079,128
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$24,328,037
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2020-12-31$0
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-12-31$0
Investment advisory and management fees2020-12-31$43,310
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$4,050,984
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$4,249,575
Value of interest in pooled separate accounts at end of year2020-12-31$5,851,850
Value of interest in pooled separate accounts at beginning of year2020-12-31$5,232,858
Interest on participant loans2020-12-31$24,955
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$91
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$17,789,711
Value of interest in common/collective trusts at beginning of year2020-12-31$13,571,153
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$883,348
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$354,238
Net investment gain/loss from pooled separate accounts2020-12-31$743,086
Net investment gain or loss from common/collective trusts2020-12-31$2,109,192
Net gain/loss from 103.12 investment entities2020-12-31$0
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 contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$485,025
Employer contributions (assets) at end of year2020-12-31$25,836
Employer contributions (assets) at beginning of year2020-12-31$22,677
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,782,618
Contract administrator fees2020-12-31$96,344
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
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
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BRICKLEY DELONG, PC
Accountancy firm EIN2020-12-31382088116
2019 : ETNA SHARED SERVICES 401(K) & PROFIT SHARING PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$6,766,197
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,515,046
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,391,971
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,449,512
Value of total assets at end of year2019-12-31$24,328,037
Value of total assets at beginning of year2019-12-31$19,076,886
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$123,075
Total income from rents2019-12-31$0
Total interest from all sources2019-12-31$41,196
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$77,287
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$77,287
Administrative expenses professional fees incurred2019-12-31$13,400
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
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
Amount of non-exempt transactions with any party-in-interest2019-12-31$0
Contributions received from participants2019-12-31$1,748,955
Participant contributions at end of year2019-12-31$368,426
Participant contributions at beginning of year2019-12-31$367,461
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$410
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$208,045
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$1,081
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$17
Administrative expenses (other) incurred2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$5,251,151
Value of net assets at end of year (total assets less liabilities)2019-12-31$24,328,037
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$19,076,886
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2019-12-31$0
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2019-12-31$0
Investment advisory and management fees2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$4,249,575
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,838,786
Value of interest in pooled separate accounts at end of year2019-12-31$5,232,858
Value of interest in pooled separate accounts at beginning of year2019-12-31$4,061,423
Interest on participant loans2019-12-31$25,468
Income. Interest from loans (other than to participants)2019-12-31$0
Interest earned on other investments2019-12-31$15,728
Income. Interest from US Government securities2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$13,571,153
Value of interest in common/collective trusts at beginning of year2019-12-31$9,910,132
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$883,348
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$876,501
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$824,065
Net investment gain/loss from pooled separate accounts2019-12-31$1,106,752
Net investment gain or loss from common/collective trusts2019-12-31$2,267,368
Net gain/loss from 103.12 investment entities2019-12-31$0
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 contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$492,512
Employer contributions (assets) at end of year2019-12-31$22,677
Employer contributions (assets) at beginning of year2019-12-31$22,173
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,390,890
Contract administrator fees2019-12-31$109,675
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
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
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
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
Accountancy firm name2019-12-31BRICKLEY DELONG, PC
Accountancy firm EIN2019-12-31382088116
2018 : ETNA SHARED SERVICES 401(K) & PROFIT SHARING PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$0
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$777,377
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,791,129
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,769,917
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Value of total corrective distributions2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,095,549
Value of total assets at end of year2018-12-31$19,076,886
Value of total assets at beginning of year2018-12-31$20,090,638
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$21,212
Total income from rents2018-12-31$0
Total interest from all sources2018-12-31$32,085
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$53,759
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$53,759
Administrative expenses professional fees incurred2018-12-31$13,000
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
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
Amount of non-exempt transactions with any party-in-interest2018-12-31$0
Contributions received from participants2018-12-31$1,552,245
Participant contributions at end of year2018-12-31$367,461
Participant contributions at beginning of year2018-12-31$286,761
Participant contributions at end of year2018-12-31$410
Participant contributions at beginning of year2018-12-31$212
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$110,213
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$0
Administrative expenses (other) incurred2018-12-31$0
Liabilities. Value of operating payables at beginning of year2018-12-31$0
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,013,752
Value of net assets at end of year (total assets less liabilities)2018-12-31$19,076,886
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$20,090,638
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2018-12-31$0
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2018-12-31$0
Investment advisory and management fees2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$3,838,786
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$4,480,175
Value of interest in pooled separate accounts at end of year2018-12-31$4,061,423
Value of interest in pooled separate accounts at beginning of year2018-12-31$4,237,720
Interest on participant loans2018-12-31$20,329
Income. Interest from loans (other than to participants)2018-12-31$0
Interest earned on other investments2018-12-31$11,756
Income. Interest from US Government securities2018-12-31$0
Income. Interest from corporate debt instruments2018-12-31$0
Value of interest in common/collective trusts at end of year2018-12-31$9,910,132
Value of interest in common/collective trusts at beginning of year2018-12-31$10,153,946
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$876,501
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$907,374
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-277,765
Net investment gain/loss from pooled separate accounts2018-12-31$-250,891
Net investment gain or loss from common/collective trusts2018-12-31$-875,360
Net gain/loss from 103.12 investment entities2018-12-31$0
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$433,091
Employer contributions (assets) at end of year2018-12-31$22,173
Employer contributions (assets) at beginning of year2018-12-31$24,450
Income. Dividends from preferred stock2018-12-31$0
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,769,917
Contract administrator fees2018-12-31$8,212
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
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
Aggregate proceeds on sale of assets2018-12-31$0
Aggregate carrying amount (costs) on sale of assets2018-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$0
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 name2018-12-31BRICKLEY DELONG, PC
Accountancy firm EIN2018-12-31382088116
2017 : ETNA SHARED SERVICES 401(K) & PROFIT SHARING PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$0
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$4,695,366
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,352,278
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,331,908
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,921,374
Value of total assets at end of year2017-12-31$20,090,638
Value of total assets at beginning of year2017-12-31$17,747,550
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$20,370
Total income from rents2017-12-31$0
Total interest from all sources2017-12-31$27,986
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$57,536
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$57,536
Administrative expenses professional fees incurred2017-12-31$13,000
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
Amount of non-exempt transactions with any party-in-interest2017-12-31$0
Contributions received from participants2017-12-31$1,381,909
Participant contributions at end of year2017-12-31$286,761
Participant contributions at beginning of year2017-12-31$274,836
Participant contributions at end of year2017-12-31$212
Participant contributions at beginning of year2017-12-31$97
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$113,474
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$89
Administrative expenses (other) incurred2017-12-31$0
Liabilities. Value of operating payables at beginning of year2017-12-31$0
Total non interest bearing cash at end of year2017-12-31$0
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$2,343,088
Value of net assets at end of year (total assets less liabilities)2017-12-31$20,090,638
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$17,747,550
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2017-12-31$0
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2017-12-31$0
Investment advisory and management fees2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$4,480,175
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$4,159,417
Value of interest in pooled separate accounts at end of year2017-12-31$4,237,720
Value of interest in pooled separate accounts at beginning of year2017-12-31$4,730,501
Interest on participant loans2017-12-31$15,427
Income. Interest from loans (other than to participants)2017-12-31$0
Interest earned on other investments2017-12-31$12,559
Income. Interest from US Government securities2017-12-31$0
Income. Interest from corporate debt instruments2017-12-31$0
Value of interest in common/collective trusts at end of year2017-12-31$10,153,946
Value of interest in common/collective trusts at beginning of year2017-12-31$7,453,210
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$907,374
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,129,468
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$538,446
Net investment gain/loss from pooled separate accounts2017-12-31$820,614
Net investment gain or loss from common/collective trusts2017-12-31$1,329,321
Net gain/loss from 103.12 investment entities2017-12-31$0
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$425,991
Employer contributions (assets) at end of year2017-12-31$24,450
Employer contributions (assets) at beginning of year2017-12-31$21
Income. Dividends from preferred stock2017-12-31$0
Income. Dividends from common stock2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,331,908
Contract administrator fees2017-12-31$7,370
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
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
Aggregate proceeds on sale of assets2017-12-31$0
Aggregate carrying amount (costs) on sale of assets2017-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$0
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 name2017-12-31MILES V. SCHMIDT, CPA
Accountancy firm EIN2017-12-31383581667
2016 : ETNA SHARED SERVICES 401(K) & PROFIT SHARING PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$0
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$3,282,851
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,243,847
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,224,167
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Value of total corrective distributions2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,937,932
Value of total assets at end of year2016-12-31$17,747,550
Value of total assets at beginning of year2016-12-31$15,708,546
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$19,680
Total income from rents2016-12-31$0
Total interest from all sources2016-12-31$26,673
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$45,972
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$45,972
Administrative expenses professional fees incurred2016-12-31$12,000
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
Amount of non-exempt transactions with any party-in-interest2016-12-31$0
Contributions received from participants2016-12-31$1,342,771
Participant contributions at end of year2016-12-31$274,836
Participant contributions at beginning of year2016-12-31$200,901
Participant contributions at end of year2016-12-31$97
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$203,408
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$903
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$9
Administrative expenses (other) incurred2016-12-31$0
Liabilities. Value of operating payables at beginning of year2016-12-31$0
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$2,039,004
Value of net assets at end of year (total assets less liabilities)2016-12-31$17,747,550
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$15,708,546
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2016-12-31$0
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2016-12-31$0
Investment advisory and management fees2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$4,159,417
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$3,704,432
Value of interest in pooled separate accounts at end of year2016-12-31$4,730,501
Value of interest in pooled separate accounts at beginning of year2016-12-31$4,294,354
Interest on participant loans2016-12-31$11,834
Income. Interest from loans (other than to participants)2016-12-31$0
Interest earned on other investments2016-12-31$14,839
Income. Interest from US Government securities2016-12-31$0
Income. Interest from corporate debt instruments2016-12-31$0
Value of interest in common/collective trusts at end of year2016-12-31$7,453,210
Value of interest in common/collective trusts at beginning of year2016-12-31$6,269,332
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,129,468
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,239,527
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$313,698
Net investment gain/loss from pooled separate accounts2016-12-31$447,052
Net investment gain or loss from common/collective trusts2016-12-31$511,515
Net gain/loss from 103.12 investment entities2016-12-31$0
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$391,753
Employer contributions (assets) at end of year2016-12-31$21
Employer contributions (assets) at beginning of year2016-12-31$0
Income. Dividends from preferred stock2016-12-31$0
Income. Dividends from common stock2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,223,264
Contract administrator fees2016-12-31$7,680
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
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
Aggregate proceeds on sale of assets2016-12-31$0
Aggregate carrying amount (costs) on sale of assets2016-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$0
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 name2016-12-31MILES V. SCHMIDT, CPA
Accountancy firm EIN2016-12-31383581667
2015 : ETNA SHARED SERVICES 401(K) & PROFIT SHARING PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$0
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,566,675
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,195,851
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,176,262
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Value of total corrective distributions2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,704,454
Value of total assets at end of year2015-12-31$15,708,546
Value of total assets at beginning of year2015-12-31$15,337,722
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$19,589
Total income from rents2015-12-31$0
Total interest from all sources2015-12-31$28,581
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$41,138
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$41,138
Administrative expenses professional fees incurred2015-12-31$9,124
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Amount of non-exempt transactions with any party-in-interest2015-12-31$0
Contributions received from participants2015-12-31$1,244,208
Participant contributions at end of year2015-12-31$200,901
Participant contributions at beginning of year2015-12-31$235,202
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$35,544
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$120,360
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$2,038
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$2
Administrative expenses (other) incurred2015-12-31$0
Liabilities. Value of operating payables at beginning of year2015-12-31$0
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$370,824
Value of net assets at end of year (total assets less liabilities)2015-12-31$15,708,546
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$15,337,722
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2015-12-31$0
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2015-12-31$0
Investment advisory and management fees2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$3,704,432
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$4,292,849
Value of interest in pooled separate accounts at end of year2015-12-31$4,294,354
Value of interest in pooled separate accounts at beginning of year2015-12-31$4,302,566
Interest on participant loans2015-12-31$11,158
Income. Interest from loans (other than to participants)2015-12-31$0
Interest earned on other investments2015-12-31$17,423
Income. Interest from US Government securities2015-12-31$0
Income. Interest from corporate debt instruments2015-12-31$0
Value of interest in common/collective trusts at end of year2015-12-31$6,269,332
Value of interest in common/collective trusts at beginning of year2015-12-31$5,152,764
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,239,527
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,286,405
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-137,474
Net investment gain/loss from pooled separate accounts2015-12-31$23,753
Net investment gain or loss from common/collective trusts2015-12-31$-93,779
Net gain/loss from 103.12 investment entities2015-12-31$0
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$339,886
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$32,392
Income. Dividends from preferred stock2015-12-31$0
Income. Dividends from common stock2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,174,224
Contract administrator fees2015-12-31$10,465
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
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
Aggregate proceeds on sale of assets2015-12-31$0
Aggregate carrying amount (costs) on sale of assets2015-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2015-12-31$0
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 name2015-12-31MILES V. SCHMIDT, CPA
Accountancy firm EIN2015-12-31383581667
2014 : ETNA SHARED SERVICES 401(K) & PROFIT SHARING PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$0
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Expenses. Interest paid2014-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022014-12-31$0
Total income from all sources (including contributions)2014-12-31$2,661,095
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$920,542
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$878,627
Expenses. Certain deemed distributions of participant loans2014-12-31$24,184
Value of total corrective distributions2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,487,578
Value of total assets at end of year2014-12-31$15,337,722
Value of total assets at beginning of year2014-12-31$13,597,169
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$17,731
Total income from rents2014-12-31$0
Total interest from all sources2014-12-31$29,932
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$56,920
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$56,920
Administrative expenses professional fees incurred2014-12-31$8,900
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
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
Amount of non-exempt transactions with any party-in-interest2014-12-31$0
Contributions received from participants2014-12-31$991,038
Participant contributions at end of year2014-12-31$235,202
Participant contributions at beginning of year2014-12-31$269,707
Participant contributions at end of year2014-12-31$35,544
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$186,728
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$0
Administrative expenses (other) incurred2014-12-31$50
Liabilities. Value of operating payables at beginning of year2014-12-31$0
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Income. Non cash contributions2014-12-31$0
Value of net income/loss2014-12-31$1,740,553
Value of net assets at end of year (total assets less liabilities)2014-12-31$15,337,722
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$13,597,169
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2014-12-31$0
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2014-12-31$0
Investment advisory and management fees2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$4,292,849
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$11,207,872
Value of interest in pooled separate accounts at end of year2014-12-31$4,302,566
Value of interest in pooled separate accounts at beginning of year2014-12-31$0
Interest on participant loans2014-12-31$14,577
Income. Interest from loans (other than to participants)2014-12-31$0
Interest earned on other investments2014-12-31$15,355
Income. Interest from US Government securities2014-12-31$0
Income. Interest from corporate debt instruments2014-12-31$0
Value of interest in common/collective trusts at end of year2014-12-31$5,152,764
Value of interest in common/collective trusts at beginning of year2014-12-31$1,687,315
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$432,275
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$432,275
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,286,405
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$174,804
Net investment gain/loss from pooled separate accounts2014-12-31$614,377
Net investment gain or loss from common/collective trusts2014-12-31$297,484
Net gain/loss from 103.12 investment entities2014-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$309,812
Employer contributions (assets) at end of year2014-12-31$32,392
Employer contributions (assets) at beginning of year2014-12-31$0
Income. Dividends from preferred stock2014-12-31$0
Income. Dividends from common stock2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$878,627
Contract administrator fees2014-12-31$8,781
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$0
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
Aggregate proceeds on sale of assets2014-12-31$0
Aggregate carrying amount (costs) on sale of assets2014-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2014-12-31$0
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 name2014-12-31MILES V. SCHMIDT, CPA
Accountancy firm EIN2014-12-31383581667
2013 : ETNA SHARED SERVICES 401(K) & PROFIT SHARING PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$0
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Expenses. Interest paid2013-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022013-12-31$0
Total income from all sources (including contributions)2013-12-31$3,197,190
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,021,470
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$973,078
Expenses. Certain deemed distributions of participant loans2013-12-31$37,067
Value of total corrective distributions2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,082,201
Value of total assets at end of year2013-12-31$13,597,169
Value of total assets at beginning of year2013-12-31$11,421,449
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$11,325
Total income from rents2013-12-31$0
Total interest from all sources2013-12-31$17,435
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$646,123
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$646,123
Assets. Real estate other than employer real property at end of year2013-12-31$0
Assets. Real estate other than employer real property at beginning of year2013-12-31$0
Administrative expenses professional fees incurred2013-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$815,814
Participant contributions at end of year2013-12-31$269,707
Participant contributions at beginning of year2013-12-31$333,259
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Assets. Other investments not covered elsewhere at end of year2013-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$11,564
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Assets. Loans (other than to participants) at end of year2013-12-31$0
Assets. Loans (other than to participants) at beginning of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$0
Administrative expenses (other) incurred2013-12-31$11,325
Liabilities. Value of operating payables at end of year2013-12-31$0
Liabilities. Value of operating payables at beginning of year2013-12-31$0
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Income. Non cash contributions2013-12-31$0
Value of net income/loss2013-12-31$2,175,720
Value of net assets at end of year (total assets less liabilities)2013-12-31$13,597,169
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$11,421,449
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
Assets. partnership/joint venture interests at end of year2013-12-31$0
Assets. partnership/joint venture interests at beginning of year2013-12-31$0
Investment advisory and management fees2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$11,207,872
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$9,531,903
Value of interest in pooled separate accounts at end of year2013-12-31$0
Value of interest in pooled separate accounts at beginning of year2013-12-31$0
Interest on participant loans2013-12-31$16,898
Income. Interest from loans (other than to participants)2013-12-31$0
Interest earned on other investments2013-12-31$0
Income. Interest from US Government securities2013-12-31$0
Income. Interest from corporate debt instruments2013-12-31$0
Value of interest in master investment trust accounts at end of year2013-12-31$0
Value of interest in master investment trust accounts at beginning of year2013-12-31$0
Value of interest in common/collective trusts at end of year2013-12-31$1,687,315
Value of interest in common/collective trusts at beginning of year2013-12-31$1,220,670
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$432,275
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$335,617
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$335,617
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$537
Assets. Value of investments in 103.12 investment entities at end of year2013-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2013-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Asset value of US Government securities at end of year2013-12-31$0
Asset value of US Government securities at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,446,129
Net investment gain/loss from pooled separate accounts2013-12-31$0
Net investment gain or loss from common/collective trusts2013-12-31$5,302
Net gain/loss from 103.12 investment entities2013-12-31$0
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
Assets. Invements in employer securities at end of year2013-12-31$0
Assets. Invements in employer securities at beginning of year2013-12-31$0
Assets. Value of employer real property at end of year2013-12-31$0
Assets. Value of employer real property at beginning of year2013-12-31$0
Contributions received in cash from employer2013-12-31$254,823
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$0
Income. Dividends from preferred stock2013-12-31$0
Income. Dividends from common stock2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$973,078
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$0
Contract administrator fees2013-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$0
Liabilities. Value of benefit claims payable at end of year2013-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$0
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
Aggregate proceeds on sale of assets2013-12-31$0
Aggregate carrying amount (costs) on sale of assets2013-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2013-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-12-31$0
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 name2013-12-31MILES V. SCHMIDT, CPA
Accountancy firm EIN2013-12-31383581667
2012 : ETNA SHARED SERVICES 401(K) & PROFIT SHARING PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,967,708
Total of all expenses incurred2012-12-31$477,067
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$465,632
Value of total corrective distributions2012-12-31$135
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$882,759
Value of total assets at end of year2012-12-31$11,421,449
Value of total assets at beginning of year2012-12-31$9,930,808
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$11,300
Total interest from all sources2012-12-31$18,172
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$279,941
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$279,941
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
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$704,183
Participant contributions at end of year2012-12-31$333,259
Participant contributions at beginning of year2012-12-31$272,461
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,277
Administrative expenses (other) incurred2012-12-31$11,300
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$1,490,641
Value of net assets at end of year (total assets less liabilities)2012-12-31$11,421,449
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$9,930,808
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$9,531,903
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$7,986,056
Interest on participant loans2012-12-31$16,494
Value of interest in common/collective trusts at end of year2012-12-31$1,220,670
Value of interest in common/collective trusts at beginning of year2012-12-31$1,270,729
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$335,617
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$401,562
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$401,562
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$1,678
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$771,856
Net investment gain or loss from common/collective trusts2012-12-31$14,980
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$177,299
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$465,632
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
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)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MILES V. SCHMIDT, CPA
Accountancy firm EIN2012-12-31383581667
2011 : ETNA SHARED SERVICES 401(K) & PROFIT SHARING PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$503,398
Total of all expenses incurred2011-12-31$846,458
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$825,642
Value of total corrective distributions2011-12-31$10,191
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$640,844
Value of total assets at end of year2011-12-31$9,930,808
Value of total assets at beginning of year2011-12-31$10,273,868
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$10,625
Total interest from all sources2011-12-31$16,133
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$201,208
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$201,208
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$599,036
Participant contributions at end of year2011-12-31$272,461
Participant contributions at beginning of year2011-12-31$303,088
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$31,510
Administrative expenses (other) incurred2011-12-31$10,625
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-343,060
Value of net assets at end of year (total assets less liabilities)2011-12-31$9,930,808
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$10,273,868
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$7,986,056
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$8,241,606
Interest on participant loans2011-12-31$16,093
Value of interest in common/collective trusts at end of year2011-12-31$1,270,729
Value of interest in common/collective trusts at beginning of year2011-12-31$1,316,628
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$401,562
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$412,546
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$412,546
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$40
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-385,943
Net investment gain or loss from common/collective trusts2011-12-31$31,156
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$10,298
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$825,642
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MILES V. SCHMIDT, CPA, PLC
Accountancy firm EIN2011-12-31383581667
2010 : ETNA SHARED SERVICES 401(K) & PROFIT SHARING PLAN 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,813,394
Total of all expenses incurred2010-12-31$376,463
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$353,059
Value of total corrective distributions2010-12-31$12,389
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$791,279
Value of total assets at end of year2010-12-31$10,273,868
Value of total assets at beginning of year2010-12-31$8,836,937
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$11,015
Total interest from all sources2010-12-31$20,066
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$152,576
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$152,576
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$574,069
Participant contributions at end of year2010-12-31$303,088
Participant contributions at beginning of year2010-12-31$303,727
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$214,043
Administrative expenses (other) incurred2010-12-31$11,015
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,436,931
Value of net assets at end of year (total assets less liabilities)2010-12-31$10,273,868
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$8,836,937
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$8,241,606
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$6,853,256
Interest on participant loans2010-12-31$18,607
Value of interest in common/collective trusts at end of year2010-12-31$1,316,628
Value of interest in common/collective trusts at beginning of year2010-12-31$1,266,988
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$412,546
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$412,966
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$412,966
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$1,459
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$806,134
Net investment gain or loss from common/collective trusts2010-12-31$43,339
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$3,167
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$353,059
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Qualified
Accountancy firm name2010-12-31MILES V. SCHMIDT, CPA, PLC
Accountancy firm EIN2010-12-31383581667
2009 : ETNA SHARED SERVICES 401(K) & PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for ETNA SHARED SERVICES 401(K) & PROFIT SHARING PLAN

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

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number620388
Policy instance 1
Insurance contract or identification number620388
Number of Individuals Covered542
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number620388
Policy instance 1
Insurance contract or identification number620388
Number of Individuals Covered501
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number620388
Policy instance 2
Insurance contract or identification number620388
Number of Individuals Covered478
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $11,429
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,429
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered478
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $2,152
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
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 $2,152
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number620388
Policy instance 2
Insurance contract or identification number620388
Number of Individuals Covered484
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $2,084
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,084
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered484
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $398
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
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 $398
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number620388
Policy instance 2
Insurance contract or identification number620388
Number of Individuals Covered417
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $10,191
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,191
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameCOMERICA INSURANCE SERVICES INC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered417
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $2,047
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
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 $2,047
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameCOMERICA INSURANCE SERVICES INC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number620388
Policy instance 2
Insurance contract or identification number620388
Number of Individuals Covered355
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $9,905
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,905
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameCOMERICA INSURANCE SERVICES INC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered355
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $2,978
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
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 $2,978
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameCOMERICA INSURANCE SERVICES INC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 2
Insurance contract or identification number613953
Number of Individuals Covered335
Insurance policy start date2014-02-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $2,241
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
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 $2,241
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameCOMERICA INSURANCE SERVICES INC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number620388
Policy instance 1
Insurance contract or identification number620388
Number of Individuals Covered335
Insurance policy start date2014-02-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $6,963
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
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 $6,963
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameCOMERICA INSURANCE SERVICES INC

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