?>
Logo

SPARTAN LOGISTICS 401(K) PLAN 401k Plan overview

Plan NameSPARTAN LOGISTICS 401(K) PLAN
Plan identification number 001

SPARTAN LOGISTICS 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

SPARTAN WAREHOUSE & DISTRIBUTION COMPANY, INC. has sponsored the creation of one or more 401k plans.

Company Name:SPARTAN WAREHOUSE & DISTRIBUTION COMPANY, INC.
Employer identification number (EIN):311251987
NAIC Classification:493100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SPARTAN LOGISTICS 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01STEVE HARMON2023-10-08
0012021-01-01STEVE HARMON2022-10-12
0012020-01-01STEVE HARMON2021-10-03
0012019-01-01STEVE HARMON2020-09-23
0012018-01-01STEVE HARMON2019-10-02
0012017-01-01
0012016-01-01
0012015-01-01STEVE HARMON
0012014-01-01STEVE HARMON
0012013-01-01STEVE HARMON
0012012-01-01STEVE HARMON
0012011-01-01STEVE HARMON
0012009-01-01STEVE HARMON
0012009-01-01MELISSA IVERSON

Plan Statistics for SPARTAN LOGISTICS 401(K) PLAN

401k plan membership statisitcs for SPARTAN LOGISTICS 401(K) PLAN

Measure Date Value
2022: SPARTAN LOGISTICS 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01295
Total number of active participants reported on line 7a of the Form 55002022-01-01354
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0119
Total of all active and inactive participants2022-01-01373
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01373
Number of participants with account balances2022-01-01124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: SPARTAN LOGISTICS 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01248
Total number of active participants reported on line 7a of the Form 55002021-01-01244
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-019
Total of all active and inactive participants2021-01-01253
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01253
Number of participants with account balances2021-01-0190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: SPARTAN LOGISTICS 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01282
Total number of active participants reported on line 7a of the Form 55002020-01-01210
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0112
Total of all active and inactive participants2020-01-01222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01222
Number of participants with account balances2020-01-0193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: SPARTAN LOGISTICS 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01231
Total number of active participants reported on line 7a of the Form 55002019-01-01220
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0120
Total of all active and inactive participants2019-01-01240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01240
Number of participants with account balances2019-01-0192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: SPARTAN LOGISTICS 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01214
Total number of active participants reported on line 7a of the Form 55002018-01-01192
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0118
Total of all active and inactive participants2018-01-01210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01210
Number of participants with account balances2018-01-0184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: SPARTAN LOGISTICS 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01235
Total number of active participants reported on line 7a of the Form 55002017-01-01171
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0116
Total of all active and inactive participants2017-01-01187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01187
Number of participants with account balances2017-01-0186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-018
2016: SPARTAN LOGISTICS 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01311
Total number of active participants reported on line 7a of the Form 55002016-01-01187
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-018
Total of all active and inactive participants2016-01-01195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01195
Number of participants with account balances2016-01-0190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-014
2015: SPARTAN LOGISTICS 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01298
Total number of active participants reported on line 7a of the Form 55002015-01-01274
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-013
Total of all active and inactive participants2015-01-01277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01277
Number of participants with account balances2015-01-0197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-014
2014: SPARTAN LOGISTICS 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01228
Total number of active participants reported on line 7a of the Form 55002014-01-01240
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-014
Total of all active and inactive participants2014-01-01244
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01244
Number of participants with account balances2014-01-0163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: SPARTAN LOGISTICS 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01172
Total number of active participants reported on line 7a of the Form 55002013-01-01184
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-013
Total of all active and inactive participants2013-01-01187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01187
Number of participants with account balances2013-01-0162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: SPARTAN LOGISTICS 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01165
Total number of active participants reported on line 7a of the Form 55002012-01-01154
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-014
Total of all active and inactive participants2012-01-01158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01158
Number of participants with account balances2012-01-0142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: SPARTAN LOGISTICS 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01148
Total number of active participants reported on line 7a of the Form 55002011-01-01141
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-015
Total of all active and inactive participants2011-01-01146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01146
Number of participants with account balances2011-01-0135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2009: SPARTAN LOGISTICS 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01133
Total number of active participants reported on line 7a of the Form 55002009-01-01122
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-014
Total of all active and inactive participants2009-01-01126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01126
Number of participants with account balances2009-01-0136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on SPARTAN LOGISTICS 401(K) PLAN

Measure Date Value
2022 : SPARTAN LOGISTICS 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-146,398
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$194,702
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$188,404
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$917,311
Value of total assets at end of year2022-12-31$5,390,108
Value of total assets at beginning of year2022-12-31$5,731,208
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$6,298
Total interest from all sources2022-12-31$10,786
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$439,308
Participant contributions at end of year2022-12-31$67,946
Participant contributions at beginning of year2022-12-31$49,158
Participant contributions at end of year2022-12-31$11,937
Participant contributions at beginning of year2022-12-31$5,440
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$251,468
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-341,100
Value of net assets at end of year (total assets less liabilities)2022-12-31$5,390,108
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$5,731,208
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in pooled separate accounts at end of year2022-12-31$4,680,602
Value of interest in pooled separate accounts at beginning of year2022-12-31$5,125,657
Interest on participant loans2022-12-31$1,878
Interest earned on other investments2022-12-31$8,908
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$623,866
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$529,638
Net investment gain/loss from pooled separate accounts2022-12-31$-1,074,495
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$226,535
Employer contributions (assets) at end of year2022-12-31$5,757
Employer contributions (assets) at beginning of year2022-12-31$21,315
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$188,404
Contract administrator fees2022-12-31$6,298
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CLARK, SCHAEFER, HACKETT
Accountancy firm EIN2022-12-31310800053
2021 : SPARTAN LOGISTICS 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,200,597
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$799,624
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$796,283
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$521,835
Value of total assets at end of year2021-12-31$5,731,208
Value of total assets at beginning of year2021-12-31$5,330,235
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$3,341
Total interest from all sources2021-12-31$10,067
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$315,386
Participant contributions at end of year2021-12-31$49,158
Participant contributions at beginning of year2021-12-31$56,018
Participant contributions at end of year2021-12-31$5,440
Participant contributions at beginning of year2021-12-31$3,605
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$28,345
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$400,973
Value of net assets at end of year (total assets less liabilities)2021-12-31$5,731,208
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$5,330,235
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in pooled separate accounts at end of year2021-12-31$5,125,657
Value of interest in pooled separate accounts at beginning of year2021-12-31$4,817,744
Interest on participant loans2021-12-31$2,257
Interest earned on other investments2021-12-31$7,810
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$529,638
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$450,701
Net investment gain/loss from pooled separate accounts2021-12-31$668,695
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$178,104
Employer contributions (assets) at end of year2021-12-31$21,315
Employer contributions (assets) at beginning of year2021-12-31$2,167
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$796,283
Contract administrator fees2021-12-31$3,341
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 name2021-12-31CLARK, SCHAEFER, HACKETT
Accountancy firm EIN2021-12-31310800053
2020 : SPARTAN LOGISTICS 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,318,619
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$145,973
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$142,018
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$476,718
Value of total assets at end of year2020-12-31$5,330,235
Value of total assets at beginning of year2020-12-31$4,157,589
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$3,955
Total interest from all sources2020-12-31$9,811
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$277,320
Participant contributions at end of year2020-12-31$56,018
Participant contributions at beginning of year2020-12-31$58,833
Participant contributions at end of year2020-12-31$3,605
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$49,535
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,172,646
Value of net assets at end of year (total assets less liabilities)2020-12-31$5,330,235
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$4,157,589
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$4,817,744
Value of interest in pooled separate accounts at beginning of year2020-12-31$3,656,382
Interest on participant loans2020-12-31$2,572
Interest earned on other investments2020-12-31$7,239
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$450,701
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$442,374
Net investment gain/loss from pooled separate accounts2020-12-31$832,090
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$149,863
Employer contributions (assets) at end of year2020-12-31$2,167
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$142,018
Contract administrator fees2020-12-31$3,955
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 name2020-12-31CLARK, SCHAEFER, HACKETT
Accountancy firm EIN2020-12-31310800053
2019 : SPARTAN LOGISTICS 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$1,147,922
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$473,675
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$469,840
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$427,142
Value of total assets at end of year2019-12-31$4,157,589
Value of total assets at beginning of year2019-12-31$3,483,342
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$3,835
Total interest from all sources2019-12-31$13,514
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
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
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$264,349
Participant contributions at end of year2019-12-31$58,833
Participant contributions at beginning of year2019-12-31$39,156
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$21,424
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$674,247
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,157,589
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,483,342
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$3,656,382
Value of interest in pooled separate accounts at beginning of year2019-12-31$2,744,622
Interest on participant loans2019-12-31$3,111
Interest earned on other investments2019-12-31$10,403
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$442,374
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$699,564
Net investment gain/loss from pooled separate accounts2019-12-31$707,266
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$141,369
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$469,840
Contract administrator fees2019-12-31$3,835
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 name2019-12-31CLARK, SCHAEFER, HACKETT
Accountancy firm EIN2019-12-31310800053
2018 : SPARTAN LOGISTICS 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$196,403
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$342,203
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$338,807
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$375,292
Value of total assets at end of year2018-12-31$3,483,342
Value of total assets at beginning of year2018-12-31$3,629,142
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$3,396
Total interest from all sources2018-12-31$12,994
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
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$245,831
Participant contributions at end of year2018-12-31$39,156
Participant contributions at beginning of year2018-12-31$72,224
Participant contributions at beginning of year2018-12-31$6,001
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-145,800
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,483,342
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,629,142
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$2,744,622
Value of interest in pooled separate accounts at beginning of year2018-12-31$2,837,683
Interest on participant loans2018-12-31$2,850
Interest earned on other investments2018-12-31$10,144
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$699,564
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$710,074
Net investment gain/loss from pooled separate accounts2018-12-31$-191,883
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$129,461
Employer contributions (assets) at beginning of year2018-12-31$3,160
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$338,807
Contract administrator fees2018-12-31$3,396
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 name2018-12-31CLARK, SCHAFFER, HACKETT
Accountancy firm EIN2018-12-31310800053
2017 : SPARTAN LOGISTICS 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$889,764
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$317,767
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$312,637
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$420,378
Value of total assets at end of year2017-12-31$3,629,142
Value of total assets at beginning of year2017-12-31$3,057,145
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$5,130
Total interest from all sources2017-12-31$11,171
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
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$265,211
Participant contributions at end of year2017-12-31$72,224
Participant contributions at beginning of year2017-12-31$82,556
Participant contributions at end of year2017-12-31$6,001
Participant contributions at beginning of year2017-12-31$4,460
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,262
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$571,997
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,629,142
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,057,145
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$2,837,683
Value of interest in pooled separate accounts at beginning of year2017-12-31$2,352,541
Interest on participant loans2017-12-31$2,761
Interest earned on other investments2017-12-31$8,410
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$710,074
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$614,965
Net investment gain/loss from pooled separate accounts2017-12-31$458,215
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$153,905
Employer contributions (assets) at end of year2017-12-31$3,160
Employer contributions (assets) at beginning of year2017-12-31$2,623
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$312,637
Contract administrator fees2017-12-31$5,130
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 name2017-12-31CLARK, SCHAFFER, HACKETT
Accountancy firm EIN2017-12-31310800053
2016 : SPARTAN LOGISTICS 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$680,915
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$574,021
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$569,931
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$451,316
Value of total assets at end of year2016-12-31$3,057,145
Value of total assets at beginning of year2016-12-31$2,950,251
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$4,090
Total income from rents2016-12-31$0
Total interest from all sources2016-12-31$9,612
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
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$273,317
Participant contributions at end of year2016-12-31$82,556
Participant contributions at beginning of year2016-12-31$46,930
Participant contributions at end of year2016-12-31$4,460
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$18,000
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$106,894
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,057,145
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,950,251
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$2,352,541
Value of interest in pooled separate accounts at beginning of year2016-12-31$2,343,105
Interest on participant loans2016-12-31$1,973
Interest earned on other investments2016-12-31$7,639
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$614,965
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$560,216
Net investment gain/loss from pooled separate accounts2016-12-31$219,987
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$159,999
Employer contributions (assets) at end of year2016-12-31$2,623
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$569,931
Contract administrator fees2016-12-31$4,090
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 name2016-12-31CLARK, SCHAFFER, HACKETT
Accountancy firm EIN2016-12-31310800053
2015 : SPARTAN LOGISTICS 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$357,452
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$203,559
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$201,845
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$377,057
Value of total assets at end of year2015-12-31$2,950,251
Value of total assets at beginning of year2015-12-31$2,796,358
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,714
Total interest from all sources2015-12-31$8,980
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
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$100,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$226,059
Participant contributions at end of year2015-12-31$46,930
Participant contributions at beginning of year2015-12-31$38,486
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$10,385
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$153,893
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,950,251
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,796,358
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$2,343,105
Value of interest in pooled separate accounts at beginning of year2015-12-31$2,237,015
Interest on participant loans2015-12-31$1,820
Interest earned on other investments2015-12-31$7,160
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$560,216
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$520,857
Net investment gain/loss from pooled separate accounts2015-12-31$-28,585
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$140,613
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$201,845
Contract administrator fees2015-12-31$1,714
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 name2015-12-31CLARK SCHAEFER HACKETT
Accountancy firm EIN2015-12-31310800053
2014 : SPARTAN LOGISTICS 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$454,053
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$84,401
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$83,061
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$289,418
Value of total assets at end of year2014-12-31$2,796,358
Value of total assets at beginning of year2014-12-31$2,426,706
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,340
Total interest from all sources2014-12-31$7,336
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
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$100,000
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$182,365
Participant contributions at end of year2014-12-31$38,486
Participant contributions at beginning of year2014-12-31$19,009
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$3,430
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$369,652
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,796,358
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,426,706
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$2,237,015
Value of interest in pooled separate accounts at beginning of year2014-12-31$2,001,948
Interest on participant loans2014-12-31$650
Interest earned on other investments2014-12-31$6,686
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$520,857
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$405,749
Net investment gain/loss from pooled separate accounts2014-12-31$157,299
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 contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$103,623
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$83,061
Contract administrator fees2014-12-31$1,340
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 name2014-12-31CLARK SCHAEFER HACKETT
Accountancy firm EIN2014-12-31310800053
2013 : SPARTAN LOGISTICS 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$686,553
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$55,617
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$54,661
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$307,819
Value of total assets at end of year2013-12-31$2,426,706
Value of total assets at beginning of year2013-12-31$1,795,770
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$956
Total interest from all sources2013-12-31$6,025
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$100,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$171,665
Participant contributions at end of year2013-12-31$19,009
Participant contributions at beginning of year2013-12-31$29,603
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$41,427
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$630,936
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,426,706
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,795,770
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$2,001,948
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,464,006
Interest on participant loans2013-12-31$451
Interest earned on other investments2013-12-31$5,574
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$405,749
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$302,161
Net investment gain/loss from pooled separate accounts2013-12-31$372,709
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$94,727
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$54,661
Contract administrator fees2013-12-31$956
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 name2013-12-31CLARK SCHAEFER HACKETT
Accountancy firm EIN2013-12-31310800053
2012 : SPARTAN LOGISTICS 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$360,812
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$30,358
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$29,881
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$170,340
Value of total assets at end of year2012-12-31$1,795,770
Value of total assets at beginning of year2012-12-31$1,465,316
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$477
Total interest from all sources2012-12-31$5,634
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$100,000
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$116,030
Participant contributions at end of year2012-12-31$29,603
Participant contributions at beginning of year2012-12-31$24,517
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$330,454
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,795,770
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,465,316
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$1,464,006
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,208,123
Interest on participant loans2012-12-31$649
Interest earned on other investments2012-12-31$4,985
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$302,161
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$232,676
Net investment gain/loss from pooled separate accounts2012-12-31$184,838
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$54,310
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$29,881
Contract administrator fees2012-12-31$477
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 name2012-12-31CLARK SCHAEFER HACKETT
Accountancy firm EIN2012-12-31310800053
2011 : SPARTAN LOGISTICS 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$135,704
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$119,954
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$119,009
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$159,945
Value of total assets at end of year2011-12-31$1,465,316
Value of total assets at beginning of year2011-12-31$1,449,566
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$945
Total interest from all sources2011-12-31$6,142
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$100,000
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$110,637
Participant contributions at end of year2011-12-31$24,517
Participant contributions at beginning of year2011-12-31$36,101
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$15,750
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,465,316
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,449,566
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$1,208,123
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,163,233
Interest on participant loans2011-12-31$984
Interest earned on other investments2011-12-31$5,158
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$232,676
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$250,232
Net investment gain/loss from pooled separate accounts2011-12-31$-30,383
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$49,308
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$119,009
Contract administrator fees2011-12-31$945
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 name2011-12-31CLARK SCHAEFER HACKETT
Accountancy firm EIN2011-12-31310800053
2010 : SPARTAN LOGISTICS 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$341,122
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$120,226
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$113,487
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$160,272
Value of total assets at end of year2010-12-31$1,449,566
Value of total assets at beginning of year2010-12-31$1,228,670
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$6,739
Total interest from all sources2010-12-31$7,153
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$100,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$106,134
Participant contributions at end of year2010-12-31$36,101
Participant contributions at beginning of year2010-12-31$50,473
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$12,027
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$220,896
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,449,566
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,228,670
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$1,163,233
Value of interest in pooled separate accounts at beginning of year2010-12-31$941,439
Interest on participant loans2010-12-31$1,678
Interest earned on other investments2010-12-31$5,475
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$250,232
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$236,758
Net investment gain/loss from pooled separate accounts2010-12-31$173,697
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$42,111
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$113,487
Contract administrator fees2010-12-31$6,739
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31FENTRESS & BARNES
Accountancy firm EIN2010-12-31270676440
2009 : SPARTAN LOGISTICS 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
2008 : SPARTAN LOGISTICS 401(K) PLAN 2008 401k financial data
Total income from all sources2008-12-31$-192,887
Expenses. Total of all expenses incurred2008-12-31$94,100
Benefits paid (including direct rollovers)2008-12-31$91,317
Total plan assets at end of year2008-12-31$956,008
Total plan assets at beginning of year2008-12-31$1,242,995
Value of fidelity bond covering the plan2008-12-31$100,000
Total contributions received or receivable from participants2008-12-31$110,181
Expenses. Other expenses not covered elsewhere2008-12-31$2,783
Contributions received from other sources (not participants or employers)2008-12-31$8,426
Other income received2008-12-31$-357,622
Net income (gross income less expenses)2008-12-31$-286,987
Net plan assets at end of year (total assets less liabilities)2008-12-31$956,008
Net plan assets at beginning of year (total assets less liabilities)2008-12-31$1,242,995
Assets. Value of participant loans2008-12-31$38,912
Total contributions received or receivable from employer(s)2008-12-31$46,128
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2008-12-31$0

Form 5500 Responses for SPARTAN LOGISTICS 401(K) PLAN

2022: SPARTAN LOGISTICS 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulitple employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SPARTAN LOGISTICS 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulitple 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: SPARTAN LOGISTICS 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulitple 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: SPARTAN LOGISTICS 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulitple 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: SPARTAN LOGISTICS 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulitple 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: SPARTAN LOGISTICS 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulitple 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: SPARTAN LOGISTICS 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulitple 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: SPARTAN LOGISTICS 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulitple 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: SPARTAN LOGISTICS 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulitple 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: SPARTAN LOGISTICS 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulitple 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: SPARTAN LOGISTICS 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulitple 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: SPARTAN LOGISTICS 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulitple employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: SPARTAN LOGISTICS 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulitple employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number802095
Policy instance 1
Insurance contract or identification number802095
Number of Individuals Covered373
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $13,044
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 Administration1
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
Commission paid to Insurance BrokerUSD $13,044
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number802095
Policy instance 1
Insurance contract or identification number802095
Number of Individuals Covered253
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $13,301
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 Administration1
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
Commission paid to Insurance BrokerUSD $13,301
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number802095
Policy instance 1
Insurance contract or identification number802095
Number of Individuals Covered222
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $11,071
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 Administration1
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
Commission paid to Insurance BrokerUSD $11,071
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number802095
Policy instance 1
Insurance contract or identification number802095
Number of Individuals Covered240
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $9,711
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 Administration1
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
Commission paid to Insurance BrokerUSD $9,711
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number802095
Policy instance 1
Insurance contract or identification number802095
Number of Individuals Covered210
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $9,241
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 Administration1
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
Commission paid to Insurance BrokerUSD $9,241
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number802095
Policy instance 1
Insurance contract or identification number802095
Number of Individuals Covered187
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $8,260
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 Administration1
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
Commission paid to Insurance BrokerUSD $8,260
Insurance broker organization code?3
Insurance broker namePRIVATE LEDGER INSURANCE AGENCY

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

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

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

See full terms and conditions

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