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AIRTHERM RETIREMENT INCOME PENSION PLAN 401k Plan overview

Plan NameAIRTHERM RETIREMENT INCOME PENSION PLAN
Plan identification number 001

AIRTHERM RETIREMENT INCOME PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name:MESTEK, INC.
Employer identification number (EIN):250661650
NAIC Classification:333410

Additional information about MESTEK, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2007-04-20
Company Identification Number: 0800805231
Legal Registered Office Address: 260 N ELM ST

WESTFIELD
United States of America (USA)
01085

More information about MESTEK, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AIRTHERM RETIREMENT INCOME PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JOANNE BERWALD JOANNE BERWALD2018-10-09
0012016-01-01JOANNE BERWALD JOANNE BERWALD2017-10-16
0012015-05-01JOANNE BERWALD JOANNE BERWALD2016-11-18
0012015-01-01JOANNE BERWALD
0012014-05-01JOANNE BERWALD JOANNE BERWALD2016-02-12
0012014-01-01JOANNE BERWALD JOANNE BERWALD2015-10-15
0012013-05-01JOANNE BERWALD JOANNE BERWALD2015-02-05
0012013-01-01JOANNE BERWALD
0012012-05-01LEA BOLLENBACH STEPHEN M. SHEA2014-02-12
0012012-01-01LEA BOLLENBACH STEPHEN SHEA2013-10-15
0012011-05-01LEA BOLLENBACH STEPHEN M SHEA2013-02-14
0012011-01-01LEA BOLLENBACH STEPHEN SHEA2012-10-16
0012010-01-01LEA L BOLLENBACH STEPHEN M SHEA2011-10-13
0012009-05-01LEA L BOLLENBACH STEPHEN M SHEA2011-01-31

Plan Statistics for AIRTHERM RETIREMENT INCOME PENSION PLAN

401k plan membership statisitcs for AIRTHERM RETIREMENT INCOME PENSION PLAN

Measure Date Value
2022: AIRTHERM RETIREMENT INCOME PENSION PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01423
Total number of active participants reported on line 7a of the Form 55002022-01-01362
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-0153
Total of all active and inactive participants2022-01-01416
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01416
Number of participants with account balances2022-01-01217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-011
2021: AIRTHERM RETIREMENT INCOME PENSION PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01428
Total number of active participants reported on line 7a of the Form 55002021-01-01366
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0156
Total of all active and inactive participants2021-01-01423
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01423
Number of participants with account balances2021-01-01279
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011
2020: AIRTHERM RETIREMENT INCOME PENSION PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01444
Total number of active participants reported on line 7a of the Form 55002020-01-01378
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-0149
Total of all active and inactive participants2020-01-01428
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01428
Number of participants with account balances2020-01-01299
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: AIRTHERM RETIREMENT INCOME PENSION PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01438
Total number of active participants reported on line 7a of the Form 55002019-01-01392
Number of retired or separated participants receiving benefits2019-01-013
Number of other retired or separated participants entitled to future benefits2019-01-0149
Total of all active and inactive participants2019-01-01444
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01444
Number of participants with account balances2019-01-01316
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: AIRTHERM RETIREMENT INCOME PENSION PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01454
Total number of active participants reported on line 7a of the Form 55002018-01-01390
Number of retired or separated participants receiving benefits2018-01-013
Number of other retired or separated participants entitled to future benefits2018-01-0145
Total of all active and inactive participants2018-01-01438
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01438
Number of participants with account balances2018-01-01314
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-012
2017: AIRTHERM RETIREMENT INCOME PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01339
Total number of active participants reported on line 7a of the Form 55002017-01-01400
Number of retired or separated participants receiving benefits2017-01-014
Number of other retired or separated participants entitled to future benefits2017-01-0150
Total of all active and inactive participants2017-01-01454
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01454
Number of participants with account balances2017-01-01333
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-014
2016: AIRTHERM RETIREMENT INCOME PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01346
Total number of active participants reported on line 7a of the Form 55002016-01-01283
Number of retired or separated participants receiving benefits2016-01-014
Number of other retired or separated participants entitled to future benefits2016-01-0149
Total of all active and inactive participants2016-01-01336
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01336
Number of participants with account balances2016-01-01336
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-014
2015: AIRTHERM RETIREMENT INCOME PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-05-0125
Total number of active participants reported on line 7a of the Form 55002015-05-010
Number of retired or separated participants receiving benefits2015-05-010
Number of other retired or separated participants entitled to future benefits2015-05-010
Total of all active and inactive participants2015-05-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-05-010
Total participants2015-05-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-05-010
Total participants, beginning-of-year2015-01-01394
Total number of active participants reported on line 7a of the Form 55002015-01-01298
Number of retired or separated participants receiving benefits2015-01-013
Number of other retired or separated participants entitled to future benefits2015-01-0145
Total of all active and inactive participants2015-01-01346
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01346
Number of participants with account balances2015-01-01346
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: AIRTHERM RETIREMENT INCOME PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-05-0162
Total number of active participants reported on line 7a of the Form 55002014-05-0114
Number of retired or separated participants receiving benefits2014-05-010
Number of other retired or separated participants entitled to future benefits2014-05-013
Total of all active and inactive participants2014-05-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-05-011
Total participants2014-05-0118
Total participants, beginning-of-year2014-01-01324
Total number of active participants reported on line 7a of the Form 55002014-01-01326
Number of retired or separated participants receiving benefits2014-01-013
Number of other retired or separated participants entitled to future benefits2014-01-0165
Total of all active and inactive participants2014-01-01394
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01394
Number of participants with account balances2014-01-01348
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-019
2013: AIRTHERM RETIREMENT INCOME PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-05-0162
Total number of active participants reported on line 7a of the Form 55002013-05-0117
Number of retired or separated participants receiving benefits2013-05-014
Number of other retired or separated participants entitled to future benefits2013-05-0133
Total of all active and inactive participants2013-05-0154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-05-018
Total participants2013-05-0162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-05-010
Total participants, beginning-of-year2013-01-01323
Total number of active participants reported on line 7a of the Form 55002013-01-01276
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-0146
Total of all active and inactive participants2013-01-01324
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01324
Number of participants with account balances2013-01-01324
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-013
2012: AIRTHERM RETIREMENT INCOME PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-05-0170
Total number of active participants reported on line 7a of the Form 55002012-05-0119
Number of retired or separated participants receiving benefits2012-05-011
Number of other retired or separated participants entitled to future benefits2012-05-0134
Total of all active and inactive participants2012-05-0154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-05-018
Total participants2012-05-0162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-05-010
Total participants, beginning-of-year2012-01-01432
Total number of active participants reported on line 7a of the Form 55002012-01-01271
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-0150
Total of all active and inactive participants2012-01-01323
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01323
Number of participants with account balances2012-01-01323
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-015
2011: AIRTHERM RETIREMENT INCOME PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-05-0174
Total number of active participants reported on line 7a of the Form 55002011-05-0121
Number of retired or separated participants receiving benefits2011-05-013
Number of other retired or separated participants entitled to future benefits2011-05-0140
Total of all active and inactive participants2011-05-0164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-05-016
Total participants2011-05-0170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-05-010
Total participants, beginning-of-year2011-01-01427
Total number of active participants reported on line 7a of the Form 55002011-01-01341
Number of retired or separated participants receiving benefits2011-01-012
Number of other retired or separated participants entitled to future benefits2011-01-0189
Total of all active and inactive participants2011-01-01432
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01432
Number of participants with account balances2011-01-01370
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-013
2010: AIRTHERM RETIREMENT INCOME PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01498
Total number of active participants reported on line 7a of the Form 55002010-01-01346
Number of retired or separated participants receiving benefits2010-01-012
Number of other retired or separated participants entitled to future benefits2010-01-0179
Total of all active and inactive participants2010-01-01427
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01427
Number of participants with account balances2010-01-01363
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-014
2009: AIRTHERM RETIREMENT INCOME PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-05-01146
Total number of active participants reported on line 7a of the Form 55002009-05-0129
Number of retired or separated participants receiving benefits2009-05-011
Number of other retired or separated participants entitled to future benefits2009-05-0145
Total of all active and inactive participants2009-05-0175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-05-012
Total participants2009-05-0177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-05-010

Financial Data on AIRTHERM RETIREMENT INCOME PENSION PLAN

Measure Date Value
2022 : AIRTHERM RETIREMENT INCOME PENSION PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets from this plan2022-12-31$3,825,802
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-914,404
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,534,235
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,501,254
Expenses. Certain deemed distributions of participant loans2022-12-31$353
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$716,705
Value of total assets at end of year2022-12-31$13,271,095
Value of total assets at beginning of year2022-12-31$20,545,536
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$32,628
Total interest from all sources2022-12-31$160,180
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$111,346
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$111,346
Administrative expenses professional fees incurred2022-12-31$5,000
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,500,000
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$519,577
Participant contributions at end of year2022-12-31$229,036
Participant contributions at beginning of year2022-12-31$457,764
Other income not declared elsewhere2022-12-31$5,622
Administrative expenses (other) incurred2022-12-31$175
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,448,639
Value of net assets at end of year (total assets less liabilities)2022-12-31$13,271,095
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$20,545,536
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$5,131,910
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$7,974,607
Value of interest in pooled separate accounts at end of year2022-12-31$2,237,483
Value of interest in pooled separate accounts at beginning of year2022-12-31$2,979,962
Interest on participant loans2022-12-31$17,962
Interest earned on other investments2022-12-31$142,218
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$5,672,666
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$9,133,203
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,403,074
Net investment gain/loss from pooled separate accounts2022-12-31$-505,183
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$197,128
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,501,254
Contract administrator fees2022-12-31$27,453
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 name2022-12-31PFK OCONNOR DAVIES LLP
Accountancy firm EIN2022-12-31271728945
2021 : AIRTHERM RETIREMENT INCOME PENSION PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$2,750,742
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,376,633
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,334,769
Expenses. Certain deemed distributions of participant loans2021-12-31$-50
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$777,854
Value of total assets at end of year2021-12-31$20,545,536
Value of total assets at beginning of year2021-12-31$20,171,427
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$41,914
Total interest from all sources2021-12-31$185,229
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$137,250
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$137,250
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,500,000
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$553,332
Participant contributions at end of year2021-12-31$457,764
Participant contributions at beginning of year2021-12-31$487,093
Other income not declared elsewhere2021-12-31$5,880
Administrative expenses (other) incurred2021-12-31$41,914
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$374,109
Value of net assets at end of year (total assets less liabilities)2021-12-31$20,545,536
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$20,171,427
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$7,974,607
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$7,232,806
Value of interest in pooled separate accounts at end of year2021-12-31$2,979,962
Value of interest in pooled separate accounts at beginning of year2021-12-31$2,750,766
Interest on participant loans2021-12-31$24,713
Interest earned on other investments2021-12-31$160,516
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$9,133,203
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$9,700,762
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,184,401
Net investment gain/loss from pooled separate accounts2021-12-31$460,128
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$224,522
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,334,769
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 name2021-12-31PFK OCONNOR DAVIES LLP
Accountancy firm EIN2021-12-31271728945
2020 : AIRTHERM RETIREMENT INCOME PENSION PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$420,691
Total transfer of assets from this plan2020-12-31$19,826
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$2,497,374
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,147,523
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,115,852
Expenses. Certain deemed distributions of participant loans2020-12-31$-1,738
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$801,559
Value of total assets at end of year2020-12-31$20,171,427
Value of total assets at beginning of year2020-12-31$18,420,711
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$33,409
Total interest from all sources2020-12-31$203,856
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$122,714
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$122,714
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,500,000
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$556,384
Participant contributions at end of year2020-12-31$487,093
Participant contributions at beginning of year2020-12-31$525,782
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$8,439
Other income not declared elsewhere2020-12-31$5,401
Administrative expenses (other) incurred2020-12-31$33,409
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$1,349,851
Value of net assets at end of year (total assets less liabilities)2020-12-31$20,171,427
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$18,420,711
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$7,232,806
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$6,749,342
Value of interest in pooled separate accounts at end of year2020-12-31$2,750,766
Value of interest in pooled separate accounts at beginning of year2020-12-31$2,662,829
Interest on participant loans2020-12-31$27,657
Interest earned on other investments2020-12-31$176,199
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$9,700,762
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$8,482,758
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$985,466
Net investment gain/loss from pooled separate accounts2020-12-31$378,378
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$236,736
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,115,852
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 name2020-12-31DICICCO, GULMAN & COMPANY, LLP
Accountancy firm EIN2020-12-31043296226
2019 : AIRTHERM RETIREMENT INCOME PENSION PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets from this plan2019-12-31$93,747
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$3,049,747
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,346,375
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,323,984
Expenses. Certain deemed distributions of participant loans2019-12-31$-1,699
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$845,444
Value of total assets at end of year2019-12-31$18,420,711
Value of total assets at beginning of year2019-12-31$16,811,086
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$24,090
Total interest from all sources2019-12-31$222,661
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$132,376
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$132,376
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,500,000
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$580,425
Participant contributions at end of year2019-12-31$525,782
Participant contributions at beginning of year2019-12-31$504,277
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$4,627
Other income not declared elsewhere2019-12-31$15,026
Administrative expenses (other) incurred2019-12-31$24,090
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$1,703,372
Value of net assets at end of year (total assets less liabilities)2019-12-31$18,420,711
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$16,811,086
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$6,749,342
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,815,363
Value of interest in pooled separate accounts at end of year2019-12-31$2,662,829
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,994,812
Interest on participant loans2019-12-31$28,443
Interest earned on other investments2019-12-31$194,218
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$8,482,758
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$8,496,634
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,325,822
Net investment gain/loss from pooled separate accounts2019-12-31$508,418
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$260,392
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,323,984
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 name2019-12-31DICICCO, GULMAN & COMPANY, LLP
Accountancy firm EIN2019-12-31043296226
2018 : AIRTHERM RETIREMENT INCOME PENSION PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets from this plan2018-12-31$1,467
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$556,522
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,533,976
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,512,170
Expenses. Certain deemed distributions of participant loans2018-12-31$-2,511
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$921,327
Value of total assets at end of year2018-12-31$16,811,086
Value of total assets at beginning of year2018-12-31$18,790,007
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$24,317
Total interest from all sources2018-12-31$191,641
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$140,048
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$140,048
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$645,960
Participant contributions at end of year2018-12-31$504,277
Participant contributions at beginning of year2018-12-31$382,729
Other income not declared elsewhere2018-12-31$16,748
Administrative expenses (other) incurred2018-12-31$24,317
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,977,454
Value of net assets at end of year (total assets less liabilities)2018-12-31$16,811,086
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$18,790,007
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$5,815,363
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$7,676,615
Value of interest in pooled separate accounts at end of year2018-12-31$1,994,812
Value of interest in pooled separate accounts at beginning of year2018-12-31$1,694,200
Interest on participant loans2018-12-31$21,837
Interest earned on other investments2018-12-31$169,804
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$8,496,634
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$9,036,463
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-644,390
Net investment gain/loss from pooled separate accounts2018-12-31$-68,852
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$275,367
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,512,170
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 name2018-12-31DICICCO, GULMAN & COMPANY, LLP
Accountancy firm EIN2018-12-31043296226
2017 : AIRTHERM RETIREMENT INCOME PENSION PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets from this plan2017-12-31$2,947
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$2,641,313
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$894,234
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$877,092
Expenses. Certain deemed distributions of participant loans2017-12-31$-3,005
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$955,859
Value of total assets at end of year2017-12-31$18,790,007
Value of total assets at beginning of year2017-12-31$17,045,875
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$20,147
Total interest from all sources2017-12-31$184,871
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$151,472
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$151,472
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,500,000
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$683,268
Participant contributions at end of year2017-12-31$382,729
Participant contributions at beginning of year2017-12-31$435,808
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$104
Other income not declared elsewhere2017-12-31$19,222
Administrative expenses (other) incurred2017-12-31$20,147
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$1,747,079
Value of net assets at end of year (total assets less liabilities)2017-12-31$18,790,007
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$17,045,875
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$7,676,615
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$6,682,327
Value of interest in pooled separate accounts at end of year2017-12-31$1,694,200
Value of interest in pooled separate accounts at beginning of year2017-12-31$1,393,839
Interest on participant loans2017-12-31$19,173
Interest earned on other investments2017-12-31$165,698
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$9,036,463
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$8,533,901
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,034,870
Net investment gain/loss from pooled separate accounts2017-12-31$295,019
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$272,487
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$877,092
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 name2017-12-31DICICCO, GULMAN & COMPANY, LLP
Accountancy firm EIN2017-12-31043296226
2016 : AIRTHERM RETIREMENT INCOME PENSION PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,861,429
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,299,742
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,280,975
Expenses. Certain deemed distributions of participant loans2016-12-31$-2,710
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$842,840
Value of total assets at end of year2016-12-31$17,045,875
Value of total assets at beginning of year2016-12-31$16,484,188
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$21,477
Total interest from all sources2016-12-31$187,483
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$145,003
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$145,003
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$580,051
Participant contributions at end of year2016-12-31$435,808
Participant contributions at beginning of year2016-12-31$494,550
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$9,536
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$7,966
Other income not declared elsewhere2016-12-31$18,020
Administrative expenses (other) incurred2016-12-31$21,477
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$561,687
Value of net assets at end of year (total assets less liabilities)2016-12-31$17,045,875
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$16,484,188
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$6,682,327
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$6,441,554
Value of interest in pooled separate accounts at end of year2016-12-31$1,393,839
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,305,532
Interest on participant loans2016-12-31$19,873
Interest earned on other investments2016-12-31$167,610
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$8,533,901
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$8,228,573
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$523,698
Net investment gain/loss from pooled separate accounts2016-12-31$144,385
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$254,823
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$4,443
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,280,975
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31DICICCO, GULMAN & COMPANY, LLP
Accountancy firm EIN2016-12-31043296226
Transfers to/from the plan2016-04-30$-180,644
Total income from all sources2016-04-30$666,877
Expenses. Total of all expenses incurred2016-04-30$3,847,835
Benefits paid (including direct rollovers)2016-04-30$3,847,835
Total plan assets at end of year2016-04-30$0
Total plan assets at beginning of year2016-04-30$3,361,602
Value of fidelity bond covering the plan2016-04-30$1,500,000
Other income received2016-04-30$666,877
Net income (gross income less expenses)2016-04-30$-3,180,958
Net plan assets at end of year (total assets less liabilities)2016-04-30$0
Net plan assets at beginning of year (total assets less liabilities)2016-04-30$3,361,602
Total contributions received or receivable from employer(s)2016-04-30$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-04-30$0
2015 : AIRTHERM RETIREMENT INCOME PENSION PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets from this plan2015-12-31$75,865
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,101,778
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$734,311
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$679,269
Expenses. Certain deemed distributions of participant loans2015-12-31$21,209
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$936,501
Value of total assets at end of year2015-12-31$16,484,188
Value of total assets at beginning of year2015-12-31$16,192,586
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$33,833
Total interest from all sources2015-12-31$189,913
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$139,478
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$139,478
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,500,000
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$569,987
Participant contributions at end of year2015-12-31$494,550
Participant contributions at beginning of year2015-12-31$438,495
Participant contributions at end of year2015-12-31$9,536
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$106,383
Other income not declared elsewhere2015-12-31$18,325
Administrative expenses (other) incurred2015-12-31$33,833
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$367,467
Value of net assets at end of year (total assets less liabilities)2015-12-31$16,484,188
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$16,192,586
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$6,441,554
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$6,594,239
Value of interest in pooled separate accounts at end of year2015-12-31$1,305,532
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,164,673
Interest on participant loans2015-12-31$20,582
Interest earned on other investments2015-12-31$169,331
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$8,228,573
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$7,995,179
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-194,075
Net investment gain/loss from pooled separate accounts2015-12-31$11,636
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$260,131
Employer contributions (assets) at end of year2015-12-31$4,443
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$679,269
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 name2015-12-31DICICCO, GULMAN & COMPANY, LLP
Accountancy firm EIN2015-12-31043296226
Total income from all sources2015-04-30$698,862
Expenses. Total of all expenses incurred2015-04-30$804,130
Benefits paid (including direct rollovers)2015-04-30$780,936
Total plan assets at end of year2015-04-30$3,361,602
Total plan assets at beginning of year2015-04-30$3,466,870
Value of fidelity bond covering the plan2015-04-30$1,500,000
Other income received2015-04-30$119,892
Net income (gross income less expenses)2015-04-30$-105,268
Net plan assets at end of year (total assets less liabilities)2015-04-30$3,361,602
Net plan assets at beginning of year (total assets less liabilities)2015-04-30$3,466,870
Total contributions received or receivable from employer(s)2015-04-30$578,970
Expenses. Administrative service providers (salaries,fees and commissions)2015-04-30$23,194
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-04-30$0
2014 : AIRTHERM RETIREMENT INCOME PENSION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,630,063
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$899,542
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$882,687
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$827,538
Value of total assets at end of year2014-12-31$16,192,586
Value of total assets at beginning of year2014-12-31$15,462,065
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$16,855
Total interest from all sources2014-12-31$202,347
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$140,238
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$140,238
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,500,000
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$532,198
Participant contributions at end of year2014-12-31$438,495
Participant contributions at beginning of year2014-12-31$432,142
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$63,795
Other income not declared elsewhere2014-12-31$8,918
Administrative expenses (other) incurred2014-12-31$16,855
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$730,521
Value of net assets at end of year (total assets less liabilities)2014-12-31$16,192,586
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$15,462,065
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 registered invesment companies (eg mutual funds) at end of year2014-12-31$6,594,239
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$6,141,001
Value of interest in pooled separate accounts at end of year2014-12-31$1,164,673
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,137,339
Interest on participant loans2014-12-31$19,503
Interest earned on other investments2014-12-31$182,844
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$7,995,179
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$7,751,583
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$313,197
Net investment gain/loss from pooled separate accounts2014-12-31$137,825
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$231,545
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$882,687
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 name2014-12-31DICICCO, GULMAN & COMPANY, LLP
Accountancy firm EIN2014-12-31043296226
Total income from all sources2014-04-30$135,689
Expenses. Total of all expenses incurred2014-04-30$255,970
Benefits paid (including direct rollovers)2014-04-30$244,709
Total plan assets at end of year2014-04-30$3,466,870
Total plan assets at beginning of year2014-04-30$3,587,151
Value of fidelity bond covering the plan2014-04-30$1,500,000
Other income received2014-04-30$135,689
Net income (gross income less expenses)2014-04-30$-120,281
Net plan assets at end of year (total assets less liabilities)2014-04-30$3,466,870
Net plan assets at beginning of year (total assets less liabilities)2014-04-30$3,587,151
Expenses. Administrative service providers (salaries,fees and commissions)2014-04-30$11,261
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-04-30$0
2013 : AIRTHERM RETIREMENT INCOME PENSION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$2,431,567
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$848,582
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$822,021
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$664,329
Value of total assets at end of year2013-12-31$15,462,065
Value of total assets at beginning of year2013-12-31$13,879,080
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$26,561
Total interest from all sources2013-12-31$209,355
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$118,846
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$118,846
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,500,000
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$451,628
Participant contributions at end of year2013-12-31$432,142
Participant contributions at beginning of year2013-12-31$425,332
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$215
Other income not declared elsewhere2013-12-31$18,550
Administrative expenses (other) incurred2013-12-31$26,561
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$1,582,985
Value of net assets at end of year (total assets less liabilities)2013-12-31$15,462,065
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$13,879,080
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 registered invesment companies (eg mutual funds) at end of year2013-12-31$6,141,001
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$4,891,936
Value of interest in pooled separate accounts at end of year2013-12-31$1,137,339
Value of interest in pooled separate accounts at beginning of year2013-12-31$880,180
Interest on participant loans2013-12-31$19,884
Interest earned on other investments2013-12-31$189,471
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$7,751,583
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$7,681,632
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,146,506
Net investment gain/loss from pooled separate accounts2013-12-31$273,981
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$212,486
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$822,021
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 name2013-12-31DICICCO, GULMAN & COMPANY, LLP
Accountancy firm EIN2013-12-31043296226
Total income from all sources2013-04-30$160,283
Expenses. Total of all expenses incurred2013-04-30$277,895
Benefits paid (including direct rollovers)2013-04-30$270,401
Total plan assets at end of year2013-04-30$3,587,151
Total plan assets at beginning of year2013-04-30$3,704,763
Value of fidelity bond covering the plan2013-04-30$1,500,000
Other income received2013-04-30$160,283
Net income (gross income less expenses)2013-04-30$-117,612
Net plan assets at end of year (total assets less liabilities)2013-04-30$3,587,151
Net plan assets at beginning of year (total assets less liabilities)2013-04-30$3,704,763
Total contributions received or receivable from employer(s)2013-04-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-04-30$7,494
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-04-30$0
2012 : AIRTHERM RETIREMENT INCOME PENSION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,716,494
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,325,799
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,318,629
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$696,523
Value of total assets at end of year2012-12-31$13,879,080
Value of total assets at beginning of year2012-12-31$13,488,385
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$7,170
Total interest from all sources2012-12-31$240,826
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$120,733
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$120,733
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,500,000
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
Contributions received from participants2012-12-31$412,299
Participant contributions at end of year2012-12-31$425,332
Participant contributions at beginning of year2012-12-31$425,658
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$83,770
Other income not declared elsewhere2012-12-31$18,124
Administrative expenses (other) incurred2012-12-31$7,170
Liabilities. Value of operating payables at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$390,695
Value of net assets at end of year (total assets less liabilities)2012-12-31$13,879,080
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$13,488,385
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$4,891,936
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$4,457,127
Value of interest in pooled separate accounts at end of year2012-12-31$880,180
Value of interest in pooled separate accounts at beginning of year2012-12-31$759,806
Interest on participant loans2012-12-31$18,314
Interest earned on other investments2012-12-31$222,512
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$7,681,632
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$7,845,794
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$525,034
Net investment gain/loss from pooled separate accounts2012-12-31$115,254
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$200,454
Employer contributions (assets) at beginning of year2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,318,629
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 name2012-12-31DICICCO, GULMAN & COMPANY, LLP
Accountancy firm EIN2012-12-31043296226
Total income from all sources2012-04-30$178,647
Expenses. Total of all expenses incurred2012-04-30$247,941
Benefits paid (including direct rollovers)2012-04-30$238,140
Total plan assets at end of year2012-04-30$3,704,763
Total plan assets at beginning of year2012-04-30$3,774,057
Value of fidelity bond covering the plan2012-04-30$1,500,000
Expenses. Other expenses not covered elsewhere2012-04-30$9,801
Other income received2012-04-30$178,647
Net income (gross income less expenses)2012-04-30$-69,294
Net plan assets at end of year (total assets less liabilities)2012-04-30$3,704,763
Net plan assets at beginning of year (total assets less liabilities)2012-04-30$3,774,057
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-04-30$0
2011 : AIRTHERM RETIREMENT INCOME PENSION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$995
Total income from all sources (including contributions)2011-12-31$959,751
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,508,574
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,488,290
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$617,060
Value of total assets at end of year2011-12-31$13,488,385
Value of total assets at beginning of year2011-12-31$14,038,203
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$20,284
Total interest from all sources2011-12-31$258,433
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$110,094
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$110,094
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$419,225
Participant contributions at end of year2011-12-31$425,658
Participant contributions at beginning of year2011-12-31$449,994
Other income not declared elsewhere2011-12-31$30,648
Administrative expenses (other) incurred2011-12-31$20,284
Liabilities. Value of operating payables at end of year2011-12-31$0
Liabilities. Value of operating payables at beginning of year2011-12-31$995
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-548,823
Value of net assets at end of year (total assets less liabilities)2011-12-31$13,488,385
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$14,037,208
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 registered invesment companies (eg mutual funds) at end of year2011-12-31$4,457,127
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$5,188,834
Value of interest in pooled separate accounts at end of year2011-12-31$759,806
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,181,319
Interest on participant loans2011-12-31$20,529
Interest earned on other investments2011-12-31$237,904
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$7,845,794
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$7,188,056
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-59,792
Net investment gain/loss from pooled separate accounts2011-12-31$3,308
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$197,835
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$30,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,488,290
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 name2011-12-31DICICCO, GOLDMAN & CO.
Accountancy firm EIN2011-12-31043296226
Total unrealized appreciation/depreciation of assets2011-04-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-04-30$2,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-04-30$0
Total income from all sources (including contributions)2011-04-30$193,845
Total loss/gain on sale of assets2011-04-30$0
Total of all expenses incurred2011-04-30$229,514
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-04-30$219,675
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-04-30$0
Value of total assets at end of year2011-04-30$3,774,057
Value of total assets at beginning of year2011-04-30$3,807,726
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-04-30$9,839
Total interest from all sources2011-04-30$193,213
Total dividends received (eg from common stock, registered investment company shares)2011-04-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-04-30No
Was this plan covered by a fidelity bond2011-04-30Yes
Value of fidelity bond cover2011-04-30$1,500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-04-30$0
Were there any nonexempt tranactions with any party-in-interest2011-04-30No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-04-30$2,000
Administrative expenses (other) incurred2011-04-30$9,839
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-04-30No
Value of net income/loss2011-04-30$-35,669
Value of net assets at end of year (total assets less liabilities)2011-04-30$3,772,057
Value of net assets at beginning of year (total assets less liabilities)2011-04-30$3,807,726
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-04-30No
Were any leases to which the plan was party in default or uncollectible2011-04-30No
Value of interest in pooled separate accounts at end of year2011-04-30$515,998
Value of interest in pooled separate accounts at beginning of year2011-04-30$515,366
Interest earned on other investments2011-04-30$193,213
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-04-30$3,258,059
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-04-30$3,276,689
Net investment gain/loss from pooled separate accounts2011-04-30$632
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-04-30Yes
Was there a failure to transmit to the plan any participant contributions2011-04-30No
Has the plan failed to provide any benefit when due under the plan2011-04-30No
Employer contributions (assets) at beginning of year2011-04-30$15,671
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-04-30$219,675
Did the plan have assets held for investment2011-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-04-30Yes
Opinion of an independent qualified public accountant for this plan2011-04-30Disclaimer
Accountancy firm name2011-04-30FEELEY & DRISCOLL, P.C.
Accountancy firm EIN2011-04-30042684828
2010 : AIRTHERM RETIREMENT INCOME PENSION PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$995
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,838,758
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,784,550
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,752,347
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$732,096
Value of total assets at end of year2010-12-31$14,038,203
Value of total assets at beginning of year2010-12-31$13,983,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$32,203
Total interest from all sources2010-12-31$280,680
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$64,597
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$64,597
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$449,805
Participant contributions at end of year2010-12-31$449,994
Participant contributions at beginning of year2010-12-31$517,050
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$17,807
Administrative expenses (other) incurred2010-12-31$32,203
Liabilities. Value of operating payables at end of year2010-12-31$995
Liabilities. Value of operating payables at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$54,208
Value of net assets at end of year (total assets less liabilities)2010-12-31$14,037,208
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$13,983,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$5,188,834
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$562,591
Value of interest in pooled separate accounts at end of year2010-12-31$1,181,319
Value of interest in pooled separate accounts at beginning of year2010-12-31$5,223,804
Interest on participant loans2010-12-31$27,782
Interest earned on other investments2010-12-31$252,898
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$7,188,056
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$7,652,466
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$417,281
Net investment gain/loss from pooled separate accounts2010-12-31$344,104
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$282,291
Employer contributions (assets) at end of year2010-12-31$30,000
Employer contributions (assets) at beginning of year2010-12-31$9,282
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,752,347
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31FEELEY & DRISCOLL, P.C.
Accountancy firm EIN2010-12-31042684828
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-04-30$0

Form 5500 Responses for AIRTHERM RETIREMENT INCOME PENSION PLAN

2022: AIRTHERM RETIREMENT INCOME PENSION PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: AIRTHERM RETIREMENT INCOME PENSION PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: AIRTHERM RETIREMENT INCOME PENSION PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: AIRTHERM RETIREMENT INCOME PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: AIRTHERM RETIREMENT INCOME PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: AIRTHERM RETIREMENT INCOME PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: AIRTHERM RETIREMENT INCOME PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: AIRTHERM RETIREMENT INCOME PENSION PLAN 2015 form 5500 responses
2015-05-01Type of plan entitySingle employer plan
2015-05-01Submission has been amendedNo
2015-05-01This submission is the final filingYes
2015-05-01This return/report is a short plan year return/report (less than 12 months)No
2015-05-01Plan is a collectively bargained planNo
2015-05-01Plan funding arrangement – InsuranceYes
2015-05-01Plan funding arrangement – TrustYes
2015-05-01Plan benefit arrangement – InsuranceYes
2015-05-01Plan benefit arrangement - TrustYes
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 – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: AIRTHERM RETIREMENT INCOME PENSION PLAN 2014 form 5500 responses
2014-05-01Type of plan entitySingle employer plan
2014-05-01Submission has been amendedNo
2014-05-01This submission is the final filingNo
2014-05-01This return/report is a short plan year return/report (less than 12 months)No
2014-05-01Plan is a collectively bargained planNo
2014-05-01Plan funding arrangement – InsuranceYes
2014-05-01Plan funding arrangement – TrustYes
2014-05-01Plan benefit arrangement – InsuranceYes
2014-05-01Plan benefit arrangement - TrustYes
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 – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: AIRTHERM RETIREMENT INCOME PENSION PLAN 2013 form 5500 responses
2013-05-01Type of plan entitySingle employer plan
2013-05-01Submission has been amendedNo
2013-05-01This submission is the final filingNo
2013-05-01This return/report is a short plan year return/report (less than 12 months)No
2013-05-01Plan is a collectively bargained planNo
2013-05-01Plan funding arrangement – InsuranceYes
2013-05-01Plan funding arrangement – TrustYes
2013-05-01Plan benefit arrangement – InsuranceYes
2013-05-01Plan benefit arrangement - TrustYes
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 – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: AIRTHERM RETIREMENT INCOME PENSION PLAN 2012 form 5500 responses
2012-05-01Type of plan entitySingle employer plan
2012-05-01Submission has been amendedNo
2012-05-01This submission is the final filingNo
2012-05-01This return/report is a short plan year return/report (less than 12 months)No
2012-05-01Plan is a collectively bargained planNo
2012-05-01Plan funding arrangement – InsuranceYes
2012-05-01Plan funding arrangement – TrustYes
2012-05-01Plan benefit arrangement – InsuranceYes
2012-05-01Plan benefit arrangement - TrustYes
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: AIRTHERM RETIREMENT INCOME PENSION PLAN 2011 form 5500 responses
2011-05-01Type of plan entitySingle employer plan
2011-05-01Submission has been amendedNo
2011-05-01This submission is the final filingNo
2011-05-01This return/report is a short plan year return/report (less than 12 months)No
2011-05-01Plan is a collectively bargained planNo
2011-05-01Plan funding arrangement – InsuranceYes
2011-05-01Plan funding arrangement – TrustYes
2011-05-01Plan benefit arrangement – InsuranceYes
2011-05-01Plan benefit arrangement - TrustYes
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: AIRTHERM RETIREMENT INCOME PENSION PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: AIRTHERM RETIREMENT INCOME PENSION PLAN 2009 form 5500 responses
2009-05-01Type of plan entitySingle employer plan
2009-05-01Submission has been amendedNo
2009-05-01This submission is the final filingNo
2009-05-01This return/report is a short plan year return/report (less than 12 months)No
2009-05-01Plan is a collectively bargained planNo
2009-05-01Plan funding arrangement – InsuranceYes
2009-05-01Plan funding arrangement – TrustYes
2009-05-01Plan benefit arrangement – InsuranceYes
2009-05-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number039926
Policy instance 1
Insurance contract or identification number039926
Number of Individuals Covered416
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number039926
Policy instance 1
Insurance contract or identification number039926
Number of Individuals Covered423
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number039926
Policy instance 1
Insurance contract or identification number039926
Number of Individuals Covered428
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number039926
Policy instance 1
Insurance contract or identification number039926
Number of Individuals Covered444
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number039926
Policy instance 1
Insurance contract or identification number039926
Number of Individuals Covered438
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number039926
Policy instance 1
Insurance contract or identification number039926
Number of Individuals Covered454
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with 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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number016611
Policy instance 1
Insurance contract or identification number016611
Number of Individuals Covered0
Insurance policy start date2015-05-01
Insurance policy end date2016-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number93629
Policy instance 1
Insurance contract or identification number93629
Number of Individuals Covered346
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number016611
Policy instance 1
Insurance contract or identification number016611
Number of Individuals Covered18
Insurance policy start date2014-05-01
Insurance policy end date2015-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number93629
Policy instance 1
Insurance contract or identification number93629
Number of Individuals Covered394
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number016611
Policy instance 1
Insurance contract or identification number016611
Number of Individuals Covered62
Insurance policy start date2013-05-01
Insurance policy end date2014-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number93629
Policy instance 1
Insurance contract or identification number93629
Number of Individuals Covered324
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number016611
Policy instance 1
Insurance contract or identification number016611
Number of Individuals Covered62
Insurance policy start date2012-05-01
Insurance policy end date2013-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number93629
Policy instance 1
Insurance contract or identification number93629
Number of Individuals Covered323
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number016611
Policy instance 1
Insurance contract or identification number016611
Number of Individuals Covered70
Insurance policy start date2011-05-01
Insurance policy end date2012-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number93629
Policy instance 1
Insurance contract or identification number93629
Number of Individuals Covered432
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number016611
Policy instance 1
Insurance contract or identification number016611
Number of Individuals Covered74
Insurance policy start date2010-05-01
Insurance policy end date2011-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number93629
Policy instance 1
Insurance contract or identification number93629
Number of Individuals Covered427
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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