?>
Logo

PENNSYLVANIA COMPENSATION RATING BUREAU EMPLOYEE RETIREMENT PLAN 401k Plan overview

Plan NamePENNSYLVANIA COMPENSATION RATING BUREAU EMPLOYEE RETIREMENT PLAN
Plan identification number 001

PENNSYLVANIA COMPENSATION RATING BUREAU EMPLOYEE RETIREMENT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

PENNSYLVANIA COMPENSATION RATING BUREAU has sponsored the creation of one or more 401k plans.

Company Name:PENNSYLVANIA COMPENSATION RATING BUREAU
Employer identification number (EIN):230958260
NAIC Classification:524290

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PENNSYLVANIA COMPENSATION RATING BUREAU EMPLOYEE RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JOHN PANCZNER JOHN PANCZNER2018-10-12
0012016-01-01JOHN PANCZNER JOHN PANCZNER2017-10-10
0012015-01-01JOHN PANCZNER JOHN PANCZNER2016-10-14
0012014-01-01JOHN PANCZNER JOHN PANCZNER2015-10-15
0012013-01-01JOHN PANCZNER JOHN PANCZNER2014-10-14
0012012-01-01JOHN PANCZNER JOHN PANCZNER2013-10-15
0012011-01-01JOHN PANCZNER
0012010-01-01JOHN PANCZNER
0012009-01-01JOHN PANCZNER
0012009-01-01 JOHN PANCZNER2010-10-07
0012008-01-01

Plan Statistics for PENNSYLVANIA COMPENSATION RATING BUREAU EMPLOYEE RETIREMENT PLAN

401k plan membership statisitcs for PENNSYLVANIA COMPENSATION RATING BUREAU EMPLOYEE RETIREMENT PLAN

Measure Date Value
2022: PENNSYLVANIA COMPENSATION RATING BUREAU EMPLOYEE RETIREMENT PLAN 2022 401k membership
Market value of plan assets2022-12-3141,390,862
Acturial value of plan assets2022-12-3138,846,576
Funding target for retired participants and beneficiaries receiving payment2022-12-3120,152,986
Number of terminated vested participants2022-12-3121
Fundng target for terminated vested participants2022-12-31552,140
Active participant vested funding target2022-12-318,934,486
Number of active participants2022-12-3164
Total funding liabilities for active participants2022-12-319,763,845
Total participant count2022-12-31169
Total funding target for all participants2022-12-3130,468,971
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-317,376,892
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-317,376,892
Present value of excess contributions2022-12-31671,581
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-31709,458
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-31709,458
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-319,084,443
Total employer contributions2022-12-31950,000
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-31923,628
Liquidity shortfalls end of Q12022-12-310
Liquidity shortfalls end of Q22022-12-310
Liquidity shortfalls end of Q32022-12-310
Liquidity shortfalls end of Q42022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-31736,601
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-31736,601
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-31736,601
Contributions allocatedtoward minimum required contributions for current year2022-12-31923,628
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-01169
Total number of active participants reported on line 7a of the Form 55002022-01-0154
Number of retired or separated participants receiving benefits2022-01-0186
Number of other retired or separated participants entitled to future benefits2022-01-0127
Total of all active and inactive participants2022-01-01167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-01169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: PENNSYLVANIA COMPENSATION RATING BUREAU EMPLOYEE RETIREMENT PLAN 2021 401k membership
Market value of plan assets2021-12-3136,432,491
Acturial value of plan assets2021-12-3133,661,301
Funding target for retired participants and beneficiaries receiving payment2021-12-3116,714,093
Number of terminated vested participants2021-12-3123
Fundng target for terminated vested participants2021-12-31535,728
Active participant vested funding target2021-12-3110,137,270
Number of active participants2021-12-3172
Total funding liabilities for active participants2021-12-3110,898,128
Total participant count2021-12-31172
Total funding target for all participants2021-12-3128,147,949
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-315,613,131
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-315,613,131
Present value of excess contributions2021-12-31988,596
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-311,042,474
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-311,042,474
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-317,376,892
Total employer contributions2021-12-311,560,000
Total employee contributions2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-311,517,852
Liquidity shortfalls end of Q12021-12-310
Liquidity shortfalls end of Q22021-12-310
Liquidity shortfalls end of Q32021-12-310
Liquidity shortfalls end of Q42021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-31846,271
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-31846,271
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-31846,271
Contributions allocatedtoward minimum required contributions for current year2021-12-311,517,852
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-01172
Total number of active participants reported on line 7a of the Form 55002021-01-0164
Number of retired or separated participants receiving benefits2021-01-0182
Number of other retired or separated participants entitled to future benefits2021-01-0121
Total of all active and inactive participants2021-01-01167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-01169
2020: PENNSYLVANIA COMPENSATION RATING BUREAU EMPLOYEE RETIREMENT PLAN 2020 401k membership
Market value of plan assets2020-12-3131,966,411
Acturial value of plan assets2020-12-3130,476,717
Funding target for retired participants and beneficiaries receiving payment2020-12-3117,187,320
Number of terminated vested participants2020-12-3123
Fundng target for terminated vested participants2020-12-31523,352
Active participant vested funding target2020-12-319,894,341
Number of active participants2020-12-3175
Total funding liabilities for active participants2020-12-3110,592,225
Total participant count2020-12-31175
Total funding target for all participants2020-12-3128,302,897
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-314,129,679
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-314,129,679
Present value of excess contributions2020-12-31594,825
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-31628,195
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-31628,195
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-315,613,131
Total employer contributions2020-12-311,812,037
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-311,758,267
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-31769,671
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-31769,671
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-31769,671
Contributions allocatedtoward minimum required contributions for current year2020-12-311,758,267
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-01175
Total number of active participants reported on line 7a of the Form 55002020-01-0172
Number of retired or separated participants receiving benefits2020-01-0175
Number of other retired or separated participants entitled to future benefits2020-01-0123
Total of all active and inactive participants2020-01-01170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-01172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: PENNSYLVANIA COMPENSATION RATING BUREAU EMPLOYEE RETIREMENT PLAN 2019 401k membership
Market value of plan assets2019-12-3126,466,484
Acturial value of plan assets2019-12-3127,959,505
Funding target for retired participants and beneficiaries receiving payment2019-12-3115,175,958
Number of terminated vested participants2019-12-3126
Fundng target for terminated vested participants2019-12-31691,648
Active participant vested funding target2019-12-3110,613,922
Number of active participants2019-12-3182
Total funding liabilities for active participants2019-12-3110,748,039
Total participant count2019-12-31179
Total funding target for all participants2019-12-3126,615,645
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-313,663,885
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-313,663,885
Present value of excess contributions2019-12-31622,879
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-31658,881
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-31658,881
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-314,129,679
Total employer contributions2019-12-311,400,000
Total employee contributions2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-311,368,474
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-31773,649
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-31773,649
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-31773,649
Contributions allocatedtoward minimum required contributions for current year2019-12-311,368,474
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-01179
Total number of active participants reported on line 7a of the Form 55002019-01-0175
Number of retired or separated participants receiving benefits2019-01-0173
Number of other retired or separated participants entitled to future benefits2019-01-0123
Total of all active and inactive participants2019-01-01171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-014
Total participants2019-01-01175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: PENNSYLVANIA COMPENSATION RATING BUREAU EMPLOYEE RETIREMENT PLAN 2018 401k membership
Market value of plan assets2018-12-3128,188,494
Acturial value of plan assets2018-12-3126,660,936
Funding target for retired participants and beneficiaries receiving payment2018-12-3114,026,841
Number of terminated vested participants2018-12-3126
Fundng target for terminated vested participants2018-12-31605,989
Active participant vested funding target2018-12-319,556,536
Number of active participants2018-12-3186
Total funding liabilities for active participants2018-12-319,816,580
Total participant count2018-12-31184
Total funding target for all participants2018-12-3124,449,410
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-312,607,900
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-312,607,900
Present value of excess contributions2018-12-31639,898
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-31678,100
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-31678,100
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-313,663,885
Total employer contributions2018-12-311,233,000
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-311,203,911
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-31581,032
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-31581,032
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-31581,032
Contributions allocatedtoward minimum required contributions for current year2018-12-311,203,911
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-01184
Total number of active participants reported on line 7a of the Form 55002018-01-0182
Number of retired or separated participants receiving benefits2018-01-0171
Number of other retired or separated participants entitled to future benefits2018-01-0126
Total of all active and inactive participants2018-01-01179
Total participants2018-01-01179
2017: PENNSYLVANIA COMPENSATION RATING BUREAU EMPLOYEE RETIREMENT PLAN 2017 401k membership
Market value of plan assets2017-12-3124,562,446
Acturial value of plan assets2017-12-3124,742,763
Funding target for retired participants and beneficiaries receiving payment2017-12-3110,657,935
Number of terminated vested participants2017-12-3128
Fundng target for terminated vested participants2017-12-311,919,724
Active participant vested funding target2017-12-319,947,743
Number of active participants2017-12-3192
Total funding liabilities for active participants2017-12-3110,178,765
Total participant count2017-12-31187
Total funding target for all participants2017-12-3122,756,424
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-311,780,804
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-311,780,804
Present value of excess contributions2017-12-31633,666
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-31672,700
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-31672,700
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-312,607,900
Total employer contributions2017-12-311,200,000
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-311,171,759
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31531,861
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-31531,861
Additional cash requirement2017-12-31531,861
Contributions allocatedtoward minimum required contributions for current year2017-12-311,171,759
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-01187
Total number of active participants reported on line 7a of the Form 55002017-01-0186
Number of retired or separated participants receiving benefits2017-01-0172
Number of other retired or separated participants entitled to future benefits2017-01-0126
Total of all active and inactive participants2017-01-01184
Total participants2017-01-01184
2016: PENNSYLVANIA COMPENSATION RATING BUREAU EMPLOYEE RETIREMENT PLAN 2016 401k membership
Market value of plan assets2016-12-3122,451,847
Acturial value of plan assets2016-12-3123,495,235
Funding target for retired participants and beneficiaries receiving payment2016-12-319,189,032
Number of terminated vested participants2016-12-3130
Fundng target for terminated vested participants2016-12-311,763,186
Active participant vested funding target2016-12-3110,628,948
Number of active participants2016-12-3197
Total funding liabilities for active participants2016-12-3110,832,519
Total participant count2016-12-31189
Total funding target for all participants2016-12-3121,784,737
Prefunding balance at beginning of prior year after applicable adjustments2016-12-31808,202
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-31808,202
Present value of excess contributions2016-12-31919,773
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-31978,179
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-31978,179
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-311,780,804
Total employer contributions2016-12-311,200,000
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-311,154,314
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31520,648
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-31520,648
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-31520,648
Contributions allocatedtoward minimum required contributions for current year2016-12-311,154,314
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-01189
Total number of active participants reported on line 7a of the Form 55002016-01-0192
Number of retired or separated participants receiving benefits2016-01-0163
Number of other retired or separated participants entitled to future benefits2016-01-0128
Total of all active and inactive participants2016-01-01183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-014
Total participants2016-01-01187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: PENNSYLVANIA COMPENSATION RATING BUREAU EMPLOYEE RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01189
Total number of active participants reported on line 7a of the Form 55002015-01-0197
Number of retired or separated participants receiving benefits2015-01-0162
Number of other retired or separated participants entitled to future benefits2015-01-0130
Total of all active and inactive participants2015-01-01189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: PENNSYLVANIA COMPENSATION RATING BUREAU EMPLOYEE RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01190
Total number of active participants reported on line 7a of the Form 55002014-01-01102
Number of retired or separated participants receiving benefits2014-01-0156
Number of other retired or separated participants entitled to future benefits2014-01-0131
Total of all active and inactive participants2014-01-01189
Total participants2014-01-01189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: PENNSYLVANIA COMPENSATION RATING BUREAU EMPLOYEE RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01192
Total number of active participants reported on line 7a of the Form 55002013-01-01106
Number of retired or separated participants receiving benefits2013-01-0155
Number of other retired or separated participants entitled to future benefits2013-01-0129
Total of all active and inactive participants2013-01-01190
Total participants2013-01-01190
Number of participants with account balances2013-01-011
2012: PENNSYLVANIA COMPENSATION RATING BUREAU EMPLOYEE RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01195
Total number of active participants reported on line 7a of the Form 55002012-01-01105
Number of retired or separated participants receiving benefits2012-01-0155
Number of other retired or separated participants entitled to future benefits2012-01-0132
Total of all active and inactive participants2012-01-01192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-013
2011: PENNSYLVANIA COMPENSATION RATING BUREAU EMPLOYEE RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01195
Total number of active participants reported on line 7a of the Form 55002011-01-01107
Number of retired or separated participants receiving benefits2011-01-0152
Number of other retired or separated participants entitled to future benefits2011-01-0136
Total of all active and inactive participants2011-01-01195
Total participants2011-01-01195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2010: PENNSYLVANIA COMPENSATION RATING BUREAU EMPLOYEE RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01193
Total number of active participants reported on line 7a of the Form 55002010-01-01113
Number of retired or separated participants receiving benefits2010-01-0145
Number of other retired or separated participants entitled to future benefits2010-01-0137
Total of all active and inactive participants2010-01-01195
Total participants2010-01-01195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: PENNSYLVANIA COMPENSATION RATING BUREAU EMPLOYEE RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01198
Total number of active participants reported on line 7a of the Form 55002009-01-01110
Number of retired or separated participants receiving benefits2009-01-0146
Number of other retired or separated participants entitled to future benefits2009-01-0137
Total of all active and inactive participants2009-01-01193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on PENNSYLVANIA COMPENSATION RATING BUREAU EMPLOYEE RETIREMENT PLAN

Measure Date Value
2022 : PENNSYLVANIA COMPENSATION RATING BUREAU EMPLOYEE RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$18,035
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$18,688
Total income from all sources (including contributions)2022-12-31$-5,084,076
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,788,854
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,688,736
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$950,251
Value of total assets at end of year2022-12-31$34,385,326
Value of total assets at beginning of year2022-12-31$41,258,909
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$100,118
Total interest from all sources2022-12-31$83,038
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$637,911
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$1,000,000
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
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$18,035
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$18,688
Administrative expenses (other) incurred2022-12-31$-652
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-6,872,930
Value of net assets at end of year (total assets less liabilities)2022-12-31$34,367,291
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$41,240,221
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$42,862
Value of interest in pooled separate accounts at end of year2022-12-31$29,386,085
Value of interest in pooled separate accounts at beginning of year2022-12-31$35,265,951
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$83,038
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$4,999,241
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$5,992,958
Net investment gain/loss from pooled separate accounts2022-12-31$-6,755,276
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
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$950,251
Income. Dividends from preferred stock2022-12-31$637,911
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,688,736
Contract administrator fees2022-12-31$57,908
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 name2022-12-31RAINER & COMPANY
Accountancy firm EIN2022-12-31232183936
2021 : PENNSYLVANIA COMPENSATION RATING BUREAU EMPLOYEE RETIREMENT 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$18,688
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$23,575
Total income from all sources (including contributions)2021-12-31$6,507,824
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,526,363
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,432,848
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,560,000
Value of total assets at end of year2021-12-31$41,258,909
Value of total assets at beginning of year2021-12-31$36,282,335
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$93,515
Total interest from all sources2021-12-31$99,881
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$521,618
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
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
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$18,688
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$23,575
Administrative expenses (other) incurred2021-12-31$-4,888
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$4,981,461
Value of net assets at end of year (total assets less liabilities)2021-12-31$41,240,221
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$36,258,760
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$39,869
Value of interest in pooled separate accounts at end of year2021-12-31$35,265,951
Value of interest in pooled separate accounts at beginning of year2021-12-31$32,453,008
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$99,881
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$5,992,958
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$3,829,327
Net investment gain/loss from pooled separate accounts2021-12-31$4,326,325
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
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$1,560,000
Income. Dividends from preferred stock2021-12-31$521,618
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,432,848
Contract administrator fees2021-12-31$58,534
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 name2021-12-31RAINER & COMPANY
Accountancy firm EIN2021-12-31232183936
2020 : PENNSYLVANIA COMPENSATION RATING BUREAU EMPLOYEE RETIREMENT 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$23,575
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$5,849,734
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,497,758
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,372,237
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,815,336
Value of total assets at end of year2020-12-31$36,282,335
Value of total assets at beginning of year2020-12-31$31,906,784
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$125,521
Total interest from all sources2020-12-31$68,436
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$585,798
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$1,000,000
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
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$23,575
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$4,351,976
Value of net assets at end of year (total assets less liabilities)2020-12-31$36,258,760
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$31,906,784
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$47,011
Value of interest in pooled separate accounts at end of year2020-12-31$32,453,008
Value of interest in pooled separate accounts at beginning of year2020-12-31$29,932,046
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$68,436
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$3,829,327
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,974,738
Net investment gain/loss from pooled separate accounts2020-12-31$3,380,164
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
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$1,815,336
Income. Dividends from preferred stock2020-12-31$585,798
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,372,237
Contract administrator fees2020-12-31$78,510
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 name2020-12-31RAINER & COMPANY
Accountancy firm EIN2020-12-31232183936
2019 : PENNSYLVANIA COMPENSATION RATING BUREAU EMPLOYEE RETIREMENT 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$6,829,162
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,383,969
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,290,572
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,400,000
Value of total assets at end of year2019-12-31$31,906,784
Value of total assets at beginning of year2019-12-31$26,461,591
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$93,397
Total interest from all sources2019-12-31$25,487
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$682,445
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$1,000,000
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
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$5,445,193
Value of net assets at end of year (total assets less liabilities)2019-12-31$31,906,784
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$26,461,591
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$39,392
Value of interest in pooled separate accounts at end of year2019-12-31$29,932,046
Value of interest in pooled separate accounts at beginning of year2019-12-31$26,235,518
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$25,487
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,974,738
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$226,073
Net investment gain/loss from pooled separate accounts2019-12-31$4,721,230
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$1,400,000
Income. Dividends from preferred stock2019-12-31$682,445
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,290,572
Contract administrator fees2019-12-31$54,005
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
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 name2019-12-31RAINER & COMPANY
Accountancy firm EIN2019-12-31232183936
2018 : PENNSYLVANIA COMPENSATION RATING BUREAU EMPLOYEE RETIREMENT 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$0
Total income from all sources (including contributions)2018-12-31$-191,919
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,476,369
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,379,251
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,233,000
Value of total assets at end of year2018-12-31$26,461,591
Value of total assets at beginning of year2018-12-31$28,129,879
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$97,118
Total interest from all sources2018-12-31$44,326
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$581,106
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$43,623
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,668,288
Value of net assets at end of year (total assets less liabilities)2018-12-31$26,461,591
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$28,129,879
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$26,235,518
Value of interest in pooled separate accounts at beginning of year2018-12-31$26,471,763
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$44,326
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$226,073
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,658,116
Net investment gain/loss from pooled separate accounts2018-12-31$-2,050,351
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,233,000
Income. Dividends from preferred stock2018-12-31$581,106
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,379,251
Contract administrator fees2018-12-31$53,495
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 name2018-12-31RAINER & COMPNAY
Accountancy firm EIN2018-12-31232183936
2017 : PENNSYLVANIA COMPENSATION RATING BUREAU EMPLOYEE RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$4,786,469
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,138,060
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,071,831
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,200,000
Value of total assets at end of year2017-12-31$28,129,879
Value of total assets at beginning of year2017-12-31$24,481,470
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$66,229
Total interest from all sources2017-12-31$102,480
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$494,396
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$13,821
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
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
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$3,648,409
Value of net assets at end of year (total assets less liabilities)2017-12-31$28,129,879
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$24,481,470
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$26,471,763
Value of interest in pooled separate accounts at beginning of year2017-12-31$22,187,775
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$102,480
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,658,116
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$2,293,695
Net investment gain/loss from pooled separate accounts2017-12-31$2,989,593
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$1,200,000
Income. Dividends from preferred stock2017-12-31$494,396
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,071,831
Contract administrator fees2017-12-31$52,408
Liabilities. Value of benefit claims payable at end of year2017-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
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 name2017-12-31RAINER & COMPNAY
Accountancy firm EIN2017-12-31232183936
2016 : PENNSYLVANIA COMPENSATION RATING BUREAU EMPLOYEE RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$3,162,591
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,028,403
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$956,402
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,185,000
Value of total assets at end of year2016-12-31$24,481,470
Value of total assets at beginning of year2016-12-31$22,347,282
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$72,001
Total interest from all sources2016-12-31$109,829
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$438,006
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$21,027
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
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
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$2,134,188
Value of net assets at end of year (total assets less liabilities)2016-12-31$24,481,470
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$22,347,282
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$22,187,775
Value of interest in pooled separate accounts at beginning of year2016-12-31$19,234,225
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$109,829
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$2,293,695
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$3,113,057
Net investment gain or loss from common/collective trusts2016-12-31$1,429,756
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
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$1,185,000
Income. Dividends from common stock2016-12-31$438,006
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$956,402
Contract administrator fees2016-12-31$50,974
Liabilities. Value of benefit claims payable at end of year2016-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
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 name2016-12-31PRESTON & ASSOCIATES
Accountancy firm EIN2016-12-31236636386
2015 : PENNSYLVANIA COMPENSATION RATING BUREAU EMPLOYEE RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,318,005
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,003,962
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$921,977
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,190,000
Value of total assets at end of year2015-12-31$22,347,282
Value of total assets at beginning of year2015-12-31$22,033,239
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$81,985
Total interest from all sources2015-12-31$297,285
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
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
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$314,043
Value of net assets at end of year (total assets less liabilities)2015-12-31$22,347,282
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$22,033,239
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$19,234,225
Value of interest in pooled separate accounts at beginning of year2015-12-31$13,710,382
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$297,285
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$3,113,057
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$8,322,857
Net investment gain or loss from common/collective trusts2015-12-31$-169,280
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
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$1,190,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$921,977
Contract administrator fees2015-12-31$81,985
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
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 name2015-12-31PRESTON & ASSOCIATES
Accountancy firm EIN2015-12-31236636386
2014 : PENNSYLVANIA COMPENSATION RATING BUREAU EMPLOYEE RETIREMENT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$860,174
Total unrealized appreciation/depreciation of assets2014-12-31$860,174
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$3,059,774
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$841,348
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$743,637
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,620,000
Value of total assets at end of year2014-12-31$22,033,239
Value of total assets at beginning of year2014-12-31$19,814,813
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$97,711
Total interest from all sources2014-12-31$442,709
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
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
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$2,218,426
Value of net assets at end of year (total assets less liabilities)2014-12-31$22,033,239
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$19,814,813
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$13,710,382
Value of interest in pooled separate accounts at beginning of year2014-12-31$11,978,635
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$442,709
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$8,322,857
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$7,836,178
Net investment gain/loss from pooled separate accounts2014-12-31$136,891
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
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$1,620,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$743,637
Contract administrator fees2014-12-31$97,711
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 name2014-12-31MCGLADREY, LLP
Accountancy firm EIN2014-12-31420714325
2013 : PENNSYLVANIA COMPENSATION RATING BUREAU EMPLOYEE RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$4,581,523
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$719,734
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$633,073
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,347,000
Value of total assets at end of year2013-12-31$19,814,813
Value of total assets at beginning of year2013-12-31$15,953,024
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$86,661
Total interest from all sources2013-12-31$276,378
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
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
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$3,861,789
Value of net assets at end of year (total assets less liabilities)2013-12-31$19,814,813
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$15,953,024
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$11,978,635
Value of interest in pooled separate accounts at beginning of year2013-12-31$9,605,489
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$276,378
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$7,836,178
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$6,347,535
Net investment gain/loss from pooled separate accounts2013-12-31$2,958,145
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
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$1,347,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$633,073
Contract administrator fees2013-12-31$86,661
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 name2013-12-31FESNAK, LLP
Accountancy firm EIN2013-12-31201974241
2012 : PENNSYLVANIA COMPENSATION RATING BUREAU EMPLOYEE RETIREMENT PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$2,528,064
Total of all expenses incurred2012-12-31$766,441
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$640,849
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$860,000
Value of total assets at end of year2012-12-31$15,953,024
Value of total assets at beginning of year2012-12-31$14,191,401
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$125,592
Total interest from all sources2012-12-31$277,581
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$1,000,000
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
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,761,623
Value of net assets at end of year (total assets less liabilities)2012-12-31$15,953,024
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$14,191,401
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
Investment advisory and management fees2012-12-31$83,527
Value of interest in pooled separate accounts at end of year2012-12-31$9,605,489
Value of interest in pooled separate accounts at beginning of year2012-12-31$8,800,007
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$277,581
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$6,347,535
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$5,391,394
Net investment gain/loss from pooled separate accounts2012-12-31$1,390,483
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
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$860,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$640,849
Contract administrator fees2012-12-31$42,065
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 name2012-12-31FESNAK & ASSOCIATES
Accountancy firm EIN2012-12-31201974241
2011 : PENNSYLVANIA COMPENSATION RATING BUREAU EMPLOYEE RETIREMENT PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$938,511
Total of all expenses incurred2011-12-31$676,377
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$582,401
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$682,000
Value of total assets at end of year2011-12-31$14,191,401
Value of total assets at beginning of year2011-12-31$13,679,267
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$93,976
Total interest from all sources2011-12-31$422,812
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
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
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$262,134
Value of net assets at end of year (total assets less liabilities)2011-12-31$14,191,401
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$13,679,267
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$28,592
Value of interest in pooled separate accounts at end of year2011-12-31$8,800,007
Value of interest in pooled separate accounts at beginning of year2011-12-31$8,487,400
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$422,812
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$5,391,394
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$5,191,867
Net investment gain/loss from pooled separate accounts2011-12-31$-166,301
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$682,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$582,401
Contract administrator fees2011-12-31$65,384
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 name2011-12-31PRESTON, ROMANO & SHEA
Accountancy firm EIN2011-12-31232433142
2010 : PENNSYLVANIA COMPENSATION RATING BUREAU EMPLOYEE RETIREMENT PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$2,284,430
Total of all expenses incurred2010-12-31$653,066
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$565,913
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$932,000
Value of total assets at end of year2010-12-31$13,679,267
Value of total assets at beginning of year2010-12-31$12,297,903
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$87,153
Total interest from all sources2010-12-31$364,397
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$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
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$1,631,364
Value of net assets at end of year (total assets less liabilities)2010-12-31$13,679,267
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$12,297,903
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
Investment advisory and management fees2010-12-31$25,143
Value of interest in pooled separate accounts at end of year2010-12-31$8,487,400
Value of interest in pooled separate accounts at beginning of year2010-12-31$7,583,967
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$364,397
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$5,191,867
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$4,713,936
Net investment gain/loss from pooled separate accounts2010-12-31$988,033
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$932,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$565,913
Contract administrator fees2010-12-31$62,010
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 name2010-12-31PRESTON, ROMANO & SHEA
Accountancy firm EIN2010-12-31232433142
2009 : PENNSYLVANIA COMPENSATION RATING BUREAU EMPLOYEE RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for PENNSYLVANIA COMPENSATION RATING BUREAU EMPLOYEE RETIREMENT PLAN

2022: PENNSYLVANIA COMPENSATION RATING BUREAU EMPLOYEE RETIREMENT 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 benefit arrangement – InsuranceYes
2021: PENNSYLVANIA COMPENSATION RATING BUREAU EMPLOYEE RETIREMENT 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 benefit arrangement – InsuranceYes
2020: PENNSYLVANIA COMPENSATION RATING BUREAU EMPLOYEE RETIREMENT 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 benefit arrangement – InsuranceYes
2019: PENNSYLVANIA COMPENSATION RATING BUREAU EMPLOYEE RETIREMENT 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 benefit arrangement – InsuranceYes
2018: PENNSYLVANIA COMPENSATION RATING BUREAU EMPLOYEE RETIREMENT 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 benefit arrangement – InsuranceYes
2017: PENNSYLVANIA COMPENSATION RATING BUREAU EMPLOYEE RETIREMENT 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 benefit arrangement – InsuranceYes
2016: PENNSYLVANIA COMPENSATION RATING BUREAU EMPLOYEE RETIREMENT 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 benefit arrangement – InsuranceYes
2015: PENNSYLVANIA COMPENSATION RATING BUREAU EMPLOYEE RETIREMENT 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 benefit arrangement – InsuranceYes
2014: PENNSYLVANIA COMPENSATION RATING BUREAU EMPLOYEE RETIREMENT 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 benefit arrangement – InsuranceYes
2013: PENNSYLVANIA COMPENSATION RATING BUREAU EMPLOYEE RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01First time form 5500 has been submittedYes
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 benefit arrangement – InsuranceYes
2012: PENNSYLVANIA COMPENSATION RATING BUREAU EMPLOYEE RETIREMENT 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 benefit arrangement – InsuranceYes
2011: PENNSYLVANIA COMPENSATION RATING BUREAU EMPLOYEE RETIREMENT 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 benefit arrangement – InsuranceYes
2010: PENNSYLVANIA COMPENSATION RATING BUREAU EMPLOYEE RETIREMENT 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 – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: PENNSYLVANIA COMPENSATION RATING BUREAU EMPLOYEE RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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 benefit arrangement – InsuranceYes
2008: PENNSYLVANIA COMPENSATION RATING BUREAU EMPLOYEE RETIREMENT PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedYes
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number015938
Policy instance 1
Insurance contract or identification number015938
Number of Individuals Covered169
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number015938
Policy instance 1
Insurance contract or identification number015938
Number of Individuals Covered172
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number015938
Policy instance 1
Insurance contract or identification number015938
Number of Individuals Covered172
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number015938
Policy instance 1
Insurance contract or identification number015938
Number of Individuals Covered179
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number015938
Policy instance 1
Insurance contract or identification number015938
Number of Individuals Covered184
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number015938
Policy instance 1
Insurance contract or identification number015938
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number015938
Policy instance 1
Insurance contract or identification number015938
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number015938
Policy instance 1
Insurance contract or identification number015938
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number015938
Policy instance 1
Insurance contract or identification number015938
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
CONNECTICUT GENERAL LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 62308 )
Policy contract numberIN15938
Policy instance 1
Insurance contract or identification numberIN15938
CONNECTICUT GENERAL LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 62308 )
Policy contract numberIN-15938
Policy instance 1
Insurance contract or identification numberIN-15938
Number of Individuals Covered195
CONNECTICUT GENERAL LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 62308 )
Policy contract numberIN-15938
Policy instance 1
Insurance contract or identification numberIN-15938
Number of Individuals Covered195
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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

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

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

See full terms and conditions

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