401k Plan data: BLOOM ENGINEERING COMPANY, INC. SAVINGS PLAN plan

BLOOM ENGINEERING COMPANY, INC. SAVINGS PLAN 401k Plan overview

Plan Name	BLOOM ENGINEERING COMPANY, INC. SAVINGS PLAN
Plan identification number	003

BLOOM ENGINEERING COMPANY, INC. SAVINGS PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

BLOOM ENGINEERING COMPANY, INC. has sponsored the creation of one or more 401k plans.

Company Name: BLOOM ENGINEERING COMPANY, INC.

Employer identification number (EIN): 250938174

NAIC Classification: 332900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BLOOM ENGINEERING COMPANY, INC. SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2021-01-01
003 2020-01-01
003 2019-01-01
003 2018-01-01
003 2018-01-01
003 2017-01-01 NAZARENO REGALBUTO
003 2016-01-01 CHRIS EGOVILLE
003 2015-01-01 NAZARENO REGALBUTO
003 2015-01-01 NAZARENO REGALBUTO
003 2015-01-01
003 2015-01-01
003 2014-01-01 MARK BLAIR 2015-07-23
003 2013-01-01 MARK BLAIR 2014-10-14 MARK BLAIR 2014-10-14
003 2012-01-01 ROBERT SEMICH 2013-09-27 ROBERT SEMICH 2013-09-27
003 2011-01-01 DEBORAH L. KERESTES
003 2010-01-01 DEBORAH L. KERESTES
003 2009-01-01 CHARLES G DRAGO ROBERT F GREEN 2010-07-23

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2021-01-01
003	2020-01-01
003	2019-01-01
003	2018-01-01
003	2018-01-01
003	2017-01-01	NAZARENO REGALBUTO
003	2016-01-01	CHRIS EGOVILLE
003	2015-01-01	NAZARENO REGALBUTO
003	2015-01-01	NAZARENO REGALBUTO
003	2015-01-01
003	2015-01-01
003	2014-01-01	MARK BLAIR	2015-07-23
003	2013-01-01	MARK BLAIR	2014-10-14	MARK BLAIR	2014-10-14
003	2012-01-01	ROBERT SEMICH	2013-09-27	ROBERT SEMICH	2013-09-27
003	2011-01-01	DEBORAH L. KERESTES
003	2010-01-01	DEBORAH L. KERESTES
003	2009-01-01	CHARLES G DRAGO		ROBERT F GREEN	2010-07-23

Plan Statistics for BLOOM ENGINEERING COMPANY, INC. SAVINGS PLAN

401k plan membership statisitcs for BLOOM ENGINEERING COMPANY, INC. SAVINGS PLAN

Measure Date Value
2021: BLOOM ENGINEERING COMPANY, INC. SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 110
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 94
Number of retired or separated participants receiving benefits 2021-01-01 5
Number of other retired or separated participants entitled to future benefits 2021-01-01 16
Total of all active and inactive participants 2021-01-01 115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 115
Number of participants with account balances 2021-01-01 106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 2
2020: BLOOM ENGINEERING COMPANY, INC. SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 116
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 102
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 8
Total of all active and inactive participants 2020-01-01 110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 110
Number of participants with account balances 2020-01-01 107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: BLOOM ENGINEERING COMPANY, INC. SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 111
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 103
Number of retired or separated participants receiving benefits 2019-01-01 1
Number of other retired or separated participants entitled to future benefits 2019-01-01 12
Total of all active and inactive participants 2019-01-01 116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 116
Number of participants with account balances 2019-01-01 113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: BLOOM ENGINEERING COMPANY, INC. SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 108
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 95
Number of retired or separated participants receiving benefits 2018-01-01 2
Number of other retired or separated participants entitled to future benefits 2018-01-01 12
Total of all active and inactive participants 2018-01-01 109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 109
Number of participants with account balances 2018-01-01 107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 1
2017: BLOOM ENGINEERING COMPANY, INC. SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 154
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 95
Number of retired or separated participants receiving benefits 2017-01-01 1
Number of other retired or separated participants entitled to future benefits 2017-01-01 9
Total of all active and inactive participants 2017-01-01 105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 105
Number of participants with account balances 2017-01-01 101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 1
2016: BLOOM ENGINEERING COMPANY, INC. SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 167
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 132
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 22
Total of all active and inactive participants 2016-01-01 154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 154
Number of participants with account balances 2016-01-01 153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: BLOOM ENGINEERING COMPANY, INC. SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 166
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 140
Number of retired or separated participants receiving benefits 2015-01-01 6
Number of other retired or separated participants entitled to future benefits 2015-01-01 17
Total of all active and inactive participants 2015-01-01 163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 1
Total participants 2015-01-01 164
Number of participants with account balances 2015-01-01 164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 2
2011: BLOOM ENGINEERING COMPANY, INC. SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 96
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 96
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 5
Total of all active and inactive participants 2011-01-01 101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 101
Number of participants with account balances 2011-01-01 83
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: BLOOM ENGINEERING COMPANY, INC. SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 100
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 89
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 6
Total of all active and inactive participants 2010-01-01 95
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 95
Number of participants with account balances 2010-01-01 64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: BLOOM ENGINEERING COMPANY, INC. SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 63
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 93
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 7
Total of all active and inactive participants 2009-01-01 100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 100
Number of participants with account balances 2009-01-01 62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2021: BLOOM ENGINEERING COMPANY, INC. SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	110
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	94
Number of retired or separated participants receiving benefits	2021-01-01	5
Number of other retired or separated participants entitled to future benefits	2021-01-01	16
Total of all active and inactive participants	2021-01-01	115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	115
Number of participants with account balances	2021-01-01	106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	2
2020: BLOOM ENGINEERING COMPANY, INC. SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	116
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	102
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	8
Total of all active and inactive participants	2020-01-01	110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	110
Number of participants with account balances	2020-01-01	107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: BLOOM ENGINEERING COMPANY, INC. SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	111
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	103
Number of retired or separated participants receiving benefits	2019-01-01	1
Number of other retired or separated participants entitled to future benefits	2019-01-01	12
Total of all active and inactive participants	2019-01-01	116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	116
Number of participants with account balances	2019-01-01	113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: BLOOM ENGINEERING COMPANY, INC. SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	108
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	95
Number of retired or separated participants receiving benefits	2018-01-01	2
Number of other retired or separated participants entitled to future benefits	2018-01-01	12
Total of all active and inactive participants	2018-01-01	109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	109
Number of participants with account balances	2018-01-01	107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	1
2017: BLOOM ENGINEERING COMPANY, INC. SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	154
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	95
Number of retired or separated participants receiving benefits	2017-01-01	1
Number of other retired or separated participants entitled to future benefits	2017-01-01	9
Total of all active and inactive participants	2017-01-01	105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	105
Number of participants with account balances	2017-01-01	101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	1
2016: BLOOM ENGINEERING COMPANY, INC. SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	167
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	132
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	22
Total of all active and inactive participants	2016-01-01	154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	154
Number of participants with account balances	2016-01-01	153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: BLOOM ENGINEERING COMPANY, INC. SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	166
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	140
Number of retired or separated participants receiving benefits	2015-01-01	6
Number of other retired or separated participants entitled to future benefits	2015-01-01	17
Total of all active and inactive participants	2015-01-01	163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	1
Total participants	2015-01-01	164
Number of participants with account balances	2015-01-01	164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	2
2011: BLOOM ENGINEERING COMPANY, INC. SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	96
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	96
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	5
Total of all active and inactive participants	2011-01-01	101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	101
Number of participants with account balances	2011-01-01	83
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: BLOOM ENGINEERING COMPANY, INC. SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	100
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	89
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	6
Total of all active and inactive participants	2010-01-01	95
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	95
Number of participants with account balances	2010-01-01	64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: BLOOM ENGINEERING COMPANY, INC. SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	63
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	93
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	7
Total of all active and inactive participants	2009-01-01	100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	100
Number of participants with account balances	2009-01-01	62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on BLOOM ENGINEERING COMPANY, INC. SAVINGS PLAN

Measure	Date	Value
2021 : BLOOM ENGINEERING COMPANY, INC. SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$116
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	$2,429,113
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$1,693,612
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,603,916
Expenses. Certain deemed distributions of participant loans	2021-12-31	$14,555
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,183,510
Value of total assets at end of year	2021-12-31	$12,415,282
Value of total assets at beginning of year	2021-12-31	$11,679,665
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$75,141
Total interest from all sources	2021-12-31	$2,751
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$98,355
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$98,355
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$557,511
Participant contributions at end of year	2021-12-31	$75,052
Participant contributions at beginning of year	2021-12-31	$41,253
Participant contributions at end of year	2021-12-31	$503
Participant contributions at beginning of year	2021-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$29,530
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$116
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$735,501
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$12,415,166
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$11,679,665
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$75,141
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$10,045,567
Value of interest in pooled separate accounts at end of year	2021-12-31	$11,939,359
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$0
Interest on participant loans	2021-12-31	$2,751
Value of interest in common/collective trusts at end of year	2021-12-31	$0
Value of interest in common/collective trusts at beginning of year	2021-12-31	$1,493,509
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$99,336
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$99,336
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$370,838
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2021-12-31	$5,216
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,144,497
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$625,999
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,598,700
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-12-31	Yes
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	SISTERON & CO., LLP
Accountancy firm EIN	2021-12-31	251467156
2020 : BLOOM ENGINEERING COMPANY, INC. SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$2,595,024
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$414,159
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$337,499
Expenses. Certain deemed distributions of participant loans	2020-12-31	$1,013
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,218,159
Value of total assets at end of year	2020-12-31	$11,679,665
Value of total assets at beginning of year	2020-12-31	$9,498,800
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$75,647
Total interest from all sources	2020-12-31	$3,045
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$228,592
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$228,592
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$548,809
Participant contributions at end of year	2020-12-31	$41,253
Participant contributions at beginning of year	2020-12-31	$69,977
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$2,646
Administrative expenses (other) incurred	2020-12-31	$15,614
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$2,180,865
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$11,679,665
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$9,498,800
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$40,395
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$10,045,567
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$8,380,844
Interest on participant loans	2020-12-31	$3,045
Value of interest in common/collective trusts at end of year	2020-12-31	$1,493,509
Value of interest in common/collective trusts at beginning of year	2020-12-31	$913,836
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$99,336
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$134,143
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$134,143
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,145,228
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$666,704
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$337,499
Contract administrator fees	2020-12-31	$19,638
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	SISTERON & CO., LLP
Accountancy firm EIN	2020-12-31	251467156
2019 : BLOOM ENGINEERING COMPANY, INC. SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at 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 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	$2,665,525
Total income from all sources (including contributions)	2019-12-31	$2,665,525
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$928,715
Total of all expenses incurred	2019-12-31	$928,715
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$863,846
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$863,846
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,183,370
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,183,370
Value of total assets at end of year	2019-12-31	$9,498,800
Value of total assets at end of year	2019-12-31	$9,498,800
Value of total assets at beginning of year	2019-12-31	$7,761,990
Value of total assets at beginning of year	2019-12-31	$7,761,990
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$64,869
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$64,869
Total interest from all sources	2019-12-31	$4,183
Total interest from all sources	2019-12-31	$4,183
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$221,123
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$221,123
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$221,123
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$221,123
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$2,000,000
Value of fidelity bond cover	2019-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$547,806
Contributions received from participants	2019-12-31	$547,806
Participant contributions at end of year	2019-12-31	$69,977
Participant contributions at end of year	2019-12-31	$69,977
Participant contributions at beginning of year	2019-12-31	$86,201
Participant contributions at beginning of year	2019-12-31	$86,201
Participant contributions at end of year	2019-12-31	$0
Participant contributions at end of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$21,706
Participant contributions at beginning of year	2019-12-31	$21,706
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$7,003
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$7,003
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$1,736,810
Value of net income/loss	2019-12-31	$1,736,810
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$9,498,800
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$9,498,800
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$7,761,990
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$7,761,990
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$37,676
Investment advisory and management fees	2019-12-31	$37,676
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$8,380,844
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$8,380,844
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$6,636,096
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$6,636,096
Interest on participant loans	2019-12-31	$4,183
Interest on participant loans	2019-12-31	$4,183
Value of interest in common/collective trusts at end of year	2019-12-31	$913,836
Value of interest in common/collective trusts at end of year	2019-12-31	$913,836
Value of interest in common/collective trusts at beginning of year	2019-12-31	$920,748
Value of interest in common/collective trusts at beginning of year	2019-12-31	$920,748
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$134,143
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$134,143
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$80,262
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$80,262
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$80,262
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$80,262
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,235,910
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,235,910
Net investment gain or loss from common/collective trusts	2019-12-31	$20,939
Net investment gain or loss from common/collective trusts	2019-12-31	$20,939
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$628,561
Contributions received in cash from employer	2019-12-31	$628,561
Employer contributions (assets) at end of year	2019-12-31	$0
Employer contributions (assets) at end of year	2019-12-31	$0
Employer contributions (assets) at beginning of year	2019-12-31	$16,977
Employer contributions (assets) at beginning of year	2019-12-31	$16,977
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$863,846
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$863,846
Contract administrator fees	2019-12-31	$27,193
Contract administrator fees	2019-12-31	$27,193
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	SISTERON & CO., LLP
Accountancy firm name	2019-12-31	SISTERON & CO., LLP
Accountancy firm EIN	2019-12-31	251467156
Accountancy firm EIN	2019-12-31	251467156
2018 : BLOOM ENGINEERING COMPANY, INC. SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$578,316
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$454,893
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$388,705
Expenses. Certain deemed distributions of participant loans	2018-12-31	$5,128
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,042,600
Value of total assets at end of year	2018-12-31	$7,723,307
Value of total assets at beginning of year	2018-12-31	$7,599,884
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$61,060
Total interest from all sources	2018-12-31	$4,095
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$199,465
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$199,465
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$466,429
Participant contributions at end of year	2018-12-31	$86,201
Participant contributions at beginning of year	2018-12-31	$83,449
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$269
Administrative expenses (other) incurred	2018-12-31	$1,422
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$123,423
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$7,723,307
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$7,599,884
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$35,514
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$6,636,096
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$7,002,882
Interest on participant loans	2018-12-31	$4,095
Value of interest in common/collective trusts at end of year	2018-12-31	$920,748
Value of interest in common/collective trusts at beginning of year	2018-12-31	$406,979
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$80,262
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$106,574
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$106,574
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-682,960
Net investment gain or loss from common/collective trusts	2018-12-31	$15,116
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$575,902
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$388,705
Contract administrator fees	2018-12-31	$24,124
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	SISTERON & CO., LLP
Accountancy firm EIN	2018-12-31	251467156
2017 : BLOOM ENGINEERING COMPANY, INC. SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets from this plan	2017-12-31	$5,506,898
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	$3,018,828
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$1,814,517
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$1,727,791
Expenses. Certain deemed distributions of participant loans	2017-12-31	$3,222
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,527,883
Value of total assets at end of year	2017-12-31	$7,599,884
Value of total assets at beginning of year	2017-12-31	$11,902,471
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$83,504
Total interest from all sources	2017-12-31	$5,319
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$262,246
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$262,246
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$601,343
Participant contributions at end of year	2017-12-31	$83,449
Participant contributions at beginning of year	2017-12-31	$105,476
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$176,922
Administrative expenses (other) incurred	2017-12-31	$7,356
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$1,204,311
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$7,599,884
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$11,902,471
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$50,349
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$7,002,882
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$11,129,665
Interest on participant loans	2017-12-31	$5,319
Value of interest in common/collective trusts at end of year	2017-12-31	$406,979
Value of interest in common/collective trusts at beginning of year	2017-12-31	$539,415
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$106,574
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$127,915
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$127,915
Expenses. Payments to insurance carriers foe the provision of benefits	2017-12-31	$5,216
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$1,210,590
Net investment gain or loss from common/collective trusts	2017-12-31	$12,790
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$749,618
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$1,722,575
Contract administrator fees	2017-12-31	$25,799
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	SISTERON & CO., LLP
Accountancy firm EIN	2017-12-31	251467156
2016 : BLOOM ENGINEERING COMPANY, INC. SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$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	$2,586,043
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$1,038,010
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$935,888
Expenses. Certain deemed distributions of participant loans	2016-12-31	$20,477
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,671,061
Value of total assets at end of year	2016-12-31	$11,902,471
Value of total assets at beginning of year	2016-12-31	$10,354,438
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$81,645
Total interest from all sources	2016-12-31	$4,251
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$244,712
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$244,712
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$716,712
Participant contributions at end of year	2016-12-31	$105,476
Participant contributions at beginning of year	2016-12-31	$100,628
Participant contributions at beginning of year	2016-12-31	$24,723
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$52,085
Administrative expenses (other) incurred	2016-12-31	$7,383
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$1,548,033
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$11,902,471
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$10,354,438
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$48,205
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$11,129,665
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$9,422,457
Interest on participant loans	2016-12-31	$4,209
Value of interest in common/collective trusts at end of year	2016-12-31	$539,415
Value of interest in common/collective trusts at beginning of year	2016-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$127,915
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$769,355
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$769,355
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$42
Expenses. Payments to insurance carriers foe the provision of benefits	2016-12-31	$5,216
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$660,522
Net investment gain or loss from common/collective trusts	2016-12-31	$5,497
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$902,264
Employer contributions (assets) at beginning of year	2016-12-31	$37,275
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$930,672
Contract administrator fees	2016-12-31	$26,057
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	SISTERSON & CO., LLP
Accountancy firm EIN	2016-12-31	251467156
2015 : BLOOM ENGINEERING COMPANY, INC. SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$1,696,306
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$1,195,050
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$1,123,588
Expenses. Certain deemed distributions of participant loans	2015-12-31	$4,243
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,758,719
Value of total assets at end of year	2015-12-31	$10,354,438
Value of total assets at beginning of year	2015-12-31	$9,853,182
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$67,219
Total interest from all sources	2015-12-31	$4,569
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$226,292
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$226,292
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$795,899
Participant contributions at end of year	2015-12-31	$100,628
Participant contributions at beginning of year	2015-12-31	$125,226
Participant contributions at end of year	2015-12-31	$24,723
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$72,650
Administrative expenses (other) incurred	2015-12-31	$5,725
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$501,256
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$10,354,438
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$9,853,182
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$36,188
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$9,422,457
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$9,187,434
Interest on participant loans	2015-12-31	$4,513
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$769,355
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$540,522
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$540,522
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$56
Expenses. Payments to insurance carriers foe the provision of benefits	2015-12-31	$5,216
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-293,274
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$890,170
Employer contributions (assets) at end of year	2015-12-31	$37,275
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$1,118,372
Contract administrator fees	2015-12-31	$25,306
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	SISTERSON & CO., LLP
Accountancy firm EIN	2015-12-31	251467156
2011 : BLOOM ENGINEERING COMPANY, INC. SAVINGS PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$459,995
Expenses. Total of all expenses incurred	2011-12-31	$58,118
Benefits paid (including direct rollovers)	2011-12-31	$41,205
Total plan assets at end of year	2011-12-31	$4,856,599
Total plan assets at beginning of year	2011-12-31	$4,454,722
Value of fidelity bond covering the plan	2011-12-31	$1,050,000
Total contributions received or receivable from participants	2011-12-31	$437,294
Other income received	2011-12-31	$22,701
Net income (gross income less expenses)	2011-12-31	$401,877
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$4,856,599
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$4,454,722
Assets. Value of participant loans	2011-12-31	$50,047
Value of corrective distributions	2011-12-31	$16,317
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$596
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : BLOOM ENGINEERING COMPANY, INC. SAVINGS PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$776,900
Expenses. Total of all expenses incurred	2010-12-31	$219,949
Benefits paid (including direct rollovers)	2010-12-31	$203,582
Total plan assets at end of year	2010-12-31	$4,454,722
Total plan assets at beginning of year	2010-12-31	$3,897,771
Value of fidelity bond covering the plan	2010-12-31	$1,050,000
Total contributions received or receivable from participants	2010-12-31	$361,299
Other income received	2010-12-31	$415,601
Net income (gross income less expenses)	2010-12-31	$556,951
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$4,454,722
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$3,897,771
Assets. Value of participant loans	2010-12-31	$19,572
Value of corrective distributions	2010-12-31	$15,972
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$395
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : BLOOM ENGINEERING COMPANY, INC. SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for BLOOM ENGINEERING COMPANY, INC. SAVINGS PLAN

2021: BLOOM ENGINEERING COMPANY, INC. SAVINGS PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	Yes
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: BLOOM ENGINEERING COMPANY, INC. SAVINGS PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: BLOOM ENGINEERING COMPANY, INC. SAVINGS PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: BLOOM ENGINEERING COMPANY, INC. SAVINGS PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	Yes
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: BLOOM ENGINEERING COMPANY, INC. SAVINGS PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: BLOOM ENGINEERING COMPANY, INC. SAVINGS PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: BLOOM ENGINEERING COMPANY, INC. SAVINGS PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2011: BLOOM ENGINEERING COMPANY, INC. SAVINGS PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: BLOOM ENGINEERING COMPANY, INC. SAVINGS PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	Yes
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: BLOOM ENGINEERING COMPANY, INC. SAVINGS PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

ING LIFE INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

81H745

Policy instance

Insurance contract or identification number	81H745
Number of Individuals Covered	107
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $8,339
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $8,339
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	ADVISOR FEES
Insurance broker organization code?	4

JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 )

Policy contract number

1020977597

Policy instance

Insurance contract or identification number	1020977597
Number of Individuals Covered	1
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Insurance broker organization code?	3

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )

Policy contract number

6841580

Policy instance

Insurance contract or identification number	6841580
Number of Individuals Covered	1
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $235
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $164
Insurance broker organization code?	3

ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 )

Policy contract number

AV001235724

Policy instance

Insurance contract or identification number	AV001235724
Number of Individuals Covered	1
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $6,000
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $6,000
Insurance broker organization code?	3

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )

Policy contract number

6841580

Policy instance

Insurance contract or identification number	6841580
Number of Individuals Covered	1
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 )

Policy contract number

1020977597

Policy instance

Insurance contract or identification number	1020977597
Number of Individuals Covered	1
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $6,000
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $6,000
Insurance broker organization code?	3

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )

Policy contract number

6841580

Policy instance

Insurance contract or identification number	6841580
Number of Individuals Covered	1
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )

Policy contract number

6841580

Policy instance

Insurance contract or identification number	6841580
Number of Individuals Covered	1
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

35971

Policy instance

Insurance contract or identification number	35971
Number of Individuals Covered	101
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

35971-001

Policy instance

Insurance contract or identification number	35971-001
Number of Individuals Covered	95
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

Was this data useful?

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

Information Disclaimer

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

See full terms and conditions

Company Name:	BLOOM ENGINEERING COMPANY, INC.
Employer identification number (EIN):	250938174
NAIC Classification:	332900