?>
Logo

U.S RETIREMENT PARTNERS 401K PLAN 401k Plan overview

Plan NameU.S RETIREMENT PARTNERS 401K PLAN
Plan identification number 001

U.S RETIREMENT PARTNERS 401K PLAN Benefits

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

401k Sponsoring company profile

U.S. RETIREMENT PARTNERS, INC. has sponsored the creation of one or more 401k plans.

Company Name:U.S. RETIREMENT PARTNERS, INC.
Employer identification number (EIN):260829701
NAIC Classification:525100
NAIC Description: Insurance and Employee Benefit Funds

Form 5500 Filing Information

Submission information for form 5500 for 401k plan U.S RETIREMENT PARTNERS 401K 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
0012019-01-01JACQUES S. PIERRE2020-10-14 JACQUES S. PIERRE2020-10-14
0012018-01-01
0012018-01-01
0012017-01-01MICHAEL A MERTZ MIKE MERTZ2018-10-12
0012016-01-01MICHAEL A MERTZ MICHAEL A MERTZ2017-10-12
0012015-01-01MICHAEL A. MERTZ MICHAEL A. MERTZ2016-10-06
0012014-01-01MICHAEL A. MERTZ U.S. RETIREMENT PARTNERS2015-09-28
0012014-01-01MICHAEL A. MERTZ
0012013-01-01MICHAEL A. MERTZ
0012012-01-01MICHAEL A. MERTZ
0012011-01-01MICHAEL A. MERTZ
0012010-10-01MICHAEL A. MERTZ

Plan Statistics for U.S RETIREMENT PARTNERS 401K PLAN

401k plan membership statisitcs for U.S RETIREMENT PARTNERS 401K PLAN

Measure Date Value
2022: U.S RETIREMENT PARTNERS 401K PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01850
Total number of active participants reported on line 7a of the Form 55002022-01-01696
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01186
Total of all active and inactive participants2022-01-01882
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01882
Number of participants with account balances2022-01-01743
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-011
2021: U.S RETIREMENT PARTNERS 401K PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01856
Total number of active participants reported on line 7a of the Form 55002021-01-01674
Number of retired or separated participants receiving benefits2021-01-0118
Number of other retired or separated participants entitled to future benefits2021-01-0192
Total of all active and inactive participants2021-01-01784
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01784
Number of participants with account balances2021-01-01590
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-012
2020: U.S RETIREMENT PARTNERS 401K PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01709
Total number of active participants reported on line 7a of the Form 55002020-01-01572
Number of retired or separated participants receiving benefits2020-01-0118
Number of other retired or separated participants entitled to future benefits2020-01-01121
Total of all active and inactive participants2020-01-01711
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01711
Number of participants with account balances2020-01-01641
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-015
2019: U.S RETIREMENT PARTNERS 401K PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01700
Total number of active participants reported on line 7a of the Form 55002019-01-01559
Number of retired or separated participants receiving benefits2019-01-0117
Number of other retired or separated participants entitled to future benefits2019-01-01126
Total of all active and inactive participants2019-01-01702
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01702
Number of participants with account balances2019-01-01660
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-016
2018: U.S RETIREMENT PARTNERS 401K PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01591
Total number of active participants reported on line 7a of the Form 55002018-01-01511
Number of retired or separated participants receiving benefits2018-01-018
Number of other retired or separated participants entitled to future benefits2018-01-01100
Total of all active and inactive participants2018-01-01619
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01619
Number of participants with account balances2018-01-01450
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-012
2017: U.S RETIREMENT PARTNERS 401K PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01320
Total number of active participants reported on line 7a of the Form 55002017-01-01334
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01122
Total of all active and inactive participants2017-01-01456
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01456
Number of participants with account balances2017-01-01432
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: U.S RETIREMENT PARTNERS 401K PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01285
Total number of active participants reported on line 7a of the Form 55002016-01-01219
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0170
Total of all active and inactive participants2016-01-01289
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01289
Number of participants with account balances2016-01-01279
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-012
2015: U.S RETIREMENT PARTNERS 401K PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01243
Total number of active participants reported on line 7a of the Form 55002015-01-01228
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0157
Total of all active and inactive participants2015-01-01285
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01285
Number of participants with account balances2015-01-01271
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012
2014: U.S RETIREMENT PARTNERS 401K PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01238
Total number of active participants reported on line 7a of the Form 55002014-01-01198
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0145
Total of all active and inactive participants2014-01-01243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01243
Number of participants with account balances2014-01-01214
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: U.S RETIREMENT PARTNERS 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01144
Total number of active participants reported on line 7a of the Form 55002013-01-01209
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0129
Total of all active and inactive participants2013-01-01238
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01238
Number of participants with account balances2013-01-01191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-014
2012: U.S RETIREMENT PARTNERS 401K PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01103
Total number of active participants reported on line 7a of the Form 55002012-01-01135
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-019
Total of all active and inactive participants2012-01-01144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01144
Number of participants with account balances2012-01-01128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: U.S RETIREMENT PARTNERS 401K PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0159
Total number of active participants reported on line 7a of the Form 55002011-01-0192
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0111
Total of all active and inactive participants2011-01-01103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01103
Number of participants with account balances2011-01-0198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: U.S RETIREMENT PARTNERS 401K PLAN 2010 401k membership
Total participants, beginning-of-year2010-10-0158
Total number of active participants reported on line 7a of the Form 55002010-10-0159
Number of retired or separated participants receiving benefits2010-10-010
Number of other retired or separated participants entitled to future benefits2010-10-010
Total of all active and inactive participants2010-10-0159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-10-010
Total participants2010-10-0159
Number of participants with account balances2010-10-0154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-10-010

Financial Data on U.S RETIREMENT PARTNERS 401K PLAN

Measure Date Value
2022 : U.S RETIREMENT PARTNERS 401K PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$8,113,246
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$878
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-2,298,481
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,267,515
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,262,056
Value of total corrective distributions2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$4,625,370
Value of total assets at end of year2022-12-31$45,571,949
Value of total assets at beginning of year2022-12-31$42,023,821
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$5,459
Total interest from all sources2022-12-31$31,127
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,155,047
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$1,155,047
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$3,067,718
Participant contributions at end of year2022-12-31$705,327
Participant contributions at beginning of year2022-12-31$644,279
Participant contributions at end of year2022-12-31$8,219
Participant contributions at beginning of year2022-12-31$46,622
Assets. Other investments not covered elsewhere at end of year2022-12-31$38,577
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$104,533
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$878
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$264
Administrative expenses (other) incurred2022-12-31$5,459
Total non interest bearing cash at end of year2022-12-31$6,155
Total non interest bearing cash at beginning of year2022-12-31$675
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-4,565,996
Value of net assets at end of year (total assets less liabilities)2022-12-31$45,571,071
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$42,023,821
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$42,036,745
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$39,186,346
Interest on participant loans2022-12-31$30,729
Value of interest in common/collective trusts at end of year2022-12-31$2,762,385
Value of interest in common/collective trusts at beginning of year2022-12-31$2,123,539
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$10,008
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$811
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$811
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$398
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-8,167,006
Net investment gain or loss from common/collective trusts2022-12-31$56,717
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,453,119
Employer contributions (assets) at end of year2022-12-31$4,533
Employer contributions (assets) at beginning of year2022-12-31$21,549
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,262,056
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 name2022-12-31COHNREZNICK LLP
Accountancy firm EIN2022-12-31221478099
2021 : U.S RETIREMENT PARTNERS 401K PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$39,742
Total transfer of assets from this plan2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$1,022
Total income from all sources (including contributions)2021-12-31$9,186,450
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$4,154,511
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,148,408
Value of total corrective distributions2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,881,315
Value of total assets at end of year2021-12-31$42,023,821
Value of total assets at beginning of year2021-12-31$36,953,162
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$6,103
Total interest from all sources2021-12-31$23,082
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$3,347,794
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$3,347,794
Administrative expenses professional fees incurred2021-12-31$88
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,501,068
Participant contributions at end of year2021-12-31$644,279
Participant contributions at beginning of year2021-12-31$430,175
Participant contributions at end of year2021-12-31$46,622
Participant contributions at beginning of year2021-12-31$40,208
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$233,726
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$1,022
Other income not declared elsewhere2021-12-31$300
Administrative expenses (other) incurred2021-12-31$6,015
Total non interest bearing cash at end of year2021-12-31$675
Total non interest bearing cash at beginning of year2021-12-31$1,021
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$5,031,939
Value of net assets at end of year (total assets less liabilities)2021-12-31$42,023,821
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$36,952,140
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$39,186,346
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$34,290,480
Interest on participant loans2021-12-31$23,082
Value of interest in common/collective trusts at end of year2021-12-31$2,123,539
Value of interest in common/collective trusts at beginning of year2021-12-31$2,162,972
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$811
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$5,447
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$5,447
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,892,560
Net investment gain or loss from common/collective trusts2021-12-31$41,399
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,146,521
Employer contributions (assets) at end of year2021-12-31$21,549
Employer contributions (assets) at beginning of year2021-12-31$22,859
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,148,408
Contract administrator fees2021-12-31$0
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 name2021-12-31COHNREZNICK LLP
Accountancy firm EIN2021-12-31221478099
2020 : U.S RETIREMENT PARTNERS 401K PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1,022
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$9,156,803
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$5,795,339
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$5,785,191
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$4,117,871
Value of total assets at end of year2020-12-31$36,953,162
Value of total assets at beginning of year2020-12-31$33,590,676
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$10,148
Total interest from all sources2020-12-31$24,167
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,239,917
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$1,239,917
Administrative expenses professional fees incurred2020-12-31$38
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$2,326,283
Participant contributions at end of year2020-12-31$430,175
Participant contributions at beginning of year2020-12-31$472,113
Participant contributions at end of year2020-12-31$40,208
Participant contributions at beginning of year2020-12-31$15,482
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$658,002
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$1,022
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$16
Administrative expenses (other) incurred2020-12-31$10,110
Total non interest bearing cash at end of year2020-12-31$1,021
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$3,361,464
Value of net assets at end of year (total assets less liabilities)2020-12-31$36,952,140
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$33,590,676
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$34,290,480
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$31,554,131
Interest on participant loans2020-12-31$24,137
Value of interest in common/collective trusts at end of year2020-12-31$2,162,972
Value of interest in common/collective trusts at beginning of year2020-12-31$1,529,446
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$5,447
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$11,309
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$11,309
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$30
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,732,792
Net investment gain or loss from common/collective trusts2020-12-31$42,040
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,133,586
Employer contributions (assets) at end of year2020-12-31$22,859
Employer contributions (assets) at beginning of year2020-12-31$8,195
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$5,785,191
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31COHNREZNICK LLP
Accountancy firm EIN2020-12-31221478099
2019 : U.S RETIREMENT PARTNERS 401K PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$6,699,521
Total transfer of assets to this plan2019-12-31$6,699,521
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$9,853,951
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$5,654,103
Total of all expenses incurred2019-12-31$5,654,103
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$5,624,769
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$5,624,769
Value of total corrective distributions2019-12-31$0
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,044,498
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,044,498
Value of total assets at end of year2019-12-31$33,590,676
Value of total assets at end of year2019-12-31$33,590,676
Value of total assets at beginning of year2019-12-31$22,691,307
Value of total assets at beginning of year2019-12-31$22,691,307
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$29,334
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$29,334
Total interest from all sources2019-12-31$25,724
Total interest from all sources2019-12-31$25,724
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,088,474
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,088,474
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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$1,088,474
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,088,474
Administrative expenses professional fees incurred2019-12-31$375
Administrative expenses professional fees incurred2019-12-31$375
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,507,176
Contributions received from participants2019-12-31$2,507,176
Participant contributions at end of year2019-12-31$472,113
Participant contributions at end of year2019-12-31$472,113
Participant contributions at beginning of year2019-12-31$294,124
Participant contributions at beginning of year2019-12-31$294,124
Participant contributions at end of year2019-12-31$15,482
Participant contributions at end of year2019-12-31$15,482
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$370,043
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$370,043
Other income not declared elsewhere2019-12-31$1,239
Other income not declared elsewhere2019-12-31$1,239
Administrative expenses (other) incurred2019-12-31$28,959
Administrative expenses (other) incurred2019-12-31$28,959
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$4,027
Total non interest bearing cash at beginning of year2019-12-31$4,027
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
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$4,199,848
Value of net income/loss2019-12-31$4,199,848
Value of net assets at end of year (total assets less liabilities)2019-12-31$33,590,676
Value of net assets at end of year (total assets less liabilities)2019-12-31$33,590,676
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$22,691,307
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$22,691,307
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
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$31,554,131
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$31,554,131
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$21,124,775
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$21,124,775
Interest on participant loans2019-12-31$25,134
Value of interest in common/collective trusts at end of year2019-12-31$1,529,446
Value of interest in common/collective trusts at end of year2019-12-31$1,529,446
Value of interest in common/collective trusts at beginning of year2019-12-31$1,236,830
Value of interest in common/collective trusts at beginning of year2019-12-31$1,236,830
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$11,309
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$11,309
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$31,551
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$31,551
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$31,551
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$31,551
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$590
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$590
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,656,077
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,656,077
Net investment gain or loss from common/collective trusts2019-12-31$37,939
Net investment gain or loss from common/collective trusts2019-12-31$37,939
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,167,279
Contributions received in cash from employer2019-12-31$1,167,279
Employer contributions (assets) at end of year2019-12-31$8,195
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$5,624,769
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$5,624,769
Did the plan have assets held for investment2019-12-31Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31COHN REZNICK
Accountancy firm name2019-12-31COHN REZNICK
Accountancy firm EIN2019-12-31221478099
Accountancy firm EIN2019-12-31221478099
2018 : U.S RETIREMENT PARTNERS 401K PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$1,570,811
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$2,148,955
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,252,846
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,244,583
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,423,591
Value of total assets at end of year2018-12-31$22,691,307
Value of total assets at beginning of year2018-12-31$21,224,387
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$8,263
Total interest from all sources2018-12-31$15,996
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,172,192
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$1,172,192
Administrative expenses professional fees incurred2018-12-31$263
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
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$1,691,118
Participant contributions at end of year2018-12-31$294,124
Participant contributions at beginning of year2018-12-31$362,479
Participant contributions at beginning of year2018-12-31$37,657
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$994,569
Other income not declared elsewhere2018-12-31$1,915
Administrative expenses (other) incurred2018-12-31$8,000
Total non interest bearing cash at end of year2018-12-31$4,027
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-103,891
Value of net assets at end of year (total assets less liabilities)2018-12-31$22,691,307
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$21,224,387
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$21,124,775
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$19,610,072
Interest on participant loans2018-12-31$15,489
Value of interest in common/collective trusts at end of year2018-12-31$1,236,830
Value of interest in common/collective trusts at beginning of year2018-12-31$1,161,868
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$31,551
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$35,512
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$35,512
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$507
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,499,751
Net investment gain or loss from common/collective trusts2018-12-31$35,012
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$737,904
Employer contributions (assets) at beginning of year2018-12-31$16,799
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,244,583
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 name2018-12-31COHN REZNICK
Accountancy firm EIN2018-12-31221478099
2017 : U.S RETIREMENT PARTNERS 401K PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$4,291,275
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$4,951,597
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$910,773
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$910,021
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,198,057
Value of total assets at end of year2017-12-31$21,224,387
Value of total assets at beginning of year2017-12-31$12,892,288
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$752
Total interest from all sources2017-12-31$15,468
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$784,075
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$784,075
Administrative expenses professional fees incurred2017-12-31$752
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,467,381
Participant contributions at end of year2017-12-31$362,479
Participant contributions at beginning of year2017-12-31$301,470
Participant contributions at end of year2017-12-31$37,657
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$54,222
Other income not declared elsewhere2017-12-31$177,447
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$4,040,824
Value of net assets at end of year (total assets less liabilities)2017-12-31$21,224,387
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$12,892,288
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$19,610,072
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$11,330,062
Interest on participant loans2017-12-31$15,297
Value of interest in common/collective trusts at end of year2017-12-31$1,161,868
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$35,512
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$171
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,260,756
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,776,414
Net investment gain or loss from common/collective trusts2017-12-31$136
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$676,454
Employer contributions (assets) at end of year2017-12-31$16,799
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$910,021
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 name2017-12-31COHN REZNICK
Accountancy firm EIN2017-12-31221478099
2016 : U.S RETIREMENT PARTNERS 401K 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$2,566,464
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$568,200
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$560,824
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,707,999
Value of total assets at end of year2016-12-31$12,892,288
Value of total assets at beginning of year2016-12-31$10,894,024
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$7,376
Total interest from all sources2016-12-31$21,813
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$615,855
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$615,855
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,099,459
Participant contributions at end of year2016-12-31$301,470
Participant contributions at beginning of year2016-12-31$207,252
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$33,471
Other income not declared elsewhere2016-12-31$7,053
Administrative expenses (other) incurred2016-12-31$7,376
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,998,264
Value of net assets at end of year (total assets less liabilities)2016-12-31$12,892,288
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$10,894,024
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$11,330,062
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$9,638,736
Interest on participant loans2016-12-31$10,709
Interest earned on other investments2016-12-31$11,104
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,260,756
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,048,036
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$213,744
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$575,069
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$560,824
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 name2016-12-31COHNREZNICK
Accountancy firm EIN2016-12-31221478099
2015 : U.S RETIREMENT PARTNERS 401K PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$3,634,387
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$1,352,312
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$379,842
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$374,181
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,337,298
Value of total assets at end of year2015-12-31$10,894,024
Value of total assets at beginning of year2015-12-31$6,287,167
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$5,661
Total interest from all sources2015-12-31$7,674
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$524,707
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$524,707
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$868,728
Participant contributions at end of year2015-12-31$207,252
Participant contributions at beginning of year2015-12-31$132,820
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$47,185
Other income not declared elsewhere2015-12-31$9,806
Administrative expenses (other) incurred2015-12-31$5,661
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$972,470
Value of net assets at end of year (total assets less liabilities)2015-12-31$10,894,024
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$6,287,167
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$9,638,736
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$5,054,715
Interest on participant loans2015-12-31$5,092
Interest earned on other investments2015-12-31$2,582
Value of interest in common/collective trusts at end of year2015-12-31$0
Value of interest in common/collective trusts at beginning of year2015-12-31$972,274
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,048,036
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$127,358
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-531,263
Net investment gain or loss from common/collective trusts2015-12-31$4,090
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$421,385
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$374,181
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 name2015-12-31COHNREZNICK
Accountancy firm EIN2015-12-31221478099
2014 : U.S RETIREMENT PARTNERS 401K 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$1,517,443
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$479,244
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$475,450
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,233,193
Value of total assets at end of year2014-12-31$6,287,167
Value of total assets at beginning of year2014-12-31$5,248,968
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$3,794
Total interest from all sources2014-12-31$4,644
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$358,645
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$358,645
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$340,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$780,565
Participant contributions at end of year2014-12-31$132,820
Participant contributions at beginning of year2014-12-31$122,307
Administrative expenses (other) incurred2014-12-31$3,794
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$1,038,199
Value of net assets at end of year (total assets less liabilities)2014-12-31$6,287,167
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$5,248,968
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$5,054,715
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$4,198,505
Interest on participant loans2014-12-31$4,321
Interest earned on other investments2014-12-31$323
Value of interest in common/collective trusts at end of year2014-12-31$972,274
Value of interest in common/collective trusts at beginning of year2014-12-31$928,156
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$127,358
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-83,177
Net investment gain or loss from common/collective trusts2014-12-31$4,138
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$452,628
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$475,450
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 name2014-12-31COHN REZNICK
Accountancy firm EIN2014-12-31221478099
2013 : U.S RETIREMENT PARTNERS 401K PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$1,640,555
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$2,006,877
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$495,123
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$492,287
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,312,771
Value of total assets at end of year2013-12-31$5,248,968
Value of total assets at beginning of year2013-12-31$2,096,659
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,836
Total interest from all sources2013-12-31$3,565
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$171,668
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$171,668
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$340,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$762,571
Participant contributions at end of year2013-12-31$122,307
Participant contributions at beginning of year2013-12-31$76,952
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$185,922
Other income not declared elsewhere2013-12-31$8
Administrative expenses (other) incurred2013-12-31$2,836
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$1,511,754
Value of net assets at end of year (total assets less liabilities)2013-12-31$5,248,968
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,096,659
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$4,198,505
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,822,882
Interest on participant loans2013-12-31$3,565
Value of interest in common/collective trusts at end of year2013-12-31$928,156
Value of interest in common/collective trusts at beginning of year2013-12-31$196,825
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$516,614
Net investment gain or loss from common/collective trusts2013-12-31$2,251
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 contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$364,278
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$492,287
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 name2013-12-31COHN REZNICK
Accountancy firm EIN2013-12-31221478099
2012 : U.S RETIREMENT PARTNERS 401K PLAN 2012 401k financial data
Total income from all sources2012-12-31$956,508
Expenses. Total of all expenses incurred2012-12-31$19,264
Benefits paid (including direct rollovers)2012-12-31$17,906
Total plan assets at end of year2012-12-31$2,096,659
Total plan assets at beginning of year2012-12-31$1,159,415
Value of fidelity bond covering the plan2012-12-31$340,000
Total contributions received or receivable from participants2012-12-31$509,402
Other income received2012-12-31$180,644
Net income (gross income less expenses)2012-12-31$937,244
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,096,659
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,159,415
Assets. Value of participant loans2012-12-31$76,952
Total contributions received or receivable from employer(s)2012-12-31$266,462
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$1,358
2011 : U.S RETIREMENT PARTNERS 401K PLAN 2011 401k financial data
Total income from all sources2011-12-31$688,376
Expenses. Total of all expenses incurred2011-12-31$1,676
Benefits paid (including direct rollovers)2011-12-31$1,136
Total plan assets at end of year2011-12-31$1,159,415
Total plan assets at beginning of year2011-12-31$472,715
Value of fidelity bond covering the plan2011-12-31$50,000
Total contributions received or receivable from participants2011-12-31$427,992
Contributions received from other sources (not participants or employers)2011-12-31$80,129
Other income received2011-12-31$-47,033
Net income (gross income less expenses)2011-12-31$686,700
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,159,415
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$472,715
Assets. Value of participant loans2011-12-31$4,295
Total contributions received or receivable from employer(s)2011-12-31$227,288
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$540
2010 : U.S RETIREMENT PARTNERS 401K PLAN 2010 401k financial data
Total income from all sources2010-12-31$477,684
Expenses. Total of all expenses incurred2010-12-31$4,969
Benefits paid (including direct rollovers)2010-12-31$4,522
Total plan assets at end of year2010-12-31$472,715
Total plan assets at beginning of year2010-12-31$0
Value of fidelity bond covering the plan2010-12-31$50,000
Total contributions received or receivable from participants2010-12-31$279,438
Expenses. Other expenses not covered elsewhere2010-12-31$447
Other income received2010-12-31$39,991
Net income (gross income less expenses)2010-12-31$472,715
Net plan assets at end of year (total assets less liabilities)2010-12-31$472,715
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$0
Assets. Value of participant loans2010-12-31$2,250
Total contributions received or receivable from employer(s)2010-12-31$158,255

Form 5500 Responses for U.S RETIREMENT PARTNERS 401K PLAN

2022: U.S RETIREMENT PARTNERS 401K 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 – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: U.S RETIREMENT PARTNERS 401K PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: U.S RETIREMENT PARTNERS 401K 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 – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: U.S RETIREMENT PARTNERS 401K 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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: U.S RETIREMENT PARTNERS 401K PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedYes
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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: U.S RETIREMENT PARTNERS 401K 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: U.S RETIREMENT PARTNERS 401K 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: U.S RETIREMENT PARTNERS 401K PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: U.S RETIREMENT PARTNERS 401K PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
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: U.S RETIREMENT PARTNERS 401K PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: U.S RETIREMENT PARTNERS 401K PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: U.S RETIREMENT PARTNERS 401K PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: U.S RETIREMENT PARTNERS 401K PLAN 2010 form 5500 responses
2010-10-01Type of plan entitySingle employer plan
2010-10-01First time form 5500 has been submittedYes
2010-10-01Submission has been amendedNo
2010-10-01This submission is the final filingNo
2010-10-01This return/report is a short plan year return/report (less than 12 months)Yes
2010-10-01Plan is a collectively bargained planNo
2010-10-01Plan funding arrangement – TrustYes
2010-10-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberYH1156
Policy instance 1
Insurance contract or identification numberYH1156
Number of Individuals Covered0
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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberYH1156
Policy instance 1
Insurance contract or identification numberYH1156
Number of Individuals Covered285
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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberYH1156
Policy instance 1
Insurance contract or identification numberYH1156
Number of Individuals Covered243
Insurance policy start date2014-08-29
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

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

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

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

See full terms and conditions

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