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PENCE CONSTRUCTION 401(K) PLAN 401k Plan overview

Plan NamePENCE CONSTRUCTION 401(K) PLAN
Plan identification number 001

PENCE CONSTRUCTION 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

LCG PENCE, LLC has sponsored the creation of one or more 401k plans.

Company Name:LCG PENCE, LLC
Employer identification number (EIN):223878410
NAIC Classification:236200

Additional information about LCG PENCE, LLC

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division
Incorporation Date: 2002-10-15
Company Identification Number: 10855997
Legal Registered Office Address: 960 LIBERTY ST SE STE 110

SALEM
United States of America (USA)
97302

More information about LCG PENCE, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PENCE CONSTRUCTION 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01JIM GRABSKI2023-10-03
0012021-01-01JIM GRABSKI2022-10-04
0012020-01-01JIM GRABSKI2021-10-14
0012019-01-01JIM GRABSKI2020-10-14
0012018-01-01
0012017-01-01
0012017-01-01
0012016-01-01MARK BECHEL
0012015-01-01MARK BECHEL
0012014-01-01KEVIN WHITAKER
0012013-01-01ANGIE SCHORNSTEIN
0012012-01-01ANGIE SCHORNSTEIN
0012011-01-01KEVIN WHITAKER
0012010-01-01ROBERT HILL

Plan Statistics for PENCE CONSTRUCTION 401(K) PLAN

401k plan membership statisitcs for PENCE CONSTRUCTION 401(K) PLAN

Measure Date Value
2022: PENCE CONSTRUCTION 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01226
Total number of active participants reported on line 7a of the Form 55002022-01-01162
Number of retired or separated participants receiving benefits2022-01-012
Number of other retired or separated participants entitled to future benefits2022-01-0156
Total of all active and inactive participants2022-01-01220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01220
Number of participants with account balances2022-01-01213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0111
2021: PENCE CONSTRUCTION 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01207
Total number of active participants reported on line 7a of the Form 55002021-01-01171
Number of retired or separated participants receiving benefits2021-01-012
Number of other retired or separated participants entitled to future benefits2021-01-0146
Total of all active and inactive participants2021-01-01219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01219
Number of participants with account balances2021-01-01202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-019
2020: PENCE CONSTRUCTION 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01176
Total number of active participants reported on line 7a of the Form 55002020-01-01158
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0142
Total of all active and inactive participants2020-01-01200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01200
Number of participants with account balances2020-01-01181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-016
2019: PENCE CONSTRUCTION 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01129
Total number of active participants reported on line 7a of the Form 55002019-01-01146
Number of retired or separated participants receiving benefits2019-01-017
Number of other retired or separated participants entitled to future benefits2019-01-0117
Total of all active and inactive participants2019-01-01170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01170
Number of participants with account balances2019-01-01126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-016
2016: PENCE CONSTRUCTION 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0149
Total number of active participants reported on line 7a of the Form 55002016-01-0143
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0116
Total of all active and inactive participants2016-01-0159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0159
Number of participants with account balances2016-01-0152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: PENCE CONSTRUCTION 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0141
Total number of active participants reported on line 7a of the Form 55002015-01-0133
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0116
Total of all active and inactive participants2015-01-0149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0149
Number of participants with account balances2015-01-0141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: PENCE CONSTRUCTION 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0142
Total number of active participants reported on line 7a of the Form 55002014-01-0127
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0114
Total of all active and inactive participants2014-01-0141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0141
Number of participants with account balances2014-01-0140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: PENCE CONSTRUCTION 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0151
Total number of active participants reported on line 7a of the Form 55002013-01-0127
Number of other retired or separated participants entitled to future benefits2013-01-0115
Total of all active and inactive participants2013-01-0142
Total participants2013-01-0142
Number of participants with account balances2013-01-0142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: PENCE CONSTRUCTION 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0153
Total number of active participants reported on line 7a of the Form 55002012-01-0129
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0122
Total of all active and inactive participants2012-01-0151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0151
Number of participants with account balances2012-01-0148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: PENCE CONSTRUCTION 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0159
Total number of active participants reported on line 7a of the Form 55002011-01-0128
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0125
Total of all active and inactive participants2011-01-0153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0153
Number of participants with account balances2011-01-0151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-013
2010: PENCE CONSTRUCTION 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0177
Total number of active participants reported on line 7a of the Form 55002010-01-0141
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0118
Total of all active and inactive participants2010-01-0159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0159
Number of participants with account balances2010-01-0155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-012

Financial Data on PENCE CONSTRUCTION 401(K) PLAN

Measure Date Value
2022 : PENCE CONSTRUCTION 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$17,572
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$20,050
Expenses. Interest paid2022-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-12-31$0
Total income from all sources (including contributions)2022-12-31$-453,336
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,579,796
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,508,716
Expenses. Certain deemed distributions of participant loans2022-12-31$0
Value of total corrective distributions2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,359,856
Value of total assets at end of year2022-12-31$14,342,571
Value of total assets at beginning of year2022-12-31$16,378,181
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$71,080
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$496,801
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$496,801
Administrative expenses professional fees incurred2022-12-31$0
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$1,332,446
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Participant contributions at end of year2022-12-31$636
Participant contributions at beginning of year2022-12-31$42
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$111,573
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$17,572
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$20,050
Other income not declared elsewhere2022-12-31$0
Administrative expenses (other) incurred2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-2,033,132
Value of net assets at end of year (total assets less liabilities)2022-12-31$14,324,999
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$16,358,131
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$48,490
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$13,935,010
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$16,029,296
Interest on participant loans2022-12-31$0
Income. Interest from loans (other than to participants)2022-12-31$0
Interest earned on other investments2022-12-31$0
Income. Interest from US Government securities2022-12-31$0
Income. Interest from corporate debt instruments2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$0
Value of interest in common/collective trusts at beginning of year2022-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$21,473
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$28,240
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,309,993
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$915,837
Employer contributions (assets) at end of year2022-12-31$385,452
Employer contributions (assets) at beginning of year2022-12-31$320,603
Income. Dividends from preferred stock2022-12-31$0
Income. Dividends from common stock2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,508,716
Contract administrator fees2022-12-31$22,590
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
Aggregate proceeds on sale of assets2022-12-31$0
Aggregate carrying amount (costs) on sale of assets2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31KUENZI & COMPANY LLC
Accountancy firm EIN2022-12-31931235599
2021 : PENCE CONSTRUCTION 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$0
Total transfer of assets from this plan2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$20,050
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$16,844
Total income from all sources (including contributions)2021-12-31$4,714,775
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$823,508
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$737,326
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,022,938
Value of total assets at end of year2021-12-31$16,378,181
Value of total assets at beginning of year2021-12-31$12,483,708
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$86,182
Total interest from all sources2021-12-31$149
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$402,651
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$402,651
Administrative expenses professional fees incurred2021-12-31$4,296
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$1,260,955
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$11,623
Participant contributions at end of year2021-12-31$42
Participant contributions at beginning of year2021-12-31$15,349
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,001,186
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$20,050
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$16,844
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
Income. Non cash contributions2021-12-31$0
Value of net income/loss2021-12-31$3,891,267
Value of net assets at end of year (total assets less liabilities)2021-12-31$16,358,131
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$12,466,864
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$46,025
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$16,029,296
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$11,869,821
Interest on participant loans2021-12-31$149
Income. Interest from loans (other than to participants)2021-12-31$0
Interest earned on other investments2021-12-31$0
Income. Interest from US Government securities2021-12-31$0
Income. Interest from corporate debt instruments2021-12-31$0
Value of interest in common/collective trusts at end of year2021-12-31$0
Value of interest in common/collective trusts at beginning of year2021-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$28,240
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$46,119
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,289,037
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$760,797
Employer contributions (assets) at end of year2021-12-31$320,603
Employer contributions (assets) at beginning of year2021-12-31$540,796
Income. Dividends from preferred stock2021-12-31$0
Income. Dividends from common stock2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$737,326
Contract administrator fees2021-12-31$35,861
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 name2021-12-31KUENZI & COMPANY LLC
Accountancy firm EIN2021-12-31931235599
2020 : PENCE CONSTRUCTION 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$16,844
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$13,038
Total income from all sources (including contributions)2020-12-31$3,394,203
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$442,251
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$354,301
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,896,060
Value of total assets at end of year2020-12-31$12,483,708
Value of total assets at beginning of year2020-12-31$9,527,950
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$87,950
Total interest from all sources2020-12-31$1,245
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$320,683
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$320,683
Administrative expenses professional fees incurred2020-12-31$16,635
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$969,703
Participant contributions at end of year2020-12-31$11,623
Participant contributions at beginning of year2020-12-31$18,834
Participant contributions at end of year2020-12-31$15,349
Participant contributions at beginning of year2020-12-31$68,992
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$87,594
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$16,844
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$13,038
Other income not declared elsewhere2020-12-31$-4,812
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
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$2,951,952
Value of net assets at end of year (total assets less liabilities)2020-12-31$12,466,864
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$9,514,912
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$40,362
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$11,869,821
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$8,965,116
Interest on participant loans2020-12-31$901
Value of interest in common/collective trusts at end of year2020-12-31$0
Value of interest in common/collective trusts at beginning of year2020-12-31$1,918
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$344
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$46,119
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$35,027
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,181,027
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$838,763
Employer contributions (assets) at end of year2020-12-31$540,796
Employer contributions (assets) at beginning of year2020-12-31$438,063
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$354,301
Contract administrator fees2020-12-31$30,953
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 name2020-12-31KUENZI & CO., LLC
Accountancy firm EIN2020-12-31921235599
2019 : PENCE CONSTRUCTION 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$13,038
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$3,503,308
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$228,156
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$179,491
Expenses. Certain deemed distributions of participant loans2019-12-31$4,177
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,056,131
Value of total assets at end of year2019-12-31$9,527,950
Value of total assets at beginning of year2019-12-31$6,239,760
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$44,488
Total interest from all sources2019-12-31$1,420
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$224,033
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$224,033
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 period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$741,101
Participant contributions at end of year2019-12-31$68,992
Participant contributions at beginning of year2019-12-31$20,869
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$683,471
Assets. Loans (other than to participants) at end of year2019-12-31$18,834
Assets. Loans (other than to participants) at beginning of year2019-12-31$29,848
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$13,038
Other income not declared elsewhere2019-12-31$769
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
Income. Non cash contributions2019-12-31$0
Value of net income/loss2019-12-31$3,275,152
Value of net assets at end of year (total assets less liabilities)2019-12-31$9,514,912
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,239,760
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$31,143
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$8,965,116
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,883,390
Interest on participant loans2019-12-31$1,420
Value of interest in common/collective trusts at end of year2019-12-31$1,918
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$35,027
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,220,955
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$631,559
Employer contributions (assets) at end of year2019-12-31$438,063
Employer contributions (assets) at beginning of year2019-12-31$305,653
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$179,491
Contract administrator fees2019-12-31$13,345
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 name2019-12-31KUENZI & CO., LLC
Accountancy firm EIN2019-12-31921235599
2016 : PENCE CONSTRUCTION 401(K) PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$832,828
Expenses. Total of all expenses incurred2016-12-31$216,351
Benefits paid (including direct rollovers)2016-12-31$212,805
Total plan assets at end of year2016-12-31$4,798,432
Total plan assets at beginning of year2016-12-31$4,181,955
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$187,350
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$308,736
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$616,477
Net plan assets at end of year (total assets less liabilities)2016-12-31$4,798,432
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$4,181,955
Assets. Value of participant loans2016-12-31$12,444
Total contributions received or receivable from employer(s)2016-12-31$336,742
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$3,296
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$250
2015 : PENCE CONSTRUCTION 401(K) PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$414,059
Expenses. Total of all expenses incurred2015-12-31$646,906
Benefits paid (including direct rollovers)2015-12-31$646,831
Total plan assets at end of year2015-12-31$4,181,955
Total plan assets at beginning of year2015-12-31$4,414,802
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$190,732
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-81,265
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-232,847
Net plan assets at end of year (total assets less liabilities)2015-12-31$4,181,955
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$4,414,802
Total contributions received or receivable from employer(s)2015-12-31$304,592
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$75
2014 : PENCE CONSTRUCTION 401(K) PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$686,537
Expenses. Total of all expenses incurred2014-12-31$336,384
Benefits paid (including direct rollovers)2014-12-31$336,384
Total plan assets at end of year2014-12-31$4,414,802
Total plan assets at beginning of year2014-12-31$4,064,649
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$160,319
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$199,886
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$350,153
Net plan assets at end of year (total assets less liabilities)2014-12-31$4,414,802
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$4,064,649
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022014-12-31$0
Total contributions received or receivable from employer(s)2014-12-31$326,332
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0
2013 : PENCE CONSTRUCTION 401(K) PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total income from all sources2013-12-31$917,921
Expenses. Total of all expenses incurred2013-12-31$541,711
Benefits paid (including direct rollovers)2013-12-31$540,717
Total plan assets at end of year2013-12-31$4,064,649
Total plan assets at beginning of year2013-12-31$3,688,439
Value of fidelity bond covering the plan2013-12-31$250,000
Total contributions received or receivable from participants2013-12-31$152,909
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$667,365
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$376,210
Net plan assets at end of year (total assets less liabilities)2013-12-31$4,064,649
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$3,688,439
Total contributions received or receivable from employer(s)2013-12-31$97,647
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$994
2012 : PENCE CONSTRUCTION 401(K) PLAN 2012 401k financial data
Total income from all sources2012-12-31$661,661
Expenses. Total of all expenses incurred2012-12-31$69,918
Benefits paid (including direct rollovers)2012-12-31$61,274
Total plan assets at end of year2012-12-31$3,688,439
Total plan assets at beginning of year2012-12-31$3,096,696
Value of fidelity bond covering the plan2012-12-31$250,000
Total contributions received or receivable from participants2012-12-31$154,360
Other income received2012-12-31$425,686
Net income (gross income less expenses)2012-12-31$591,743
Net plan assets at end of year (total assets less liabilities)2012-12-31$3,688,439
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$3,096,696
Assets. Value of participant loans2012-12-31$0
Total contributions received or receivable from employer(s)2012-12-31$81,615
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$8,644
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : PENCE CONSTRUCTION 401(K) PLAN 2011 401k financial data
Total income from all sources2011-12-31$19,680
Expenses. Total of all expenses incurred2011-12-31$479,050
Benefits paid (including direct rollovers)2011-12-31$470,032
Total plan assets at end of year2011-12-31$3,096,696
Total plan assets at beginning of year2011-12-31$3,556,066
Value of fidelity bond covering the plan2011-12-31$250,000
Total contributions received or receivable from participants2011-12-31$156,655
Other income received2011-12-31$-152,669
Net income (gross income less expenses)2011-12-31$-459,370
Net plan assets at end of year (total assets less liabilities)2011-12-31$3,096,696
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$3,556,066
Assets. Value of participant loans2011-12-31$6,693
Total contributions received or receivable from employer(s)2011-12-31$15,694
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$9,018
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : PENCE CONSTRUCTION 401(K) PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$61,370
Total income from all sources2010-12-31$726,431
Expenses. Total of all expenses incurred2010-12-31$113,278
Benefits paid (including direct rollovers)2010-12-31$102,334
Total plan assets at end of year2010-12-31$3,556,066
Total plan assets at beginning of year2010-12-31$3,004,283
Value of fidelity bond covering the plan2010-12-31$250,000
Total contributions received or receivable from participants2010-12-31$199,100
Contributions received from other sources (not participants or employers)2010-12-31$43,267
Other income received2010-12-31$484,064
Net income (gross income less expenses)2010-12-31$613,153
Net plan assets at end of year (total assets less liabilities)2010-12-31$3,556,066
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,942,913
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$10,944
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0

Form 5500 Responses for PENCE CONSTRUCTION 401(K) PLAN

2022: PENCE CONSTRUCTION 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PENCE CONSTRUCTION 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PENCE CONSTRUCTION 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PENCE CONSTRUCTION 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2016: PENCE CONSTRUCTION 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: PENCE CONSTRUCTION 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: PENCE CONSTRUCTION 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: PENCE CONSTRUCTION 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: PENCE CONSTRUCTION 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PENCE CONSTRUCTION 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 funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: PENCE CONSTRUCTION 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number505258-01
Policy instance 1
Insurance contract or identification number505258-01
Number of Individuals Covered5
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number505258-01
Policy instance 1
Insurance contract or identification number505258-01
Number of Individuals Covered5
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number505258-01
Policy instance 1
Insurance contract or identification number505258-01
Number of Individuals Covered6
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number505258-01
Policy instance 1
Insurance contract or identification number505258-01
Number of Individuals Covered4
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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