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G.R. ROBERT CONSTRUCTION CO., INC. PENSION PLAN 401k Plan overview

Plan NameG.R. ROBERT CONSTRUCTION CO., INC. PENSION PLAN
Plan identification number 001

G.R. ROBERT CONSTRUCTION CO., INC. PENSION 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.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

G.R. ROBERT CONSTRUCTION CO., INC. has sponsored the creation of one or more 401k plans.

Company Name:G.R. ROBERT CONSTRUCTION CO., INC.
Employer identification number (EIN):221981613
NAIC Classification:237310
NAIC Description:Highway, Street, and Bridge Construction

Form 5500 Filing Information

Submission information for form 5500 for 401k plan G.R. ROBERT CONSTRUCTION CO., INC. PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01GARY ABADRABO2023-10-12 GARY ABADRABO2023-10-12
0012021-01-01GARY ABADRABO2022-10-12 GARY ABADRABO2022-10-12
0012020-01-01GARY ABADRABO2021-10-08 GARY ABADRABO2021-10-08
0012019-01-01GARY ABADRABO2020-10-05 GARY ABADRABO2020-10-05
0012018-01-01GARY ABADRABO2019-10-09 GARY ABADRABO2019-10-09
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01GARY ABADRABO GARY ABADRABO2013-10-02
0012011-01-01GARY ABADRABO GARY ABADRABO2012-09-28
0012010-01-01GARY ABADRABO GARY ABADRABO2011-09-16
0012009-01-01GARY ABADRABO GARY ABADRABO2010-10-05
0012009-01-01GARY ABADRABO GARY ABADRABO2010-10-05

Plan Statistics for G.R. ROBERT CONSTRUCTION CO., INC. PENSION PLAN

401k plan membership statisitcs for G.R. ROBERT CONSTRUCTION CO., INC. PENSION PLAN

Measure Date Value
2022: G.R. ROBERT CONSTRUCTION CO., INC. PENSION PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01215
Total number of active participants reported on line 7a of the Form 55002022-01-01129
Number of retired or separated participants receiving benefits2022-01-013
Number of other retired or separated participants entitled to future benefits2022-01-0188
Total of all active and inactive participants2022-01-01220
Total participants2022-01-01220
Number of participants with account balances2022-01-01220
2021: G.R. ROBERT CONSTRUCTION CO., INC. PENSION PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01217
Total number of active participants reported on line 7a of the Form 55002021-01-01130
Number of retired or separated participants receiving benefits2021-01-013
Number of other retired or separated participants entitled to future benefits2021-01-0181
Total of all active and inactive participants2021-01-01214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01215
Number of participants with account balances2021-01-01215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: G.R. ROBERT CONSTRUCTION CO., INC. PENSION PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01245
Total number of active participants reported on line 7a of the Form 55002020-01-01127
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-0189
Total of all active and inactive participants2020-01-01217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01217
Number of participants with account balances2020-01-01217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: G.R. ROBERT CONSTRUCTION CO., INC. PENSION PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01242
Total number of active participants reported on line 7a of the Form 55002019-01-01146
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0199
Total of all active and inactive participants2019-01-01245
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01245
Number of participants with account balances2019-01-01245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: G.R. ROBERT CONSTRUCTION CO., INC. PENSION PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01237
Total number of active participants reported on line 7a of the Form 55002018-01-01173
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0167
Total of all active and inactive participants2018-01-01241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01242
Number of participants with account balances2018-01-01242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: G.R. ROBERT CONSTRUCTION CO., INC. PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01220
Total number of active participants reported on line 7a of the Form 55002017-01-01140
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0191
Total of all active and inactive participants2017-01-01232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01232
Number of participants with account balances2017-01-01232
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: G.R. ROBERT CONSTRUCTION CO., INC. PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01231
Total number of active participants reported on line 7a of the Form 55002016-01-01125
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0193
Total of all active and inactive participants2016-01-01219
Total participants2016-01-01219
Number of participants with account balances2016-01-01219
2015: G.R. ROBERT CONSTRUCTION CO., INC. PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01256
Total number of active participants reported on line 7a of the Form 55002015-01-01172
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0159
Total of all active and inactive participants2015-01-01231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01231
Number of participants with account balances2015-01-01231
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: G.R. ROBERT CONSTRUCTION CO., INC. PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01260
Total number of active participants reported on line 7a of the Form 55002014-01-01203
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0153
Total of all active and inactive participants2014-01-01256
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01256
Number of participants with account balances2014-01-01256
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: G.R. ROBERT CONSTRUCTION CO., INC. PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01276
Total number of active participants reported on line 7a of the Form 55002013-01-01200
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0160
Total of all active and inactive participants2013-01-01260
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01260
Number of participants with account balances2013-01-01260
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: G.R. ROBERT CONSTRUCTION CO., INC. PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01367
Total number of active participants reported on line 7a of the Form 55002012-01-01147
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01129
Total of all active and inactive participants2012-01-01276
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01276
Number of participants with account balances2012-01-01276
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: G.R. ROBERT CONSTRUCTION CO., INC. PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01378
Total number of active participants reported on line 7a of the Form 55002011-01-01147
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01220
Total of all active and inactive participants2011-01-01367
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01367
Number of participants with account balances2011-01-01367
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: G.R. ROBERT CONSTRUCTION CO., INC. PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01368
Total number of active participants reported on line 7a of the Form 55002010-01-01159
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01219
Total of all active and inactive participants2010-01-01378
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01378
Number of participants with account balances2010-01-01378
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: G.R. ROBERT CONSTRUCTION CO., INC. PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01356
Total number of active participants reported on line 7a of the Form 55002009-01-01155
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01215
Total of all active and inactive participants2009-01-01370
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01370
Number of participants with account balances2009-01-01369
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on G.R. ROBERT CONSTRUCTION CO., INC. PENSION PLAN

Measure Date Value
2022 : G.R. ROBERT CONSTRUCTION CO., INC. PENSION PLAN 2022 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-860,949
Total of all expenses incurred2022-12-31$245,802
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$245,154
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$189,143
Value of total assets at end of year2022-12-31$4,698,821
Value of total assets at beginning of year2022-12-31$5,805,572
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$648
Total interest from all sources2022-12-31$5,309
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$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,106,751
Value of net assets at end of year (total assets less liabilities)2022-12-31$4,698,821
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$5,805,572
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$4,156,796
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$5,167,344
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$5,309
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$538,624
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$634,398
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,055,401
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$189,143
Employer contributions (assets) at end of year2022-12-31$3,401
Employer contributions (assets) at beginning of year2022-12-31$3,830
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$245,154
Contract administrator fees2022-12-31$648
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 name2022-12-31HOLMAN FRENIA ALLISON CPAS LLC
Accountancy firm EIN2022-12-31223480145
2021 : G.R. ROBERT CONSTRUCTION CO., INC. PENSION 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$928,884
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$337,218
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$336,217
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$159,027
Value of total assets at end of year2021-12-31$5,805,572
Value of total assets at beginning of year2021-12-31$5,213,906
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,001
Total interest from all sources2021-12-31$7,874
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
Administrative expenses professional fees incurred2021-12-31$1,001
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$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$0
Administrative expenses (other) incurred2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$591,666
Value of net assets at end of year (total assets less liabilities)2021-12-31$5,805,572
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$5,213,906
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$5,167,344
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$4,377,645
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$7,874
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$634,398
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$834,034
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$761,983
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$159,027
Employer contributions (assets) at end of year2021-12-31$3,830
Employer contributions (assets) at beginning of year2021-12-31$2,227
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$336,217
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 name2021-12-31HOLMAN FRENIA ALLISON CPAS LLC
Accountancy firm EIN2021-12-31223480145
2020 : G.R. ROBERT CONSTRUCTION CO., INC. PENSION 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$831,708
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$259,023
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$257,550
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$132,250
Value of total assets at end of year2020-12-31$5,213,906
Value of total assets at beginning of year2020-12-31$4,641,221
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,473
Total interest from all sources2020-12-31$10,648
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
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$0
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$0
Administrative expenses (other) incurred2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$3,170
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$572,685
Value of net assets at end of year (total assets less liabilities)2020-12-31$5,213,906
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$4,641,221
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$4,377,645
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$3,917,571
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$10,648
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$834,034
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$720,480
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$688,810
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$132,250
Employer contributions (assets) at end of year2020-12-31$2,227
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$257,550
Contract administrator fees2020-12-31$1,473
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 name2020-12-31HOLMAN FRENIA ALLISON CPAS LLC
Accountancy firm EIN2020-12-31223480145
2019 : G.R. ROBERT CONSTRUCTION CO., INC. PENSION 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$0
Total income from all sources (including contributions)2019-12-31$1,020,238
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$591,402
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$590,486
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$177,395
Value of total assets at end of year2019-12-31$4,641,221
Value of total assets at beginning of year2019-12-31$4,212,385
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$916
Total interest from all sources2019-12-31$11,935
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
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$3,500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$0
Assets. Other investments not covered elsewhere at end of year2019-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$0
Administrative expenses (other) incurred2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$3,170
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$428,836
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,641,221
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,212,385
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$3,917,571
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,371,700
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$11,935
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$720,480
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$837,579
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$830,908
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$177,395
Employer contributions (assets) at beginning of year2019-12-31$3,106
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$590,486
Contract administrator fees2019-12-31$916
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 name2019-12-31HOLMAN FRENIA ALLISON
Accountancy firm EIN2019-12-31223480145
2018 : G.R. ROBERT CONSTRUCTION CO., INC. PENSION 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$6,374
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$266,968
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$265,968
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$180,638
Value of total assets at end of year2018-12-31$4,212,385
Value of total assets at beginning of year2018-12-31$4,472,979
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,000
Total interest from all sources2018-12-31$8,822
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$3,500,000
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$0
Assets. Other investments not covered elsewhere at end of year2018-12-31$3,371,700
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$3,715,778
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Administrative expenses (other) incurred2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$2,849
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-260,594
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,212,385
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,472,979
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
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$8,822
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$837,579
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$748,890
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-183,086
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$180,638
Employer contributions (assets) at end of year2018-12-31$3,106
Employer contributions (assets) at beginning of year2018-12-31$5,462
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$265,968
Contract administrator fees2018-12-31$1,000
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 name2018-12-31HOLMAN FRENIA ALLISON
Accountancy firm EIN2018-12-31223480145
2017 : G.R. ROBERT CONSTRUCTION CO., INC. PENSION 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$20,984
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$27,073
Total income from all sources (including contributions)2017-12-31$843,373
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$582,274
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$582,124
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$131,060
Value of total assets at end of year2017-12-31$4,493,963
Value of total assets at beginning of year2017-12-31$4,238,953
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$150
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$712,313
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$3,500,000
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$0
Assets. Other investments not covered elsewhere at end of year2017-12-31$3,715,776
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$3,366,835
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$20,984
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$27,073
Administrative expenses (other) incurred2017-12-31$150
Total non interest bearing cash at end of year2017-12-31$2,849
Total non interest bearing cash at beginning of year2017-12-31$1,969
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$261,099
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,472,979
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,211,880
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 funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$769,876
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$867,719
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
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$131,060
Employer contributions (assets) at end of year2017-12-31$5,462
Employer contributions (assets) at beginning of year2017-12-31$2,430
Income. Dividends from common stock2017-12-31$712,313
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$582,124
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MAHON MCKENZIE & COLSON CPAS LLC
Accountancy firm EIN2017-12-31463729406
2016 : G.R. ROBERT CONSTRUCTION CO., INC. PENSION PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$-36,528
Total unrealized appreciation/depreciation of assets2016-12-31$-36,528
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$27,073
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$32,992
Total income from all sources (including contributions)2016-12-31$393,871
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$402,013
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$401,963
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$145,939
Value of total assets at end of year2016-12-31$4,238,953
Value of total assets at beginning of year2016-12-31$4,253,014
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$50
Total interest from all sources2016-12-31$642
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$283,818
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$3,500,000
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$0
Assets. Other investments not covered elsewhere at end of year2016-12-31$3,366,835
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$3,441,265
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$27,073
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$32,992
Administrative expenses (other) incurred2016-12-31$50
Total non interest bearing cash at end of year2016-12-31$1,969
Total non interest bearing cash at beginning of year2016-12-31$4,546
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-8,142
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,211,880
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,220,022
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
Interest earned on other investments2016-12-31$642
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$867,719
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$802,822
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$145,939
Employer contributions (assets) at end of year2016-12-31$2,430
Employer contributions (assets) at beginning of year2016-12-31$4,381
Income. Dividends from common stock2016-12-31$283,818
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$401,963
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MAHON MCKENZIE & COLSON CPAS LLC
Accountancy firm EIN2016-12-31463729406
2015 : G.R. ROBERT CONSTRUCTION CO., INC. PENSION PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-316,907
Total unrealized appreciation/depreciation of assets2015-12-31$-316,907
Total transfer of assets to this plan2015-12-31$0
Total transfer of assets from this plan2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$32,992
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$33,190
Total income from all sources (including contributions)2015-12-31$259,575
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$631,477
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$631,427
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$223,809
Value of total assets at end of year2015-12-31$4,253,014
Value of total assets at beginning of year2015-12-31$4,625,114
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$50
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$352,673
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$3,500,000
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$0
Assets. Other investments not covered elsewhere at end of year2015-12-31$3,441,265
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$3,709,051
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$32,992
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$33,190
Administrative expenses (other) incurred2015-12-31$50
Total non interest bearing cash at end of year2015-12-31$4,546
Total non interest bearing cash at beginning of year2015-12-31$74,538
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
Income. Non cash contributions2015-12-31$0
Value of net income/loss2015-12-31$-371,902
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,220,022
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,591,924
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 funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$802,822
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$837,798
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$223,809
Employer contributions (assets) at end of year2015-12-31$4,381
Employer contributions (assets) at beginning of year2015-12-31$3,727
Income. Dividends from common stock2015-12-31$352,673
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$631,427
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MAHON MCKENZIE & COLSON CPAS LLC
Accountancy firm EIN2015-12-31463729406
2014 : G.R. ROBERT CONSTRUCTION CO., INC. PENSION PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-26,961
Total unrealized appreciation/depreciation of assets2014-12-31$-26,961
Total transfer of assets from this plan2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$33,190
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$19,367
Total income from all sources (including contributions)2014-12-31$546,896
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$419,865
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$419,815
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$289,453
Value of total assets at end of year2014-12-31$4,625,114
Value of total assets at beginning of year2014-12-31$4,484,260
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$50
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$284,404
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$700,000
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$0
Assets. Other investments not covered elsewhere at end of year2014-12-31$3,709,051
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$3,724,785
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$33,190
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$19,367
Administrative expenses (other) incurred2014-12-31$50
Total non interest bearing cash at end of year2014-12-31$74,538
Total non interest bearing cash at beginning of year2014-12-31$268
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$127,031
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,591,924
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,464,893
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 funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$837,798
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$752,898
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$289,453
Employer contributions (assets) at end of year2014-12-31$3,727
Employer contributions (assets) at beginning of year2014-12-31$6,309
Income. Dividends from common stock2014-12-31$284,404
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$419,815
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 name2014-12-31MAHON MCKENZIE & COLSON CPAS LLC
Accountancy firm EIN2014-12-31463729406
2013 : G.R. ROBERT CONSTRUCTION CO., INC. PENSION PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$497,253
Total unrealized appreciation/depreciation of assets2013-12-31$497,253
Total transfer of assets to this plan2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$19,367
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$896,435
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$191,993
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$191,993
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$228,895
Value of total assets at end of year2013-12-31$4,484,260
Value of total assets at beginning of year2013-12-31$3,760,451
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$170,180
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$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$700,000
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$0
Assets. Other investments not covered elsewhere at end of year2013-12-31$3,724,785
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$2,826,596
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$19,367
Other income not declared elsewhere2013-12-31$107
Administrative expenses (other) incurred2013-12-31$0
Total non interest bearing cash at end of year2013-12-31$268
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Income. Non cash contributions2013-12-31$0
Value of net income/loss2013-12-31$704,442
Value of net assets at end of year (total assets less liabilities)2013-12-31$4,464,893
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,760,451
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
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$752,898
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$929,849
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$228,895
Employer contributions (assets) at end of year2013-12-31$6,309
Employer contributions (assets) at beginning of year2013-12-31$4,006
Income. Dividends from common stock2013-12-31$170,180
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$191,993
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 name2013-12-31MAHON MCKENZIE & COLSON CPAS LLC
Accountancy firm EIN2013-12-31463729406
2012 : G.R. ROBERT CONSTRUCTION CO., INC. PENSION PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$347,909
Total unrealized appreciation/depreciation of assets2012-12-31$347,909
Total transfer of assets from this plan2012-12-31$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$624,557
Total of all expenses incurred2012-12-31$317,138
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$317,138
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$194,697
Value of total assets at end of year2012-12-31$3,760,451
Value of total assets at beginning of year2012-12-31$3,453,032
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$81,951
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$700,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Assets. Other investments not covered elsewhere at end of year2012-12-31$2,826,596
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$2,577,943
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$307,419
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,760,451
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,453,032
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 bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$4,255
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$4,255
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$929,849
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$867,329
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$194,697
Employer contributions (assets) at end of year2012-12-31$4,006
Employer contributions (assets) at beginning of year2012-12-31$3,505
Income. Dividends from common stock2012-12-31$81,951
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$317,138
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31WINTERS MCKENZIE MAHON & COLSON PA
Accountancy firm EIN2012-12-31222045243
2011 : G.R. ROBERT CONSTRUCTION CO., INC. PENSION PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-61,977
Total unrealized appreciation/depreciation of assets2011-12-31$-61,977
Total transfer of assets to this plan2011-12-31$0
Total transfer of assets from this plan2011-12-31$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$173,911
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$49,979
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$49,979
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$171,689
Value of total assets at end of year2011-12-31$3,453,032
Value of total assets at beginning of year2011-12-31$3,329,100
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$64,199
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$700,000
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$0
Assets. Other investments not covered elsewhere at end of year2011-12-31$2,577,943
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$2,878,832
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$0
Administrative expenses (other) incurred2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Income. Non cash contributions2011-12-31$0
Value of net income/loss2011-12-31$123,932
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,453,032
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,329,100
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
Investment advisory and management fees2011-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$4,255
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$867,329
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$443,004
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
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$171,689
Employer contributions (assets) at end of year2011-12-31$3,505
Employer contributions (assets) at beginning of year2011-12-31$7,263
Income. Dividends from common stock2011-12-31$64,199
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$49,979
Contract administrator fees2011-12-31$0
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 name2011-12-31WINTERS MCKENZIE MAHON & COLSON PA
Accountancy firm EIN2011-12-31222045243
2010 : G.R. ROBERT CONSTRUCTION CO., INC. PENSION PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$348,748
Total unrealized appreciation/depreciation of assets2010-12-31$348,748
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$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$593,531
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$60,577
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$60,577
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$201,286
Value of total assets at end of year2010-12-31$3,329,100
Value of total assets at beginning of year2010-12-31$2,796,146
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$43,497
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$700,000
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
Assets. Other investments not covered elsewhere at end of year2010-12-31$2,878,832
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$2,430,716
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$532,954
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,329,100
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,796,146
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 bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$4,020
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$4,020
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$443,004
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$357,780
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
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$201,286
Employer contributions (assets) at end of year2010-12-31$7,263
Employer contributions (assets) at beginning of year2010-12-31$3,630
Income. Dividends from common stock2010-12-31$43,497
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$60,577
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 name2010-12-31WINTERS MCKENZIE MAHON & COLSON PA
Accountancy firm EIN2010-12-31222045243
2009 : G.R. ROBERT CONSTRUCTION CO., INC. PENSION 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
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$0
Amount contributed by the employer to the plan for this plan year2009-12-31$0

Form 5500 Responses for G.R. ROBERT CONSTRUCTION CO., INC. PENSION PLAN

2022: G.R. ROBERT CONSTRUCTION CO., INC. PENSION 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 - TrustYes
2021: G.R. ROBERT CONSTRUCTION CO., INC. PENSION 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 - TrustYes
2020: G.R. ROBERT CONSTRUCTION CO., INC. PENSION 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 - TrustYes
2019: G.R. ROBERT CONSTRUCTION CO., INC. PENSION 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 - TrustYes
2018: G.R. ROBERT CONSTRUCTION CO., INC. PENSION 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 - TrustYes
2017: G.R. ROBERT CONSTRUCTION CO., INC. PENSION 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 - TrustYes
2016: G.R. ROBERT CONSTRUCTION CO., INC. PENSION 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 - TrustYes
2015: G.R. ROBERT CONSTRUCTION CO., INC. PENSION 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 - TrustYes
2014: G.R. ROBERT CONSTRUCTION CO., INC. PENSION 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 - TrustYes
2013: G.R. ROBERT CONSTRUCTION CO., INC. PENSION 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 - TrustYes
2012: G.R. ROBERT CONSTRUCTION CO., INC. PENSION 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 - TrustYes
2011: G.R. ROBERT CONSTRUCTION CO., INC. PENSION 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 - TrustYes
2010: G.R. ROBERT CONSTRUCTION CO., INC. PENSION 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 - TrustYes
2009: G.R. ROBERT CONSTRUCTION CO., INC. PENSION 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 - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberYH5232
Policy instance 1
Insurance contract or identification numberYH5232
Number of Individuals Covered220
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $2,476
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $2,476
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberYH5232
Policy instance 1
Insurance contract or identification numberYH5232
Number of Individuals Covered215
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $2,740
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $2,740
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberYH5232
Policy instance 1
Insurance contract or identification numberYH5232
Number of Individuals Covered216
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $2,286
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $2,286
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberYH5232
Policy instance 1
Insurance contract or identification numberYH5232
Number of Individuals Covered245
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $2,244
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $2,244
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberYH5232
Policy instance 1
Insurance contract or identification numberYH5232
Number of Individuals Covered242
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $2,267
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $2,267
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberYH5232
Policy instance 2
Insurance contract or identification numberYH5232
Number of Individuals Covered230
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHZ714
Policy instance 1
Insurance contract or identification numberPHZ714
Number of Individuals Covered223
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $420
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $420
Insurance broker organization code?3
Insurance broker nameKARL S. NELSON
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHZ714
Policy instance 1
Insurance contract or identification numberPHZ714
Number of Individuals Covered231
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $353
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $353
Insurance broker organization code?3
Insurance broker nameKARL S. NELSON
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHZ714
Policy instance 1
Insurance contract or identification numberPHZ714
Number of Individuals Covered256
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $350
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $350
Insurance broker organization code?3
Insurance broker nameKARL S. NELSON
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHZ714
Policy instance 1
Insurance contract or identification numberPHZ714
Number of Individuals Covered260
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $347
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $347
Insurance broker organization code?3
Insurance broker nameKARL NELSON
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHZ714
Policy instance 1
Insurance contract or identification numberPHZ714
Number of Individuals Covered276
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $380
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $380
Insurance broker organization code?3
Insurance broker nameKARL NELSON
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHZ714
Policy instance 1
Insurance contract or identification numberPHZ714
Number of Individuals Covered367
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $290
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHZ714
Policy instance 1
Insurance contract or identification numberPHZ714
Number of Individuals Covered378
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $179
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $4
Insurance broker organization code?3
Insurance broker nameKARL NELSON

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