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PENCOR SERVICES, INC. 401(K) SALARY REDUCTION PLAN 401k Plan overview

Plan NamePENCOR SERVICES, INC. 401(K) SALARY REDUCTION PLAN
Plan identification number 004

PENCOR SERVICES, INC. 401(K) SALARY REDUCTION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

PENCOR SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name:PENCOR SERVICES, INC.
Employer identification number (EIN):240820653
NAIC Classification:323100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PENCOR SERVICES, INC. 401(K) SALARY REDUCTION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042022-01-01
0042021-01-01
0042020-01-01
0042019-01-01
0042018-01-01
0042017-01-01CRAIG VAKIENER JEFFREY REINHARD2018-10-15
0042016-01-01CRAIG VAKIENER JEFFREY REINHARD2017-10-12
0042015-01-01CRAIG A. VAKIENER JEFFREY REINHARD2016-10-13
0042014-01-01CRAIG A. VAKIENER JEFFREY REINHARD2015-10-09
0042013-01-01CRAIG A. VAKIENER JEFFREY REINHARD2014-10-10
0042012-01-01CRAIG A. VAKIENER JEFFREY REINHARD2013-10-11
0042011-01-01CRAIG A. VAKIENER JEFFREY REINHARD2012-10-11
0042010-01-01CRAIG A. VAKIENER JEFFREY REINHARD2011-10-13
0042009-01-01CRAIG VAKIENER
0042009-01-01CHRIS MORMAN
0042009-01-01CRAIG VAKIENER
0042009-01-01CRAIG VAKIENER
0042009-01-01CRAIG VAKIENER

Plan Statistics for PENCOR SERVICES, INC. 401(K) SALARY REDUCTION PLAN

401k plan membership statisitcs for PENCOR SERVICES, INC. 401(K) SALARY REDUCTION PLAN

Measure Date Value
2022: PENCOR SERVICES, INC. 401(K) SALARY REDUCTION PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01733
Total number of active participants reported on line 7a of the Form 55002022-01-01684
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0160
Total of all active and inactive participants2022-01-01744
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01744
Number of participants with account balances2022-01-01563
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: PENCOR SERVICES, INC. 401(K) SALARY REDUCTION PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01571
Total number of active participants reported on line 7a of the Form 55002021-01-01676
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0157
Total of all active and inactive participants2021-01-01733
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01733
Number of participants with account balances2021-01-01508
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: PENCOR SERVICES, INC. 401(K) SALARY REDUCTION PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01566
Total number of active participants reported on line 7a of the Form 55002020-01-01531
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0140
Total of all active and inactive participants2020-01-01571
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01571
Number of participants with account balances2020-01-01395
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: PENCOR SERVICES, INC. 401(K) SALARY REDUCTION PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01604
Total number of active participants reported on line 7a of the Form 55002019-01-01515
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0151
Total of all active and inactive participants2019-01-01566
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01566
Number of participants with account balances2019-01-01374
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: PENCOR SERVICES, INC. 401(K) SALARY REDUCTION PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01603
Total number of active participants reported on line 7a of the Form 55002018-01-01533
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0171
Total of all active and inactive participants2018-01-01604
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01604
Number of participants with account balances2018-01-01377
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: PENCOR SERVICES, INC. 401(K) SALARY REDUCTION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01589
Total number of active participants reported on line 7a of the Form 55002017-01-01562
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0141
Total of all active and inactive participants2017-01-01603
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01603
Number of participants with account balances2017-01-01325
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: PENCOR SERVICES, INC. 401(K) SALARY REDUCTION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01569
Total number of active participants reported on line 7a of the Form 55002016-01-01543
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0134
Total of all active and inactive participants2016-01-01577
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01577
Number of participants with account balances2016-01-01280
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: PENCOR SERVICES, INC. 401(K) SALARY REDUCTION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01579
Total number of active participants reported on line 7a of the Form 55002015-01-01548
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-0116
Total of all active and inactive participants2015-01-01566
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01566
Number of participants with account balances2015-01-01248
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: PENCOR SERVICES, INC. 401(K) SALARY REDUCTION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01569
Total number of active participants reported on line 7a of the Form 55002014-01-01546
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-0117
Total of all active and inactive participants2014-01-01565
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01565
Number of participants with account balances2014-01-01228
2013: PENCOR SERVICES, INC. 401(K) SALARY REDUCTION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01559
Total number of active participants reported on line 7a of the Form 55002013-01-01541
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-0115
Total of all active and inactive participants2013-01-01557
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01558
Number of participants with account balances2013-01-01227
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: PENCOR SERVICES, INC. 401(K) SALARY REDUCTION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01550
Total number of active participants reported on line 7a of the Form 55002012-01-01535
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0116
Total of all active and inactive participants2012-01-01552
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01552
Number of participants with account balances2012-01-01229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: PENCOR SERVICES, INC. 401(K) SALARY REDUCTION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01560
Total number of active participants reported on line 7a of the Form 55002011-01-01538
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-0114
Total of all active and inactive participants2011-01-01553
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01553
Number of participants with account balances2011-01-01226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: PENCOR SERVICES, INC. 401(K) SALARY REDUCTION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01675
Total number of active participants reported on line 7a of the Form 55002010-01-01521
Number of retired or separated participants receiving benefits2010-01-011
Number of other retired or separated participants entitled to future benefits2010-01-0110
Total of all active and inactive participants2010-01-01532
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01532
Number of participants with account balances2010-01-01222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: PENCOR SERVICES, INC. 401(K) SALARY REDUCTION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01669
Total number of active participants reported on line 7a of the Form 55002009-01-01661
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0114
Total of all active and inactive participants2009-01-01675
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01675
Number of participants with account balances2009-01-01232
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on PENCOR SERVICES, INC. 401(K) SALARY REDUCTION PLAN

Measure Date Value
2022 : PENCOR SERVICES, INC. 401(K) SALARY REDUCTION PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$365,702
Total transfer of assets from this plan2022-12-31$3,890
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$8,159
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,000,157
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,768,765
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,657,780
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,524,987
Value of total assets at end of year2022-12-31$20,989,285
Value of total assets at beginning of year2022-12-31$23,388,236
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$110,985
Total interest from all sources2022-12-31$12,170
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$442,744
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$442,744
Administrative expenses professional fees incurred2022-12-31$110,985
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,797,763
Participant contributions at end of year2022-12-31$223,230
Participant contributions at beginning of year2022-12-31$209,106
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$48,129
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$221,165
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$8,159
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,768,922
Value of net assets at end of year (total assets less liabilities)2022-12-31$20,981,126
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$23,388,236
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$19,168,930
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$21,429,287
Interest on participant loans2022-12-31$12,170
Value of interest in common/collective trusts at end of year2022-12-31$1,597,125
Value of interest in common/collective trusts at beginning of year2022-12-31$1,687,409
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-4,020,547
Net investment gain or loss from common/collective trusts2022-12-31$40,489
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$506,059
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$14,305
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,657,780
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 name2022-12-31WILLIAM E. HOWE & CO.
Accountancy firm EIN2022-12-31231682016
2021 : PENCOR SERVICES, INC. 401(K) SALARY REDUCTION PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$604,435
Total transfer of assets from this plan2021-12-31$73,803
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$4,282,998
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$632,628
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$522,916
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,792,471
Value of total assets at end of year2021-12-31$23,388,236
Value of total assets at beginning of year2021-12-31$19,207,234
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$109,712
Total interest from all sources2021-12-31$10,799
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$405,264
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$405,264
Administrative expenses professional fees incurred2021-12-31$109,712
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,513,826
Participant contributions at end of year2021-12-31$209,106
Participant contributions at beginning of year2021-12-31$170,882
Participant contributions at end of year2021-12-31$48,129
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$89,979
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$3,650,370
Value of net assets at end of year (total assets less liabilities)2021-12-31$23,388,236
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$19,207,234
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$21,429,287
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$17,462,929
Interest on participant loans2021-12-31$10,799
Value of interest in common/collective trusts at end of year2021-12-31$1,687,409
Value of interest in common/collective trusts at beginning of year2021-12-31$1,573,423
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,040,204
Net investment gain or loss from common/collective trusts2021-12-31$34,260
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$188,666
Employer contributions (assets) at end of year2021-12-31$14,305
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$522,916
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 name2021-12-31WILLIAM E. HOWE & CO.
Accountancy firm EIN2021-12-31231682016
2020 : PENCOR SERVICES, INC. 401(K) SALARY REDUCTION PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$3,850,556
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$919,501
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$822,246
Expenses. Certain deemed distributions of participant loans2020-12-31$9,297
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,456,109
Value of total assets at end of year2020-12-31$19,207,234
Value of total assets at beginning of year2020-12-31$16,276,179
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$87,958
Total interest from all sources2020-12-31$14,245
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$330,850
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$330,850
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,214,544
Participant contributions at end of year2020-12-31$170,882
Participant contributions at beginning of year2020-12-31$240,286
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$241,565
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$2,931,055
Value of net assets at end of year (total assets less liabilities)2020-12-31$19,207,234
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$16,276,179
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$87,958
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$17,462,929
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$14,729,558
Interest on participant loans2020-12-31$14,245
Value of interest in common/collective trusts at end of year2020-12-31$1,573,423
Value of interest in common/collective trusts at beginning of year2020-12-31$1,306,335
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,018,242
Net investment gain or loss from common/collective trusts2020-12-31$31,110
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$822,246
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 name2020-12-31WILLIAM E. HOWE & CO.
Accountancy firm EIN2020-12-31231682016
2019 : PENCOR SERVICES, INC. 401(K) SALARY REDUCTION PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$416,208
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$3,776,916
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,097,671
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,011,083
Expenses. Certain deemed distributions of participant loans2019-12-31$1,142
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,124,044
Value of total assets at end of year2019-12-31$16,276,179
Value of total assets at beginning of year2019-12-31$13,180,726
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$85,446
Total interest from all sources2019-12-31$13,681
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$326,749
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$326,749
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,086,262
Participant contributions at end of year2019-12-31$240,286
Participant contributions at beginning of year2019-12-31$142,074
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$37,782
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$2,679,245
Value of net assets at end of year (total assets less liabilities)2019-12-31$16,276,179
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$13,180,726
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$85,446
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$14,729,558
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$12,158,409
Interest on participant loans2019-12-31$13,681
Value of interest in common/collective trusts at end of year2019-12-31$1,306,335
Value of interest in common/collective trusts at beginning of year2019-12-31$880,243
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,278,755
Net investment gain or loss from common/collective trusts2019-12-31$33,687
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,011,083
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 name2019-12-31WILLIAM E. HOWE & CO.
Accountancy firm EIN2019-12-31231682016
2018 : PENCOR SERVICES, INC. 401(K) SALARY REDUCTION PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$193,142
Total transfer of assets from this plan2018-12-31$68,377
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$284,043
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,736,567
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,636,295
Expenses. Certain deemed distributions of participant loans2018-12-31$7,886
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$921,904
Value of total assets at end of year2018-12-31$13,180,726
Value of total assets at beginning of year2018-12-31$15,508,485
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$92,386
Total interest from all sources2018-12-31$25,304
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$327,007
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$327,007
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$921,904
Participant contributions at end of year2018-12-31$142,074
Participant contributions at beginning of year2018-12-31$193,134
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,452,524
Value of net assets at end of year (total assets less liabilities)2018-12-31$13,180,726
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$15,508,485
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$92,386
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$12,158,409
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$14,640,552
Interest on participant loans2018-12-31$9,967
Interest earned on other investments2018-12-31$15,337
Value of interest in common/collective trusts at end of year2018-12-31$880,243
Value of interest in common/collective trusts at beginning of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$674,799
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-997,737
Net investment gain or loss from common/collective trusts2018-12-31$7,565
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,636,295
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
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 name2018-12-31WILLIAM E. HOWE & CO.
Accountancy firm EIN2018-12-31231682016
2017 : PENCOR SERVICES, INC. 401(K) SALARY REDUCTION 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$2,849,161
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$894,656
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$812,992
Expenses. Certain deemed distributions of participant loans2017-12-31$642
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$820,126
Value of total assets at end of year2017-12-31$15,508,485
Value of total assets at beginning of year2017-12-31$13,553,980
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$81,022
Total interest from all sources2017-12-31$47,533
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$507,975
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$507,975
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$818,510
Participant contributions at end of year2017-12-31$193,134
Participant contributions at beginning of year2017-12-31$214,554
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$31
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,616
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,954,505
Value of net assets at end of year (total assets less liabilities)2017-12-31$15,508,485
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$13,553,980
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$81,022
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$14,640,552
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$12,681,859
Value of interest in pooled separate accounts at end of year2017-12-31$0
Value of interest in pooled separate accounts at beginning of year2017-12-31$0
Interest on participant loans2017-12-31$10,547
Interest earned on other investments2017-12-31$36,986
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$674,799
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$657,536
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,473,527
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$812,992
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
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 name2017-12-31WILLIAM E. HOWE & CO.
Accountancy firm EIN2017-12-31231682016
2016 : PENCOR SERVICES, INC. 401(K) SALARY REDUCTION PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$17,360
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$4,376
Total income from all sources (including contributions)2016-12-31$1,823,314
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$956,577
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$893,988
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$847,811
Value of total assets at end of year2016-12-31$13,553,980
Value of total assets at beginning of year2016-12-31$12,674,259
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$62,589
Total interest from all sources2016-12-31$9,602
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$390,998
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$390,998
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$826,656
Participant contributions at end of year2016-12-31$214,554
Participant contributions at beginning of year2016-12-31$159,013
Participant contributions at end of year2016-12-31$31
Participant contributions at beginning of year2016-12-31$148
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$21,155
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$4,376
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$866,737
Value of net assets at end of year (total assets less liabilities)2016-12-31$13,553,980
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$12,669,883
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$62,589
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$12,681,859
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$0
Value of interest in pooled separate accounts at end of year2016-12-31$0
Value of interest in pooled separate accounts at beginning of year2016-12-31$11,917,825
Interest on participant loans2016-12-31$9,602
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$657,536
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$597,273
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$557,985
Net investment gain/loss from pooled separate accounts2016-12-31$16,918
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$893,988
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
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 name2016-12-31WILLIAM E. HOWE & CO.
Accountancy firm EIN2016-12-31231682016
2015 : PENCOR SERVICES, INC. 401(K) SALARY REDUCTION PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$192,272
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$4,376
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$583,597
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$637,108
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$619,669
Value of total corrective distributions2015-12-31$4,376
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$735,801
Value of total assets at end of year2015-12-31$12,674,259
Value of total assets at beginning of year2015-12-31$12,531,122
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$13,063
Total interest from all sources2015-12-31$8,478
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$735,801
Participant contributions at end of year2015-12-31$159,013
Participant contributions at beginning of year2015-12-31$132,983
Participant contributions at end of year2015-12-31$148
Participant contributions at beginning of year2015-12-31$55
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$4,376
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-53,511
Value of net assets at end of year (total assets less liabilities)2015-12-31$12,669,883
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$12,531,122
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$13,063
Value of interest in pooled separate accounts at end of year2015-12-31$11,917,825
Value of interest in pooled separate accounts at beginning of year2015-12-31$11,814,828
Interest on participant loans2015-12-31$8,478
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$597,273
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$583,256
Net investment gain/loss from pooled separate accounts2015-12-31$-160,682
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$619,669
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 name2015-12-31WILLIAM E. HOWE & CO.
Accountancy firm EIN2015-12-31231682016
2014 : PENCOR SERVICES, INC. 401(K) SALARY REDUCTION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$527,102
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$1,508,819
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,086,307
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,073,231
Expenses. Certain deemed distributions of participant loans2014-12-31$159
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$723,489
Value of total assets at end of year2014-12-31$12,531,122
Value of total assets at beginning of year2014-12-31$11,581,508
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$12,917
Total interest from all sources2014-12-31$7,479
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$723,489
Participant contributions at end of year2014-12-31$132,983
Participant contributions at beginning of year2014-12-31$143,294
Participant contributions at end of year2014-12-31$55
Participant contributions at beginning of year2014-12-31$55
Administrative expenses (other) incurred2014-12-31$12,917
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$422,512
Value of net assets at end of year (total assets less liabilities)2014-12-31$12,531,122
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$11,581,508
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$11,814,828
Value of interest in pooled separate accounts at beginning of year2014-12-31$10,945,215
Interest on participant loans2014-12-31$7,479
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$583,256
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$492,944
Net investment gain/loss from pooled separate accounts2014-12-31$777,851
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,073,231
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 name2014-12-31WILLIAM E. HOWE & CO.
Accountancy firm EIN2014-12-31231682016
2013 : PENCOR SERVICES, INC. 401(K) SALARY REDUCTION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$75,693
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$2,164,318
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$462,251
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$450,537
Expenses. Certain deemed distributions of participant loans2013-12-31$150
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$736,355
Value of total assets at end of year2013-12-31$11,581,508
Value of total assets at beginning of year2013-12-31$9,803,748
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$11,564
Total interest from all sources2013-12-31$5,878
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$736,355
Participant contributions at end of year2013-12-31$143,294
Participant contributions at beginning of year2013-12-31$91,672
Participant contributions at end of year2013-12-31$55
Participant contributions at beginning of year2013-12-31$55
Administrative expenses (other) incurred2013-12-31$11,564
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$1,702,067
Value of net assets at end of year (total assets less liabilities)2013-12-31$11,581,508
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$9,803,748
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$10,945,215
Value of interest in pooled separate accounts at beginning of year2013-12-31$9,165,022
Interest on participant loans2013-12-31$5,878
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$492,944
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$546,999
Net investment gain/loss from pooled separate accounts2013-12-31$1,422,085
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$450,537
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 name2013-12-31WILLIAM E. HOWE & CO.
Accountancy firm EIN2013-12-31231682016
2012 : PENCOR SERVICES, INC. 401(K) SALARY REDUCTION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$224,278
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,707,170
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$210,503
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$203,725
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$729,940
Value of total assets at end of year2012-12-31$9,803,748
Value of total assets at beginning of year2012-12-31$8,082,803
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$6,778
Total interest from all sources2012-12-31$4,544
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
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
Participant contributions at end of year2012-12-31$91,672
Participant contributions at beginning of year2012-12-31$92,501
Participant contributions at end of year2012-12-31$55
Participant contributions at beginning of year2012-12-31$55
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$2,036
Administrative expenses (other) incurred2012-12-31$6,778
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$1,496,667
Value of net assets at end of year (total assets less liabilities)2012-12-31$9,803,748
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$8,082,803
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$9,165,022
Value of interest in pooled separate accounts at beginning of year2012-12-31$7,598,787
Interest on participant loans2012-12-31$4,544
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$546,999
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$391,460
Net investment gain/loss from pooled separate accounts2012-12-31$972,686
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$727,904
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$203,725
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 name2012-12-31WILLIAM E. HOWE & CO.
Accountancy firm EIN2012-12-31231682016
2011 : PENCOR SERVICES, INC. 401(K) SALARY REDUCTION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$189,914
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$547,982
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$215,042
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$209,634
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$716,609
Value of total assets at end of year2011-12-31$8,082,803
Value of total assets at beginning of year2011-12-31$7,559,949
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$5,408
Total interest from all sources2011-12-31$4,365
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$5,732
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$5,732
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Participant contributions at end of year2011-12-31$92,501
Participant contributions at beginning of year2011-12-31$76,431
Participant contributions at end of year2011-12-31$55
Participant contributions at beginning of year2011-12-31$31
Administrative expenses (other) incurred2011-12-31$5,408
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$332,940
Value of net assets at end of year (total assets less liabilities)2011-12-31$8,082,803
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$7,559,949
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$7,598,787
Value of interest in pooled separate accounts at beginning of year2011-12-31$7,414,016
Interest on participant loans2011-12-31$4,365
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$391,460
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$69,471
Net investment gain/loss from pooled separate accounts2011-12-31$-178,724
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$716,609
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$209,634
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 name2011-12-31WILLIAM E. HOWE & CO.
Accountancy firm EIN2011-12-31231682016
2010 : PENCOR SERVICES, INC. 401(K) SALARY REDUCTION PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$0
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$80,489
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$4,589
Expenses. Interest paid2010-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,396,031
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$661,331
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$640,951
Expenses. Certain deemed distributions of participant loans2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$746,712
Value of total assets at end of year2010-12-31$7,559,949
Value of total assets at beginning of year2010-12-31$6,749,349
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$20,380
Total interest from all sources2010-12-31$4,442
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$70,145
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$70,145
Assets. Real estate other than employer real property at end of year2010-12-31$0
Assets. Real estate other than employer real property at beginning of year2010-12-31$0
Administrative expenses professional fees incurred2010-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2010-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$695,592
Participant contributions at end of year2010-12-31$76,431
Participant contributions at beginning of year2010-12-31$79,222
Participant contributions at end of year2010-12-31$31
Participant contributions at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$51,120
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$2,092
Assets. Loans (other than to participants) at end of year2010-12-31$0
Assets. Loans (other than to participants) at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$4,589
Other income not declared elsewhere2010-12-31$0
Administrative expenses (other) incurred2010-12-31$925
Liabilities. Value of operating payables at end of year2010-12-31$0
Liabilities. Value of operating payables at beginning of year2010-12-31$0
Total non interest bearing cash at end of year2010-12-31$0
Total non interest bearing cash at beginning of year2010-12-31$2,497
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
Income. Non cash contributions2010-12-31$0
Value of net income/loss2010-12-31$734,700
Value of net assets at end of year (total assets less liabilities)2010-12-31$7,559,949
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$6,744,760
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
Assets. partnership/joint venture interests at end of year2010-12-31$0
Assets. partnership/joint venture interests at beginning of year2010-12-31$0
Investment advisory and management fees2010-12-31$19,455
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$6,008,466
Value of interest in pooled separate accounts at end of year2010-12-31$7,414,016
Value of interest in pooled separate accounts at beginning of year2010-12-31$0
Interest on participant loans2010-12-31$4,442
Income. Interest from loans (other than to participants)2010-12-31$0
Interest earned on other investments2010-12-31$0
Income. Interest from US Government securities2010-12-31$0
Income. Interest from corporate debt instruments2010-12-31$0
Value of interest in master investment trust accounts at end of year2010-12-31$0
Value of interest in master investment trust accounts at beginning of year2010-12-31$0
Value of interest in common/collective trusts at end of year2010-12-31$0
Value of interest in common/collective trusts at beginning of year2010-12-31$657,072
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2010-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$69,471
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
Asset value of US Government securities at end of year2010-12-31$0
Asset value of US Government securities at beginning of year2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$250,069
Net investment gain/loss from pooled separate accounts2010-12-31$317,594
Net investment gain or loss from common/collective trusts2010-12-31$7,069
Net gain/loss from 103.12 investment entities2010-12-31$0
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
Assets. Value of employer real property at end of year2010-12-31$0
Assets. Value of employer real property at beginning of year2010-12-31$0
Contributions received in cash from employer2010-12-31$0
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$0
Income. Dividends from preferred stock2010-12-31$0
Income. Dividends from common stock2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$640,951
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$0
Contract administrator fees2010-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$0
Liabilities. Value of benefit claims payable at end of year2010-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$0
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
Aggregate proceeds on sale of assets2010-12-31$0
Aggregate carrying amount (costs) on sale of assets2010-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2010-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$0
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 name2010-12-31WILLIAM E. HOWE & CO.
Accountancy firm EIN2010-12-31231682016
2009 : PENCOR SERVICES, INC. 401(K) SALARY REDUCTION 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 PENCOR SERVICES, INC. 401(K) SALARY REDUCTION PLAN

2022: PENCOR SERVICES, INC. 401(K) SALARY REDUCTION PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PENCOR SERVICES, INC. 401(K) SALARY REDUCTION PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PENCOR SERVICES, INC. 401(K) SALARY REDUCTION PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PENCOR SERVICES, INC. 401(K) SALARY REDUCTION PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PENCOR SERVICES, INC. 401(K) SALARY REDUCTION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PENCOR SERVICES, INC. 401(K) SALARY REDUCTION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PENCOR SERVICES, INC. 401(K) SALARY REDUCTION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PENCOR SERVICES, INC. 401(K) SALARY REDUCTION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PENCOR SERVICES, INC. 401(K) SALARY REDUCTION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PENCOR SERVICES, INC. 401(K) SALARY REDUCTION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PENCOR SERVICES, INC. 401(K) SALARY REDUCTION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PENCOR SERVICES, INC. 401(K) SALARY REDUCTION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: PENCOR SERVICES, INC. 401(K) SALARY REDUCTION PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: PENCOR SERVICES, INC. 401(K) SALARY REDUCTION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number513210-000
Policy instance 1
Insurance contract or identification number513210-000
Number of Individuals Covered563
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number513210-000
Policy instance 1
Insurance contract or identification number513210-000
Number of Individuals Covered508
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number513210-000
Policy instance 1
Insurance contract or identification number513210-000
Number of Individuals Covered395
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number513210-000
Policy instance 1
Insurance contract or identification number513210-000
Number of Individuals Covered374
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $871
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees871
Additional information about fees paid to insurance brokerFEES
Insurance broker organization code?5
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number513210-000
Policy instance 2
Insurance contract or identification number513210-000
Number of Individuals Covered377
Insurance policy start date2018-06-19
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $14,479
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees14479
Additional information about fees paid to insurance brokerFEES
Insurance broker organization code?5
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number701-70011
Policy instance 1
Insurance contract or identification number701-70011
Number of Individuals Covered0
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $274
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $165
Insurance broker organization code?3
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number959-70001
Policy instance 1
Insurance contract or identification number959-70001
Number of Individuals Covered325
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $368
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $368
Amount paid for insurance broker fees0
Additional information about fees paid to insurance broker0
Insurance broker organization code?3
Insurance broker nameBB&T INVESTMENT SERVICES INC
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number877927
Policy instance 1
Insurance contract or identification number877927
Number of Individuals Covered248
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $18,906
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $18,906
Insurance broker organization code?3
Insurance broker nameCETERA INVESTMENT SERVICES LLC
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number877927
Policy instance 1
Insurance contract or identification number877927
Number of Individuals Covered228
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $18,446
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,299
Insurance broker organization code?3
Insurance broker nameCETERA INVESTMENT SERVICES LLC
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number877927
Policy instance 1
Insurance contract or identification number877927
Number of Individuals Covered227
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $15,692
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,692
Insurance broker organization code?3
Insurance broker nameFINANCIAL TELESIS INC/JHW FINANCIAL
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number877927
Policy instance 1
Insurance contract or identification number877927
Number of Individuals Covered229
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $13,293
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,293
Insurance broker organization code?3
Insurance broker nameFINANCIAL TELESIS INC/JHW FINANCIAL
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number877927
Policy instance 1
Insurance contract or identification number877927
Number of Individuals Covered226
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $7,251
Total amount of fees paid to insurance companyUSD $10,725
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number877927
Policy instance 1
Insurance contract or identification number877927
Number of Individuals Covered221
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $52,134
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $52,134
Insurance broker organization code?3
Insurance broker nameNRP FINANCIAL INC

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