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MUNDI/WESTPORT 401(K) PLAN 401k Plan overview

Plan NameMUNDI/WESTPORT 401(K) PLAN
Plan identification number 004

MUNDI/WESTPORT 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

WESTPORT CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:WESTPORT CORPORATION
Employer identification number (EIN):221838553
NAIC Classification:424990
NAIC Description:Other Miscellaneous Nondurable Goods Merchant Wholesalers

Additional information about WESTPORT CORPORATION

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2009-01-28
Company Identification Number: 0801080138
Legal Registered Office Address: PO BOX 2002

PINE BROOK
United States of America (USA)
07058

More information about WESTPORT CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MUNDI/WESTPORT 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042022-01-01
0042021-01-01
0042020-01-01
0042019-01-01
0042018-01-01
0042017-01-01JEANNE THOMPSON JEANNE THOMPSON2018-10-08
0042016-01-01ANTHONY J. BRAIN ANTHONY J. BRAIN2017-10-05
0042015-01-01ANTHONY BRAIN
0042014-01-01ANTHONY J. BRAIN
0042013-01-01ANTHONY BRAIN
0042012-01-01ANTHONY J BRAIN ANTHONY J BRAIN2013-10-07
0042011-01-01RICHARD FLORIN RICHARD FLORIN2012-10-12
0042010-01-01RICHARD FLORIN RICHARD FLORIN2011-09-07
0042009-01-01RICHARD FLORIN

Plan Statistics for MUNDI/WESTPORT 401(K) PLAN

401k plan membership statisitcs for MUNDI/WESTPORT 401(K) PLAN

Measure Date Value
2022: MUNDI/WESTPORT 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01212
Total number of active participants reported on line 7a of the Form 55002022-01-01130
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0181
Total of all active and inactive participants2022-01-01211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01211
Number of participants with account balances2022-01-01207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-013
2021: MUNDI/WESTPORT 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01218
Total number of active participants reported on line 7a of the Form 55002021-01-01130
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0180
Total of all active and inactive participants2021-01-01210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01210
Number of participants with account balances2021-01-01202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-015
2020: MUNDI/WESTPORT 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01222
Total number of active participants reported on line 7a of the Form 55002020-01-01134
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0184
Total of all active and inactive participants2020-01-01218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01218
Number of participants with account balances2020-01-01209
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-013
2019: MUNDI/WESTPORT 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01221
Total number of active participants reported on line 7a of the Form 55002019-01-01142
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0178
Total of all active and inactive participants2019-01-01220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01220
Number of participants with account balances2019-01-01205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-016
2018: MUNDI/WESTPORT 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01210
Total number of active participants reported on line 7a of the Form 55002018-01-01146
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0171
Total of all active and inactive participants2018-01-01217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01217
Number of participants with account balances2018-01-01209
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-016
2017: MUNDI/WESTPORT 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01204
Total number of active participants reported on line 7a of the Form 55002017-01-01134
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0168
Total of all active and inactive participants2017-01-01202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01202
Number of participants with account balances2017-01-01197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-019
2016: MUNDI/WESTPORT 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01201
Total number of active participants reported on line 7a of the Form 55002016-01-01141
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0161
Total of all active and inactive participants2016-01-01202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01202
Number of participants with account balances2016-01-01196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-012
2015: MUNDI/WESTPORT 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01193
Total number of active participants reported on line 7a of the Form 55002015-01-01136
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0161
Total of all active and inactive participants2015-01-01197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01197
Number of participants with account balances2015-01-01192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-017
2014: MUNDI/WESTPORT 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01190
Total number of active participants reported on line 7a of the Form 55002014-01-01133
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0156
Total of all active and inactive participants2014-01-01189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01189
Number of participants with account balances2014-01-01186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: MUNDI/WESTPORT 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01183
Total number of active participants reported on line 7a of the Form 55002013-01-01131
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0157
Total of all active and inactive participants2013-01-01188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01188
Number of participants with account balances2013-01-01183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-014
2012: MUNDI/WESTPORT 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01183
Total number of active participants reported on line 7a of the Form 55002012-01-01130
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0150
Total of all active and inactive participants2012-01-01180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01180
Number of participants with account balances2012-01-01170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-013
2011: MUNDI/WESTPORT 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01169
Total number of active participants reported on line 7a of the Form 55002011-01-01125
Number of retired or separated participants receiving benefits2011-01-012
Number of other retired or separated participants entitled to future benefits2011-01-0151
Total of all active and inactive participants2011-01-01178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01178
Number of participants with account balances2011-01-01173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-018
2010: MUNDI/WESTPORT 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01167
Total number of active participants reported on line 7a of the Form 55002010-01-01123
Number of retired or separated participants receiving benefits2010-01-012
Number of other retired or separated participants entitled to future benefits2010-01-0139
Total of all active and inactive participants2010-01-01164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01164
Number of participants with account balances2010-01-01148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-013
2009: MUNDI/WESTPORT 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01168
Total number of active participants reported on line 7a of the Form 55002009-01-01127
Number of retired or separated participants receiving benefits2009-01-012
Number of other retired or separated participants entitled to future benefits2009-01-0135
Total of all active and inactive participants2009-01-01164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01164
Number of participants with account balances2009-01-01144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-014

Financial Data on MUNDI/WESTPORT 401(K) PLAN

Measure Date Value
2022 : MUNDI/WESTPORT 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-5,691,044
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,919,724
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,845,391
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,408,397
Value of total assets at end of year2022-12-31$34,225,182
Value of total assets at beginning of year2022-12-31$41,835,950
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$74,333
Total interest from all sources2022-12-31$15,981
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$581,185
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$581,185
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$1,042,471
Participant contributions at end of year2022-12-31$347,196
Participant contributions at beginning of year2022-12-31$308,488
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$1,045
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$38,024
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-7,610,768
Value of net assets at end of year (total assets less liabilities)2022-12-31$34,225,182
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$41,835,950
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$54,572
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$29,496,792
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$37,908,069
Interest on participant loans2022-12-31$15,981
Income. Interest from loans (other than to participants)2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$4,381,194
Value of interest in common/collective trusts at beginning of year2022-12-31$3,617,825
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-7,771,434
Net investment gain or loss from common/collective trusts2022-12-31$74,827
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$327,902
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$523
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,845,391
Contract administrator fees2022-12-31$19,761
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 name2022-12-31SAX LLP
Accountancy firm EIN2022-12-31812950760
2021 : MUNDI/WESTPORT 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$7,613,596
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,782,906
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,706,824
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,595,369
Value of total assets at end of year2021-12-31$41,835,950
Value of total assets at beginning of year2021-12-31$37,005,260
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$76,082
Total interest from all sources2021-12-31$16,019
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$490,578
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$490,578
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$952,184
Participant contributions at end of year2021-12-31$308,488
Participant contributions at beginning of year2021-12-31$329,816
Participant contributions at end of year2021-12-31$1,045
Participant contributions at beginning of year2021-12-31$21,462
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$333,633
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$4,830,690
Value of net assets at end of year (total assets less liabilities)2021-12-31$41,835,950
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$37,005,260
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$58,444
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$37,908,069
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$33,760,962
Interest on participant loans2021-12-31$16,019
Income. Interest from loans (other than to participants)2021-12-31$0
Value of interest in common/collective trusts at end of year2021-12-31$3,617,825
Value of interest in common/collective trusts at beginning of year2021-12-31$2,885,582
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$5,461,406
Net investment gain or loss from common/collective trusts2021-12-31$50,224
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$309,552
Employer contributions (assets) at end of year2021-12-31$523
Employer contributions (assets) at beginning of year2021-12-31$7,438
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,706,824
Contract administrator fees2021-12-31$17,638
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 name2021-12-31SAX LLP
Accountancy firm EIN2021-12-31802950760
2020 : MUNDI/WESTPORT 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$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$7,131,983
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,938,440
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,862,851
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,204,775
Value of total assets at end of year2020-12-31$37,005,260
Value of total assets at beginning of year2020-12-31$31,811,717
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$75,589
Total interest from all sources2020-12-31$19,614
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$397,189
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$397,189
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$910,416
Participant contributions at end of year2020-12-31$329,816
Participant contributions at beginning of year2020-12-31$407,240
Participant contributions at end of year2020-12-31$21,462
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$8,413
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$5,193,543
Value of net assets at end of year (total assets less liabilities)2020-12-31$37,005,260
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$31,811,717
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
Investment advisory and management fees2020-12-31$58,238
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$33,760,962
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$28,366,701
Interest on participant loans2020-12-31$19,614
Income. Interest from loans (other than to participants)2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$2,885,582
Value of interest in common/collective trusts at beginning of year2020-12-31$3,037,776
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$5,446,768
Net investment gain or loss from common/collective trusts2020-12-31$63,637
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$285,946
Employer contributions (assets) at end of year2020-12-31$7,438
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,862,851
Contract administrator fees2020-12-31$17,351
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 name2020-12-31SAX LLP
Accountancy firm EIN2020-12-31802950760
2019 : MUNDI/WESTPORT 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$185
Total income from all sources (including contributions)2019-12-31$7,633,545
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,087,276
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,013,061
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,362,936
Value of total assets at end of year2019-12-31$31,811,717
Value of total assets at beginning of year2019-12-31$25,265,633
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$74,215
Total interest from all sources2019-12-31$20,838
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$463,205
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$463,205
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$956,607
Participant contributions at end of year2019-12-31$407,240
Participant contributions at beginning of year2019-12-31$353,303
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$35
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$94,949
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$185
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$6,546,269
Value of net assets at end of year (total assets less liabilities)2019-12-31$31,811,717
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$25,265,448
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
Investment advisory and management fees2019-12-31$55,956
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$28,366,701
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$22,221,234
Interest on participant loans2019-12-31$20,838
Income. Interest from loans (other than to participants)2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$3,037,776
Value of interest in common/collective trusts at beginning of year2019-12-31$2,691,044
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$5,713,906
Net investment gain or loss from common/collective trusts2019-12-31$72,660
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$311,380
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$17
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,013,061
Contract administrator fees2019-12-31$18,259
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
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
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 name2019-12-31SAX LLP
Accountancy firm EIN2019-12-31802950760
2018 : MUNDI/WESTPORT 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$185
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$327,458
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$4,413,037
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$4,337,746
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,597,275
Value of total assets at end of year2018-12-31$25,265,633
Value of total assets at beginning of year2018-12-31$29,351,027
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$75,291
Total interest from all sources2018-12-31$18,056
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$433,154
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$433,154
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$957,326
Participant contributions at end of year2018-12-31$353,303
Participant contributions at beginning of year2018-12-31$303,469
Participant contributions at end of year2018-12-31$35
Participant contributions at beginning of year2018-12-31$1,095
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$338,333
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$185
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-4,085,579
Value of net assets at end of year (total assets less liabilities)2018-12-31$25,265,448
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$29,351,027
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
Investment advisory and management fees2018-12-31$56,239
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$22,221,234
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$26,403,264
Interest on participant loans2018-12-31$18,056
Value of interest in common/collective trusts at end of year2018-12-31$2,691,044
Value of interest in common/collective trusts at beginning of year2018-12-31$2,631,440
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,721,027
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$301,616
Employer contributions (assets) at end of year2018-12-31$17
Employer contributions (assets) at beginning of year2018-12-31$11,759
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$4,337,746
Contract administrator fees2018-12-31$19,052
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 name2018-12-31SAX LLP
Accountancy firm EIN2018-12-31802950760
2017 : MUNDI/WESTPORT 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$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$5,638,763
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$823,248
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$753,410
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,233,716
Value of total assets at end of year2017-12-31$29,351,027
Value of total assets at beginning of year2017-12-31$24,535,512
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$69,838
Total interest from all sources2017-12-31$13,378
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$397,447
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$397,447
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$890,288
Participant contributions at end of year2017-12-31$303,469
Participant contributions at beginning of year2017-12-31$231,843
Participant contributions at end of year2017-12-31$1,095
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$48,945
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$4,815,515
Value of net assets at end of year (total assets less liabilities)2017-12-31$29,351,027
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$24,535,512
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$52,259
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$26,403,264
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$21,725,995
Interest on participant loans2017-12-31$13,378
Income. Interest from loans (other than to participants)2017-12-31$0
Value of interest in common/collective trusts at end of year2017-12-31$2,631,440
Value of interest in common/collective trusts at beginning of year2017-12-31$2,577,674
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,928,858
Net investment gain or loss from common/collective trusts2017-12-31$65,364
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$294,483
Employer contributions (assets) at end of year2017-12-31$11,759
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$753,410
Contract administrator fees2017-12-31$17,579
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 name2017-12-31SAX LLP
Accountancy firm EIN2017-12-31802950760
2016 : MUNDI/WESTPORT 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$3,330,250
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,376,422
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,305,479
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,255,360
Value of total assets at end of year2016-12-31$24,535,512
Value of total assets at beginning of year2016-12-31$22,581,684
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$70,943
Total interest from all sources2016-12-31$8,243
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$331,514
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$331,514
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$949,581
Participant contributions at end of year2016-12-31$231,843
Participant contributions at beginning of year2016-12-31$183,175
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$915
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$10,402
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$1,953,828
Value of net assets at end of year (total assets less liabilities)2016-12-31$24,535,512
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$22,581,684
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
Investment advisory and management fees2016-12-31$54,564
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$21,725,995
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$19,957,816
Interest on participant loans2016-12-31$8,243
Income. Interest from loans (other than to participants)2016-12-31$0
Value of interest in common/collective trusts at end of year2016-12-31$2,577,674
Value of interest in common/collective trusts at beginning of year2016-12-31$2,439,412
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,659,510
Net investment gain or loss from common/collective trusts2016-12-31$75,623
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$295,377
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$366
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,305,479
Contract administrator fees2016-12-31$16,379
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 name2016-12-31SAX LLP
Accountancy firm EIN2016-12-31802950760
2015 : MUNDI/WESTPORT 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$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$6,793,501
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$456,532
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$396,369
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$6,912,317
Value of total assets at end of year2015-12-31$22,581,684
Value of total assets at beginning of year2015-12-31$16,244,715
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$60,163
Total interest from all sources2015-12-31$7,845
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$290,005
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$290,005
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$916,083
Participant contributions at end of year2015-12-31$183,175
Participant contributions at beginning of year2015-12-31$199,096
Participant contributions at end of year2015-12-31$915
Participant contributions at beginning of year2015-12-31$739
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$5,691,322
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$6,336,969
Value of net assets at end of year (total assets less liabilities)2015-12-31$22,581,684
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$16,244,715
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
Investment advisory and management fees2015-12-31$44,304
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$19,957,816
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$14,471,675
Interest on participant loans2015-12-31$7,845
Income. Interest from loans (other than to participants)2015-12-31$0
Value of interest in common/collective trusts at end of year2015-12-31$2,439,412
Value of interest in common/collective trusts at beginning of year2015-12-31$1,572,861
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-474,886
Net investment gain or loss from common/collective trusts2015-12-31$58,220
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$304,912
Employer contributions (assets) at end of year2015-12-31$366
Employer contributions (assets) at beginning of year2015-12-31$344
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$396,369
Contract administrator fees2015-12-31$15,859
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 name2015-12-31SAX LLP
Accountancy firm EIN2015-12-31802950760
2014 : MUNDI/WESTPORT 401(K) 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$2,225,989
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$614,927
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$559,781
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,231,948
Value of total assets at end of year2014-12-31$16,244,715
Value of total assets at beginning of year2014-12-31$14,633,653
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$55,146
Total interest from all sources2014-12-31$7,644
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$215,256
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$215,256
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$891,698
Participant contributions at end of year2014-12-31$199,096
Participant contributions at beginning of year2014-12-31$164,222
Participant contributions at end of year2014-12-31$739
Participant contributions at beginning of year2014-12-31$518
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$88,310
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$1,611,062
Value of net assets at end of year (total assets less liabilities)2014-12-31$16,244,715
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$14,633,653
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
Investment advisory and management fees2014-12-31$38,078
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$14,471,675
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$12,931,929
Interest on participant loans2014-12-31$7,644
Value of interest in common/collective trusts at end of year2014-12-31$1,572,861
Value of interest in common/collective trusts at beginning of year2014-12-31$1,528,102
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$723,695
Net investment gain or loss from common/collective trusts2014-12-31$47,446
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$251,940
Employer contributions (assets) at end of year2014-12-31$344
Employer contributions (assets) at beginning of year2014-12-31$8,882
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$559,781
Contract administrator fees2014-12-31$17,068
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 name2014-12-31SAXBST LLP
Accountancy firm EIN2014-12-31464001827
2013 : MUNDI/WESTPORT 401(K) 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$3,881,805
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,071,642
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,029,935
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,226,956
Value of total assets at end of year2013-12-31$14,633,653
Value of total assets at beginning of year2013-12-31$11,823,490
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$41,707
Total interest from all sources2013-12-31$6,256
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$191,326
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$191,326
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$924,278
Participant contributions at end of year2013-12-31$164,222
Participant contributions at beginning of year2013-12-31$136,360
Participant contributions at end of year2013-12-31$518
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$2,810,163
Value of net assets at end of year (total assets less liabilities)2013-12-31$14,633,653
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$11,823,490
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
Investment advisory and management fees2013-12-31$27,349
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$12,931,929
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$11,679,551
Interest on participant loans2013-12-31$6,256
Value of interest in common/collective trusts at end of year2013-12-31$1,528,102
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,457,267
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$302,678
Employer contributions (assets) at end of year2013-12-31$8,882
Employer contributions (assets) at beginning of year2013-12-31$7,579
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,029,935
Contract administrator fees2013-12-31$14,358
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 name2013-12-31SAXBST LLP
Accountancy firm EIN2013-12-31464001827
2012 : MUNDI/WESTPORT 401(K) 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$2,464,886
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,079,942
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,079,442
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,141,314
Value of total assets at end of year2012-12-31$11,823,490
Value of total assets at beginning of year2012-12-31$10,438,546
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$500
Total interest from all sources2012-12-31$7,007
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 period2012-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$876,034
Participant contributions at end of year2012-12-31$136,360
Participant contributions at beginning of year2012-12-31$145,844
Participant contributions at beginning of year2012-12-31$212
Administrative expenses (other) incurred2012-12-31$500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,384,944
Value of net assets at end of year (total assets less liabilities)2012-12-31$11,823,490
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$10,438,546
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$11,679,551
Value of interest in pooled separate accounts at beginning of year2012-12-31$9,087,658
Interest on participant loans2012-12-31$7,007
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,204,832
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,316,565
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$265,280
Employer contributions (assets) at end of year2012-12-31$7,579
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,079,442
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
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 name2012-12-31SAX MACY FROMM AND CO, PC
Accountancy firm EIN2012-12-31223177927
2011 : MUNDI/WESTPORT 401(K) 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$681,748
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$256,858
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$255,358
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,059,350
Value of total assets at end of year2011-12-31$10,438,546
Value of total assets at beginning of year2011-12-31$10,013,656
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,500
Total interest from all sources2011-12-31$8,095
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$794,308
Participant contributions at end of year2011-12-31$145,844
Participant contributions at beginning of year2011-12-31$165,348
Participant contributions at end of year2011-12-31$212
Other income not declared elsewhere2011-12-31$23,932
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$424,890
Value of net assets at end of year (total assets less liabilities)2011-12-31$10,438,546
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$10,013,656
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 pooled separate accounts at end of year2011-12-31$9,087,658
Value of interest in pooled separate accounts at beginning of year2011-12-31$8,794,374
Interest on participant loans2011-12-31$8,095
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,204,832
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,053,934
Net investment gain/loss from pooled separate accounts2011-12-31$-409,629
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$265,042
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$255,358
Contract administrator fees2011-12-31$1,500
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31SAX MACY FROMM & COMPANY
Accountancy firm EIN2011-12-31223177927
2010 : MUNDI/WESTPORT 401(K) 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$26,539
Total income from all sources (including contributions)2010-12-31$2,252,273
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$69,445
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$55,185
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$964,505
Value of total assets at end of year2010-12-31$10,013,656
Value of total assets at beginning of year2010-12-31$7,857,367
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$14,260
Total interest from all sources2010-12-31$9,159
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
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$711,070
Participant contributions at end of year2010-12-31$165,348
Participant contributions at beginning of year2010-12-31$148,261
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$23,302
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$26,539
Other income not declared elsewhere2010-12-31$22,206
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$2,182,828
Value of net assets at end of year (total assets less liabilities)2010-12-31$10,013,656
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$7,830,828
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 pooled separate accounts at end of year2010-12-31$8,794,374
Value of interest in pooled separate accounts at beginning of year2010-12-31$6,982,416
Interest on participant loans2010-12-31$9,159
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,053,934
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$726,690
Net investment gain/loss from pooled separate accounts2010-12-31$1,256,403
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$230,133
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$55,185
Contract administrator fees2010-12-31$14,260
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31SAX MACY FROMM & CO., PC
Accountancy firm EIN2010-12-31223177927
2009 : MUNDI/WESTPORT 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for MUNDI/WESTPORT 401(K) PLAN

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

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number996294-000
Policy instance 1
Insurance contract or identification number996294-000
Number of Individuals Covered0
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
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number996294
Policy instance 1
Insurance contract or identification number996294
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $13,060
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
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number996294
Policy instance 1
Insurance contract or identification number996294
Number of Individuals Covered164
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $21,140
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
Commission paid to Insurance BrokerUSD $21,140
Insurance broker organization code?3
Insurance broker nameALAN SPIERER

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