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OTC BRANDS, INC. 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameOTC BRANDS, INC. 401(K) RETIREMENT PLAN
Plan identification number 002

OTC BRANDS, INC. 401(K) RETIREMENT PLAN Benefits

401k Plan Type
Plan Features/Benefits

    401k Sponsoring company profile

    OTC BRANDS, INC. has sponsored the creation of one or more 401k plans.

    Company Name:OTC BRANDS, INC.
    Employer identification number (EIN):274791180
    NAIC Classification:454110
    NAIC Description:Electronic Shopping and Mail-Order Houses

    Additional information about OTC BRANDS, INC.

    Jurisdiction of Incorporation: State of Delaware Division of Corporations
    Incorporation Date:
    Company Identification Number: 4935380

    More information about OTC BRANDS, INC.

    Form 5500 Filing Information

    Submission information for form 5500 for 401k plan OTC BRANDS, INC. 401(K) RETIREMENT PLAN

    Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
    0022019-01-01
    0022018-01-01
    0022017-01-01KENT SCHROEDER KENT SCHROEDER2018-07-25
    0022016-01-01KENT SCHROEDER KENT SCHROEDER2017-07-18
    0022015-01-01KENT SCHROEDER KENT SCHROEDER2016-08-23
    0022015-01-01 KENT SCHROEDER2016-07-26
    0022014-01-01KENT SCHROEDER KENT SCHROEDER2015-07-27

    Plan Statistics for OTC BRANDS, INC. 401(K) RETIREMENT PLAN

    401k plan membership statisitcs for OTC BRANDS, INC. 401(K) RETIREMENT PLAN

    Measure Date Value
    2019
    Total participants, beginning-of-year2019-01-011,514
    Total number of active participants reported on line 7a of the Form 55002019-01-011,237
    Number of retired or separated participants receiving benefits2019-01-010
    Number of other retired or separated participants entitled to future benefits2019-01-01162
    Total of all active and inactive participants2019-01-011,399
    Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
    Total participants2019-01-011,400
    Number of participants with account balances2019-01-01942
    Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0129
    2018
    Total participants, beginning-of-year2018-01-011,519
    Total number of active participants reported on line 7a of the Form 55002018-01-011,283
    Number of retired or separated participants receiving benefits2018-01-010
    Number of other retired or separated participants entitled to future benefits2018-01-01152
    Total of all active and inactive participants2018-01-011,435
    Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
    Total participants2018-01-011,436
    Number of participants with account balances2018-01-01951
    Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0130
    2017
    Total participants, beginning-of-year2017-01-011,530
    Total number of active participants reported on line 7a of the Form 55002017-01-011,318
    Number of retired or separated participants receiving benefits2017-01-010
    Number of other retired or separated participants entitled to future benefits2017-01-01136
    Total of all active and inactive participants2017-01-011,454
    Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
    Total participants2017-01-011,456
    Number of participants with account balances2017-01-01943
    Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0142
    2016
    Total participants, beginning-of-year2016-01-011,541
    Total number of active participants reported on line 7a of the Form 55002016-01-011,328
    Number of retired or separated participants receiving benefits2016-01-010
    Number of other retired or separated participants entitled to future benefits2016-01-01129
    Total of all active and inactive participants2016-01-011,457
    Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
    Total participants2016-01-011,458
    Number of participants with account balances2016-01-01938
    Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0137
    2015
    Total participants, beginning-of-year2015-01-011,518
    Total number of active participants reported on line 7a of the Form 55002015-01-011,337
    Number of retired or separated participants receiving benefits2015-01-010
    Number of other retired or separated participants entitled to future benefits2015-01-01133
    Total of all active and inactive participants2015-01-011,470
    Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
    Total participants2015-01-011,472
    Number of participants with account balances2015-01-01910
    Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0126
    2014
    Total participants, beginning-of-year2014-01-011,491
    Total number of active participants reported on line 7a of the Form 55002014-01-011,325
    Number of retired or separated participants receiving benefits2014-01-010
    Number of other retired or separated participants entitled to future benefits2014-01-01127
    Total of all active and inactive participants2014-01-011,452
    Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
    Total participants2014-01-011,453
    Number of participants with account balances2014-01-01921
    Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0122

    Financial Data on OTC BRANDS, INC. 401(K) RETIREMENT PLAN

    Measure Date Value
    2019
    Unrealized appreciation/depreciation of real estate assets2019-12-31$0
    Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
    Total unrealized appreciation/depreciation of assets2019-12-31$0
    Total transfer of assets to this plan2019-12-31$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$18,902,300
    Total loss/gain on sale of assets2019-12-31$0
    Total of all expenses incurred2019-12-31$3,223,312
    Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,098,765
    Expenses. Certain deemed distributions of participant loans2019-12-31$0
    Value of total corrective distributions2019-12-31$95,732
    Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$5,345,136
    Value of total assets at end of year2019-12-31$72,417,115
    Value of total assets at beginning of year2019-12-31$56,738,127
    Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$28,815
    Total income from rents2019-12-31$0
    Total interest from all sources2019-12-31$109,034
    Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
    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$0
    Administrative expenses professional fees incurred2019-12-31$1,867
    Was this plan covered by a fidelity bond2019-12-31Yes
    Value of fidelity bond cover2019-12-31$2,000,000
    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
    Amount of non-exempt transactions with any party-in-interest2019-12-31$0
    Contributions received from participants2019-12-31$3,562,861
    Participant contributions at end of year2019-12-31$1,211,672
    Participant contributions at beginning of year2019-12-31$1,105,421
    Participant contributions at end of year2019-12-31$0
    Participant contributions at beginning of year2019-12-31$0
    Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$583,089
    Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
    Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
    Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
    Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
    Other income not declared elsewhere2019-12-31$66,305
    Administrative expenses (other) incurred2019-12-31$0
    Liabilities. Value of operating payables at beginning of year2019-12-31$0
    Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
    Value of net income/loss2019-12-31$15,678,988
    Value of net assets at end of year (total assets less liabilities)2019-12-31$72,417,115
    Value of net assets at beginning of year (total assets less liabilities)2019-12-31$56,738,127
    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
    Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2019-12-31$0
    Were any leases to which the plan was party in default or uncollectible2019-12-31No
    Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2019-12-31$0
    Investment advisory and management fees2019-12-31$0
    Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$3,422,353
    Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,118,064
    Value of interest in pooled separate accounts at end of year2019-12-31$65,364,564
    Value of interest in pooled separate accounts at beginning of year2019-12-31$50,071,778
    Interest on participant loans2019-12-31$80,847
    Income. Interest from loans (other than to participants)2019-12-31$0
    Interest earned on other investments2019-12-31$28,187
    Income. Interest from US Government securities2019-12-31$0
    Income. Interest from corporate debt instruments2019-12-31$0
    Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
    Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,418,526
    Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,442,864
    Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
    Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,000,503
    Net investment gain/loss from pooled separate accounts2019-12-31$12,381,322
    Net investment gain or loss from common/collective trusts2019-12-31$0
    Net gain/loss from 103.12 investment entities2019-12-31$0
    Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
    Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
    Has the plan failed to provide any benefit when due under the plan2019-12-31No
    Contributions received in cash from employer2019-12-31$1,199,186
    Employer contributions (assets) at end of year2019-12-31$0
    Employer contributions (assets) at beginning of year2019-12-31$0
    Income. Dividends from preferred stock2019-12-31$0
    Income. Dividends from common stock2019-12-31$0
    Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,098,765
    Contract administrator fees2019-12-31$26,948
    Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
    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
    Aggregate proceeds on sale of assets2019-12-31$0
    Aggregate carrying amount (costs) on sale of assets2019-12-31$0
    Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
    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 name2019-12-31LUTZ & COMPANY, P.C.
    Accountancy firm EIN2019-12-31470625816
    2018
    Unrealized appreciation/depreciation of real estate assets2018-12-31$0
    Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$0
    Total unrealized appreciation/depreciation of assets2018-12-31$0
    Total transfer of assets to this plan2018-12-31$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$1,231,436
    Total loss/gain on sale of assets2018-12-31$0
    Total of all expenses incurred2018-12-31$2,987,482
    Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,830,387
    Expenses. Certain deemed distributions of participant loans2018-12-31$0
    Value of total corrective distributions2018-12-31$115,382
    Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$5,057,189
    Value of total assets at end of year2018-12-31$56,738,127
    Value of total assets at beginning of year2018-12-31$58,494,173
    Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$41,713
    Total income from rents2018-12-31$0
    Total interest from all sources2018-12-31$88,596
    Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
    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$0
    Administrative expenses professional fees incurred2018-12-31$1,626
    Was this plan covered by a fidelity bond2018-12-31Yes
    Value of fidelity bond cover2018-12-31$2,000,000
    If this is an individual account plan, was there a blackout period2018-12-31No
    Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
    Were there any nonexempt tranactions with any party-in-interest2018-12-31No
    Amount of non-exempt transactions with any party-in-interest2018-12-31$0
    Contributions received from participants2018-12-31$3,422,210
    Participant contributions at end of year2018-12-31$1,105,421
    Participant contributions at beginning of year2018-12-31$885,477
    Participant contributions at end of year2018-12-31$0
    Participant contributions at beginning of year2018-12-31$0
    Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$475,412
    Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
    Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
    Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
    Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
    Other income not declared elsewhere2018-12-31$9,600
    Administrative expenses (other) incurred2018-12-31$0
    Liabilities. Value of operating payables at beginning of year2018-12-31$0
    Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
    Value of net income/loss2018-12-31$-1,756,046
    Value of net assets at end of year (total assets less liabilities)2018-12-31$56,738,127
    Value of net assets at beginning of year (total assets less liabilities)2018-12-31$58,494,173
    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
    Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2018-12-31$0
    Were any leases to which the plan was party in default or uncollectible2018-12-31No
    Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2018-12-31$0
    Investment advisory and management fees2018-12-31$0
    Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$3,118,064
    Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$3,697,528
    Value of interest in pooled separate accounts at end of year2018-12-31$50,071,778
    Value of interest in pooled separate accounts at beginning of year2018-12-31$51,158,784
    Interest on participant loans2018-12-31$62,350
    Income. Interest from loans (other than to participants)2018-12-31$0
    Interest earned on other investments2018-12-31$26,246
    Income. Interest from US Government securities2018-12-31$0
    Income. Interest from corporate debt instruments2018-12-31$0
    Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$0
    Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$2,442,864
    Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$2,752,384
    Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
    Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-369,596
    Net investment gain/loss from pooled separate accounts2018-12-31$-3,554,353
    Net investment gain or loss from common/collective trusts2018-12-31$0
    Net gain/loss from 103.12 investment entities2018-12-31$0
    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 contributions2018-12-31Yes
    Has the plan failed to provide any benefit when due under the plan2018-12-31No
    Contributions received in cash from employer2018-12-31$1,159,567
    Employer contributions (assets) at end of year2018-12-31$0
    Employer contributions (assets) at beginning of year2018-12-31$0
    Income. Dividends from preferred stock2018-12-31$0
    Income. Dividends from common stock2018-12-31$0
    Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,830,387
    Contract administrator fees2018-12-31$40,087
    Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
    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
    Aggregate proceeds on sale of assets2018-12-31$0
    Aggregate carrying amount (costs) on sale of assets2018-12-31$0
    Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$0
    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 name2018-12-31LUTZ & COMPANY, P.C.
    Accountancy firm EIN2018-12-31470625816
    2017
    Unrealized appreciation/depreciation of real estate assets2017-12-31$0
    Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$0
    Total unrealized appreciation/depreciation of assets2017-12-31$0
    Total transfer of assets to this plan2017-12-31$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$13,316,203
    Total loss/gain on sale of assets2017-12-31$0
    Total of all expenses incurred2017-12-31$3,644,261
    Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,495,111
    Expenses. Certain deemed distributions of participant loans2017-12-31$0
    Value of total corrective distributions2017-12-31$129,783
    Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,692,611
    Value of total assets at end of year2017-12-31$58,494,173
    Value of total assets at beginning of year2017-12-31$48,822,231
    Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$19,367
    Total income from rents2017-12-31$0
    Total interest from all sources2017-12-31$69,490
    Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
    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$0
    Administrative expenses professional fees incurred2017-12-31$0
    Was this plan covered by a fidelity bond2017-12-31Yes
    Value of fidelity bond cover2017-12-31$2,000,000
    If this is an individual account plan, was there a blackout period2017-12-31No
    Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
    Were there any nonexempt tranactions with any party-in-interest2017-12-31No
    Amount of non-exempt transactions with any party-in-interest2017-12-31$0
    Contributions received from participants2017-12-31$3,362,240
    Participant contributions at end of year2017-12-31$885,477
    Participant contributions at beginning of year2017-12-31$853,504
    Participant contributions at end of year2017-12-31$0
    Participant contributions at beginning of year2017-12-31$0
    Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$198,771
    Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
    Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
    Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
    Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
    Other income not declared elsewhere2017-12-31$-8,125
    Administrative expenses (other) incurred2017-12-31$0
    Liabilities. Value of operating payables at beginning of year2017-12-31$0
    Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
    Value of net income/loss2017-12-31$9,671,942
    Value of net assets at end of year (total assets less liabilities)2017-12-31$58,494,173
    Value of net assets at beginning of year (total assets less liabilities)2017-12-31$48,822,231
    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
    Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2017-12-31$0
    Were any leases to which the plan was party in default or uncollectible2017-12-31No
    Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2017-12-31$0
    Investment advisory and management fees2017-12-31$0
    Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$3,697,528
    Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$3,066,929
    Value of interest in pooled separate accounts at end of year2017-12-31$51,158,784
    Value of interest in pooled separate accounts at beginning of year2017-12-31$42,132,937
    Interest on participant loans2017-12-31$44,899
    Income. Interest from loans (other than to participants)2017-12-31$0
    Interest earned on other investments2017-12-31$24,591
    Income. Interest from US Government securities2017-12-31$0
    Income. Interest from corporate debt instruments2017-12-31$0
    Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$0
    Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$2,752,384
    Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$2,768,861
    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$672,505
    Net investment gain/loss from pooled separate accounts2017-12-31$7,889,722
    Net investment gain or loss from common/collective trusts2017-12-31$0
    Net gain/loss from 103.12 investment entities2017-12-31$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
    Contributions received in cash from employer2017-12-31$1,131,600
    Employer contributions (assets) at end of year2017-12-31$0
    Employer contributions (assets) at beginning of year2017-12-31$0
    Income. Dividends from preferred stock2017-12-31$0
    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$3,495,111
    Contract administrator fees2017-12-31$19,367
    Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
    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
    Aggregate proceeds on sale of assets2017-12-31$0
    Aggregate carrying amount (costs) on sale of assets2017-12-31$0
    Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$0
    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 name2017-12-31LUTZ & COMPANY, P.C.
    Accountancy firm EIN2017-12-31470625816
    2016
    Unrealized appreciation/depreciation of real estate assets2016-12-31$0
    Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$0
    Total unrealized appreciation/depreciation of assets2016-12-31$0
    Total transfer of assets to this plan2016-12-31$0
    Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
    Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
    Total income from all sources (including contributions)2016-12-31$8,829,943
    Total loss/gain on sale of assets2016-12-31$0
    Total of all expenses incurred2016-12-31$4,150,884
    Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$4,064,703
    Expenses. Certain deemed distributions of participant loans2016-12-31$0
    Value of total corrective distributions2016-12-31$63,631
    Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$5,256,563
    Value of total assets at end of year2016-12-31$48,822,231
    Value of total assets at beginning of year2016-12-31$44,143,172
    Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$22,550
    Total income from rents2016-12-31$0
    Total interest from all sources2016-12-31$65,376
    Total dividends received (eg from common stock, registered investment company shares)2016-12-31$7,188
    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$7,188
    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$2,000,000
    If this is an individual account plan, was there a blackout period2016-12-31No
    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
    Amount of non-exempt transactions with any party-in-interest2016-12-31$0
    Contributions received from participants2016-12-31$3,164,914
    Participant contributions at end of year2016-12-31$853,504
    Participant contributions at beginning of year2016-12-31$901,267
    Participant contributions at end of year2016-12-31$0
    Participant contributions at beginning of year2016-12-31$0
    Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,003,988
    Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$0
    Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
    Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
    Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
    Other income not declared elsewhere2016-12-31$-56,969
    Administrative expenses (other) incurred2016-12-31$0
    Liabilities. Value of operating payables at beginning of year2016-12-31$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$4,679,059
    Value of net assets at end of year (total assets less liabilities)2016-12-31$48,822,231
    Value of net assets at beginning of year (total assets less liabilities)2016-12-31$44,143,172
    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
    Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2016-12-31$0
    Were any leases to which the plan was party in default or uncollectible2016-12-31No
    Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2016-12-31$0
    Investment advisory and management fees2016-12-31$0
    Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$3,066,929
    Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,776,016
    Value of interest in pooled separate accounts at end of year2016-12-31$42,132,937
    Value of interest in pooled separate accounts at beginning of year2016-12-31$38,543,201
    Interest on participant loans2016-12-31$45,755
    Income. Interest from loans (other than to participants)2016-12-31$0
    Interest earned on other investments2016-12-31$19,621
    Income. Interest from US Government securities2016-12-31$0
    Income. Interest from corporate debt instruments2016-12-31$0
    Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$0
    Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$2,768,861
    Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,922,688
    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$237,153
    Net investment gain/loss from pooled separate accounts2016-12-31$3,320,632
    Net investment gain or loss from common/collective trusts2016-12-31$0
    Net gain/loss from 103.12 investment entities2016-12-31$0
    Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
    Was there a failure to transmit to the plan any participant contributions2016-12-31No
    Has the plan failed to provide any benefit when due under the plan2016-12-31No
    Contributions received in cash from employer2016-12-31$1,087,661
    Employer contributions (assets) at end of year2016-12-31$0
    Employer contributions (assets) at beginning of year2016-12-31$0
    Income. Dividends from preferred stock2016-12-31$0
    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$4,064,703
    Contract administrator fees2016-12-31$22,550
    Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
    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
    Aggregate proceeds on sale of assets2016-12-31$0
    Aggregate carrying amount (costs) on sale of assets2016-12-31$0
    Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$0
    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 name2016-12-31LUTZ & COMPANY, P.C.
    Accountancy firm EIN2016-12-31470625816
    2015
    Unrealized appreciation/depreciation of real estate assets2015-12-31$0
    Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$0
    Total unrealized appreciation/depreciation of assets2015-12-31$0
    Total transfer of assets to this plan2015-12-31$0
    Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
    Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
    Total income from all sources (including contributions)2015-12-31$4,608,853
    Total loss/gain on sale of assets2015-12-31$0
    Total of all expenses incurred2015-12-31$4,403,229
    Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$4,291,965
    Expenses. Certain deemed distributions of participant loans2015-12-31$0
    Value of total corrective distributions2015-12-31$89,155
    Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$4,534,981
    Value of total assets at end of year2015-12-31$44,143,172
    Value of total assets at beginning of year2015-12-31$43,937,548
    Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$22,109
    Total income from rents2015-12-31$0
    Total interest from all sources2015-12-31$61,050
    Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
    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$0
    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$2,000,000
    If this is an individual account plan, was there a blackout period2015-12-31No
    Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
    Were there any nonexempt tranactions with any party-in-interest2015-12-31No
    Amount of non-exempt transactions with any party-in-interest2015-12-31$0
    Contributions received from participants2015-12-31$2,831,401
    Participant contributions at end of year2015-12-31$901,267
    Participant contributions at beginning of year2015-12-31$865,483
    Participant contributions at end of year2015-12-31$0
    Participant contributions at beginning of year2015-12-31$0
    Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$703,656
    Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$0
    Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
    Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
    Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
    Other income not declared elsewhere2015-12-31$-4,214
    Administrative expenses (other) incurred2015-12-31$0
    Liabilities. Value of operating payables at beginning of year2015-12-31$0
    Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
    Value of net income/loss2015-12-31$205,624
    Value of net assets at end of year (total assets less liabilities)2015-12-31$44,143,172
    Value of net assets at beginning of year (total assets less liabilities)2015-12-31$43,937,548
    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
    Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2015-12-31$0
    Were any leases to which the plan was party in default or uncollectible2015-12-31No
    Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2015-12-31$0
    Investment advisory and management fees2015-12-31$0
    Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,776,016
    Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,773,679
    Value of interest in pooled separate accounts at end of year2015-12-31$38,543,201
    Value of interest in pooled separate accounts at beginning of year2015-12-31$38,396,155
    Interest on participant loans2015-12-31$46,209
    Income. Interest from loans (other than to participants)2015-12-31$0
    Interest earned on other investments2015-12-31$14,841
    Income. Interest from US Government securities2015-12-31$0
    Income. Interest from corporate debt instruments2015-12-31$0
    Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$0
    Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,922,688
    Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,902,231
    Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
    Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-47,193
    Net investment gain/loss from pooled separate accounts2015-12-31$64,229
    Net investment gain or loss from common/collective trusts2015-12-31$0
    Net gain/loss from 103.12 investment entities2015-12-31$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
    Contributions received in cash from employer2015-12-31$999,924
    Employer contributions (assets) at end of year2015-12-31$0
    Employer contributions (assets) at beginning of year2015-12-31$0
    Income. Dividends from preferred stock2015-12-31$0
    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$4,291,965
    Contract administrator fees2015-12-31$22,109
    Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
    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
    Aggregate proceeds on sale of assets2015-12-31$0
    Aggregate carrying amount (costs) on sale of assets2015-12-31$0
    Liabilities. Value of acquisition indebtedness at beginning of year2015-12-31$0
    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 name2015-12-31LUTZ & COMPANY, PC
    Accountancy firm EIN2015-12-31470625816
    2014
    Unrealized appreciation/depreciation of real estate assets2014-12-31$0
    Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$0
    Total unrealized appreciation/depreciation of assets2014-12-31$0
    Total transfer of assets to this plan2014-12-31$842,542
    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$8,369,111
    Total loss/gain on sale of assets2014-12-31$0
    Total of all expenses incurred2014-12-31$4,159,806
    Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,978,254
    Expenses. Certain deemed distributions of participant loans2014-12-31$0
    Value of total corrective distributions2014-12-31$152,735
    Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$5,725,134
    Value of total assets at end of year2014-12-31$43,937,548
    Value of total assets at beginning of year2014-12-31$38,885,701
    Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$28,817
    Total income from rents2014-12-31$0
    Total interest from all sources2014-12-31$63,614
    Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
    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$0
    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$2,000,000
    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
    Amount of non-exempt transactions with any party-in-interest2014-12-31$0
    Contributions received from participants2014-12-31$2,525,238
    Participant contributions at end of year2014-12-31$865,483
    Participant contributions at beginning of year2014-12-31$729,870
    Participant contributions at end of year2014-12-31$0
    Participant contributions at beginning of year2014-12-31$0
    Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$2,325,900
    Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$209
    Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
    Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
    Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
    Other income not declared elsewhere2014-12-31$674
    Administrative expenses (other) incurred2014-12-31$0
    Liabilities. Value of operating payables at beginning of year2014-12-31$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$4,209,305
    Value of net assets at end of year (total assets less liabilities)2014-12-31$43,937,548
    Value of net assets at beginning of year (total assets less liabilities)2014-12-31$38,885,701
    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
    Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2014-12-31$0
    Were any leases to which the plan was party in default or uncollectible2014-12-31No
    Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2014-12-31$0
    Investment advisory and management fees2014-12-31$0
    Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$2,773,679
    Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,625,100
    Value of interest in pooled separate accounts at end of year2014-12-31$38,396,155
    Value of interest in pooled separate accounts at beginning of year2014-12-31$33,316,987
    Interest on participant loans2014-12-31$44,517
    Income. Interest from loans (other than to participants)2014-12-31$0
    Interest earned on other investments2014-12-31$19,097
    Income. Interest from US Government securities2014-12-31$0
    Income. Interest from corporate debt instruments2014-12-31$0
    Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$0
    Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,902,231
    Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$2,213,744
    Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
    Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$115,173
    Net investment gain/loss from pooled separate accounts2014-12-31$2,464,516
    Net investment gain or loss from common/collective trusts2014-12-31$0
    Net gain/loss from 103.12 investment entities2014-12-31$0
    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$873,996
    Employer contributions (assets) at end of year2014-12-31$0
    Employer contributions (assets) at beginning of year2014-12-31$0
    Income. Dividends from preferred stock2014-12-31$0
    Income. Dividends from common stock2014-12-31$0
    Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,978,045
    Contract administrator fees2014-12-31$28,817
    Liabilities. Value of benefit claims payable at beginning of year2014-12-31$0
    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
    Aggregate proceeds on sale of assets2014-12-31$0
    Aggregate carrying amount (costs) on sale of assets2014-12-31$0
    Liabilities. Value of acquisition indebtedness at beginning of year2014-12-31$0
    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 name2014-12-31LUTZ & COMPANY, PC
    Accountancy firm EIN2014-12-31470625816

    Form 5500 Responses

    2019
    2019-01-01Type of plan entitySingle employer plan
    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
    2018-01-01Type of plan entitySingle employer plan
    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
    2017-01-01Type of plan entitySingle employer plan
    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
    2016-01-01Type of plan entitySingle employer plan
    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
    2015-01-01Type of plan entitySingle employer plan
    2015-01-01Submission has been amendedYes
    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
    2014-01-01Type of plan entitySingle employer plan
    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

    Insurance Providers Used on plan

    PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
    Policy contract number408596
    Policy instance 1
    Insurance contract or identification number408596
    Number of Individuals Covered1400
    Insurance policy start date2019-01-01
    Insurance policy end date2019-12-31
    Total amount of commissions paid to insurance brokerUSD $0
    Total amount of fees paid to insurance companyUSD $0
    Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
    Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
    Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
    PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
    Policy contract number408596
    Policy instance 1
    Insurance contract or identification number408596
    Number of Individuals Covered1436
    Insurance policy start date2018-01-01
    Insurance policy end date2018-12-31
    Total amount of commissions paid to insurance brokerUSD $0
    Total amount of fees paid to insurance companyUSD $0
    Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
    Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
    Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
    PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
    Policy contract number408596
    Policy instance 1
    Insurance contract or identification number408596
    Number of Individuals Covered1456
    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
    Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
    Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
    Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
    PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
    Policy contract number408596
    Policy instance 1
    Insurance contract or identification number408596
    Number of Individuals Covered1472
    Insurance policy start date2015-01-01
    Insurance policy end date2015-12-31
    Total amount of commissions paid to insurance brokerUSD $0
    Total amount of fees paid to insurance companyUSD $0
    Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
    Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
    Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
    PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
    Policy contract number408596
    Policy instance 1
    Insurance contract or identification number408596
    Number of Individuals Covered1453
    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
    Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
    Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
    Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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