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STI, LLC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameSTI, LLC 401(K) PROFIT SHARING PLAN
Plan identification number 001

STI, LLC 401(K) PROFIT SHARING PLAN Benefits

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

401k Sponsoring company profile

STI, LLC has sponsored the creation of one or more 401k plans.

Company Name:STI, LLC
Employer identification number (EIN):263237462
NAIC Classification:811310
NAIC Description:Commercial and Industrial Machinery and Equipment (except Automotive and Electronic) Repair and Maintenance

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STI, LLC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01A. JOHN EDMUND, JR2023-10-03 A. JOHN EDMUND, JR2023-10-03
0012021-01-01A. JOHN EDMUND, JR2022-10-04 A. JOHN EDMUND, JR2022-10-04
0012021-01-01A. JOHN EDMUND, JR2023-05-09 A. JOHN EDMUND, JR2023-05-09
0012020-01-01A. JOHN EDMUND, JR2021-10-12 A. JOHN EDMUND, JR2021-10-12
0012019-01-01A. JOHN EDMUND, JR2020-09-30 A. JOHN EDMUND, JR2020-09-30
0012018-01-01
0012017-05-01

Financial Data on STI, LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : STI, LLC 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-06-2520505
Net assets as of the end of the plan year2025-06-25403808
Total assets as of the beginning of the plan year2025-06-25283553
Value of plan covered by a fidelity bond2025-06-2530000
Participant contributions to plan in this plan year2025-06-25102921
Other income to plan in this plan year2025-06-2537839
Plan net income in this plan year2025-06-25120255
Net assets as of the end of the plan year2025-06-25403808
Net assets as of the beginning of the plan year2025-06-25283553
Fees paid to broker by Benefit Provider2025-06-253355
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-251350
2024 : STI, LLC 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-05-3110694
Net assets as of the end of the plan year2024-05-31283553
Total assets as of the beginning of the plan year2024-05-31167284
Value of plan covered by a fidelity bond2024-05-3130000
Participant contributions to plan in this plan year2024-05-3194402
Other income to plan in this plan year2024-05-3132561
Plan net income in this plan year2024-05-31116269
Net assets as of the end of the plan year2024-05-31283553
Net assets as of the beginning of the plan year2024-05-31167284
Fees paid to broker by Benefit Provider2024-05-312108
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-311050
2022 : STI, LLC 401(K) PROFIT SHARING PLAN 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$25,679
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$10,774
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$0
Value of total corrective distributions2022-12-31$10,149
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$51,570
Value of total assets at end of year2022-12-31$167,283
Value of total assets at beginning of year2022-12-31$152,378
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$625
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$200
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$200
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$30,000
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$51,570
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$14,905
Value of net assets at end of year (total assets less liabilities)2022-12-31$167,283
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$152,378
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$142,570
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$134,777
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$24,713
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$17,601
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-26,091
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$0
Contract administrator fees2022-12-31$625
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 name2022-12-31WRIGHT MOORE DEHART DUPUIS HUTCHINS
Accountancy firm EIN2022-12-31721108576
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$25,679
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$10,774
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$0
Value of total corrective distributions2022-01-01$10,149
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$51,570
Value of total assets at end of year2022-01-01$167,283
Value of total assets at beginning of year2022-01-01$152,378
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$625
Total interest from all sources2022-01-01$0
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$200
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$200
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$30,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$51,570
Participant contributions at end of year2022-01-01$0
Participant contributions at beginning of year2022-01-01$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$14,905
Value of net assets at end of year (total assets less liabilities)2022-01-01$167,283
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$152,378
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$142,570
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$134,777
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-01-01$24,713
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-01-01$17,601
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-26,091
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$0
Contract administrator fees2022-01-01$625
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01WRIGHT MOORE DEHART DUPUIS HUTCHINS
Accountancy firm EIN2022-01-01721108576
2021 : STI, LLC 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$59,300
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$45,531
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$32,820
Value of total corrective distributions2021-12-31$11,761
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$37,939
Value of total assets at end of year2021-12-31$152,378
Value of total assets at beginning of year2021-12-31$138,609
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$950
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$159
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$159
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$30,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$37,939
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$13,769
Value of net assets at end of year (total assets less liabilities)2021-12-31$152,378
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$138,609
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$134,777
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$123,755
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$17,601
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$14,854
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$21,202
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$32,820
Contract administrator fees2021-12-31$950
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 plan2021-12-31Disclaimer
Accountancy firm name2021-12-31WRIGHT MOORE DEHART DUPUIS HUTCHINS
Accountancy firm EIN2021-12-31721108576
2020 : STI, LLC 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$65,951
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$67,126
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$62,306
Value of total corrective distributions2020-12-31$3,620
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$50,489
Value of total assets at end of year2020-12-31$138,662
Value of total assets at beginning of year2020-12-31$139,837
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,200
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$133
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$133
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$30,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$50,489
Participant contributions at end of year2020-12-31$53
Participant contributions at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-1,175
Value of net assets at end of year (total assets less liabilities)2020-12-31$138,662
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$139,837
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$123,755
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$128,035
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$14,854
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$11,802
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$15,329
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$62,306
Contract administrator fees2020-12-31$1,200
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 name2020-12-31WRIGHT MOORE DEHART DUPUIS HUTCHINS
Accountancy firm EIN2020-12-31721108576
2019 : STI, LLC 401(K) PROFIT SHARING PLAN 2019 401k financial data
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 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$75,182
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$14,621
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$13,596
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$56,726
Value of total assets at end of year2019-12-31$139,837
Value of total assets at beginning of year2019-12-31$79,276
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,025
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$94
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$94
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$30,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$56,726
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$61
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$60,561
Value of net assets at end of year (total assets less liabilities)2019-12-31$139,837
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$79,276
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$128,035
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$71,966
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$11,802
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$7,249
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$18,362
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$13,596
Contract administrator fees2019-12-31$1,025
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WRIGHT MOORE DEHART DUPUIS HUTCHINS
Accountancy firm EIN2019-12-31721108576

Form 5500 Responses for STI, LLC 401(K) PROFIT SHARING PLAN

2022: STI, LLC 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: STI, LLC 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: STI, LLC 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: STI, LLC 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number818072
Policy instance 1
Insurance contract or identification number818072
Number of Individuals Covered20
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $1,465
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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number818072
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number818072
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number818072
Policy instance 1

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