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H. BETTI INDUSTRIES 401K SAVINGS PLAN 401k Plan overview

Plan NameH. BETTI INDUSTRIES 401K SAVINGS PLAN
Plan identification number 002

H. BETTI INDUSTRIES 401K SAVINGS 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.
  • 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

H. BETTI INDUSTRIES INC. has sponsored the creation of one or more 401k plans.

Company Name:H. BETTI INDUSTRIES INC.
Employer identification number (EIN):221522807
NAIC Classification:454210
NAIC Description:Vending Machine Operators

Form 5500 Filing Information

Submission information for form 5500 for 401k plan H. BETTI INDUSTRIES 401K SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01RICHARD URBA H BETTI INDUSTRIES, INC2018-10-12
0022016-01-01RICHARD C URBA
0022015-01-01RICHARD URBA RICHARD URBA2016-10-13
0022014-01-01RICHARD C URBA RICHARD C URBA2015-10-05
0022013-01-01RICHARD C URBA RICHARD C URBA2014-10-13
0022012-01-01RICHARD C URBA RICHARD C URBA2013-10-15
0022011-01-01RICHARD C. URBA RICHARD C. URBA2012-09-19
0022010-01-01RICHARD C URBA RICHARD C. URBA2011-10-06
0022009-01-01RICHARD URBA RICHARD URBA2010-10-12
0022009-01-01RICHARD URBA RICHARD URBA2010-10-12

Plan Statistics for H. BETTI INDUSTRIES 401K SAVINGS PLAN

401k plan membership statisitcs for H. BETTI INDUSTRIES 401K SAVINGS PLAN

Measure Date Value
2022: H. BETTI INDUSTRIES 401K SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01470
Total number of active participants reported on line 7a of the Form 55002022-01-01320
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-01186
Total of all active and inactive participants2022-01-01507
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01507
Number of participants with account balances2022-01-01482
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0128
2021: H. BETTI INDUSTRIES 401K SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01408
Total number of active participants reported on line 7a of the Form 55002021-01-01257
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-01212
Total of all active and inactive participants2021-01-01470
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01470
Number of participants with account balances2021-01-01445
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0132
2020: H. BETTI INDUSTRIES 401K SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01415
Total number of active participants reported on line 7a of the Form 55002020-01-01240
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01168
Total of all active and inactive participants2020-01-01408
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01408
Number of participants with account balances2020-01-01386
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0154
2019: H. BETTI INDUSTRIES 401K SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01384
Total number of active participants reported on line 7a of the Form 55002019-01-01326
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0189
Total of all active and inactive participants2019-01-01415
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01415
Number of participants with account balances2019-01-01383
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0135
2018: H. BETTI INDUSTRIES 401K SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01412
Total number of active participants reported on line 7a of the Form 55002018-01-01308
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0172
Total of all active and inactive participants2018-01-01380
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-014
Total participants2018-01-01384
Number of participants with account balances2018-01-01356
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0136
2017: H. BETTI INDUSTRIES 401K SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01362
Total number of active participants reported on line 7a of the Form 55002017-01-01294
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01118
Total of all active and inactive participants2017-01-01412
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01412
Number of participants with account balances2017-01-01379
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0126
2016: H. BETTI INDUSTRIES 401K SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01337
Total number of active participants reported on line 7a of the Form 55002016-01-01253
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01109
Total of all active and inactive participants2016-01-01362
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01362
Number of participants with account balances2016-01-01322
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0117
2015: H. BETTI INDUSTRIES 401K SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01350
Total number of active participants reported on line 7a of the Form 55002015-01-01256
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0181
Total of all active and inactive participants2015-01-01337
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01337
Number of participants with account balances2015-01-01295
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-015
2014: H. BETTI INDUSTRIES 401K SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01355
Total number of active participants reported on line 7a of the Form 55002014-01-01264
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0186
Total of all active and inactive participants2014-01-01350
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01350
Number of participants with account balances2014-01-01289
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-019
2013: H. BETTI INDUSTRIES 401K SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01339
Total number of active participants reported on line 7a of the Form 55002013-01-01271
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0184
Total of all active and inactive participants2013-01-01355
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01355
Number of participants with account balances2013-01-01285
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0116
2012: H. BETTI INDUSTRIES 401K SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01336
Total number of active participants reported on line 7a of the Form 55002012-01-01271
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0168
Total of all active and inactive participants2012-01-01339
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01339
Number of participants with account balances2012-01-01280
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-014
2011: H. BETTI INDUSTRIES 401K SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01467
Total number of active participants reported on line 7a of the Form 55002011-01-01266
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0170
Total of all active and inactive participants2011-01-01336
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01336
Number of participants with account balances2011-01-01217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2010: H. BETTI INDUSTRIES 401K SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01495
Total number of active participants reported on line 7a of the Form 55002010-01-01289
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01178
Total of all active and inactive participants2010-01-01467
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01467
Number of participants with account balances2010-01-01350
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-012
2009: H. BETTI INDUSTRIES 401K SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01546
Total number of active participants reported on line 7a of the Form 55002009-01-01441
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0154
Total of all active and inactive participants2009-01-01495
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01495
Number of participants with account balances2009-01-01378
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-014

Financial Data on H. BETTI INDUSTRIES 401K SAVINGS PLAN

Measure Date Value
2022 : H. BETTI INDUSTRIES 401K SAVINGS 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$0
Total income from all sources (including contributions)2022-12-31$-4,290,100
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,380,636
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,360,273
Expenses. Certain deemed distributions of participant loans2022-12-31$47
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,656,702
Value of total assets at end of year2022-12-31$36,760,585
Value of total assets at beginning of year2022-12-31$43,431,321
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$20,316
Total interest from all sources2022-12-31$231,698
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$1,653,975
Participant contributions at end of year2022-12-31$424,773
Participant contributions at beginning of year2022-12-31$442,652
Assets. Other investments not covered elsewhere at end of year2022-12-31$427,559
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$654,220
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$50,400
Other income not declared elsewhere2022-12-31$-154,672
Administrative expenses (other) incurred2022-12-31$20,316
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-6,670,736
Value of net assets at end of year (total assets less liabilities)2022-12-31$36,760,585
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$43,431,321
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$25,788,238
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$33,252,728
Interest on participant loans2022-12-31$22,582
Interest earned on other investments2022-12-31$209,116
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$10,120,015
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$9,081,721
Net investment gain/loss from pooled separate accounts2022-12-31$-7,023,828
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$952,327
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,360,273
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 name2022-12-31MAZARS USA LLP
Accountancy firm EIN2022-12-31131459550
2021 : H. BETTI INDUSTRIES 401K SAVINGS 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$6,392,396
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,384,661
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,378,362
Value of total corrective distributions2021-12-31$549
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,846,707
Value of total assets at end of year2021-12-31$43,431,321
Value of total assets at beginning of year2021-12-31$38,423,586
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$5,750
Total interest from all sources2021-12-31$223,241
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
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,258,591
Participant contributions at end of year2021-12-31$442,652
Participant contributions at beginning of year2021-12-31$434,935
Assets. Other investments not covered elsewhere at end of year2021-12-31$654,220
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$586,928
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$40,792
Other income not declared elsewhere2021-12-31$82,218
Administrative expenses (other) incurred2021-12-31$5,750
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$5,007,735
Value of net assets at end of year (total assets less liabilities)2021-12-31$43,431,321
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$38,423,586
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$33,252,728
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$29,027,707
Interest on participant loans2021-12-31$25,756
Interest earned on other investments2021-12-31$197,485
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$9,081,721
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$8,374,016
Net investment gain/loss from pooled separate accounts2021-12-31$4,240,230
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$547,324
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,378,362
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 name2021-12-31MAZARS USA LLP
Accountancy firm EIN2021-12-31131459550
2020 : H. BETTI INDUSTRIES 401K SAVINGS 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$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$7,150,570
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,978,020
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,951,203
Expenses. Certain deemed distributions of participant loans2020-12-31$20,984
Value of total corrective distributions2020-12-31$33
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,897,875
Value of total assets at end of year2020-12-31$38,423,586
Value of total assets at beginning of year2020-12-31$34,251,036
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$5,800
Total interest from all sources2020-12-31$228,250
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$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,271,443
Participant contributions at end of year2020-12-31$434,935
Participant contributions at beginning of year2020-12-31$628,914
Assets. Other investments not covered elsewhere at end of year2020-12-31$586,928
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$667,568
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$134,504
Other income not declared elsewhere2020-12-31$137,443
Administrative expenses (other) incurred2020-12-31$5,800
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$4,172,550
Value of net assets at end of year (total assets less liabilities)2020-12-31$38,423,586
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$34,251,036
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$29,027,707
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$26,566,744
Interest on participant loans2020-12-31$24,644
Interest earned on other investments2020-12-31$203,606
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$8,374,016
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$6,387,810
Net investment gain/loss from pooled separate accounts2020-12-31$4,887,002
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$491,928
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,951,203
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 name2020-12-31MAZARS USA LLP
Accountancy firm EIN2020-12-31131459550
2019 : H. BETTI INDUSTRIES 401K SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$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 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$8,105,105
Total income from all sources (including contributions)2019-12-31$8,105,105
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,832,394
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,822,828
Expenses. Certain deemed distributions of participant loans2019-12-31$1,816
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,337,822
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,337,822
Value of total assets at end of year2019-12-31$34,251,036
Value of total assets at end of year2019-12-31$34,251,036
Value of total assets at beginning of year2019-12-31$27,978,325
Value of total assets at beginning of year2019-12-31$27,978,325
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$7,750
Total interest from all sources2019-12-31$217,319
Total interest from all sources2019-12-31$217,319
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
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
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,536,050
Contributions received from participants2019-12-31$1,536,050
Participant contributions at end of year2019-12-31$628,914
Participant contributions at end of year2019-12-31$628,914
Participant contributions at beginning of year2019-12-31$528,481
Participant contributions at beginning of year2019-12-31$528,481
Assets. Other investments not covered elsewhere at end of year2019-12-31$667,568
Assets. Other investments not covered elsewhere at end of year2019-12-31$667,568
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$558,077
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$558,077
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$283,191
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$283,191
Other income not declared elsewhere2019-12-31$74,875
Other income not declared elsewhere2019-12-31$74,875
Administrative expenses (other) incurred2019-12-31$7,750
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$6,272,711
Value of net assets at end of year (total assets less liabilities)2019-12-31$34,251,036
Value of net assets at end of year (total assets less liabilities)2019-12-31$34,251,036
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$27,978,325
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$27,978,325
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any 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$26,566,744
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$26,566,744
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$20,196,675
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$20,196,675
Interest on participant loans2019-12-31$29,809
Interest on participant loans2019-12-31$29,809
Interest earned on other investments2019-12-31$187,510
Interest earned on other investments2019-12-31$187,510
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$6,387,810
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$6,387,810
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$6,695,092
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$6,695,092
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$5,475,089
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$5,475,089
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$518,581
Contributions received in cash from employer2019-12-31$518,581
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,822,828
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MAZARS USA LLP
Accountancy firm EIN2019-12-31131459550
2018 : H. BETTI INDUSTRIES 401K SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$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$2,405,664
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,195,900
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,186,550
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,797,005
Value of total assets at end of year2018-12-31$27,978,325
Value of total assets at beginning of year2018-12-31$26,768,561
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$9,350
Total interest from all sources2018-12-31$212,264
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
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
Contributions received from participants2018-12-31$1,398,869
Participant contributions at end of year2018-12-31$528,481
Participant contributions at beginning of year2018-12-31$494,697
Assets. Other investments not covered elsewhere at end of year2018-12-31$558,077
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$601,203
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$239,102
Other income not declared elsewhere2018-12-31$-43,129
Administrative expenses (other) incurred2018-12-31$9,350
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$1,209,764
Value of net assets at end of year (total assets less liabilities)2018-12-31$27,978,325
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$26,768,561
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$20,196,675
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$19,919,740
Interest on participant loans2018-12-31$27,108
Interest earned on other investments2018-12-31$185,156
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$6,695,092
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$5,752,921
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-560,476
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$1,159,034
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,186,550
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 name2018-12-31MAZARS USA LLP
Accountancy firm EIN2018-12-31131459550
2017 : H. BETTI INDUSTRIES 401K SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$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$5,751,693
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,164,653
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,157,713
Expenses. Certain deemed distributions of participant loans2017-12-31$314
Value of total corrective distributions2017-12-31$1,376
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,808,748
Value of total assets at end of year2017-12-31$26,768,561
Value of total assets at beginning of year2017-12-31$22,181,521
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$5,250
Total interest from all sources2017-12-31$202,878
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
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
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,287,809
Participant contributions at end of year2017-12-31$494,697
Participant contributions at beginning of year2017-12-31$566,767
Assets. Other investments not covered elsewhere at end of year2017-12-31$601,203
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$401,061
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$163,544
Other income not declared elsewhere2017-12-31$88,456
Administrative expenses (other) incurred2017-12-31$5,250
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$4,587,040
Value of net assets at end of year (total assets less liabilities)2017-12-31$26,768,561
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$22,181,521
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$19,919,740
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$14,998,555
Interest on participant loans2017-12-31$27,921
Interest earned on other investments2017-12-31$174,957
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$5,752,921
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$6,215,138
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,651,611
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$357,395
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,157,713
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 name2017-12-31MAZARS USA LLP
Accountancy firm EIN2017-12-31131459550
2016 : H. BETTI INDUSTRIES 401K SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$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$2,314,988
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,008,258
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,995,812
Expenses. Certain deemed distributions of participant loans2016-12-31$38
Value of total corrective distributions2016-12-31$7,258
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,484,034
Value of total assets at end of year2016-12-31$22,181,521
Value of total assets at beginning of year2016-12-31$21,874,791
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$5,150
Total interest from all sources2016-12-31$214,793
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,035,559
Participant contributions at end of year2016-12-31$566,767
Participant contributions at beginning of year2016-12-31$615,966
Assets. Other investments not covered elsewhere at end of year2016-12-31$401,061
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$388,115
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$200,637
Other income not declared elsewhere2016-12-31$36,016
Administrative expenses (other) incurred2016-12-31$5,150
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$306,730
Value of net assets at end of year (total assets less liabilities)2016-12-31$22,181,521
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$21,874,791
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$14,998,555
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$14,792,342
Interest on participant loans2016-12-31$29,918
Interest earned on other investments2016-12-31$184,875
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$6,215,138
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$6,078,368
Net investment gain/loss from pooled separate accounts2016-12-31$580,145
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$247,838
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,995,812
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 name2016-12-31MAZARS USA LLP
Accountancy firm EIN2016-12-31131459550
2015 : H. BETTI INDUSTRIES 401K SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$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$1,585,624
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,516,957
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,506,352
Expenses. Certain deemed distributions of participant loans2015-12-31$6,605
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,086,631
Value of total assets at end of year2015-12-31$21,874,791
Value of total assets at beginning of year2015-12-31$21,806,124
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$4,000
Total interest from all sources2015-12-31$181,637
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$892,711
Participant contributions at end of year2015-12-31$615,966
Participant contributions at beginning of year2015-12-31$522,462
Assets. Other investments not covered elsewhere at end of year2015-12-31$388,115
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$767,943
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$11,985
Other income not declared elsewhere2015-12-31$-122,482
Administrative expenses (other) incurred2015-12-31$4,000
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$68,667
Value of net assets at end of year (total assets less liabilities)2015-12-31$21,874,791
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$21,806,124
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$14,792,342
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$15,492,191
Interest on participant loans2015-12-31$28,046
Interest earned on other investments2015-12-31$153,591
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$6,078,368
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$5,023,528
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$439,838
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$181,935
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,506,352
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 name2015-12-31WEISERMAZARS LLP
Accountancy firm EIN2015-12-31131459550
2014 : H. BETTI INDUSTRIES 401K SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$2,293,677
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$399,077
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$379,846
Expenses. Certain deemed distributions of participant loans2014-12-31$1,302
Value of total corrective distributions2014-12-31$13,029
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,050,829
Value of total assets at end of year2014-12-31$21,806,124
Value of total assets at beginning of year2014-12-31$19,911,524
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$4,900
Total interest from all sources2014-12-31$164,670
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$866,901
Participant contributions at end of year2014-12-31$522,462
Participant contributions at beginning of year2014-12-31$436,009
Assets. Other investments not covered elsewhere at end of year2014-12-31$767,943
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$510,929
Other income not declared elsewhere2014-12-31$-27,076
Administrative expenses (other) incurred2014-12-31$4,900
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,894,600
Value of net assets at end of year (total assets less liabilities)2014-12-31$21,806,124
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$19,911,524
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$15,492,191
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$14,382,244
Interest on participant loans2014-12-31$22,963
Interest earned on other investments2014-12-31$141,707
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$5,023,528
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$4,582,342
Net investment gain/loss from pooled separate accounts2014-12-31$1,105,254
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$183,928
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$379,846
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31WEISERMAZARS LLP
Accountancy firm EIN2014-12-31131459550
2013 : H. BETTI INDUSTRIES 401K SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$3,844,413
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$907,389
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$888,055
Expenses. Certain deemed distributions of participant loans2013-12-31$79
Value of total corrective distributions2013-12-31$15,080
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$864,067
Value of total assets at end of year2013-12-31$19,911,524
Value of total assets at beginning of year2013-12-31$16,974,500
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$4,175
Total interest from all sources2013-12-31$152,657
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$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$784,035
Participant contributions at end of year2013-12-31$436,009
Participant contributions at beginning of year2013-12-31$348,863
Assets. Other investments not covered elsewhere at end of year2013-12-31$510,929
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$471,659
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,445
Other income not declared elsewhere2013-12-31$35,263
Administrative expenses (other) incurred2013-12-31$4,175
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,937,024
Value of net assets at end of year (total assets less liabilities)2013-12-31$19,911,524
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$16,974,500
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$14,382,244
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$11,337,364
Interest on participant loans2013-12-31$18,858
Interest earned on other investments2013-12-31$133,799
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$4,582,342
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$4,816,614
Net investment gain/loss from pooled separate accounts2013-12-31$2,792,426
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$78,587
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$888,055
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31WEISERMAZARS LLP
Accountancy firm EIN2013-12-31131459550
2012 : H. BETTI INDUSTRIES 401K SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$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$2,592,869
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,934,590
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,918,221
Expenses. Certain deemed distributions of participant loans2012-12-31$4,309
Value of total corrective distributions2012-12-31$10,685
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$906,318
Value of total assets at end of year2012-12-31$16,974,500
Value of total assets at beginning of year2012-12-31$16,316,221
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,375
Total interest from all sources2012-12-31$150,822
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$740,474
Participant contributions at end of year2012-12-31$348,863
Participant contributions at beginning of year2012-12-31$377,770
Assets. Other investments not covered elsewhere at end of year2012-12-31$471,659
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$587,801
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$5,745
Other income not declared elsewhere2012-12-31$31,327
Administrative expenses (other) incurred2012-12-31$1,375
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$658,279
Value of net assets at end of year (total assets less liabilities)2012-12-31$16,974,500
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$16,316,221
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$11,337,364
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$10,806,179
Interest on participant loans2012-12-31$17,544
Interest earned on other investments2012-12-31$133,278
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$4,816,614
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$4,544,471
Net investment gain/loss from pooled separate accounts2012-12-31$1,504,402
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$160,099
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,918,221
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 name2012-12-31WEISERMAZARS LLP
Accountancy firm EIN2012-12-31131459550
2011 : H. BETTI INDUSTRIES 401K SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
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$585,361
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$701,281
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$681,522
Expenses. Certain deemed distributions of participant loans2011-12-31$12,919
Value of total corrective distributions2011-12-31$4,065
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$727,546
Value of total assets at end of year2011-12-31$16,316,221
Value of total assets at beginning of year2011-12-31$16,432,141
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,775
Total interest from all sources2011-12-31$144,881
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$647,776
Participant contributions at end of year2011-12-31$377,770
Participant contributions at beginning of year2011-12-31$387,437
Assets. Other investments not covered elsewhere at end of year2011-12-31$587,801
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$190,835
Other income not declared elsewhere2011-12-31$73,142
Administrative expenses (other) incurred2011-12-31$2,775
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-115,920
Value of net assets at end of year (total assets less liabilities)2011-12-31$16,316,221
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$16,432,141
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$10,806,179
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$12,033,610
Interest on participant loans2011-12-31$19,620
Interest earned on other investments2011-12-31$125,261
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$4,544,471
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$3,820,259
Net investment gain/loss from pooled separate accounts2011-12-31$-360,208
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$79,770
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$681,522
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 name2011-12-31WEISERMAZARS LLP
Accountancy firm EIN2011-12-31131459550
2010 : H. BETTI INDUSTRIES 401K SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
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$2,457,546
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,725,779
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,691,823
Expenses. Certain deemed distributions of participant loans2010-12-31$25,464
Value of total corrective distributions2010-12-31$6,317
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$600,849
Value of total assets at end of year2010-12-31$16,432,141
Value of total assets at beginning of year2010-12-31$15,700,374
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,175
Total interest from all sources2010-12-31$135,031
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
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$0
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
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$539,772
Participant contributions at end of year2010-12-31$387,437
Participant contributions at beginning of year2010-12-31$306,487
Assets. Other investments not covered elsewhere at end of year2010-12-31$190,835
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$96,386
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$16,393
Other income not declared elsewhere2010-12-31$76,153
Administrative expenses (other) incurred2010-12-31$2,175
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$731,767
Value of net assets at end of year (total assets less liabilities)2010-12-31$16,432,141
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$15,700,374
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$12,033,610
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$11,287,755
Interest on participant loans2010-12-31$15,582
Interest earned on other investments2010-12-31$119,449
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$3,820,259
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$4,009,746
Net investment gain/loss from pooled separate accounts2010-12-31$1,645,513
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$44,684
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,691,823
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 PBGC2010-12-31Yes
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 plan2010-12-31Disclaimer
Accountancy firm name2010-12-31WEISERMAZARS LLP
Accountancy firm EIN2010-12-31131459550

Form 5500 Responses for H. BETTI INDUSTRIES 401K SAVINGS PLAN

2022: H. BETTI INDUSTRIES 401K SAVINGS 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: H. BETTI INDUSTRIES 401K SAVINGS 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: H. BETTI INDUSTRIES 401K SAVINGS 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: H. BETTI INDUSTRIES 401K SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: H. BETTI INDUSTRIES 401K SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: H. BETTI INDUSTRIES 401K SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: H. BETTI INDUSTRIES 401K SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: H. BETTI INDUSTRIES 401K SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: H. BETTI INDUSTRIES 401K SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: H. BETTI INDUSTRIES 401K SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: H. BETTI INDUSTRIES 401K SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: H. BETTI INDUSTRIES 401K SAVINGS 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 is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: H. BETTI INDUSTRIES 401K SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
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 is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: H. BETTI INDUSTRIES 401K SAVINGS 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 is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHX207
Policy instance 1
Insurance contract or identification numberPHX207
Number of Individuals Covered507
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
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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHX207
Policy instance 1
Insurance contract or identification numberPHX207
Number of Individuals Covered470
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
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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHX207
Policy instance 1
Insurance contract or identification numberPHX207
Number of Individuals Covered408
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with 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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHX207
Policy instance 1
Insurance contract or identification numberPHX207
Number of Individuals Covered415
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHX207
Policy instance 1
Insurance contract or identification numberPHX207
Number of Individuals Covered355
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $50,419
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 $50,419
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHX207
Policy instance 1
Insurance contract or identification numberPHX207
Number of Individuals Covered412
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $42,069
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 $42,069
Insurance broker organization code?3
Insurance broker nameWELLS FARGO ADVISORS INS AGENCY LLC
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHX207
Policy instance 1
Insurance contract or identification numberPHX207
Number of Individuals Covered358
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $37,241
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?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 $37,241
Insurance broker organization code?3
Insurance broker nameWELLS FARGO ADVISORS INS AGENCY LLC
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHX207
Policy instance 1
Insurance contract or identification numberPHX207
Number of Individuals Covered350
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $34,133
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?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 $34,133
Insurance broker organization code?3
Insurance broker nameWELLS FARGO ADVISORS INS AGENCY LLC
GREAT SOUTHERN LIFE INS CO (National Association of Insurance Commissioners NAIC id number: 90212 )
Policy contract numberVARIOUS
Policy instance 2
Insurance contract or identification numberVARIOUS
Number of Individuals Covered3
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
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
GREAT SOUTHERN LIFE INS CO (National Association of Insurance Commissioners NAIC id number: 90212 )
Policy contract numberVARIOUS
Policy instance 2
Insurance contract or identification numberVARIOUS
Number of Individuals Covered4
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHX207
Policy instance 1
Insurance contract or identification numberPHX207
Number of Individuals Covered355
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $31,069
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?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 $31,069
Insurance broker organization code?3
Insurance broker nameWELLS FARGO ADVISORS INS AGENCY LLC
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHX207
Policy instance 1
Insurance contract or identification numberPHX207
Number of Individuals Covered339
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $23,295
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?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 $19,713
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameWELLS FARGO ADVISORS, LLC
GREAT SOUTHERN LIFE INS CO (National Association of Insurance Commissioners NAIC id number: 90212 )
Policy contract numberVARIOUS
Policy instance 2
Insurance contract or identification numberVARIOUS
Number of Individuals Covered4
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
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
GREAT SOUTHERN LIFE INS CO (National Association of Insurance Commissioners NAIC id number: 90212 )
Policy contract numberVARIOUS
Policy instance 2
Insurance contract or identification numberVARIOUS
Number of Individuals Covered4
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHX207
Policy instance 1
Insurance contract or identification numberPHX207
Number of Individuals Covered336
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $35,354
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?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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHX207
Policy instance 1
Insurance contract or identification numberPHX207
Number of Individuals Covered467
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $37,378
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?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 $37,378
Insurance broker organization code?3
Insurance broker nameWELLS FARGO ADVISORS INS AGENCY LLC
GREAT SOUTHERN LIFE INS CO (National Association of Insurance Commissioners NAIC id number: 90212 )
Policy contract numberVARIOUS
Policy instance 2
Insurance contract or identification numberVARIOUS
Number of Individuals Covered4
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
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

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