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UNIVERSAL SERVICES OF AMERICA 401(K) PLAN 401k Plan overview

Plan NameUNIVERSAL SERVICES OF AMERICA 401(K) PLAN
Plan identification number 001

UNIVERSAL SERVICES OF AMERICA 401(K) 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.
  • 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.
  • 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.
  • 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

UNIVERSAL SERVICES OF AMERICA has sponsored the creation of one or more 401k plans.

Company Name:UNIVERSAL SERVICES OF AMERICA
Employer identification number (EIN):271562945
NAIC Classification:561600

Additional information about UNIVERSAL SERVICES OF AMERICA

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C1323948

More information about UNIVERSAL SERVICES OF AMERICA

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNIVERSAL SERVICES OF AMERICA 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01WILLIAM TORZOLINI WILLIAM TORZOLINI2018-10-12
0012016-01-01BILL TORZOLINI BILL TORZOLINI2017-10-13
0012015-01-01FRANK SCHOOLS FRANK SCHOOLS2016-10-13
0012014-01-01KATHLEEN WILKINSON KATHLEEN WILKINSON2015-10-13
0012013-01-01LAURA HORN LAURA HORN2014-10-14
0012012-01-01STEPHEN MARTIN
0012011-01-01STEPHEN MARTIN

Plan Statistics for UNIVERSAL SERVICES OF AMERICA 401(K) PLAN

401k plan membership statisitcs for UNIVERSAL SERVICES OF AMERICA 401(K) PLAN

Measure Date Value
2022: UNIVERSAL SERVICES OF AMERICA 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01792
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-010
Number of participants with account balances2022-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: UNIVERSAL SERVICES OF AMERICA 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01213,333
Total number of active participants reported on line 7a of the Form 55002021-01-01238,505
Number of retired or separated participants receiving benefits2021-01-01134
Number of other retired or separated participants entitled to future benefits2021-01-011,849
Total of all active and inactive participants2021-01-01240,488
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-016
Total participants2021-01-01240,494
Number of participants with account balances2021-01-0120,269
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01205
2020: UNIVERSAL SERVICES OF AMERICA 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01171,319
Total number of active participants reported on line 7a of the Form 55002020-01-01203,710
Number of retired or separated participants receiving benefits2020-01-01103
Number of other retired or separated participants entitled to future benefits2020-01-011,393
Total of all active and inactive participants2020-01-01205,206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01205,207
Number of participants with account balances2020-01-0117,513
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01137
2019: UNIVERSAL SERVICES OF AMERICA 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01127,558
Total number of active participants reported on line 7a of the Form 55002019-01-01169,333
Number of retired or separated participants receiving benefits2019-01-0192
Number of other retired or separated participants entitled to future benefits2019-01-011,260
Total of all active and inactive participants2019-01-01170,685
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01170,685
Number of participants with account balances2019-01-0113,115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01212
2018: UNIVERSAL SERVICES OF AMERICA 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01125,266
Total number of active participants reported on line 7a of the Form 55002018-01-01126,265
Number of retired or separated participants receiving benefits2018-01-018
Number of other retired or separated participants entitled to future benefits2018-01-011,251
Total of all active and inactive participants2018-01-01127,524
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01127,524
Number of participants with account balances2018-01-0110,922
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01386
2017: UNIVERSAL SERVICES OF AMERICA 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01225,678
Total number of active participants reported on line 7a of the Form 55002017-01-01124,028
Number of retired or separated participants receiving benefits2017-01-0181
Number of other retired or separated participants entitled to future benefits2017-01-011,130
Total of all active and inactive participants2017-01-01125,239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-013
Total participants2017-01-01125,242
Number of participants with account balances2017-01-0110,905
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01405
2016: UNIVERSAL SERVICES OF AMERICA 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0154,730
Total number of active participants reported on line 7a of the Form 55002016-01-01224,916
Number of retired or separated participants receiving benefits2016-01-0140
Number of other retired or separated participants entitled to future benefits2016-01-01522
Total of all active and inactive participants2016-01-01225,478
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01225,478
Number of participants with account balances2016-01-013,739
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01146
2015: UNIVERSAL SERVICES OF AMERICA 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0141,389
Total number of active participants reported on line 7a of the Form 55002015-01-0150,162
Number of retired or separated participants receiving benefits2015-01-013
Number of other retired or separated participants entitled to future benefits2015-01-0145
Total of all active and inactive participants2015-01-0150,210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0150,210
Number of participants with account balances2015-01-011,745
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012
2014: UNIVERSAL SERVICES OF AMERICA 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0123,425
Total number of active participants reported on line 7a of the Form 55002014-01-0134,567
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-0141
Total of all active and inactive participants2014-01-0134,610
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0134,610
Number of participants with account balances2014-01-011,361
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0110
2013: UNIVERSAL SERVICES OF AMERICA 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-018,918
Total number of active participants reported on line 7a of the Form 55002013-01-0123,425
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-0123,425
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0123,425
Number of participants with account balances2013-01-01971
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: UNIVERSAL SERVICES OF AMERICA 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-018,813
Total number of active participants reported on line 7a of the Form 55002012-01-018,813
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01105
Total of all active and inactive participants2012-01-018,918
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-018,918
Number of participants with account balances2012-01-01775
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-015
2011: UNIVERSAL SERVICES OF AMERICA 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-018,023
Total number of active participants reported on line 7a of the Form 55002011-01-017,394
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0138
Total of all active and inactive participants2011-01-017,432
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-017,432
Number of participants with account balances2011-01-01401
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-019

Financial Data on UNIVERSAL SERVICES OF AMERICA 401(K) PLAN

Measure Date Value
2022 : UNIVERSAL SERVICES OF AMERICA 401(K) PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$0
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$205,061,864
Total transfer of assets from this plan2022-12-31$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
Expenses. Interest paid2022-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-12-31$0
Total income from all sources (including contributions)2022-12-31$21,223,789
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$68,126,321
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$65,607,329
Expenses. Certain deemed distributions of participant loans2022-12-31$100,795
Value of total corrective distributions2022-12-31$10,727
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$76,837,939
Value of total assets at end of year2022-12-31$497,898,027
Value of total assets at beginning of year2022-12-31$339,738,695
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$2,407,470
Total income from rents2022-12-31$0
Total interest from all sources2022-12-31$1,741,461
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$22,583,573
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$22,583,573
Assets. Real estate other than employer real property at end of year2022-12-31$0
Assets. Real estate other than employer real property at beginning of year2022-12-31$0
Administrative expenses professional fees incurred2022-12-31$28,020
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
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$60,576,440
Participant contributions at end of year2022-12-31$5,495,636
Participant contributions at beginning of year2022-12-31$68,835
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$6,748,497
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Assets. Loans (other than to participants) at end of year2022-12-31$0
Assets. Loans (other than to participants) at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$6,628
Administrative expenses (other) incurred2022-12-31$358,099
Liabilities. Value of operating payables at end of year2022-12-31$0
Liabilities. Value of operating payables at beginning of year2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash 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
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-46,902,532
Value of net assets at end of year (total assets less liabilities)2022-12-31$497,898,027
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$339,738,695
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
Assets. partnership/joint venture interests at end of year2022-12-31$0
Assets. partnership/joint venture interests at beginning of year2022-12-31$0
Investment advisory and management fees2022-12-31$1,574,628
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$431,407,105
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$302,055,830
Value of interest in pooled separate accounts at end of year2022-12-31$0
Value of interest in pooled separate accounts at beginning of year2022-12-31$0
Interest on participant loans2022-12-31$172,832
Income. Interest from loans (other than to participants)2022-12-31$0
Interest earned on other investments2022-12-31$1,568,629
Income. Interest from US Government securities2022-12-31$0
Income. Interest from corporate debt instruments2022-12-31$0
Value of interest in master investment trust accounts at end of year2022-12-31$0
Value of interest in master investment trust accounts at beginning of year2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$0
Value of interest in common/collective trusts at beginning of year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$60,995,286
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$37,614,030
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Asset value of US Government securities at end of year2022-12-31$0
Asset value of US Government securities at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-79,945,812
Net investment gain/loss from pooled separate accounts2022-12-31$0
Net investment gain or loss from common/collective trusts2022-12-31$0
Net gain/loss from 103.12 investment entities2022-12-31$0
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
Assets. Invements in employer securities at end of year2022-12-31$0
Assets. Invements in employer securities at beginning of year2022-12-31$0
Assets. Value of employer real property at end of year2022-12-31$0
Assets. Value of employer real property at beginning of year2022-12-31$0
Contributions received in cash from employer2022-12-31$9,513,002
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Income. Dividends from preferred stock2022-12-31$0
Income. Dividends from common stock2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$65,607,329
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$0
Contract administrator fees2022-12-31$446,723
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$0
Liabilities. Value of benefit claims payable at end of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$0
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
Aggregate proceeds on sale of assets2022-12-31$0
Aggregate carrying amount (costs) on sale of assets2022-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2022-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31WITHUMSMITH & BROWN, PC
Accountancy firm EIN2022-12-31222027092
Total unrealized appreciation/depreciation of assets2022-10-31$0
Total transfer of assets from this plan2022-10-31$40,091,668
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-10-31$0
Total income from all sources (including contributions)2022-10-31$-8,203,425
Total loss/gain on sale of assets2022-10-31$0
Total of all expenses incurred2022-10-31$6,184,577
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-10-31$6,087,881
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-10-31$11,535
Value of total assets at end of year2022-10-31$0
Value of total assets at beginning of year2022-10-31$54,479,670
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-10-31$96,696
Total interest from all sources2022-10-31$23,468
Total dividends received (eg from common stock, registered investment company shares)2022-10-31$137,134
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-10-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-10-31$137,134
Was this plan covered by a fidelity bond2022-10-31Yes
Value of fidelity bond cover2022-10-31$10,000,000
If this is an individual account plan, was there a blackout period2022-10-31Yes
Were there any nonexempt tranactions with any party-in-interest2022-10-31No
Contributions received from participants2022-10-31$2,908
Participant contributions at end of year2022-10-31$0
Participant contributions at beginning of year2022-10-31$1,102,615
Income. Received or receivable in cash from other sources (including rollovers)2022-10-31$7,563
Other income not declared elsewhere2022-10-31$51,537
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-10-31No
Value of net income/loss2022-10-31$-14,388,002
Value of net assets at end of year (total assets less liabilities)2022-10-31$0
Value of net assets at beginning of year (total assets less liabilities)2022-10-31$54,479,670
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-10-31No
Were any leases to which the plan was party in default or uncollectible2022-10-31No
Investment advisory and management fees2022-10-31$21,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-10-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-10-31$51,786,926
Interest on participant loans2022-10-31$23,468
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-10-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-10-31$1,590,129
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-10-31$-8,427,099
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-10-31No
Was there a failure to transmit to the plan any participant contributions2022-10-31No
Has the plan failed to provide any benefit when due under the plan2022-10-31No
Contributions received in cash from employer2022-10-31$1,064
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-10-31$6,087,881
Contract administrator fees2022-10-31$75,696
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-10-31Yes
Did the plan have assets held for investment2022-10-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-10-31Yes
Opinion of an independent qualified public accountant for this plan2022-10-31Unqualified
Accountancy firm name2022-10-31LUTZ & COMPANY, PC
Accountancy firm EIN2022-10-31470625816
2021 : UNIVERSAL SERVICES OF AMERICA 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$7,039,753
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$100,150,492
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$44,327,501
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$42,007,653
Expenses. Certain deemed distributions of participant loans2021-12-31$16,267
Value of total corrective distributions2021-12-31$3,413
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$58,562,552
Value of total assets at end of year2021-12-31$339,738,695
Value of total assets at beginning of year2021-12-31$276,875,951
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$2,300,168
Total interest from all sources2021-12-31$951,501
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$13,765,452
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$13,765,452
Administrative expenses professional fees incurred2021-12-31$111,067
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
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$41,862,305
Participant contributions at end of year2021-12-31$68,835
Participant contributions at beginning of year2021-12-31$262,144
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$7,295,062
Administrative expenses (other) incurred2021-12-31$2,271
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$55,822,991
Value of net assets at end of year (total assets less liabilities)2021-12-31$339,738,695
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$276,875,951
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$1,780,888
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$302,055,830
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$241,156,164
Interest on participant loans2021-12-31$5,840
Interest earned on other investments2021-12-31$945,661
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$37,614,030
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$35,457,643
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$26,870,987
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$9,405,185
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$42,007,653
Contract administrator fees2021-12-31$405,942
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31WITHUMSMITH & BROWN, PC
Accountancy firm EIN2021-12-31222027092
2020 : UNIVERSAL SERVICES OF AMERICA 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$32,081,108
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$77,275,875
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$41,029,964
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$39,428,548
Expenses. Certain deemed distributions of participant loans2020-12-31$23,009
Value of total corrective distributions2020-12-31$20,184
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$43,107,130
Value of total assets at end of year2020-12-31$276,875,951
Value of total assets at beginning of year2020-12-31$208,548,932
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,558,223
Total interest from all sources2020-12-31$1,056,010
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$7,875,030
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$7,875,030
Administrative expenses professional fees incurred2020-12-31$78,819
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
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$30,629,239
Participant contributions at end of year2020-12-31$262,144
Participant contributions at beginning of year2020-12-31$351,412
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$4,766,103
Administrative expenses (other) incurred2020-12-31$42
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$36,245,911
Value of net assets at end of year (total assets less liabilities)2020-12-31$276,875,951
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$208,548,932
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$1,241,205
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$241,156,164
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$179,433,039
Interest on participant loans2020-12-31$14,149
Interest earned on other investments2020-12-31$1,041,861
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$35,457,643
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$28,764,481
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$25,237,705
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$7,711,788
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$39,428,548
Contract administrator fees2020-12-31$238,157
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 name2020-12-31WITHUMSMITH & BROWN, PC
Accountancy firm EIN2020-12-31222027092
2019 : UNIVERSAL SERVICES OF AMERICA 401(K) 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$71,533,814
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$29,870,713
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$28,277,313
Expenses. Certain deemed distributions of participant loans2019-12-31$21,095
Value of total corrective distributions2019-12-31$56,407
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$35,084,271
Value of total assets at end of year2019-12-31$208,548,932
Value of total assets at beginning of year2019-12-31$166,885,831
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,515,898
Total interest from all sources2019-12-31$1,037,910
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$6,293,240
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$6,293,240
Administrative expenses professional fees incurred2019-12-31$63,249
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
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$23,296,219
Participant contributions at end of year2019-12-31$351,412
Participant contributions at beginning of year2019-12-31$821,281
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$4,887,780
Administrative expenses (other) incurred2019-12-31$1,152
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$41,663,101
Value of net assets at end of year (total assets less liabilities)2019-12-31$208,548,932
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$166,885,831
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
Investment advisory and management fees2019-12-31$1,158,433
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$179,433,039
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$139,468,278
Interest on participant loans2019-12-31$24,926
Interest earned on other investments2019-12-31$1,012,984
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$28,764,481
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$26,596,272
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$29,118,393
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$6,900,272
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$28,277,313
Contract administrator fees2019-12-31$293,064
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 name2019-12-31WITHUMSMITH & BROWN, PC
Accountancy firm EIN2019-12-31222027092
2018 : UNIVERSAL SERVICES OF AMERICA 401(K) PLAN 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$23,037,480
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$32,334,085
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$30,801,996
Expenses. Certain deemed distributions of participant loans2018-12-31$53,522
Value of total corrective distributions2018-12-31$103,171
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$30,906,126
Value of total assets at end of year2018-12-31$166,885,831
Value of total assets at beginning of year2018-12-31$176,182,436
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,375,396
Total interest from all sources2018-12-31$1,014,430
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$6,469,835
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$6,469,835
Administrative expenses professional fees incurred2018-12-31$89,994
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$19,968,003
Participant contributions at end of year2018-12-31$821,281
Participant contributions at beginning of year2018-12-31$1,956,838
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$3,866,924
Administrative expenses (other) incurred2018-12-31$452
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-9,296,605
Value of net assets at end of year (total assets less liabilities)2018-12-31$166,885,831
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$176,182,436
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$1,022,294
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$139,468,278
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$149,290,529
Interest on participant loans2018-12-31$59,032
Interest earned on other investments2018-12-31$955,398
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$26,596,272
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$24,935,069
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-15,352,911
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$7,071,199
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$30,801,996
Contract administrator fees2018-12-31$262,656
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 name2018-12-31KSJG, LLP
Accountancy firm EIN2018-12-31953322166
2017 : UNIVERSAL SERVICES OF AMERICA 401(K) PLAN 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$145,365,392
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$28,366,649
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$27,553,459
Expenses. Certain deemed distributions of participant loans2017-12-31$123,229
Value of total corrective distributions2017-12-31$92,853
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$122,477,641
Value of total assets at end of year2017-12-31$176,182,436
Value of total assets at beginning of year2017-12-31$59,183,693
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$597,108
Total interest from all sources2017-12-31$830,719
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$4,242,760
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$4,242,760
Administrative expenses professional fees incurred2017-12-31$187,555
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
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$19,252,988
Participant contributions at end of year2017-12-31$1,956,838
Participant contributions at beginning of year2017-12-31$0
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$99,136,595
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$2,781
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$116,998,743
Value of net assets at end of year (total assets less liabilities)2017-12-31$176,182,436
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$59,183,693
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$336,812
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$149,290,529
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$48,199,153
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$132,349
Interest earned on other investments2017-12-31$698,370
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$24,935,069
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$10,984,540
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$17,814,272
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$4,088,058
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$27,553,459
Contract administrator fees2017-12-31$69,960
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
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 name2017-12-31KSJG, LLP
Accountancy firm EIN2017-12-31953322166
2016 : UNIVERSAL SERVICES OF AMERICA 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$43,821,069
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$12,443,031
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$14,099,079
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$13,863,367
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Value of total corrective distributions2016-12-31$46,607
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$7,992,172
Value of total assets at end of year2016-12-31$59,183,693
Value of total assets at beginning of year2016-12-31$17,018,672
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$189,105
Total interest from all sources2016-12-31$334,452
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,638,108
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$1,638,108
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$500,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$6,455,940
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Assets. Other investments not covered elsewhere at end of year2016-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,058,332
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$0
Other income not declared elsewhere2016-12-31$0
Administrative expenses (other) incurred2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-1,656,048
Value of net assets at end of year (total assets less liabilities)2016-12-31$59,183,693
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$17,018,672
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$82,857
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$48,199,153
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$14,806,084
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$0
Interest earned on other investments2016-12-31$334,452
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$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$10,984,540
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$2,212,588
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$2,478,299
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 assets2016-12-31Yes
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$477,900
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$13,863,367
Contract administrator fees2016-12-31$106,248
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 name2016-12-31KSLG, LLP
Accountancy firm EIN2016-12-31953322166
2015 : UNIVERSAL SERVICES OF AMERICA 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$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$4,255,957
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,130,756
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,061,925
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Value of total corrective distributions2015-12-31$32,785
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$4,399,075
Value of total assets at end of year2015-12-31$17,018,673
Value of total assets at beginning of year2015-12-31$14,893,472
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$36,046
Total interest from all sources2015-12-31$53,648
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$688,397
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$688,397
Administrative expenses professional fees incurred2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
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$3,025,248
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Assets. Other investments not covered elsewhere at end of year2015-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$830,727
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$0
Other income not declared elsewhere2015-12-31$0
Administrative expenses (other) incurred2015-12-31$578
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$2,125,201
Value of net assets at end of year (total assets less liabilities)2015-12-31$17,018,673
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$14,893,472
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
Investment advisory and management fees2015-12-31$24,486
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$14,806,085
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$12,806,515
Value of interest in pooled separate accounts at end of year2015-12-31$0
Value of interest in pooled separate accounts at beginning of year2015-12-31$0
Interest on participant loans2015-12-31$0
Interest earned on other investments2015-12-31$53,648
Value of interest in common/collective trusts at end of year2015-12-31$0
Value of interest in common/collective trusts at beginning of year2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$2,212,588
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$2,086,957
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-885,163
Net investment gain/loss from pooled separate accounts2015-12-31$0
Net investment gain or loss from common/collective trusts2015-12-31$0
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
Assets. Invements in employer securities at end of year2015-12-31$0
Assets. Invements in employer securities at beginning of year2015-12-31$0
Contributions received in cash from employer2015-12-31$543,100
Income. Dividends from common stock2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,061,925
Contract administrator fees2015-12-31$10,982
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
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 name2015-12-31KSJG
Accountancy firm EIN2015-12-31953322166
2014 : UNIVERSAL SERVICES OF AMERICA 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$4,660,064
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,279,053
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,247,491
Value of total corrective distributions2014-12-31$936
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,882,255
Value of total assets at end of year2014-12-31$14,893,472
Value of total assets at beginning of year2014-12-31$11,512,461
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$30,626
Total interest from all sources2014-12-31$38,742
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$609,772
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$609,772
Administrative expenses professional fees incurred2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
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$2,686,939
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,194,678
Administrative expenses (other) incurred2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$3,381,011
Value of net assets at end of year (total assets less liabilities)2014-12-31$14,893,472
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$11,512,461
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
Investment advisory and management fees2014-12-31$19,727
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$12,806,515
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$9,289,497
Interest earned on other investments2014-12-31$38,742
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$2,086,957
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,889,937
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$129,295
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$638
Employer contributions (assets) at beginning of year2014-12-31$333,027
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,247,491
Contract administrator fees2014-12-31$10,899
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 name2014-12-31KSGJ
Accountancy firm EIN2014-12-31953322166
2013 : UNIVERSAL SERVICES OF AMERICA 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$4,077,177
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,122,111
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,111,775
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,568,978
Value of total assets at end of year2013-12-31$11,512,461
Value of total assets at beginning of year2013-12-31$8,557,395
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$10,336
Total interest from all sources2013-12-31$16,914
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$304,985
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$304,985
Administrative expenses professional fees incurred2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
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$1,759,168
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$29,743
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$475,997
Other income not declared elsewhere2013-12-31$-2,022
Administrative expenses (other) incurred2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,955,066
Value of net assets at end of year (total assets less liabilities)2013-12-31$11,512,461
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$8,557,395
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
Investment advisory and management fees2013-12-31$1,371
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$9,289,497
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$0
Value of interest in pooled separate accounts at end of year2013-12-31$0
Value of interest in pooled separate accounts at beginning of year2013-12-31$6,378,156
Interest earned on other investments2013-12-31$16,914
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,889,937
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,898,799
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$8,796
Net investment gain/loss from pooled separate accounts2013-12-31$1,179,526
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$333,813
Employer contributions (assets) at end of year2013-12-31$333,027
Employer contributions (assets) at beginning of year2013-12-31$250,697
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,111,775
Contract administrator fees2013-12-31$8,965
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
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 name2013-12-31KUSHNER, SMITH, JOANOU, GREGSON
Accountancy firm EIN2013-12-31953322166
2012 : UNIVERSAL SERVICES OF AMERICA 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$2,796,126
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$2,278,463
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$755,944
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$740,455
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,686,532
Value of total assets at end of year2012-12-31$8,557,395
Value of total assets at beginning of year2012-12-31$4,238,750
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$15,489
Total interest from all sources2012-12-31$27,000
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
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$1,223,020
Participant contributions at end of year2012-12-31$29,743
Participant contributions at beginning of year2012-12-31$16,264
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$206,610
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$1,522,519
Value of net assets at end of year (total assets less liabilities)2012-12-31$8,557,395
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,238,750
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 pooled separate accounts at end of year2012-12-31$6,378,156
Value of interest in pooled separate accounts at beginning of year2012-12-31$2,742,061
Interest earned on other investments2012-12-31$27,000
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,898,799
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,364,426
Net investment gain/loss from pooled separate accounts2012-12-31$564,931
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 contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$256,902
Employer contributions (assets) at end of year2012-12-31$250,697
Employer contributions (assets) at beginning of year2012-12-31$115,999
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$740,455
Contract administrator fees2012-12-31$15,489
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 name2012-12-31WRIGHT FORD YOUNG AND COMPANY
Accountancy firm EIN2012-12-31953288054
2011 : UNIVERSAL SERVICES OF AMERICA 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$862,233
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$352,730
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$325,407
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$878,072
Value of total assets at end of year2011-12-31$4,238,750
Value of total assets at beginning of year2011-12-31$3,729,247
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$27,323
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$754,932
Participant contributions at end of year2011-12-31$16,264
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$5,367
Other income not declared elsewhere2011-12-31$31,133
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$509,503
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,238,750
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,729,247
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$2,742,061
Value of interest in pooled separate accounts at beginning of year2011-12-31$2,382,004
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,364,426
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,242,104
Net investment gain/loss from pooled separate accounts2011-12-31$-46,972
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$117,773
Employer contributions (assets) at end of year2011-12-31$115,999
Employer contributions (assets) at beginning of year2011-12-31$105,139
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$325,407
Contract administrator fees2011-12-31$27,323
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31WRIGHT FORD YOUNG AND CO
Accountancy firm EIN2011-12-31953288054

Form 5500 Responses for UNIVERSAL SERVICES OF AMERICA 401(K) PLAN

2022: UNIVERSAL SERVICES OF AMERICA 401(K) 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 filingYes
2022-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2022-01-01Plan is a collectively bargained planYes
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: UNIVERSAL SERVICES OF AMERICA 401(K) 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: UNIVERSAL SERVICES OF AMERICA 401(K) 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: UNIVERSAL SERVICES OF AMERICA 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: UNIVERSAL SERVICES OF AMERICA 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: UNIVERSAL SERVICES OF AMERICA 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: UNIVERSAL SERVICES OF AMERICA 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: UNIVERSAL SERVICES OF AMERICA 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: UNIVERSAL SERVICES OF AMERICA 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: UNIVERSAL SERVICES OF AMERICA 401(K) PLAN 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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: UNIVERSAL SERVICES OF AMERICA 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: UNIVERSAL SERVICES OF AMERICA 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number780673-01
Policy instance 1
Insurance contract or identification number780673-01
Number of Individuals Covered248887
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28225
Policy instance 1
Insurance contract or identification numberGA28225
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-07-22
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61195
Policy instance 1
Insurance contract or identification numberMR 61195
Number of Individuals Covered240494
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61195
Policy instance 1
Insurance contract or identification numberMR 61195
Number of Individuals Covered205207
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61195
Policy instance 1
Insurance contract or identification numberMR 61195
Number of Individuals Covered170685
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61195
Policy instance 1
Insurance contract or identification numberMR 61195
Number of Individuals Covered127524
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61195
Policy instance 1
Insurance contract or identification numberMR 61195
Number of Individuals Covered125243
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61195
Policy instance 1
Insurance contract or identification numberMR 61195
Number of Individuals Covered50210
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61195
Policy instance 1
Insurance contract or identification numberMR 61195
Number of Individuals Covered34610
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number995533-000
Policy instance 2
Insurance contract or identification number995533-000
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61195
Policy instance 1
Insurance contract or identification numberMR 61195
Number of Individuals Covered23425
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number995533-000
Policy instance 1
Insurance contract or identification number995533-000
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $14,074
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $14,074
Insurance broker organization code?3
Insurance broker nameFINANCIAL NETWORK INVESTMENT
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number995533-000
Policy instance 1
Insurance contract or identification number995533-000
Number of Individuals Covered7432
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $9,710
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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