?>
Logo

SHARED SUPPORT INC. 401(K) PLAN 401k Plan overview

Plan NameSHARED SUPPORT INC. 401(K) PLAN
Plan identification number 001

SHARED SUPPORT INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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.

401k Sponsoring company profile

SHARED SUPPORT INC. has sponsored the creation of one or more 401k plans.

Company Name:SHARED SUPPORT INC.
Employer identification number (EIN):202881218
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SHARED SUPPORT INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01THERESA KRATZER2023-10-08
0012021-01-01THERESA KRATZER2022-10-04
0012020-01-01THERESA KRATZER2021-10-04
0012019-01-01THERESA PRATT KRATZER2020-10-07
0012018-01-01ELIZABETH DEVETT2019-10-09
0012017-01-01
0012016-01-01
0012015-01-01THERESA PRATT
0012014-01-01THERESA PRATT2015-08-07
0012013-01-01THERESA PRATT2014-06-16 THERESA PRATT2014-06-16
0012012-01-01MAGGIE HOEFLEIN2013-06-17
0012011-01-01MAGGIE HOEFLEIN2012-05-17

Plan Statistics for SHARED SUPPORT INC. 401(K) PLAN

401k plan membership statisitcs for SHARED SUPPORT INC. 401(K) PLAN

Measure Date Value
2022: SHARED SUPPORT INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01207
Total number of active participants reported on line 7a of the Form 55002022-01-01199
Number of retired or separated participants receiving benefits2022-01-013
Number of other retired or separated participants entitled to future benefits2022-01-0118
Total of all active and inactive participants2022-01-01220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01220
Number of participants with account balances2022-01-01137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: SHARED SUPPORT INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01183
Total number of active participants reported on line 7a of the Form 55002021-01-01172
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0115
Total of all active and inactive participants2021-01-01187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01187
Number of participants with account balances2021-01-01116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: SHARED SUPPORT INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01186
Total number of active participants reported on line 7a of the Form 55002020-01-01155
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-0118
Total of all active and inactive participants2020-01-01174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01174
Number of participants with account balances2020-01-01105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: SHARED SUPPORT INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01247
Total number of active participants reported on line 7a of the Form 55002019-01-01140
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0128
Total of all active and inactive participants2019-01-01169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01169
Number of participants with account balances2019-01-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: SHARED SUPPORT INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01204
Total number of active participants reported on line 7a of the Form 55002018-01-01197
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-017
Total of all active and inactive participants2018-01-01204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01204
Number of participants with account balances2018-01-01119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: SHARED SUPPORT INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01159
Total number of active participants reported on line 7a of the Form 55002017-01-01189
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-012
Total of all active and inactive participants2017-01-01191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01191
Number of participants with account balances2017-01-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: SHARED SUPPORT INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01144
Total number of active participants reported on line 7a of the Form 55002016-01-01132
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-017
Total of all active and inactive participants2016-01-01139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01139
Number of participants with account balances2016-01-0189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-012
2015: SHARED SUPPORT INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01133
Total number of active participants reported on line 7a of the Form 55002015-01-01121
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-015
Total of all active and inactive participants2015-01-01126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01126
Number of participants with account balances2015-01-0177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011

Financial Data on SHARED SUPPORT INC. 401(K) PLAN

Measure Date Value
2022 : SHARED SUPPORT INC. 401(K) 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$1,859
Total income from all sources (including contributions)2022-12-31$-133,168
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$121,580
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$100,856
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$607,900
Value of total assets at end of year2022-12-31$3,728,641
Value of total assets at beginning of year2022-12-31$3,985,248
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$20,724
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
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$354,618
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$17,050
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$1,859
Other income not declared elsewhere2022-12-31$1,468
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-254,748
Value of net assets at end of year (total assets less liabilities)2022-12-31$3,728,641
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$3,983,389
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$3,549,122
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$3,921,938
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$1,393
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$1,591
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$1,591
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$178,126
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$61,719
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-742,536
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$236,232
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$100,856
Contract administrator fees2022-12-31$20,724
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 name2022-12-31MAHER DUESSEL
Accountancy firm EIN2022-12-31251622758
2021 : SHARED SUPPORT INC. 401(K) 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$1,859
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$1,416
Total income from all sources (including contributions)2021-12-31$1,058,925
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$108,931
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$88,393
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$561,759
Value of total assets at end of year2021-12-31$3,985,248
Value of total assets at beginning of year2021-12-31$3,034,811
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$20,538
Total interest from all sources2021-12-31$653
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
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$271,426
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$99,644
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$1,859
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$1,416
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$949,994
Value of net assets at end of year (total assets less liabilities)2021-12-31$3,983,389
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$3,033,395
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$3,921,938
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$2,981,423
Interest earned on other investments2021-12-31$653
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$1,591
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$1,386
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$1,386
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$61,719
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$52,002
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$496,513
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$190,689
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$88,393
Contract administrator fees2021-12-31$20,538
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 name2021-12-31LISA RITTER, MAHER DUESSEL
Accountancy firm EIN2021-12-31251622758
2020 : SHARED SUPPORT INC. 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1,416
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1,264
Total income from all sources (including contributions)2020-12-31$828,815
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$281,290
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$265,461
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$392,801
Value of total assets at end of year2020-12-31$3,034,811
Value of total assets at beginning of year2020-12-31$2,487,134
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$15,829
Total interest from all sources2020-12-31$735
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$250,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$230,255
Participant contributions at beginning of year2020-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$1,416
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$1,264
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$547,525
Value of net assets at end of year (total assets less liabilities)2020-12-31$3,033,395
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,485,870
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$2,981,423
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$2,423,579
Interest earned on other investments2020-12-31$735
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$1,386
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$1,381
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$1,381
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$52,002
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$62,174
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$435,279
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
Assets. Invements in employer securities at beginning of year2020-12-31$0
Contributions received in cash from employer2020-12-31$162,546
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$265,461
Contract administrator fees2020-12-31$15,829
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
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31LISA RITTER, MAHER DUESSEL
Accountancy firm EIN2020-12-31251622758
2019 : SHARED SUPPORT INC. 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,264
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,065
Total income from all sources (including contributions)2019-12-31$933,948
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$561,671
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$544,065
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$430,231
Value of total assets at end of year2019-12-31$2,487,134
Value of total assets at beginning of year2019-12-31$2,114,658
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$17,606
Total interest from all sources2019-12-31$1,040
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$17,606
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$250,000
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
Contributions received from participants2019-12-31$248,637
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$11,481
Assets. Other investments not covered elsewhere at end of year2019-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$11,421
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$1,264
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$1,065
Other income not declared elsewhere2019-12-31$0
Administrative expenses (other) incurred2019-12-31$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$372,277
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,485,870
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,113,593
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,423,579
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,040,401
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Interest on participant loans2019-12-31$0
Interest earned on other investments2019-12-31$1,040
Value of interest in common/collective trusts at end of year2019-12-31$0
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,381
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$202
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$202
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$62,174
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$54,944
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$502,677
Net investment gain or loss from common/collective trusts2019-12-31$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 contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$0
Assets. Invements in employer securities at beginning of year2019-12-31$0
Contributions received in cash from employer2019-12-31$170,173
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$7,630
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$544,065
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
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 name2019-12-31LISA RITTER, MAHER DUESSEL
Accountancy firm EIN2019-12-31251622758
2018 : SHARED SUPPORT INC. 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$1,065
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$1,109
Total income from all sources (including contributions)2018-12-31$316,104
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$91,107
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$74,769
Value of total corrective distributions2018-12-31$277
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$479,774
Value of total assets at end of year2018-12-31$2,114,658
Value of total assets at beginning of year2018-12-31$1,889,705
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$16,061
Total interest from all sources2018-12-31$809
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$16,061
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$250,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$273,839
Participant contributions at end of year2018-12-31$11,481
Participant contributions at beginning of year2018-12-31$7,869
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$15,584
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$1,065
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$1,109
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$224,997
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,113,593
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,888,596
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$2,040,401
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,831,033
Interest earned on other investments2018-12-31$809
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$202
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$2,060
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$2,060
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$54,944
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$43,060
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-164,479
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$190,351
Employer contributions (assets) at end of year2018-12-31$7,630
Employer contributions (assets) at beginning of year2018-12-31$5,683
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$74,769
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31LISA RITTER, MAHER DUESSEL
Accountancy firm EIN2018-12-31251622758
2017 : SHARED SUPPORT INC. 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$1,109
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$784
Total income from all sources (including contributions)2017-12-31$647,423
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$99,850
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$83,702
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$354,770
Value of total assets at end of year2017-12-31$1,889,705
Value of total assets at beginning of year2017-12-31$1,341,807
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$16,148
Total interest from all sources2017-12-31$542
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$16,148
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$150,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$207,056
Participant contributions at end of year2017-12-31$7,869
Participant contributions at beginning of year2017-12-31$7,159
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$1,109
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$784
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$547,573
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,888,596
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,341,023
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$1,831,033
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,294,242
Interest earned on other investments2017-12-31$542
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$2,060
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$6,056
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$6,056
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$43,060
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$29,372
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$292,111
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$147,714
Employer contributions (assets) at end of year2017-12-31$5,683
Employer contributions (assets) at beginning of year2017-12-31$4,978
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$83,702
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31LISA RITTER, MAHER DUESSEL
Accountancy firm EIN2017-12-31251622758
2016 : SHARED SUPPORT INC. 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$784
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$631
Total income from all sources (including contributions)2016-12-31$400,494
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$136,980
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$127,790
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$311,016
Value of total assets at end of year2016-12-31$1,341,807
Value of total assets at beginning of year2016-12-31$1,078,140
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$9,190
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$9,190
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$150,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$184,982
Participant contributions at end of year2016-12-31$7,159
Participant contributions at beginning of year2016-12-31$6,211
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$784
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$631
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$263,514
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,341,023
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,077,509
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,294,242
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,047,914
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$6,056
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$1,187
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$1,187
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$29,372
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$18,718
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$89,478
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$126,034
Employer contributions (assets) at end of year2016-12-31$4,978
Employer contributions (assets) at beginning of year2016-12-31$4,110
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$127,790
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31LISA RITTER, MAHER DUESSEL
Accountancy firm EIN2016-12-31251622758
2015 : SHARED SUPPORT INC. 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$631
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$1,225
Total income from all sources (including contributions)2015-12-31$286,530
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$46,157
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$37,218
Value of total corrective distributions2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$294,713
Value of total assets at end of year2015-12-31$1,078,140
Value of total assets at beginning of year2015-12-31$838,361
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$8,939
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$8,939
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$150,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$182,902
Participant contributions at end of year2015-12-31$6,211
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$631
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$1,225
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$240,373
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,077,509
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$837,136
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,047,914
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$836,594
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$1,187
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$18,718
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,767
Net investment gain/loss from pooled separate accounts2015-12-31$-8,183
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$111,811
Employer contributions (assets) at end of year2015-12-31$4,110
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$37,218
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31LISA RITTER, MAHER DUESSEL
Accountancy firm EIN2015-12-31251622758

Form 5500 Responses for SHARED SUPPORT INC. 401(K) PLAN

2022: SHARED SUPPORT INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
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: SHARED SUPPORT INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
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: SHARED SUPPORT INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
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: SHARED SUPPORT INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SHARED SUPPORT INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SHARED SUPPORT INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SHARED SUPPORT INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SHARED SUPPORT INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number767604-01
Policy instance 1
Insurance contract or identification number767604-01
Number of Individuals Covered24
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $128
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $128
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61601
Policy instance 1
Insurance contract or identification numberMR 61601
Number of Individuals Covered172
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $172
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $172
Insurance broker organization code?1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61601
Policy instance 1
Insurance contract or identification numberMR 61601
Number of Individuals Covered172
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $144
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $144
Insurance broker organization code?1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61601
Policy instance 1
Insurance contract or identification numberMR 61601
Number of Individuals Covered228
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $183
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $183
Insurance broker organization code?1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61601
Policy instance 1
Insurance contract or identification numberMR 61601
Number of Individuals Covered119
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $155
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $155
Insurance broker organization code?1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR61601-1
Policy instance 1
Insurance contract or identification numberMR61601-1
Number of Individuals Covered191
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $111
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $111
Insurance broker organization code?1
Insurance broker nameCETERA INVESTMENT SERVICES LLC
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR61601-1
Policy instance 1
Insurance contract or identification numberMR61601-1
Number of Individuals Covered126
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $56
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $56
Insurance broker organization code?4
Insurance broker nameCETERA ADVISOR NETWORKS INS SVCS LL

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3