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PEOPLE'S TRUST INSURANCE CO 401(K) PROFIT SHARING PLAN & TRU 401k Plan overview

Plan NamePEOPLE'S TRUST INSURANCE CO 401(K) PROFIT SHARING PLAN & TRU
Plan identification number 001

PEOPLE'S TRUST INSURANCE CO 401(K) PROFIT SHARING PLAN & TRU Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

PEOPLES TRUST INSURANCE CO has sponsored the creation of one or more 401k plans.

Company Name:PEOPLES TRUST INSURANCE CO
Employer identification number (EIN):261716465
NAIC Classification:524150

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PEOPLE'S TRUST INSURANCE CO 401(K) PROFIT SHARING PLAN & TRU

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JENNIFER KUNTZ
0012016-01-01JENNIFER KUNTZ JENNIFER KUNTZ2018-06-22
0012015-01-01JENNIFER KUNTZ
0012014-01-01JENNIFER KUNTZ
0012014-01-01JENNIFER KUNTZ
0012014-01-01JENNIFER KUNTZ
0012013-01-01JENNIFER KUNTZ
0012012-01-01JENNIFER KUNTZ
0012011-01-01KEVIN MIDTBO2012-07-18

Plan Statistics for PEOPLE'S TRUST INSURANCE CO 401(K) PROFIT SHARING PLAN & TRU

401k plan membership statisitcs for PEOPLE'S TRUST INSURANCE CO 401(K) PROFIT SHARING PLAN & TRU

Measure Date Value
2022: PEOPLE'S TRUST INSURANCE CO 401(K) PROFIT SHARING PLAN & TRU 2022 401k membership
Total participants, beginning-of-year2022-01-01611
Total number of active participants reported on line 7a of the Form 55002022-01-01343
Number of retired or separated participants receiving benefits2022-01-0197
Number of other retired or separated participants entitled to future benefits2022-01-01124
Total of all active and inactive participants2022-01-01564
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01564
Number of participants with account balances2022-01-01544
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0160
2021: PEOPLE'S TRUST INSURANCE CO 401(K) PROFIT SHARING PLAN & TRU 2021 401k membership
Total participants, beginning-of-year2021-01-01667
Total number of active participants reported on line 7a of the Form 55002021-01-01423
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01125
Total of all active and inactive participants2021-01-01548
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01548
Number of participants with account balances2021-01-01531
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0194
2020: PEOPLE'S TRUST INSURANCE CO 401(K) PROFIT SHARING PLAN & TRU 2020 401k membership
Total participants, beginning-of-year2020-01-01608
Total number of active participants reported on line 7a of the Form 55002020-01-01537
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0195
Total of all active and inactive participants2020-01-01632
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01632
Number of participants with account balances2020-01-01601
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0152
2019: PEOPLE'S TRUST INSURANCE CO 401(K) PROFIT SHARING PLAN & TRU 2019 401k membership
Total participants, beginning-of-year2019-01-01608
Total number of active participants reported on line 7a of the Form 55002019-01-01510
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0179
Total of all active and inactive participants2019-01-01589
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01589
Number of participants with account balances2019-01-01562
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0169
2018: PEOPLE'S TRUST INSURANCE CO 401(K) PROFIT SHARING PLAN & TRU 2018 401k membership
Total participants, beginning-of-year2018-01-01656
Total number of active participants reported on line 7a of the Form 55002018-01-01510
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0167
Total of all active and inactive participants2018-01-01577
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01577
Number of participants with account balances2018-01-01536
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01138
2017: PEOPLE'S TRUST INSURANCE CO 401(K) PROFIT SHARING PLAN & TRU 2017 401k membership
Total participants, beginning-of-year2017-01-01692
Total number of active participants reported on line 7a of the Form 55002017-01-01564
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0147
Total of all active and inactive participants2017-01-01611
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01611
Number of participants with account balances2017-01-01566
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01146
2016: PEOPLE'S TRUST INSURANCE CO 401(K) PROFIT SHARING PLAN & TRU 2016 401k membership
Total participants, beginning-of-year2016-01-01722
Total number of active participants reported on line 7a of the Form 55002016-01-01624
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0120
Total of all active and inactive participants2016-01-01645
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01645
Number of participants with account balances2016-01-01580
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01185
2015: PEOPLE'S TRUST INSURANCE CO 401(K) PROFIT SHARING PLAN & TRU 2015 401k membership
Total participants, beginning-of-year2015-01-01707
Total number of active participants reported on line 7a of the Form 55002015-01-01598
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0152
Total of all active and inactive participants2015-01-01650
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01650
Number of participants with account balances2015-01-01576
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01139
2014: PEOPLE'S TRUST INSURANCE CO 401(K) PROFIT SHARING PLAN & TRU 2014 401k membership
Total participants, beginning-of-year2014-01-01438
Total number of active participants reported on line 7a of the Form 55002014-01-01572
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01105
Total of all active and inactive participants2014-01-01677
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01677
Number of participants with account balances2014-01-01536
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0192
2013: PEOPLE'S TRUST INSURANCE CO 401(K) PROFIT SHARING PLAN & TRU 2013 401k membership
Total participants, beginning-of-year2013-01-01243
Total number of active participants reported on line 7a of the Form 55002013-01-01403
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0111
Total of all active and inactive participants2013-01-01414
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01414
Number of participants with account balances2013-01-0199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: PEOPLE'S TRUST INSURANCE CO 401(K) PROFIT SHARING PLAN & TRU 2012 401k membership
Total participants, beginning-of-year2012-01-01125
Total number of active participants reported on line 7a of the Form 55002012-01-01238
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-015
Total of all active and inactive participants2012-01-01243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01243
Number of participants with account balances2012-01-0130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010

Financial Data on PEOPLE'S TRUST INSURANCE CO 401(K) PROFIT SHARING PLAN & TRU

Measure Date Value
2022 : PEOPLE'S TRUST INSURANCE CO 401(K) PROFIT SHARING PLAN & TRU 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-488,747
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,306,073
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,183,715
Expenses. Certain deemed distributions of participant loans2022-12-31$52,645
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,382,460
Value of total assets at end of year2022-12-31$14,989,907
Value of total assets at beginning of year2022-12-31$17,784,727
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$69,713
Total interest from all sources2022-12-31$32,347
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,750,244
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$1,750,244
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,624,876
Participant contributions at end of year2022-12-31$296,203
Participant contributions at beginning of year2022-12-31$268,719
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$377,950
Administrative expenses (other) incurred2022-12-31$49
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,794,820
Value of net assets at end of year (total assets less liabilities)2022-12-31$14,989,907
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$17,784,727
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$51,572
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$13,262,756
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$16,673,859
Interest on participant loans2022-12-31$13,913
Interest earned on other investments2022-12-31$18,434
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,430,948
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$842,149
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-4,653,798
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$379,634
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,183,715
Contract administrator fees2022-12-31$18,092
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 name2022-12-31THOMAS HOWELL FERGUSON P.A.
Accountancy firm EIN2022-12-31593186310
2021 : PEOPLE'S TRUST INSURANCE CO 401(K) PROFIT SHARING PLAN & TRU 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$4,713,554
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,492,656
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,418,074
Expenses. Certain deemed distributions of participant loans2021-12-31$0
Value of total corrective distributions2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,332,728
Value of total assets at end of year2021-12-31$17,784,727
Value of total assets at beginning of year2021-12-31$15,563,829
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$74,582
Total interest from all sources2021-12-31$23,604
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,591,249
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$1,591,249
Administrative expenses professional fees incurred2021-12-31$0
Was this plan covered by a fidelity bond2021-12-31No
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,820,131
Participant contributions at end of year2021-12-31$268,719
Participant contributions at beginning of year2021-12-31$212,516
Assets. Other investments not covered elsewhere at end of year2021-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$135,223
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$0
Other income not declared elsewhere2021-12-31$0
Administrative expenses (other) incurred2021-12-31$76
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$2,220,898
Value of net assets at end of year (total assets less liabilities)2021-12-31$17,784,727
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$15,563,829
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$63,021
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$16,673,859
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$14,406,465
Value of interest in pooled separate accounts at end of year2021-12-31$0
Value of interest in pooled separate accounts at beginning of year2021-12-31$0
Interest on participant loans2021-12-31$10,159
Interest earned on other investments2021-12-31$13,445
Value of interest in common/collective trusts at end of year2021-12-31$0
Value of interest in common/collective trusts at beginning of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$842,149
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$944,848
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$765,973
Net investment gain/loss from pooled separate accounts2021-12-31$0
Net investment gain or loss from common/collective trusts2021-12-31$0
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
Assets. Invements in employer securities at end of year2021-12-31$0
Assets. Invements in employer securities at beginning of year2021-12-31$0
Contributions received in cash from employer2021-12-31$377,374
Income. Dividends from common stock2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,418,074
Contract administrator fees2021-12-31$11,485
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
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
2020 : PEOPLE'S TRUST INSURANCE CO 401(K) PROFIT SHARING PLAN & TRU 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$4,547,899
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,213,249
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,092,697
Expenses. Certain deemed distributions of participant loans2020-12-31$-42
Value of total corrective distributions2020-12-31$45,645
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,600,841
Value of total assets at end of year2020-12-31$15,563,828
Value of total assets at beginning of year2020-12-31$12,229,178
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$74,949
Total interest from all sources2020-12-31$28,315
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$724,395
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$724,395
Administrative expenses professional fees incurred2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31No
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,984,479
Participant contributions at end of year2020-12-31$212,516
Participant contributions at beginning of year2020-12-31$232,552
Assets. Other investments not covered elsewhere at end of year2020-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$133,201
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$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$3,334,650
Value of net assets at end of year (total assets less liabilities)2020-12-31$15,563,828
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$12,229,178
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$69,193
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$14,406,464
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$11,356,194
Value of interest in pooled separate accounts at end of year2020-12-31$0
Value of interest in pooled separate accounts at beginning of year2020-12-31$0
Interest on participant loans2020-12-31$12,679
Interest earned on other investments2020-12-31$15,636
Value of interest in common/collective trusts at end of year2020-12-31$0
Value of interest in common/collective trusts at beginning of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$944,848
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$640,432
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,194,348
Net investment gain/loss from pooled separate accounts2020-12-31$0
Net investment gain or loss from common/collective trusts2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$0
Assets. Invements in employer securities at beginning of year2020-12-31$0
Contributions received in cash from employer2020-12-31$483,161
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,092,697
Contract administrator fees2020-12-31$5,756
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31THOMAS HOWELL FERGUSON
Accountancy firm EIN2020-12-31593186310
2019 : PEOPLE'S TRUST INSURANCE CO 401(K) PROFIT SHARING PLAN & TRU 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at 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$4,826,887
Total income from all sources (including contributions)2019-12-31$4,826,887
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$1,044,758
Total of all expenses incurred2019-12-31$1,044,758
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$963,356
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$963,356
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Value of total corrective distributions2019-12-31$733
Value of total corrective distributions2019-12-31$733
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,817,749
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,817,749
Value of total assets at end of year2019-12-31$12,229,178
Value of total assets at end of year2019-12-31$12,229,178
Value of total assets at beginning of year2019-12-31$8,447,049
Value of total assets at beginning of year2019-12-31$8,447,049
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$80,669
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$80,669
Total interest from all sources2019-12-31$27,249
Total interest from all sources2019-12-31$27,249
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$459,776
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$459,776
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$459,776
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$459,776
Administrative expenses professional fees incurred2019-12-31$0
Administrative expenses professional fees incurred2019-12-31$0
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$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
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$1,963,688
Contributions received from participants2019-12-31$1,963,688
Participant contributions at end of year2019-12-31$232,552
Participant contributions at end of year2019-12-31$232,552
Participant contributions at beginning of year2019-12-31$141,762
Participant contributions at beginning of year2019-12-31$141,762
Assets. Other investments not covered elsewhere at end of year2019-12-31$0
Assets. Other investments not covered elsewhere at end of year2019-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$391,382
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$391,382
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Other income not declared elsewhere2019-12-31$0
Other income not declared elsewhere2019-12-31$0
Administrative expenses (other) incurred2019-12-31$0
Administrative expenses (other) incurred2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party 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$3,782,129
Value of net income/loss2019-12-31$3,782,129
Value of net assets at end of year (total assets less liabilities)2019-12-31$12,229,178
Value of net assets at end of year (total assets less liabilities)2019-12-31$12,229,178
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$8,447,049
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$8,447,049
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
Investment advisory and management fees2019-12-31$70,679
Investment advisory and management fees2019-12-31$70,679
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$11,356,194
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$11,356,194
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$7,668,818
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$7,668,818
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Interest on participant loans2019-12-31$13,058
Interest on participant loans2019-12-31$13,058
Interest earned on other investments2019-12-31$14,191
Interest earned on other investments2019-12-31$14,191
Value of interest in common/collective trusts at end of year2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$0
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$640,432
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$640,432
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$636,469
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$636,469
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,522,113
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,522,113
Net investment gain/loss from pooled separate accounts2019-12-31$0
Net investment gain/loss from pooled separate accounts2019-12-31$0
Net investment gain or loss from common/collective trusts2019-12-31$0
Net investment gain or loss from common/collective trusts2019-12-31$0
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
Assets. Invements in employer securities at end of year2019-12-31$0
Assets. Invements in employer securities at end of year2019-12-31$0
Assets. Invements in employer securities at beginning of year2019-12-31$0
Assets. Invements in employer securities at beginning of year2019-12-31$0
Contributions received in cash from employer2019-12-31$462,679
Contributions received in cash from employer2019-12-31$462,679
Income. Dividends from common stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$963,356
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$963,356
Contract administrator fees2019-12-31$9,990
Contract administrator fees2019-12-31$9,990
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 name2019-12-31THOMAS HOWELL FERGUSON
Accountancy firm name2019-12-31THOMAS HOWELL FERGUSON
Accountancy firm EIN2019-12-31593186310
Accountancy firm EIN2019-12-31593186310
2018 : PEOPLE'S TRUST INSURANCE CO 401(K) PROFIT SHARING PLAN & TRU 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$2,166,247
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,195,991
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,094,566
Expenses. Certain deemed distributions of participant loans2018-12-31$42
Value of total corrective distributions2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,708,930
Value of total assets at end of year2018-12-31$8,447,049
Value of total assets at beginning of year2018-12-31$7,476,793
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$101,383
Total interest from all sources2018-12-31$19,431
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$450,040
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$450,040
Administrative expenses professional fees incurred2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000,000
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$1,825,855
Participant contributions at end of year2018-12-31$141,762
Participant contributions at beginning of year2018-12-31$144,415
Assets. Other investments not covered elsewhere at end of year2018-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$490,696
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Other income not declared elsewhere2018-12-31$0
Administrative expenses (other) incurred2018-12-31$250
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$970,256
Value of net assets at end of year (total assets less liabilities)2018-12-31$8,447,049
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$7,476,793
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$88,635
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$7,668,818
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$6,871,676
Value of interest in pooled separate accounts at end of year2018-12-31$0
Value of interest in pooled separate accounts at beginning of year2018-12-31$0
Interest on participant loans2018-12-31$7,726
Interest earned on other investments2018-12-31$11,705
Value of interest in common/collective trusts at end of year2018-12-31$0
Value of interest in common/collective trusts at beginning of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$636,469
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$460,702
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,012,154
Net investment gain/loss from pooled separate accounts2018-12-31$0
Net investment gain or loss from common/collective trusts2018-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Assets. Invements in employer securities at end of year2018-12-31$0
Assets. Invements in employer securities at beginning of year2018-12-31$0
Contributions received in cash from employer2018-12-31$392,379
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,094,566
Contract administrator fees2018-12-31$12,498
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 name2018-12-31THOMAS HOWELL FERGUSON
Accountancy firm EIN2018-12-31593186310
2017 : PEOPLE'S TRUST INSURANCE CO 401(K) PROFIT SHARING PLAN & TRU 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$3,026,801
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$816,463
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$734,025
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Value of total corrective distributions2017-12-31$176
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,209,481
Value of total assets at end of year2017-12-31$7,476,793
Value of total assets at beginning of year2017-12-31$5,266,455
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$82,262
Total interest from all sources2017-12-31$14,883
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$276,836
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$276,836
Administrative expenses professional fees incurred2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31No
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$1,691,959
Participant contributions at end of year2017-12-31$144,415
Participant contributions at beginning of year2017-12-31$82,530
Assets. Other investments not covered elsewhere at end of year2017-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$147,350
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Other income not declared elsewhere2017-12-31$0
Administrative expenses (other) incurred2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,210,338
Value of net assets at end of year (total assets less liabilities)2017-12-31$7,476,793
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$5,266,455
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$67,507
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$6,871,676
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$4,883,413
Value of interest in pooled separate accounts at end of year2017-12-31$0
Value of interest in pooled separate accounts at beginning of year2017-12-31$0
Interest on participant loans2017-12-31$5,883
Interest earned on other investments2017-12-31$9,000
Value of interest in common/collective trusts at end of year2017-12-31$0
Value of interest in common/collective trusts at beginning of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$460,702
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$300,512
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$525,601
Net investment gain/loss from pooled separate accounts2017-12-31$0
Net investment gain or loss from common/collective trusts2017-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$0
Assets. Invements in employer securities at beginning of year2017-12-31$0
Contributions received in cash from employer2017-12-31$370,172
Income. Dividends from common stock2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$734,025
Contract administrator fees2017-12-31$14,755
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 name2017-12-31THOMAS HOWELL FERGUSON P.A.
Accountancy firm EIN2017-12-31593186310
2016 : PEOPLE'S TRUST INSURANCE CO 401(K) PROFIT SHARING PLAN & TRU 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$204,417
Total unrealized appreciation/depreciation of assets2016-12-31$204,417
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$55,550
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$2,884,591
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$802,571
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$748,744
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Value of total corrective distributions2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,603,883
Value of total assets at end of year2016-12-31$5,323,799
Value of total assets at beginning of year2016-12-31$3,186,229
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$53,827
Total interest from all sources2016-12-31$6,454
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$69,837
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$69,837
Administrative expenses professional fees incurred2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,715,956
Participant contributions at end of year2016-12-31$82,486
Participant contributions at beginning of year2016-12-31$31,395
Participant contributions at end of year2016-12-31$43,880
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$473,301
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$55,550
Other income not declared elsewhere2016-12-31$0
Administrative expenses (other) incurred2016-12-31$11,365
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,082,020
Value of net assets at end of year (total assets less liabilities)2016-12-31$5,268,249
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,186,229
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$28,484
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$4,883,413
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,858,577
Value of interest in pooled separate accounts at end of year2016-12-31$0
Value of interest in pooled separate accounts at beginning of year2016-12-31$0
Interest on participant loans2016-12-31$2,213
Interest earned on other investments2016-12-31$4,241
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of interest in common/collective trusts at beginning of year2016-12-31$296,257
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$300,512
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$0
Net investment gain/loss from pooled separate accounts2016-12-31$0
Net investment gain or loss from common/collective trusts2016-12-31$0
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
Assets. Invements in employer securities at end of year2016-12-31$0
Assets. Invements in employer securities at beginning of year2016-12-31$0
Contributions received in cash from employer2016-12-31$414,626
Employer contributions (assets) at end of year2016-12-31$13,508
Income. Dividends from common stock2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$748,744
Contract administrator fees2016-12-31$13,978
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BDO
Accountancy firm EIN2016-12-31135381590
2015 : PEOPLE'S TRUST INSURANCE CO 401(K) PROFIT SHARING PLAN & TRU 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$0
Total transfer of assets from this plan2015-12-31$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$1,875,060
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$364,661
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$337,872
Expenses. Certain deemed distributions of participant loans2015-12-31$4,953
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,947,176
Value of total assets at end of year2015-12-31$3,186,562
Value of total assets at beginning of year2015-12-31$1,676,163
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$21,836
Total interest from all sources2015-12-31$664
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$164,791
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$164,791
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$168,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,510,948
Participant contributions at end of year2015-12-31$30,845
Participant contributions at beginning of year2015-12-31$18,621
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$119,942
Other income not declared elsewhere2015-12-31$7,550
Administrative expenses (other) incurred2015-12-31$21,836
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$1,510,399
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,186,562
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,676,163
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$2,858,576
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,557,592
Interest on participant loans2015-12-31$664
Value of interest in common/collective trusts at end of year2015-12-31$297,141
Value of interest in common/collective trusts at beginning of year2015-12-31$99,950
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-250,654
Net investment gain or loss from common/collective trusts2015-12-31$5,533
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$316,286
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$337,872
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 name2015-12-31GOLDSTEIN SCHECHTER KOCH
Accountancy firm EIN2015-12-31650209137
2014 : PEOPLE'S TRUST INSURANCE CO 401(K) PROFIT SHARING PLAN & TRU 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$1,277,176
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$47,571
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$41,146
Expenses. Certain deemed distributions of participant loans2014-12-31$243
Value of total corrective distributions2014-12-31$3,376
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,242,295
Value of total assets at end of year2014-12-31$1,677,092
Value of total assets at beginning of year2014-12-31$447,487
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,806
Total interest from all sources2014-12-31$685
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$80,460
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$80,460
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$45,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$971,906
Participant contributions at end of year2014-12-31$18,621
Participant contributions at beginning of year2014-12-31$9,011
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$11,192
Other income not declared elsewhere2014-12-31$2,056
Administrative expenses (other) incurred2014-12-31$2,806
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$1,229,605
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,677,092
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$447,487
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$1,557,594
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$415,499
Interest on participant loans2014-12-31$685
Value of interest in common/collective trusts at end of year2014-12-31$100,877
Value of interest in common/collective trusts at beginning of year2014-12-31$8,448
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$14,529
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$14,529
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-51,810
Net investment gain or loss from common/collective trusts2014-12-31$3,490
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$259,197
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$41,146
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 name2014-12-31GEMMA HALPIN-KOCH
Accountancy firm EIN2014-12-31650209137
2013 : PEOPLE'S TRUST INSURANCE CO 401(K) PROFIT SHARING PLAN & TRU 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$301,465
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$103,087
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$96,447
Expenses. Certain deemed distributions of participant loans2013-12-31$5,765
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$261,511
Value of total assets at end of year2013-12-31$447,487
Value of total assets at beginning of year2013-12-31$249,109
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$875
Total interest from all sources2013-12-31$562
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$17,319
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$17,319
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$25,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$210,363
Participant contributions at end of year2013-12-31$9,011
Participant contributions at beginning of year2013-12-31$11,867
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$51,148
Administrative expenses (other) incurred2013-12-31$875
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$198,378
Value of net assets at end of year (total assets less liabilities)2013-12-31$447,487
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$249,109
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$415,499
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$231,902
Interest on participant loans2013-12-31$562
Value of interest in common/collective trusts at end of year2013-12-31$8,448
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$14,529
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$5,340
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$5,340
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$21,377
Net investment gain or loss from common/collective trusts2013-12-31$696
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$96,447
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 name2013-12-31GEMMA HALPIN-KOCH
Accountancy firm EIN2013-12-31650209137
2012 : PEOPLE'S TRUST INSURANCE CO 401(K) PROFIT SHARING PLAN & TRU 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$112,053
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$15,274
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$14,499
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$91,848
Value of total assets at end of year2012-12-31$249,109
Value of total assets at beginning of year2012-12-31$152,330
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$775
Total interest from all sources2012-12-31$60
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$6,248
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$6,248
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$16,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$88,147
Participant contributions at end of year2012-12-31$11,867
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$3,701
Administrative expenses (other) incurred2012-12-31$775
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$96,779
Value of net assets at end of year (total assets less liabilities)2012-12-31$249,109
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$152,330
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$231,902
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$149,312
Interest on participant loans2012-12-31$60
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$5,340
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$3,018
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$3,018
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$13,897
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$14,499
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31DARYL, JOYCE
Accountancy firm EIN2012-12-31261716465

Form 5500 Responses for PEOPLE'S TRUST INSURANCE CO 401(K) PROFIT SHARING PLAN & TRU

2022: PEOPLE'S TRUST INSURANCE CO 401(K) PROFIT SHARING PLAN & TRU 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PEOPLE'S TRUST INSURANCE CO 401(K) PROFIT SHARING PLAN & TRU 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PEOPLE'S TRUST INSURANCE CO 401(K) PROFIT SHARING PLAN & TRU 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PEOPLE'S TRUST INSURANCE CO 401(K) PROFIT SHARING PLAN & TRU 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PEOPLE'S TRUST INSURANCE CO 401(K) PROFIT SHARING PLAN & TRU 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PEOPLE'S TRUST INSURANCE CO 401(K) PROFIT SHARING PLAN & TRU 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: PEOPLE'S TRUST INSURANCE CO 401(K) PROFIT SHARING PLAN & TRU 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: PEOPLE'S TRUST INSURANCE CO 401(K) PROFIT SHARING PLAN & TRU 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PEOPLE'S TRUST INSURANCE CO 401(K) PROFIT SHARING PLAN & TRU 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PEOPLE'S TRUST INSURANCE CO 401(K) PROFIT SHARING PLAN & TRU 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
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: PEOPLE'S TRUST INSURANCE CO 401(K) PROFIT SHARING PLAN & TRU 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

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number899307
Policy instance 1
Insurance contract or identification number899307
Number of Individuals Covered564
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $1,935
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,935
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 62115
Policy instance 1
Insurance contract or identification numberMR 62115
Number of Individuals Covered548
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $1,746
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,746
Insurance broker organization code?4
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 62115
Policy instance 1
Insurance contract or identification numberMR 62115
Number of Individuals Covered632
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $1,762
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,762
Insurance broker organization code?4
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 62115
Policy instance 1
Insurance contract or identification numberMR 62115
Number of Individuals Covered589
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $1,633
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,633
Insurance broker organization code?4
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 62115
Policy instance 1
Insurance contract or identification numberMR 62115
Number of Individuals Covered577
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $2,079
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,079
Insurance broker organization code?4
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 62115
Policy instance 1
Insurance contract or identification numberMR 62115
Number of Individuals Covered611
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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